Weave Communications, Inc. (NYSE:WEAV) Q1 2024 Earnings Conference Call May 1, 2024 4:30 PM ET Company Participants Mark McReynolds – Head, Investor RelationsBrett White – Chief Executive OfficerAlan Taylor – Chief Financial Officer Conference Call Participants Jacob Staffel – Goldman SachsHannah Rudoff – Piper SandlerAlex Sklar – Raymond JamesParker Lane – StifelMark Schappel – Loop…
paule858 Over the past several years now, I have come to really appreciate the telecommunications industry. Not every aspect of it is appealing to me. But one that is involves the ownership and leasing out of telecommunications towers. This checks off all of my major boxes. It’s a stable industry with strong cash flows. It’s…
Charter Communications, Inc. (NASDAQ:CHTR) Q1 2024 Earnings Call Transcript April 26, 2024 8:30 AM ET Company Participants Stefan Anninger – IRChris Winfrey – President and CEOJessica Fischer – CFO Conference Call Participants John Hodulik – UBSBenjamin Swinburne – Morgan StanleyJonathan Chaplin – New StreetCraig Moffett – MoffettNathansonBryan Kraft – Deutsche BankMichael Rollins – CitiVijay Jayant…
courtneyk Introduction On October 17, I wrote an article titled “Pros Vs. Cons – Why I’m passing On Charter Communications.” Here’s a part of the takeaway I used back then: […] challenges lie in the face of higher interest expenses and debt maturities post-2023, affecting its valuation and risk profile. While analysts foresee modest growth,…
Zoom Video Communications, Inc. (NASDAQ:ZM) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 2:55 PM ET Company Participants Kelly Steckelberg – Chief Financial Officer Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall So welcome, everybody. I’m Meta Marshall. I head up communications software here at Morgan Stanley. We’re delighted to have…
SBA Communications Corporation (NASDAQ:SBAC) Q4 2023 Earnings Call Transcript February 26, 2024 5:00 PM ET Company Participants Mark DeRussy – VP of Finance Marc Montagner – CFO Brendan Cavanagh – President & CEO Conference Call Participants Ric Prentiss – Raymond James Jonathan Atkin – RBC Capital Markets Nick Del Deo – MoffettNathanson David Barden –…
Altigen Communications, Inc. (OTCQB:ATGN) Q4 2023 Earnings Conference Call December 14, 2023 5:00 PM ET Company Participants Carolyn David – Vice President of Finance Jeremiah Fleming – Chief Executive Officer Operator Greetings. Welcome to the Altigen Communications Fourth Quarter and Fiscal Year 2023 Results Conference Call. At this time, all participants are in a listen-only…
Zoom Video Communications, Inc. (NASDAQ:ZM) Barclays Global Technology Conference December 6, 2023 1:25 PM ET Company Participants Kelly Steckelberg – CFO Conference Call Participants Pete Newton – Barclays Pete Newton Awesome. Good morning, everybody. And thank you for coming to the Barclays TMT Global Tech Conference. Happy to be here today. My name is Pete…
Zoom Video Communications, Inc. (NASDAQ:ZM) Q3 2024 Earnings Conference Call November 20, 2023 5:00 PM ET Company Participants Tom McCallum – Head of IR Eric Yuan – Founder & CEO Kelly Steckelberg – CFO Conference Call Participants Ryan MacWilliams – Barclays Meta Marshall – Morgan Stanley Kasthuri Rangan – Goldman Sachs Michael Turrin – Wells…
Arista Networks, Inc. (NYSE:ANET) 17th Annual Needham Virtual Security, Networking, & Communications Conference November 14, 2023 12:50 PM ET Company Participants John McCool – Chief Platform Officer Martin Hull – Vice President-Product Management Conference Call Participants Alex Henderson – Needham & Co Alex Henderson Great. Thanks so much, Zach. I appreciate the connection. My name…
Saga Communications, Inc. (NASDAQ:SGA) Q3 2023 Earnings Conference Call November 2, 2023 11:00 AM ET Company Participants Chris Forgy – CEO Sam Bush – CFO Operator Good day, and welcome to the Saga Communications Inc. Third Quarter Earnings Release and Conference Call. [Operator Instructions] It is now my pleasure to turn the floor over to…
M. Suhail Since the Time Warner merger in 2017, Charter (NASDAQ:CHTR) has grown revenues at 5% per year. This 5% growth was driven by internet revenue growing 9% annually, the video segment stagnating, and the wireline business declining, offsetting the strong internet performance. Coupled with the strong buyback program, that Charter employs, revenue per share…
Huber & Starke As Charter Communications (NASDAQ:CHTR) celebrates its 30th anniversary, it is an opportune time to reflect on how the industry has evolved, how its Spectrum brand became the United States’ second largest cable operator (behind Comcast) with 32.2m customers and whether the value proposition still resonates with customers as strongly as in the…
Zoom Video Communications, Inc. (NASDAQ:ZM) Zoomtopia Investor Q&A Call October 3, 2023 3:00 PM ET Company Participants Tom McCallum – Head of Investor Relations Wendy Bergh – General Manager, Online Business Mahesh Ram – Head of AI Applications Kelly Steckelberg – Chief Financial Officer Conference Call Participants Siti Panigrahi – Mizuho Securities Michael Turrin –…
photobyphm Verizon Communications Inc. (NYSE:VZ) is suffering a new period of stock price weakness which, in my view, is a compelling opportunity, particularly for passive income investors, to gobble up some shares for their portfolios. Verizon just fell through its 50-day moving average line and some investors are having doubts, unjustifiably, about the company’s dividend…
Call Start: 14:00 January 1, 0000 2:33 PM ET Iron Mountain Incorporated (NYSE:IRM) RBC Capital Markets Global Communications Infrastructure Conference Call September 27, 2023 14:00 ET Company Participants Barry Hytinen – Executive Vice President & Chief Financial Officer Conference Call Participants Jonathan Atkin – RBC Capital Markets Jonathan Atkin Welcome to the afternoon fireside chat….
In addition to Flows, WhatsApp is taking steps to empower businesses with payment solutions. B2B customers in India can now make payments to companies within the chat using their preferred payment methods. In an eagerly awaited announcement, WhatsApp, a subsidiary of Meta Platforms Inc (NASDAQ: META) has unveiled its latest feature, “Flows”. This innovation promises…
Warner Bros. Discovery, Inc. (NASDAQ:WBD) Bank of America Securities 2023 Media, Communications & Entertainment Conference September 14, 2023 8:50 AM ET Company Participants Gunnar Wiedenfels – Chief Financial Officer Conference Call Participants Jessica Reif Ehrlich – Bank of America Securities Jessica Reif Ehrlich Welcome to day two. We are thrilled to have Gunnar Wiedenfels here…
Galeanu Mihai Overview My recommendation for Frontier Communications (NASDAQ:FYBR) is a hold rating, as the upside is not lucrative enough at this share price. That said, I do recognize that there is a potential upside catalyst over the next few quarters if management comes out saying that their investment phase is going to end earlier….
Zoom Video Communications, Inc. (NASDAQ:ZM) Goldman Sachs 2023 Communacopia & Technology Conference September 5, 2023 1:50 PM ET Company Participants Eric Yuan – Founder & CEO Conference Call Participants Kasthuri Rangan – Goldman Sachs Kasthuri Rangan Eric’s contribution to the world cannot possibly be exaggerated. We all know what you’ve created. I mean truly changed…
metamorworks A Quick Take On Weave Communications Weave Communications, Inc. (NYSE:WEAV) reported its Q2 2023 financial results on August 2, 2023, beating both revenue and EPS consensus estimates. The firm provides a suite of communications software and related payment solutions to healthcare organizations. I previously wrote about Weave with a Hold outlook on a lower…
Altigen Communications, Inc. (OTCQB:ATGN) Q3 2023 Earnings Conference Call August 22, 2023 5:00 PM ET Company Participants Carolyn David – Chief Finance Officer Jeremiah Fleming – Chief Executive Officer Conference Call Participants Neil Cataldi – Blueprint Capital Jason Revland – Private Investor Operator Greetings. Welcome to the Altigen Communications Third Quarter Fiscal Year 2023 Results…
Yuri_Arcurs/E+ via Getty Images Investment Rundown The buildout of the fiber network and high-speed internet access is starting to unravel in the US. Here, Cogent Communications Holdings, Inc. (NASDAQ:CCOI) has had its operations dating back to 1999. Valuation for the business has grown impressive and now sits above $3.29 billion. Where CCOI has set itself…
Lumen Technologies, Inc. (NYSE:LUMN) TD Cowen 9th Annual Communications Infrastructure Summit Conference Call August 8, 2023 5:40 PM ET Company Participants Andrew Dugan – Executive Vice President and Chief Technology Officer Conference Call Participants Greg Williams – TD Cowen Greg Williams Let’s get started. Welcome everybody. It’s Greg Williams; I cover the telco wireless data…
Etsy, Inc. (NASDAQ:ETSY) Oppenheimer 26th Annual Technology, Internet & Communications Conference August 8, 2023 9:55 AM ET Company Participants Josh Silverman – Chief Executive Officer Rachel Glaser – Chief Financial Officer Conference Call Participants Jason Helfstein – Oppenheimer Jason Helfstein Good morning, everyone. Thanks for joining us. I’m Jason Helfstein, I oversee Internet research for…
Adobe Inc. (NASDAQ:ADBE) Oppenheimer 26th Annual Technology, Internet & Communications Conference August 8, 2023 10:45 AM ET Company Participants Ashley Still – SVP and GM, Digital Media Jonathan Vaas – Investor Relations Conference Call Participants Brian Schwartz – Oppenheimer Brian Schwartz Greetings. I want to thank everyone who’s dialed in. I’m thrilled today here because…
Saga Communications, Inc. (NASDAQ:SGA) Q2 2023 Results Conference Call August 8, 2023 11:00 AM ET Company Participants Chris Forgy – CEO Sam Bush – CFO Operator Good morning, everybody, and welcome to the Saga Communications Inc. Second Quarter Earnings Release and Conference Call. [Operator Instructions] And it is now my pleasure to turn the floor…
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis: I take a bullish view on Rogers Communications (NYSE:RCI), given strong customer lifetime value (LTV) performance, as well as continued earnings growth. In a previous article back in March, I made the argument that Rogers Communications could see lackluster growth until the eventual outcome on…