Management Commentary
Management Commentary 12-6-2021
CyberArk (CYBR) at UBS TMT Conference on the subscription transition…. “We're really -- we're really excited about the whole transition process. If we back up when we announced this subscription transition, we outlined that we would exit the transition between the end...
Management Commentary 12-3-2021
Trane (TT) at CSFB Industrials Conference on the HVAC replacement cycle…. “I mean, I think -- and I'll talk about -- let me talk about commercial HVAC first. I mean, I think the -- and I've been here a while. So the lens 5 years ago used to be all about efficiency and...
Management Commentary 12-1-2021
Zebra Tech (ZBRA) at Stephens Investment Conference on its vision…. “So Enterprise Asset Intelligence is how we've kind of branded our vision. We came up with that in 2014 when we did the enterprise acquisition or the Enterprise business, but to explain what the new...
Management Commentary 11-30-2021
Automatic Data (ADP) at Nasdaq Investor Conference on white space potential…. “Yes. So I think, firstly, it's always important to remember that we're, give or take, $15 billion and $150 billion market. So there's lots of runway, and there's lots of -- there's still...
Management Commentary 11-29-2021
Church and Dwight (CHD) M&A call detailing the rationale for its TheraBreath deal…. “We see TheraBreath as a perfect tuck-in acquisition for our Oral Care business with $100 million of sales projected for '22, high gross margins and the ability to deliver annual...
Management Commentary 11-23-2021
Dick’s Sporting (DKS) earnings call on the importance of brand partners…. “Our brand partners continue to make significant investments in our business every year and provide us with increasing allocations of exclusive and differentiated products. These top-of-the-line...
Management Commentary 11-22-2021
Keysight Tech (KEYS) earnings call covering segment demand trends… “In automotive, we achieved record orders for the third consecutive quarter of double-digit order and revenue growth. Investment remains strong in EV and AV technologies. This quarter, we announced the...
Management Commentary 11-19-2021
Five9 (FIVN) Analyst Day on the contact center inflecting…. “Today, the contact center market is clearly at an inflection point. Businesses are focused more than ever before on enhancing the customer experience, and we're at the forefront of empowering these...
Management Commentary 11-18-2021
BJ’s Wholesale (BJ) earnings call on membership trends and its flywheel… “Membership is at the heart of what we do, and over the past several quarters, we have grown the size and quality of our membership base significantly. In Q3, we grew our membership by 3%...
Management Commentary 11-17-2021
Bentley Systems (BSY) M&A call on how it sees the grid integration opportunity…. “But let's go back to what we might mean by the grid integration opportunity. So Power Line Systems caters for the engineering of the transmission structures, which you see here in...