Management Commentary
Management Commentary 7-26-2022
Fiserv (FISV) earnings call on how it grows from here… “We grow and create value in 3 ways: First, attracting more merchants to our operating systems; second, expanding the relationship we have with our merchants by encouraging adoption of more software and services...
Management Commentary 7-19-2022
Hasbro (HAS) Earnings Call on growth opportunities… “Games, digital, expanding the age ranges of our portfolio and harnessing direct connections with our consumers are all compelling growth opportunities for Hasbro. D&D Beyond is in the early stages of integration...
Management Commentary 6-14-2022
Philip Morris (PM) at Deutsche Bank Consumer Conference on IQOS success and expecting a better Q2…. “And what is driving the strength of the company on this first month of 2022 is, first of all, of course, the continuation of the success of IQOS. IQOS is growing and...
Management Commentary 5-17-22
Union Pacific (UNP) at BAML Transports Conference on current volumes…. “Volumes across all 3 business teams are being impacted by the actions we're taking to improve network performance. Overall, our volumes are down 2% versus last year. If you look at the business...
Management Commentary 5-10-2022
XPO Logistics (XPO) earnings call describing the LTL markets… “LTL is a very different business than it was 6 months ago. Our network is much more fluid and balanced. We're realizing significantly stronger service metrics in key areas such as on-site transit and...
Management Commentary 4-27-2022
Spotify (SPOT) earnings call on strength in the Ads business…. “ So take our ads business, which continues to be a strong revenue driver, thanks to the investments we are making to modernize audio advertising. The recent third-party survey validate this belief showing...
Management Commentary 4-26-2022
UPS (UPS) earnings call on winning market share with SMBs…. “Under our better, not bigger framework, we are investing in the capabilities that matter the most to our customers, and we are winning in the parts of the market that value our end-to-end network, like SMBs,...
Management Commentary 3-3-2022
DraftKings (DKNG) investor day on increasing its TAM and other trends…. “First, our updated view on TAM, where we're increasing our outlook from $67 billion for OSB and iGaming to $80 billion, which is comprised of a $4 billion increase in OSB, an $8 billion increase...
Management Commentary 3-1-2022
Baidu (BIDU) earnings call on strides in intelligent driving…. “Apollo Go continued to take big steps towards scalable operation of autonomous ride hailing services. We believe that large-scale operations allows us to identify the problems that are not visible during...
Management Commentary 2-28-2022
United Rentals (URI) at Evercore Industrials Conference on Fleet productivity…. “Again -- and once again, the reason we talk about fleet productivity is the asset category, where you run all those things. So it's an output -- truly is an output of the decisions you...