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Management Commentary 2-23-2024

Synopsys (SNPS) earnings call on market trends, Ansys deal and IP business…“We've entered an era of pervasive intelligence, driven by the rise of artificial intelligence, silicon proliferation and software-defined systems. These trends demand more compute, new...

Management Commentary 2-8-2024

Uber (UBER) earnings call on drivers, delivery and grocery…“If I were to broaden in terms of mobility, first and foremost, it's about making certain that our supply position, the number of drivers that we have on the road and engagement of those drivers continues to...

Management Commentary 2-7-2024

Carrier (CARR) earnings call on intelligent climate/energy solutions, key themes and 2024 outlook…“It starts with differentiated product introduction, some of which you see listed here. We are now focusing our 6,000 engineers on developing differentiated sustainable...

Management Commentary 2-6-2024

IDEXX Labs (IDXX) earnings call on key metrics and growth drivers….“IDEXX execution drivers drove solid US volume growth in the quarter, reflecting benefits from new business gains, high customer retention levels and sustained diagnostic frequency levels per...

Management Commentary 2-1-2024

Align Tech (ALGN) earnings call on growth drivers…“We are committed to delivering on our strategic growth drivers of international expansion, patient demand, orthodontist utilization and GP dentist treatment to extend our leadership in digital orthodontics and...

Management Commentary 1-31-2024

MSCI (MSCI) earnings call on some key investment trends…“We want to capitalize on important secular trends that are reshaping the global investment landscape. For example, in the Index industry, we see rising demand for customization of portfolios. In response, we...

Management Commentary 1-30-2024

F-5 Networks (FFIV) earnings call on customer spend trends, NGINX and AI…“Our customers are still watching their budgets closely. As we look ahead, we are encouraged by several factors, including better predictability from customers, improving systems demand, and the...

Management Commentary 1-25-2024

Service-Now (NOW) earnings call on AI fueling growth, large deals and future growth….“Artificial intelligence is injecting new fuel into our already high-performing growth engine. The company's Q4 results tell that story. Subscription revenue grew by 25.5% at constant...

Management Commentary 9-14-22

Starbucks (SBUX) Investor Day on new growth era, expansion, and margins…“Now as Howard teased in the beginning, and as we've shared throughout today in the details, the reinvention plan is set to support a new era of growth. What does new era mean? Simply put, it...

Management Commentary 8-2-2022

Gartner (IT) earnings call on its value proposition…“Across every function: IT, supply chain, marketing, sales, HR, finance and more, leaders and their teams benefit from our incredible value proposition. As a result, the enterprises we support see measurable progress...