Management Commentary
Management Commentary 1-27-2022
Visa (V) earnings call on revenue growth staying above pre-COVID levels…. “We expect our growth this year will be well above the pre-COVID rate as cross-border recovers. This will likely continue into fiscal year '23. Beyond that, we are confident the business can...
Management Commentary 1-26-2022
Abbott Labs (ABT) earnings call on Libre growth and drivers… “It continues to grow at a very strong rate and a very large base. 35 -- over 35% this year, 4 million users now. We've initiated geographic expansion of Libre 3, and that will start in the next couple of...
Management Commentary 1-25-2022
Commvault (CVLT) earnings call detailing its quarter…. “Subscription and SaaS ARR grew 45% year-over-year to $309 million and now represents 55% of total ARR. We had the best quarter for new customer additions in years, including several Fortune 500 wins. We've moved...
Management Commentary 1-11-2022
Zoom (ZM) at Needham Growth Conference on the Enterprise space… “Organizations are being more thoughtful about buying and going back to the typical proof-of-concept or RFP process that they all employed before the pandemic. But again, it's familiar to us, right? We...
Management Commentary 1-10-2022
Vertex (VRTX) at JPM Healthcare Conference on CF program and Phase 3 milestones… “And in 2021, we also achieved important risk-lowering milestones in progress in 3 other pipeline programs, VX-147 in APOL1-mediated kidney disease; VX-880 in type 1 diabetes and VX-548...
Management Commentary 1-5-2022
SolarEdge (SEDG) at Goldman Clean Energy Conference on tailwinds and headwinds in 2022… “There are 2 dynamics that have tailwinds and face wind at the same time and we need to headwind at the same time we need to [indiscernible].The first one is actually the tailwind...
Management Commentary 12-16-2021
Jabil (JBL) earnings call on positive secular trends driving strong results and capital allocation…. “If we dig a little deeper, we find secular trends embedded within certain sectors, secular markets where we now play and have a substantial presence. We believe these...
Management Commentary 12-9-2021
MSCI (MSCI) at Barclays Business Services Conference on ESG and the investment industry… “So that global economy needs to go from primary reliance on fossil fuel energy to renewable energy. That will create a major transformation in everything we do, whether...
Management Commentary 12-8-2021
Fair Isaac (FICO) at Barclays TMT Conference on opportunities for price increases…. “Well, the short answer to the question is that there's a lot of runway left. Our Scores business is as healthy as it's ever been. It's -- our scores are used very widely, continue to...
Management Commentary 12-7-2021
Synchrony (SYF) at Goldman Financials Conference on its three key new partnerships…. “I would say we've got a good pipeline in each of the 5 platforms, probably weighted a little bit more towards start-up opportunities and definitely some nontraditional potential...