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So the carriers are all different and we have a few sale leaseback transactions I guess with Verizon and AT&T and they're both different and the terms of those agreements are different not that I'llI won't talk about the details there. |
Accounting for longterm contracts involves a judgmental process of estimating the total revenue, costs, and profit for each performance obligation. Due to the size, duration and nature of many of our longterm contracts, the estimation of total revenues and costs through completion is complicated and subject to many va... |
AnswerThomas P. Joyce: Sure, sure, absolutely. Sorry, I apologize that the transmission was so poor but I think we've got it now. We're going to see that volume continue to track. I think there was an outsized impact, certainly at Cepheid, during the course of the second quarter with that instrument volume boosting at ... |
So, our Fixed Income revenues grew 1% versus the prior year and what we really saw was a normalization of rate and credit markets at the turn of the year coming out of the fourth quarter and the dislocation that was there. Within Fixed Income results, our G10 rates outperformed, driven really by strong client activity.... |
AnswerMark Elliot Zuckerberg: Sure. I can talk about that. And that's what I'm really excited about. And there's just an opportunity I think to make that all a lot more seamless. So I think the way we're going to approach this is largely from starting with having built out this very robust ad system and then j... |
Thanks, Robert. That's actually very specific, probably more than I hoped for. |
As you predicted earlier, I'm going to ask about the CSBG. So very impressive growth with revenue increase reaching 40%, 50% in the past few quarters. So clearly I was wrong. As you look over the next few years, how sustainable do you think this business could grow ? Maybe you can talk about the various segments withi... |
So yeah, there's approximately 18, 000 patients in the US who were eligible for TRIKAFTA on its approval with the very broad F&E (00:47:57) label. Of those, the vast majority of those have initiated therapy and the persistence rate, as we call it, the number of patients who've stayed on the medicine, i.e. Obviously, ... |
Operator Your next question comes from the line of Chad Dillard with Bernstein. Analyst:Chad Dillard QuestionChad Dillard: Hi. AnswerAndrew Robert John Bonfield: Hi, Chad. QuestionChad Dillard: So, I just wanted to go back to your comments about improving orders on the recip and solar side. And I was just hoping you ... |
That'd be interesting too. AnswerPeter B. Crawford: So, Walt, you'll start us off on that. And I think it's reflected in the financial information that we released to you last week. Peter, I'll turn it over to you for any comment in terms of spreads. QuestionWill Nance: Got it. |
AnswerDara Khosrowshahi: You're welcome. Next question ? Our next question comes from Justin Post with Bank of America. Analyst:Justin Post QuestionJustin Post: Good day. Can you talk about market share trends for Rides in your bigger businesses, obviously US, maybe Mexico and London, what you're seeing there and are ... |
AnswerBrian Newman: Thanks, Amit. Operator Our next question comes from the line of Tom Wadewitz of UBS. Analyst:Thomas Wadewitz QuestionThomas Wadewitz: Yes. I wanted to ask you for a little bit more perspective just on the volume framework. I mean, I'm guessing you don't want to give us a kind of precise monthbym... |
We're going to do the best we possibly can. Operator From Bank of America, we have Andrew Obin. |
QuestionJoseph Moore: Yeah. I guess you may have touched on this and I missed it. But any change in your own lead times over the last three months ? AnswerDavid Pahl: Generally, our lead times have remained stable. Even through the period of very strong demand, our lead times had remained stable. That's really what... |
And that revenue just moves to our balance sheet as inventory. |
RTG's therapies tend to be used in procedures that are more deferrable including those in Core Spine, pain stim, ENT, and Pelvic Health. RTG also was impacted by the reduction in customer bulk purchases and capital equipment purchases. RTG's Neurosurgery business in particular has a high mix of capital sales. |
So, for this year, for the base business, we're guiding the 5% to 6% growth for the year. So, we like where we are and we think we have the pipeline that's going to deliver improved growth. So, whether it's just for the HIV business, you can focus on that or whether it's for the business overall. I wouldn't say that ... |
Maybe another question on thejust thinking about the recovery in memory spending, is the utilization level the first thing you guys monitor ahead of the CapEx recovery ? AndhowmuchofalagdoyouexpectmemoryCapExtorecoveronceutilizationstartstoimprove ? |
And RIS, I don't know other than Next Gen Jammer, which as part of the sales equation that I just mentioned really across the entire portfolio, and just as a reminder, RIS, the characteristic of that portfolio, they have a ton of programs that aren't huge, right ? They don't have many billion dollar programs. And if a... |
AnswerMurdo J. Gordon: Thanks, David, for the question. I would say right now that in our conversations with payers and insurers, and for that matter, physicians, interchangeability has not been a barrier to have them consider AMGEVITA as an option and an alternative to the innovator. We are pursuing interchangeability... |
Talked about the investments thereRuth did, I think, in terms of head count growth in technical and sales roles. And for the new leadership that you mentioned, what are the things that Thomas Kurian can kind of do at cloud to accelerate the next phase of growth in that business ? |
You're right that reimbursement is the most important thing we have to get right. A few things. So we have regulatory approvals in CE Mark countries right now, and we have now the European Society of Cardiologyof Hypertension has put out a statement in July recommending Guardian as part of the treatment paradigm. In ... |
I mean the other obvious related trend that is a great thing for our business longerterm is the acceleration in the long running trend where card members and our merchants wanting to interact with us ever more digitally. And boy that the pace of that desire to accelerate digitally has accelerated and that's just going... |
We never anticipated that that would occur. And again, that merchandise services team has really made these recess a lot more efficient than kind of what we experienced last year. But so far the partnership with STANLEY, BLACK + DECKER and CRAFTSMAN has been strong. We think there are other categories that we can exp... |
We've got the DRP now coming and we think that customers can expect to get accurate, transparent pricing consideration. And so we see this as a huge opportunity as we roll the DRP out. So that again, time will tell. The second, the third owner back into, OnStar or other services, I think is going to be additive as we... |
So when we go into a market we go in with the strength of Merrill Lynch, the private bank and the commercial bank all together and that's been a consistent plan over the last three years. QuestionBetsy L. Graseck: Got it. |
Globally, there are 3 billion Mastercard and Maestrobranded cards issued. Now let's turn to page 6 for the highlights on the revenue line items, again, described on a currency neutral basis, excluding special items, unless otherwise noted. |
Let'stalk about Shorts, then. For YouTube Shorts, you have Shorts receiving 15 billion daily views, 5 trillion alltime views, probably higher now since that blog came out. Susan has spoken quite a bit about the importance of the creator economy. Maybe just help us understand how you look to differentiate YouTube and t... |
We'll get to monetize that. Ad partners will agree that it's worth more. That's the experiment we have to prove out the next year and make it reality and not slip back into what many providers have done with maybe starting with a similar thesis that said let's add another ad to each break because that's the easiest way... |
So two very good questions. And that would be based on potentially your CXL interface. Yeah, absolutely right. So your question is absolutely right on. |
First question is just a little bit of help in interpreting the guidance. And if you could speak to the March quarter perhaps in terms of seasonality and seasonal performance. And, Luca, as you mentioned last year because of the late launch, later launch of the phone, some of that came into the March quarter and that ... |
Fortunately, based on the latest projections, we do expect the second quarter to be the most severely impacted. With that said, there is still a good deal of uncertainty around the trajectory of the pandemic, as well as the resulting macroeconomic impact. While we're seeing different impacts across geographies and at d... |
Canada benefited from strong marketing activity, featuring our core menu, including the BTS Famous Orders meal. |
Bill hasn't talked about that so much. Were those changes sort of put on the backburner, while you worked through the leadership changes, COVID and this amazing demand you've experienced or is that still under some consideration ? |
BH Primary insurers continue to write significant levels of workers' compensation, commercial and professional liability insurance and the related claim costs maybe subject to high severity and long claimtails. |
So, there's three other fintech competitor things I want to talk about before I go into some of the things you'redoing in payments strategically, one is Buy Now, Pay Later. |
So, lots of companies are experimenting with generative AI. AnswerTimothy Donald Cook: If you kind of zoom out and look at what we've done on AI and machine learning and how we've used it, we view AI and machine learning as fundamental technologies and they're integral to virtually every product that we show. And s... |
Event Type: Deutsche Bank Media, Internet & Telecom Conference Date: 20200310 Company: AT&T, Inc. Ticker: T COMPANY PARTICIPANTS John J. Stephens OTHER PARTICIPANTS Bryan KraftAnalyst MANAGEMENT DISCUSSION SECTION Bryan Kraft Okay. Thanks everyone for joining us. I'm Bryan Kraft; I'm the telecom, cable, media analyst... |
The World Economic Forum's Annual Global Risk Report, which was released last week and prepared with the support of Marsh & McLennan and other partners, highlights some of the most likely and impactful risks facing the world today, and we are working with clients to navigate these issues. |
Good afternoon. QuestionMichael S. Lavery: Just wanted to check on Ricolino. You've said that the integration is progressing well. How quickly is that ramping up ? Can you give an update on just how that's progressing and if that's coming along with your expectations ? How is that coming along ? |
The other thing I would say is, many of our expenses in those markets are passthrough expenses. So some of the land down in Latin America, even in Europe, some of the rooftop in Europe that gets passed through to the carriers. So as inflation takes hold there, all those expenses just get passed right back through to th... |
And Frank, do you think there's any channels where a cheaper WACC priced PD1 would be preferred ? Let's say VA channel or, like, are there channels or none at all ? AnswerFranklin K. Clyburn: Well, I think, Umer, there will be some channels that maybe more pricesensitive than others. |
Marketing, selling and administrative expenses increased 2%, primarily driven by the increased costs associated with the launch of Mounjaro, partially offset by the favorable impact of foreign exchange rates. |
Our first question comes from Rob Wertheimer with Melius Research. Analyst:Rob Wertheimer QuestionRob Wertheimer: Howdy. You touched a little bit more on the external features than the internal, and I wonder what if you can just do a little bit more on nimbleness or responsiveness or the internal cost that you sort ... |
Okay. No, that's helpful. And then just, Arvind, on the cognitive app side, there's been a lot of portfolio changeover there. You mentioned some of the exits that you had in that. What is it that's going to drive growth in that piece of the business ? AnswerArvind Krishna: So the reason we call it apps is because that ... |
Operator, we're ready to begin the Q&A session now. [ Operator Instructions ] Our first question today is coming from Toshiya Hari from Goldman Sachs. How would you characterize the current gap between supply and demand ? And importantly, you know, as we look ahead to 2022, how comfortable are you from a foundry ... |
So for Talzenna and the TALAPRO2, what's your expectations for your label here, given the strength of your data ? And could that affect your $1 billion peak sales number that you gave in December ? And then for the RSV flu coadministration study, what flu vaccine did you test that with ? Is that the high dose or the lo... |
The trial will continue to analyze DFS in patients whose tumors express high levels of PDL1, the other dualprimary endpoint which did not meet statistical significance at the time of the planned interim analysis, as well as overall survival, a key secondary endpoint. |
So -- but I think the biggest impact from Marvell will be just driving broader adoption of our data center flash controllers, which again, are well positioned across a number of NAND OEMs. |
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