Management Commentary
Management Commentary 2-24-2022
Clear Channel (CCO) earnings call on the opportunity in programmatic advertising…. “So the opportunity on programmatic is substantial. I mean if you look at the digital space, really across all the different kinds of digital advertising programmatic accounts for more...
Management Commentary 2-16-2022
Trade Desk (TTD) earnings call on its transition to the Solimar platform…. “At the current pace, we expect to deprecate the legacy platform before the fourth quarter of this year. To accomplish a complete transition to the new platform within about a year is an...
Management Commentary 2-15-2022
Borg Warner (BWA) earnings call on new products driving profitable growth…. “Both the hydrogen injection system and the eFan are great examples of us continuing to organically develop new products to drive profitable growth in innovative powertrain systems. Next I...
Management Commentary 2-10-2022
Datadog (DDOG) earnings call on its platform strategy and record logo wins… “As of the end of Q4, 78% of customers were using 2 or more product, up from 72% a year ago. 33% of customers were using 4 or more products, up from 22% a year ago. And as a sign of further...
Management Commentary 2-9-2022
FMC Corp (FMC) earnings call reviewing the drivers of the strong quarter…. “North America and Latin America contributed significantly to our growth in the quarter. Not only regaining lost sales from the prior year period, but also driving above-market growth with...
Management Commentary 2-8-2022
Warner Music (WMG) earnings call addressing Web3…. “So since our IPO, we have seen significant growth across emerging streaming platforms in social and fitness as you've mentioned, sort of the -- because of the nature of those deals, a lot of them are buyout deals,...
Management Commentary 2-7-2022
Hasbro (HAS) earnings call on the new CEO’s top priorities…. “First and foremost is driving growth with the Brand Blueprint. At the heart of Hasbro is the Brand Blueprint. It enables us to expand the value of our brands and capabilities as we engage our fans across...
Management Commentary 2-3-2022
Aptiv (APTV) earnings call on the acceleration in software-defined vehicles… “Looking ahead, Aptiv will be even better positioned to capitalize on the safe, green and connected megatrends, just as a path to the software-defined vehicles accelerating. Our scalable...
Management Commentary 2-2-2022
Cognizant Tech (CTSH) earnings call on its Healthcare segment… “Healthcare revenue increased approximately 8%, driven by double-digit organic growth in life sciences. Our Healthcare payer and provider business grew in the mid-single digits, driven by our integrated...
Management Commentary 2-1-2022
Stanley (SWK) earnings call on positive secular demand trends…. “There are several positive secular demand trends that are benefiting our businesses. We remain bullish on construction, DIY as well as gradual recoveries in the automotive and aerospace OEM...