Dell Technologies Inc. (DELL) Management Presents at Credit Suisse 24th Annual Technology Virtual Conference – Earnings Call Transcript

Dell Technologies Inc. (NYSE:DELL) Credit Suisse 24th Annual Technology Virtual Conference December 3, 2020 3:00 PM ET

Company Participants

Jeff Clarke – Vice Chairman & COO

Conference Call Participants

Matt Cabral – IT Hardware, Credit Suisse.

Matt Cabral

All right. I think we’re going to go ahead and get started. I’m Matt Cabral. I cover IT Hardware here at Credit Suisse. And we’re very pleased to have Dell here with us. We have Jeff Clarke, who is COO and Vice Chairman of Dell. So Jeff thanks for getting out some time and joining us.

Jeff Clarke

My pleasure. Glad to be here. Thanks for having me.

Matt Cabral

So two quick house-keeping items before we start the first for those of you who’s been following along. I’m sure you are familiar, we’re not taking live Q&A but I am available over emails or if there’s anything you want me to

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Lam Research Corporation (LRCX) Tim Archer Presents at Credit Suisse 24th Annual Technology Virtual Conference (Transcript)

Lam Research Corporation (NASDAQ:LRCX) Credit Suisse 24th Annual Technology Virtual Conference December 1, 2020 10:50 AM ET

Company Participants

Tim Archer – President & CEO

Conference Call Participants

John Holland – Lam Research Corporation, Etch

Question-and-Answer Session

Q – John Holland

Great. Why don’t we go ahead and get started. I’d like to welcome everyone to the fireside chat. It’s my pleasure this morning to introduce Tim Archer, the Chief Executive Officer of Lam Research. We have about 30 minutes in this session to go through Q&A. I’ll kick things off. If you have any questions from the audience, please feel free to email them to me and I’ll to incorporate them in.

But with that Tim, I want to first thank you for participating again at this year’s conference. I wish it wasn’t virtual and that we were in the desert but such is life in 2020. I always

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Corning to Provide Financial Update at Credit Suisse Annual Technology Conference

CORNING, NY, Nov. 30, 2020 (GLOBE NEWSWIRE) — At today’s Credit Suisse Annual Technology Conference, Corning Incorporated (NYSE: GLW) Chief Strategy Officer Dr. Jeffrey Evenson will provide investors with an update about the company’s expected financial performance in the fourth quarter of 2020.

Highlights of Dr. Evenson’s remarks will include:

  • Fourth-quarter sales are expected to grow 5% to 8% sequentially  
     
  • Operating margin is expected to grow at approximately double the rate of sales sequentially

Dr. Evenson will tell conference attendees, “Despite a challenging macro environment, we continue to perform well and deliver meaningful accomplishments across the company. The relevance of our capabilities and our relationships with industry leaders are creating new opportunities for us to support customers with more Corning content. We are generating top- and bottom-line growth in multiple businesses and our strategic investments are paying off. Overall, our performance demonstrates the strength of Corning’s portfolio and our ability

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Overstock to Participate in Credit Suisse 24th Annual Technology Conference

SALT LAKE CITY, Nov. 30, 2020 (GLOBE NEWSWIRE) — Overstock.com, Inc. (NASDAQ:OSTK), a leading e-commerce home furnishings retailer and advocate of blockchain technology,   announced its participation in the Credit Suisse 24th Annual Technology Conference. Jonathan Johnson, Chief Executive Officer, and Adrianne Lee, Chief Financial Officer, will participate in investor meetings and a fireside chat hosted by Credit Suisse.

“We look forward to continuing our dialogue with investors this week and thank Credit Suisse for inviting and hosting us,” said Johnson. “We appreciate the interest from the investment community and the opportunity to continue communicating our story.”

The conference in which Overstock will participate will be hosted virtually and webcast to registered attendees on Wednesday, December 2.

About Overstock
Overstock.com, Inc  CommonStock(NASDAQ:OSTK) / Series A-1 Preferred Stock (tZEROATS:OSTKO) / Series B PreferredStock(OTCQX:OSTBP)  is an online retailer and technology company based in Salt Lake City, Utah.

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Fastly, Inc. (FSLY) Presents at Credit Suisse 24th Annual Technology Conference (Transcript)

Fastly, Inc. (NYSE:FSLY) Credit Suisse 24th Annual Technology Conference Call November 30, 2020 12:20 PM ET

Company Participants

Joshua Bixby – CEO

Adriel Lares – CFO

Conference Call Participants

Brad Zelnick – Credit Suisse

Brad Zelnick

Okay. Welcome back, everybody. I think we are now live. It says live. All right, great. So, I’m Brad Zelnick, once again with the software team here at Credit Suisse. And for this session, we are delighted to be joined by the folks from Fastly. With us today we’ve got Joshua Bixby, CEO; and Adriel Lares, CFO of the Company. And thank you guys, really appreciate you making the time.

Joshua Bixby

It’s a pleasure to be here. Thanks, Brad.

Brad Zelnick

Awesome. Maybe just for a quick intro, Joshua, many listening in today, like we know Fastly. But for those that are less familiar, can you spend just a couple of minutes talking

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China Tech Companies To Remain ‘Very Much A Growth Play’ Even Post-COVID-19, Says Credit Suisse



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Credit Suisse Group AG (NYSE: CS) expressed an optimistic view of Chinese tech stocks’ growth potential over the next year. The forecast also factors in the recently imposed stringent anti-monopoly laws by the Chinese regulatory authorities, CNBC reports.

The Swiss bank predicts that China will grow by 2.2% in 2020, followed by 7.1% in 2021.

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What Happened: People’s Republic of China is one of the select few countries poised to record a positive GDP in 2020 – an outcome of its efforts to keep the pandemic in check.

CNBC quoted a comment from Credit Suisse’s 2021 outlook, which said that Chinese markets offer “high rates of growth at still attractive valuations.”

While lockdowns have beaten down offline players and brick and mortar stores, tech companies gain more market share. 

Last week, there were reports that Chinese e-tailer Pinduoduo Inc (NASDAQ: PDD) announced it

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Credit Suisse says regulatory risks are unlikely to stop China’s tech companies from growing in 2021

  • China’s equity and bond markets are set to give investors progressively greater opportunities in 2021, according to Credit Suisse.
  • One of the main growth areas in China’s markets is the technology sector, according to Ray Farris, chief investment officer for South Asia at Credit Suisse.
  • The technology landscape in China is fiercely competitive where established tech giants regularly fend off new rivals trying to take away chunks of their market share.



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An investor looks at screens showing stock market movements at a securities company in Nanjing in China’s eastern Jiangsu province on July 6, 2020.

SINGAPORE — China’s equity and bond markets are set to give investors progressively greater opportunities in 2021, according to Credit Suisse.

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Chinese markets offer “high rates of growth at still attractive valuations,” the Swiss investment bank said in its 2021 outlook report. The world’s second-largest economy is predicted to

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