Management Commentary
Management Commentary 11-16-2021
Sea (SE) earnings call on Free Fire’s potential… “Given Free Fire's growing global popularity, we see significant opportunity to provide our community with many kinds of ways to enjoy Free Fire platform, and we continue to invest in building towards a long-lasting...
Management Commentary 11-15-2021
Oatly (OTLY) earnings call on the transformation and opportunity…. “We continue to see tremendous consumer demand for our products across each of our regions as we convert dairy users to plant-based milk consumers. The 2019 plant-based new penetration in dairy...
Management Commentary 11-11-2021
Yeti (YETI) earnings call on its International expansion efforts… “YETI's international opportunity is significant as we remain on the cusp of reaching 10% international sales mix even with the strength of our U.S. business. We are focused on the markets where we have...
Management Commentary 11-10-2021
L3 Harris (LHX) at the Baird Industrials conference on the DOD modernization push… “We're in the early innings of a modernization cycle. The DoD has an installed base of 1 million units. This modernization cycle that we're going through is only going to modernize...
Management Commentary 11-9-2021
Bentley Systems (BSY) earnings call on the metaverse… “Well, reasonably enough, it's going to start with immersive 3D environments for consumer things, but the technologies for greater immersion and performance are going to be great for ways of experiencing digital...
Management Commentary 11-8-2021
Black Knight (BKI) earnings call on its newer innovations… “Earlier this year, we launched our Underwriter Assist solution, which uses AI-enhanced automation and advanced decisioning capabilities to quickly and efficiently review loan package documents, thereby...
Management Commentary 11-5-2021
Amdocs (DOX) Analyst Call on the company at an inflection point… “And I believe that this is an inflection point for Amdocs for accelerated growth, you will get more details during the day. So we were working a lot on this. And I think that everything that we...
Management Commentary 11-4-2021
ANSYS (ANSS) earnings call on Optical Simulation… “In the past, I discussed our best-in-class electromagnetic solutions, our unparalleled product scalability and the extreme accuracy of our structural solutions. As you heard me discuss with Seagate, optical simulation...
Management Commentary 11-3-2021
FMC Corp (FMC) earnings call on 2022 market dynamics… “We view 2022 as another year with a good macro environment. Obviously, notwithstanding the impact weather can have on any single quarter. We expect that soft commodity pricing momentum will carry into next year...
Management Commentary 11-2-2021
Gartner (IT) earnings call on its GBS segment and cyclical vs secular… “ I think what we're seeing, and you can see this through a combination of metrics, is we are selling a lot of new functions within existing enterprises, which is why you've seen the wallet...