Conference Calls

UBS CEO on Crypto: We don’t advise on Speculation – Using Python, Speech-to-Text, Amazon Transcribe

Today on the UBS investor and analyst conf call a question related to crypto caught my attention. The question was from a SocGen analyst. And CEO of UBS, Ralph Hamers answered. Q: I was wondering how crypto might fit within that, whether you’re merely just going to offer ETF Products to your customers or whether you’re thinking about offering trading custody or even lending based on crypto or whether it’s…

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softwareONE Conference Call Notes – Positive Momentum, Growth Acceleration , Software and Cloud, Synergies

Your first question comes from Stacy Pollard from JP Morgan. Please go ahead. Your line is open. Year on Year Growth, Positive Growth for the Year Q: Can you talk about the pipeline for software and cloud and what kind of year on year growth you’d expect for the second half? And could you make it to a positive growth for the full year? CEO: On the first one. In…


Cembra Conference Call Notes – July 22nd(!) – Competition from Technology Driven Players, Crowd Lenders – Tailwinds: Still 30% Use Cash, Maestro vs Mastercard and Visa, Retailer Scepticism, Supervisory and Competition Bodies involved

Considering the loss of the Migros Credit Card, August 23rd, 2021 the following statements from the July 22nd, 2021 conf call are noteworthy, useful to remember. Also note that Migros had signalled this competitive renewal weeks and months ago, so it is likely that management of Cembra knew in advance that the loss of this client was a considerable risk. Especially also considering what happend with Coop Credit Card (TopCard…


u-blox Conference Call Notes – Gross Margin, Capitalising R&D, Value Chain, Chip Cost Increase, High Price Setting Power, Shortages in Component Market, Redesigning Products, Supply Chain, Guidance Problems

The following transcript was compiled based on the first part of the u-blox conf call on 20.08.2021. Pricing Power, Gross Margin, Chip Manufacturing Q: The first question I had is on the gross margin that is quite strong in the first half of the year. […] We see a lot of shortages and more and more pricing increases in terms of manufacturing of chips and more recently the foundries players…


Tecan Conference Call Notes – Paramit, vPoke: Proprietary Computer Directed Assembly, Growth Margin Driver, Life Sciences, Medical Mechatronics – Growth Rates, Revenue Share

vPoke – Proprietary Computer Directed Assembly Q: Relating to the vPoke assembly software […]. How much of a growth margin driver could that be for the can stand alone business if applied to the components business […] CEO:So we’re actually quite excited about vPoke. […] vPoke is technology infrastructure that has been created by Paramit over the past three decades. And it’s been very successfully deployed by them in that…


Alcon Conference Call Notes – US doing really well, International Markets: Back to 2019 levels in early 2022, Capacity Expansion in Vision Care, Plenty of Capacity in Surgical Business

Today I listened in on the Alcon Conf Call and must say I was impressed by the answers and the products this company offers. The good results are a reflection of how Alcon improves lives of many, many people around the world. The quotes below are from the CFO and CEO. US doing really well Let me let me try and give a little bit of color on the quarter…


Swisscom Conference Call Notes – Fibre to the Home Market Share, 5G CAPEX impact, Fastweb Wholesale Sales, UPC Sunrise New Brand & Salt Competition

The quotes below were taken from the Swisscom earnings conf call Market Share – Fibre to the Home What have you seen in the areas where you have expanded with fibre to the home (FTTH). Are there any signs that you are kind of gaining market share for example? CEO: In areas where we, it depends region by region on the local competition. It’s very fragmented. But we have regions…


Dufry Conference Call Notes – Expected Recovery late 2022 and in to 2023 – US Labour Market Challenging

The following statements were made during the conf call of 10th August 2021. Dufry CFO on Expected Turnover Recovery CFO: Now, the question is, by when we expect […] turnover to recover entirely to 2019 levels. In our case, we believe that this is around late 2022, and then in the first full year 2023, and in that regard, taking into account what I just said, because the cash flow…


GAM Conference Call Notes – USPs, Private Labeling, Client Locations, Sustainable Investing, Performance Fees

GAM Investments is a global asset management firm built by investors for investors. We operate in 15 countries and collectively manage CHF 126.0 billion in assets for our clients (as at 30 June 2021). The following statements were made during the conf call of 4th August 2021. GAM on Wealth Management, Client Locations CEO: So your first question was around wealth management. We touched on that. Your question in terms…


Oerlikon Conference Call Notes (II) – Polymer Recycling, Mechanical Recycling, Chemical Recycling, Textile Recycling, Organic Growth, Inorganic Growth, Electrical Vehicles, e-mobility, Europe and US Auto Manufacturers Production Not Back To Normal

Speakers: Dr. Roland Fischer, CEO Oerlikon Group and Philipp Müller, CFO Oerlikon operates its business in two Divisions – Surface Solutions and Polymer Processing Solutions – and has a global footprint of more than 10 600 employees at 179 locations in 37 countries. In 2020, Oerlikon generated CHF 2.3 billion in sales and invested CHF 118 million in R&D. Growth – Organic vs Inorganic (M&A), Polymer Processing Good morning. Thank you very much, congratulations ffor those results. My first question…