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f4cd01539fed1e6bb68645167f5e868f | I just wanted to -- to ask about education and weakness in revenue this quarter, any more color you can provide there on the drivers of the decline. What if anything is timing related there? And then maybe any color on how the sales conversations have evolved over the past couple of months? I know it's a very fluid env... | The sales in the quarter were down quite a bit primarily for one reason it is because a lot of our delivery days, coaching and delivery that we typically do a lot of in the first quarter, we just -- we just didn't do it. It was down about over 50%, delivery days. Coaching and consulting because what happened is in Sept... | direct | [
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0fe4a14cb80afba9ee3b92c0cb5c2437 | First question is with All Access Pass remaining and if you include the unbilled long-term deferred, you're growing in the upper teens in terms of the growth rate with the legacy business I assume it's relatively stable at this point with the new level of portion of the business. Just wondering to get your view on whet... | Yes. Thanks, Jeff. We should. And I think what you've seen in North America if you look at the -- the booking pace for invoiced sales over the last six quarters, pre-pandemic it was higher than 10% and it has been in recent quarters as well. So I think ultimately that drives that top line growth in the All Access Pass ... | direct | [
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b395dea8d65ae41f5ffba37e31d6ed5e | And then second question is on the content development and the thought leadership is clearly understood, thanks for the details on that, but just curious relative to say in the last couple of years, what's your outlook or your level of optimism regarding your new content opportunities over the next couple of years? | We think there are some really big ones. Because we're focusing on the challenges our -- the organizations, our clients are facing and because we were always talking to them. We have more than 100,000 hours of sales conversations last year with clients and more than 40,000 conversations from our implementation speciali... | direct | [
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021e998eba3d2fdce965039b7e4df644 | Wondering if maybe you can talk from a bit of a high level just aside from any sort of coronavirus impacts that you might need to adjust to in the next few months or 12 months, can you maybe just talk about what are your strategic priorities that you're going to be focusing on here for the next 12 to 24 months. | For us, maybe I'll start out and then ask Paul or Sean to add to it, but priority number one for us is making sure that -- just exactly the question Jeff just asked that our offerings are really both hitting the topics most important to our clients and that the flexibility in delivery and ability to access those offeri... | direct | [
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d787a206bed8a03da7fd7097a75f851f | And then lastly just kind of given your guys' expectations sounds like things are starting to turn around. They have been since last quarter, your expectations for positive cash flows. You guys are a good size [Phoentic] amount of cash on the balance sheet, just kind of, how are you guys thinking about that cash there ... | I think we're thinking about it in two ways, Marco. First is that in that third priority that I discussed, we think there are some opportunities for some bolt-on small acquisitions that will use some of that cash for that will enhance our abilities to serve clients and really extend our lead versus anyone else who's pl... | direct | [
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b33131455b00cb53bc3264ee876e9e98 | Could we please get a bit more color on sort of what happened at Constancia in the first quarter? I realize there was a maintenance shutdown, but the throughput there still seem really low unless the maintenance shutdown was over two weeks. I'm not really sure how long it was. And just along those lines, are there any ... | To start answer your question, yes, the maintenance shutdown was longer than planned because we deferred from the last quarter of last year. So the duration of it certainly would have impacted results for the quarter, but Cashel -- why don't I ask Cashel to provide a little bit more color around.
Certainly the mainten... | direct | [
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8ef1b2ac304997472a17c6ec6b092328 | And just shifting gears, when we think about your medium-term growth, whether it be Rosemont or Copper World, is it fair to say that the earliest we could see or we should anticipate investment from a development perspective is probably 2024 or do you see a scenario that you could see early works begin before that? | Orest, I think your suggestion is certainly reasonable. What I would say with respect to Rosemont is that a number of potential outcomes are possible, but if we succeed, we would be in a position to be exactly where we were back in July of 2019, which could mean that we could effectively be moving into construction pre... | direct | [
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328fd0ff3a0f8484970e996762d978af | When you're talking about doing a PEA Copper World next year, I think you said, how does that factor in with Rosemont? Are you going to contemplate that PEA is a stand-alone or is that going to be a complex between the two operations? | The PEA that we're conducting is for Copper World as a stand-alone project. There certainly is the potential for it to be combined with a version of Rosemont, but we are approaching it as a stand-alone project right now. | direct | [
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bf899008d628b84aefcb8321f75528e0 | Okay. And so, a positive decision on Rosemont would result in you going forward with the construction of Rosemont and then Copper World would sequence in sort of after that. Is that the right way to think about it? | Yeah, I think it -- we really needed to complete the work on the PEA for Copper World to better understand how sequencing might occur. So, I think what you say is a fair assumption, but certainly is not certain at this point. | intermediate | [
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98f906a1e984a071c19e9dfc67a8967f | I know you're probably been asked this a million times, but given that we're getting closer to the run-off election in Peru, can you talk about how it's affecting Hudbay, if at all, at this point? Does the increase kind of attention to different political views? Does that change the interactions that you're having with... | Jackie, in a nutshell, I think, the team -- Javier and his team in Peru are doing an extraordinary job of staying out of politics [Indecipherable] support contact with our communities in Chumbivilcas in support all of those communities. With respect to the election, I really do think that it's too early to predict the ... | intermediate | [
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acca94722337fe06312b9eebcfae807e | And the ask from the communities hasn't changed materially with this sort of background noise? | No, no. In fact we are very, very solidly engaged with the community and we have a number of agreements with the communities. | direct | [
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31e53a0938b46b412592966306b910b4 | Hey, everyone. Thanks for providing the color on the shipments that sort of got pushed into 2Q. Have you been able to sort of think about the $39 million had been in revenue, kind of what the EBITDA throughput would have been in the first quarter? | It's not a number we really disclose. But suffice to say, we'll get back to you on the number as to what the calculation would be. | fully_evasive | [
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3f8e610226d1dcd13e9eace81efbc1fb | Okay. And then, just thinking about the rest of the year, obviously, global freight -- global shipping is challenged right now for a number of reasons. Is there any reason to believe that this is just a one-time issue and 2Q will kind of have outsized results because there'll be nothing pushed into 3Q? Or is just kind ... | We have no indication that there will be any change. Certainly we have no indication in the short-term of any changes and we expect -- but certainly expect next quarters to go ahead as planned. And there is no indication that things will change from that beyond the second quarter.
And I mean, I think it's worth noting... | direct | [
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a4598f89ab6f5e6879e02e4ccdfe9dfc | All right. Fair point. And then, last one for me. You start delivering gold ounces under the prepay agreement next year, given the move significantly in prices on gold, but more so on copper since you signed the gold prepay. Is there any thoughts kind of taking advantage of the good metal prices to kind of maybe mitiga... | Matt, I think that we concluded the agreement at a decent price, which is actually not that far off today's price. So, right now, we are not really giving consideration to alternatives with respect to how we make those payments or how we deliver those ounces. | direct | [
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d40f5999090f20fc631423fc49330624 | Just a question on Rosemont. In the event that the court actually ruled against Rosemont, I'd like to kind of understand what your thinking is in terms of how to proceed. So, one, are you in a position where you could fairly immediately move ahead with some sort of plan that avoids federal lands? And then, how long wou... | Look, I think that's an insightful question. If we were to lose the case, we would most certainly seek leave to appeal. And the reason why I say that is because this decision not only affects Hudbay and Rosemont, but it affects the entire industry and the rest of United States, and possibly the entire United States. An... | intermediate | [
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f544de7eed6dfb2cb8f6bae91fd70a65 | Okay. That's great. And then, maybe if I could just ask on the collective bargaining agreements. It seems like this is a bit delayed, I'm just curious what -- to what you would attribute the delay in getting those contracts finalized? And then, I think it would be really helpful to get some color on what proportion of ... | Lawson, I would say that in the case of Manitoba, it's a more complex environment given the pending closure of 777, but we continue to advance the collective bargaining process with our unions to work toward concluding an agreement that works for everybody. Ultimately, we and they are focused on a fair settlement and w... | intermediate | [
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528b7c0a58091d1f73292a97eabd3e42 | And those in Peru, are they concentrated in one particular function or it's spread around? | I think it's spread around. | direct | [
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a2d68820905bb495798268665f1327f9 | Okay. That's great. Thanks for that color. And then, just one final question. I mean, you mentioned -- of course, you reiterated the guidance, you reaffirmed that and you're confident in meeting that, but I did note that you called out $4.6 million in Q1 of additional costs that I think were unexpected related to COVID... | Yeah, Lawson, thanks for that. So, we had initially guided toward some $2.5 million of quarterly cost with respect to COVID. However, with the increased proportion that we're taking, we are now saying that the last quarter was $4.6 million instead of the $2.5 million run rate that we're experiencing. We expect the over... | direct | [
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857568bea0e14a9e11c629b23c841026 | Hi, management, thanks for taking my questions. I have two questions. Number one is about our guidance. I heard we expect 350,000 new paying users for this year, just want to understand the drivers behind this guidance, what is trend in the first quarter this year? And we also mentioned 50% of it will come from oversea... | So let me quickly translate Tianhua's answer for your first question. So let me put it this way. So traditionally, Tiger's users mostly are onshore Chinese. So starting from last year, we started to onboard Singapore clients so far is showing good results. So this year, we will expand in the U.S. and Australia. So on a... | intermediate | [
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143e3637e84174b92ed8971d043482d7 | Hi, management, thanks for taking my questions. I am Hui Han from CICC. And firstly, congratulate on the exciting results we have achieved. And I have two questions here. The first one is about our growing customers. We see a total of 44,000 funded accounts added in this quarter and the total pay on customers has reach... | OK, so thanks for your questions. To answer your first one, so since our inception seven years ago, we have experienced quite a few market volatility. So we have experienced on that. So in general for our business, especially for the online broker business, we tend to have higher retention, so quarterly retention rates... | direct | [
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0c4169a74536c3198680e8a7e2f7a967 | OK, let me thank you for my questions. I have three questions. The first one is regarding on the Hong Kong license, you mentioned the share of the progress of our Hong Kong build its license application? Second question is about our international business. So you mentioned the increase of the marketing expense was prim... | So to answer your question on internationalization, so we're very committed and are optimistic about our global expansion strategy, because first of all it's my â we see the global expansion strategy is a good way for us to increase the funded accounts, our customer account to funded account conversion. Like we mention... | intermediate | [
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01b51ce0972aa7e8db5d4242a628d35a | I have a question on the tax benefits, what costs are tax benefits during the quarter? | Yes. So we just breakeven for this year, right. So as every start-up, when they breakeven, before they were breakeven, they have huge losses before. So we have a cumulative amount of tax benefit. So once we started to breakeven, we would be able to utilize those tax benefits for this quarter. | intermediate | [
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8f95815aadc3131ba2d0eae4feed8497 | I wanted to touch first on expenses. If I take aside the acquisition costs and then the writedown on the property last quarter, it looks like those moved up on a linked-quarter basis. Was that an uptick in the run rate or were there just some year-end true-ups that caused us to be a little higher? | So Jackie, probably, the biggest driver quarter-to-quarter in terms of expenses is, really the expenses in the third quarter were a bit understated. So between $500,000 and $700,000 we received a credit on a contract that we renegotiated that came through as a credit. So it actually decreased our expenses in the third ... | direct | [
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5b57296f9ac2cb8c974460712886192d | Okay. So, the fourth quarter is a pretty good run rate going forward outside of any unusual items, and then just ahead of the acquisitions next year? | Yes. We think the full-year 2019 efficiency ratio will be between the 54% and 55%. So that's consistent with kind of the rate in the fourth quarter. | direct | [
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4d8bd0992de84e6aa80e477b208ae3c6 | Okay. And then just one more and I'll step back. In terms of gain on sale of loans, I know that you had seasonality that's typical there at play. How is your outlook looking for 2019, outside of seasonality, were there any noteworthy trends in the quarter in either volume or gain on sale margins? | So margin and gain on sale pricing held pretty well. So as you saw, as you noted, we were down due to seasonality and I think that was pretty much felt across the industry, given both seasonality and a bit of uncertainty. We still feel real confident in 2019 is -- on a full-year basis is going to look a lot like 2017 a... | direct | [
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f3c81ff6e046ca90777dea5273b28f90 | How much do purchase accounting accretion contribute to the margin this quarter? | So for this quarter, there were 5 basis points. We are down actually from the prior quarter where we had 8 basis points. | direct | [
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2071d370823a7addec0e291dc093efe8 | Okay. Great. And then the weighted average rate on new loans this quarter? | So new production, we're coming in north of 5.50%. So we're seeing pretty good pricing on new loans coming in. | direct | [
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ef106a6d9be3c8b21df35941d5e3a9d0 | Okay. Great. And then you want to take a stab at the outlook for loan growth for the year? You guys have obviously exceeded expectations in 2018, but just wanted to get your thoughts on kind of what you're seeing in the pipeline and what you might be tapping the brakes on this year as well? | No. I think that we feel good about 2019. Despite a lot of noise coming from Washington, our customers still seem to be plowing forward. So we still feel our 8% forecast for 2019 is very solid and we're very, very comfortable with that at this time. So we don't see a lot of headwinds on -- against that at this point in... | direct | [
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3ccf0695b832509ba02453de0dd31e7f | Okay. Great. And then just on deposit pricing, you've done a great job in mitigating the betas there, but the loan-to-deposit ratio is up to 87% and I just wondered what your comfort range is with that ratio and whether or not that might put some increased pressure on you to start moving deposit cost up a little more g... | So we are expecting deposit growth in 2019 and on the pricing front, we expect to continue to outperform our peers in that area, and we'll -- so that's our outlook at this point. We feel, like I said, we feel pretty good about growing the deposits and our strategy is, we're growing operating accounts with both consumer... | fully_evasive | [
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2a81d5a55f76f6b4f252afed36dfecd4 | If your loan-to-deposit ratio got to say 90% and would that change your behavior on deposit pricing or not necessarily feel comfortable operating in the low 90s as well? | I think we'd be fine. We ended the year -- We ended year just where we ended last year. So I think with our acquisitions and our deposit growth we feel comfortable. | direct | [
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1ec7115a47de56144134ba9f85bbe56b | I wanted to just ask, Randy, you kind of made a comment about the deposit outflows around year-end, just those balances were down a little bit and looks like it was kind of backfilled with FHLB borrowings. So just wanted to get a sense of, how much of that you feel like might be seasonal similar to prior years, and the... | So the decline in the deposits was primarily in the non-interest bearing portion of our deposit base. We went back and looked and saw seasonally, it was pretty consistent with what's taken place, probably it made a little bit more acute by the fact that the title company's balances were down. That's a pretty significan... | direct | [
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49777b552581421d625629e8287a28ab | Okay. And then, another one, just kind of on the loan yield side, you've mentioned the new loan yields at about 5.50% versus the average yield in the quarter of 5.05%. It sounds like you guys have some pretty strong tailwinds, I guess, on the loan pricing side, both in the new pricing engine that you put in place last ... | I'm going to have -- I'm going to ask Ron to talk about the NIM. I would just tell you in terms of a nice tailwind, we still feel pretty good about getting good pricing in our markets and there are pockets of some competitive pressure. But generally, because of our strategy and how we're positioned in the market, we fe... | intermediate | [
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25a6fe66b076c9bfd9cc05bb8f8ad8bb | Okay. Perfect. So you're still rolling into that, perfect. Just wanted to double check that. And then, maybe kind of switching gears, altogether, just the other expense line item was up in the fourth quarter, little higher than I expected. Is that where that kind of $600,000 credit was present in third quarter that rev... | Yeah. No. You got it exactly right. That -- the third quarter was understated, because we took that large credit in and that hit on the other income line. Not a lot of -- little ins and outs there but nothing else material and expect going forward again, of course, you got M&A expenses in there, so kind of pulling thos... | direct | [
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90f937b708bd263d3bfb186b329a4de2 | Okay. And just tax rate, last one, Ron, any outlook for next year? | Yeah. I would, just for the full year use 20% and just give some background on that. Our -- the percentage of our assets be they loans or investments that are tax exempt, that continues to come down. So the regular ordinary income is increasing and that is what principally will drive our tax rate up another 1%, if you ... | direct | [
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7fe4a21fed8ccb76823008a940d86d46 | Randy, you discussed the work you've done on the credit side and it's ongoing, I guess, the sequential drop is more sizable. Anything that triggered that NPA reduction or is it just a bit of timing? | Really timing, it's -- like I said, it's a result of long lead time on these restructuring, finding good solutions, they just take a lot of time. And to some extent, the end of the year is kind of a natural line for us to kind of have discussions with both buyers and sellers. So that probably helped spike it a little b... | direct | [
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a975232d805aaa26654a8f495bc9fc77 | Sure. Yeah. Just to your tone, Randy, seem like there's a little more urgency or let's get through this, is that correct that you have picked up maybe the heat on your folks to maybe move some stuff out or is it just back to some things came together and that's the result. | Yeah. I think it's just prioritization. I think some of these -- we are busy doing so many things and I think sometimes we don't spend a lot of time working through them and they take a lot of work and creativity to figure out good solutions to move them forward. And you can see, we didn't take a lot of credit writedow... | direct | [
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d56afbf61c6cd4d65e11f7bd1c04cccd | Okay. And then just a follow on, maybe for Barry, just with the 8% loan growth, I guess, the provisioning levels expectation in 2019 with a good low NPA base? | Yeah. It's -- I think that's reasonable based on what we're looking at given this year and what we did with the NPAs throughout the year, I think, the 8% is something that's achievable. | direct | [
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464465821ad29b33509bfae61f4282b1 | Well, on the provisioning versus 8% loan growth than were similar to Q4's kind of provision levels or more like the third quarter? | What we look at it, we look at it every quarter. So it's going to depend on our organic loan growth, and then, if we have any acquisitions during the year that would also impact it. So really hard to say, but I wouldn't expect that would be too far off what we did last year. | intermediate | [
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7b694c3056e3254812f2f89c5db23b33 | Okay. Fair enough. And then maybe one last one, Randy, just to define the gain on sale outlook, you talked about maybe 2019 looks a lot like 2017 and 2018, 2018 you were down 10% or 11% year-over-year. Somewhere in that range, I guess, between 2018 and 2017 is the expectation on gain on sale? | Yeah, Jeff. That's a good way to look at it. I think that's just what we're seeing. | direct | [
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25b0169a13ed2ddc320c066f979af0fc | Just -- you covered most of my fundamental questions, but just longer term is what's on M&A. What -- I know you got it on some latest deal here in Utah. But I don't think it would preclude you from doing anything else. Just what -- where does this discussion stand, I mean, your currency certainly held up a lot better t... | Well, I think, it is really good. I think we continue to get phone calls and some of that's our reputation is being a high quality buyer, people seek us out, that hasn't stopped. So some real good conversations ongoing. I'd say we're -- we still very much sticked to our discipline, good banks, good markets, good people... | direct | [
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ffe9a23f5ab1cd576cc03fac558bdb86 | So all my questions have really been answered, so maybe I'll just throw one, quickly on CECL. Any preliminary outlook you can provide at this point or maybe just when you might be able to give -- provide a little bit more detail on that, and just how preparations have been going? | So, CECL we've been doing a lot of work on it and we are getting ready for the change. I think we've got a team on it, I think, it's going very well. I think it's too early to really give you any kind of specific output. We've built the models, we're in the process of tuning them and so it's a little early to tell. I g... | intermediate | [
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b840c7b2750be624be48ed1379f977a6 | Question on your two acquisitions that were completed in 2018. Did -- were you able to have good retention rates on the deposits that you assumed? | Yeah. We -- on both deals, I think, we did very well. Going into them, we tell the teams, look, we don't expect you to run out and prove yourself, we just want to keep all your good customers and all your good employees, and I think, for the most part we accomplished that in both cases. | direct | [
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732e85daeed9a8bf20e4b5bfc45eb2be | Vic, congratulations on your retirement. Steve, looking forward to working with you. Wanted to ask Mark a question about recurring revenue, which, as you highlighted, was down sequentially. And that is, if you had closed the renewals that got pushed to April, would recurring revenue had still fallen? And I know you're ... | Great. Thank you, Katy. Yes. So yes, clearly, not being able to complete our renewals timely had some impact. FX had a big impact on the recurring line as well. It was almost $4 million. And so when you add those in, plus what the opportunities we had in March that just pushed into April, we would have with the FX, we ... | direct | [
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cbaa25019e254f0685a02e87588d28a3 | I think originally, the expectation coming into the year was that consulting margins would improve quite significantly through 2020. Clearly, utilization rates are getting hit now because of COVID. If we maintain this trajectory of decline on sort of the consulting revenue, how should we think about the gross margin tr... | Yes. So, Wamsi, clearly, we're striving for consulting margin improvement in 2020 over 2019 despite the impacts from COVID-19. Obviously, we're going to monitor that very carefully. There were a number of things that we did coming out of Q4 into Q1 to align to more of our strategic things that Scott has talked about in... | intermediate | [
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ecb5c4085bc8fe0790dc208cdf2fce78 | Okay. And, Scott, it feels like most people are seeing an acceleration to the cloud from their customer base. So I was just curious about your comment about almost a slowdown in prioritizing cloud at some of your customers. Are you suggesting that the net move to cloud is slowing for Teradata? Or was that just a couple... | Yes. That's a great question, Wamsi. What we're focused on is the very high end of the enterprise market, right? So the largest companies in the world. And the movement of large workloads and complex workloads is sort of the equivalent of moving an ERP system or a more complex application. It takes a lot of time and in... | direct | [
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a80f0131a906b9c6e75474caa33e991b | I guess given the fact that your systems are in physical data centers, can you just talk about how customers are managing systems virtually and how much kind of remote work has impacted their ability to make new infrastructure investments? And are the deal delays just in those kind of distressed verticals or is kind of... | Sure. Sure. Thanks, Derrick. I'll take the question. The first thing I would say is the delays that we saw at the end of March were across all verticals. Everybody was impacted. Everybody had to figure out how to shelter in place, how to get their families save, how to get their kids into a remote working environment. ... | direct | [
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c6be7beb0cce810d64044c2815045e24 | Great. Yes, that's helpful color. And a follow-up for Mark. You had been looking for $150 million in free cash flow. I know there's some foreign currency hit. There's certainly delayed payment terms. It sounds like they are continuing to Q2. Any ballpark as to kind of how you feel about that number at this point? | Yes. So first of all, yes, all the delayed as collection activity over the last, call it, eight, 10 business days of March, all came in, in April. We're off to a great start. On a full year basis, we clearly will have free cash flow in excess of what we did a year ago. We feel good about that. We still feel that 2019 w... | intermediate | [
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5caa680c7fa4ec3a059464212bf2680a | Hey, thanks a lot for taking my questions. So you all are doing well. I hope you all are doing well. I wanted to follow-up just on the commentary and what you're seeing so far in April. Maybe if you could just kind of compare how the business environment is tracking so far relative to maybe a year ago? And then if you ... | Yes. I don't know. I'll have Scott weigh in here, too, in a second. But clearly, we're seeing lots of activity, as we mentioned on our prepared remarks around the activity and the level of engagement that we've seen, obviously, virtually. It's been lots of activity happening and engagement there. We've closed several o... | intermediate | [
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a4960f6ba22e4b23e4802a0d520ec71a | Yes. That's helpful. Maybe just a follow-up for Mark, and feel free to jump in, Scott, if it makes sense. But just as you think about your prior recurring revenue guidance in understanding that you do have a nice recurring model here. I guess, what made you make the decision to suspend guidance for the full year? I mea... | Yes. So, Tyler, the decision on guidance is just given all the macro uncertainty. When is this economy going to reopen? Like I mentioned in my prepared remarks, we can see a lot of ARR growth in a day, right, all the way up to 12/31 and achieve ARR growth aspirations on what we see. But depending on when that falls and... | direct | [
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7d19ea33c764c379f200778ce58f8c28 | Hey, thanks for taking my question and hope you stay safe and nice to see the CEO appointment. Quick question for me. Like, you talked earlier about the industries that are impacted, and that's only making up about 15% of your total customer base. Can you talk a little bit about kind of the rest of the market? Like fin... | Yes. So Raimo, this is Mark. So yes, we said the hospitality, travel, transportation and certain sectors of retail that have been particularly our hit is approximately 12% of our revenue. So but other parts of retail, where we have presence are actually doing quite well. Financial services, telecommunication's doing qu... | direct | [
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741a278ed0fca2118e0f6678cebf665e | Okay. That's really helpful. And then the on payment terms. So we obviously saw like the big crisis movements in March, and people kind of asking for that. What's your expectation for the rest of the year? Do you think we are beyond that kind of extreme crisis situation and now the conversations are more normal and pay... | Yes, across the board. We didn't see much in March. Clearly, we were payments that were due came late as everybody was scrambling to figure out how to shelter in place and where they're going to do that and where are my family and particularly if you had kids and colleagues, like what do I do? Do I get them home, all t... | direct | [
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158ef51819a0298b281c876646f10f8b | I'd love to hear from you guys a little bit more about the content investment strategy and plan looking forward. One of the things that the S-4 forecast kind of brought to light is how much you are investing back in the business and you talked a bit about it in your prepared remarks, but I just wanted to give you a cha... | Look, I think our investment -- I mean we really view it as kind of success-based capex. So as you see, we've been ramping up the spend. I mean just use All Access as a barometer, we had 0 originals on All Access a few years ago. We didn't go from 0 to 11. We went from 0 to 3 to 7 to 11. So we've really seen the proof ... | intermediate | [
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2f028926265a6f8067b29b76d6b7152f | Hi, guys. Just at Dow Jones revenue growth of 6%, can you give a bit more color around the level of cost growth during the quarter to drive that growth? And then I suppose, some comments around the revenue quantum we should be expecting from those digital partnerships this year, sort of next year? Should we expect them... | Well, look, I'll take the second part of the question first, Kane. The Facebook deal is a big deal. It establishes a clear precedent of paying a premium for premium journalism. And there are a couple of other initiatives that are notable.
When you click on a headline in the Facebook News tab, you'll be taken to our si... | intermediate | [
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0cdc9e4a0d8ef4e39e70bcbb7fc73635 | Hi, Robert. Hi, Susan. Just a couple from me related to SVs. And just firstly, Susan, wanted to clarify your comments around the next quarter. You said you've lapped the increase seen in domestic cricket rights, so should we expect any increase in the cost of the cricket heading into Q2? And then just secondly, your co... | I'll take maybe the first two, and Robert can take the last one, Entcho, if that's OK. So just in relation to cricket, we would expect to see very, very modest increases over the course of the year. So the bulk of those costs have come through in Q1. But I think it's important to note when we think about the cost base,... | intermediate | [
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837741805fe5f16a77b1cace8a05651f | Hi, Robert. I'm just interested in your comments upfront that you were talking about giving us a clear view of the assets and the value, you're willing to just give us a little bit more insight to what you mean there. I assume you're talking about The Wall Street Journal and timing of that. I mean do we now have to wai... | On your first question, we really can't go into detail about what simplification means in the longer term. What it does mean at the moment is News America Marketing and Unruly, which are under strategic review. But as I said, that strategic review does not stop with those two properties, and we are very conscious of th... | intermediate | [
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fc1554915f53617e4e47d5ca151a9243 | Yes. Can you hear me this time? Thank you. I have no idea what happened there. Look, I have two questions. Housekeeping question, circulation revenue across Dow Jones, Australia and the U.K. with and without currency. Did you give that? Maybe I missed it, but that's my first question. And my second question, Robert, yo... | Craig, just in relation to your housekeeping question. So circulation at Dow Jones was up 6%. In the U.K., it was flat. But in reported numbers, down 5%. And in Australia, it was down 2% in local currency; reported, down 8%.
Craig, obviously, the tech topography is evolving very quickly. If you think back even 12 mont... | intermediate | [
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cb7f66fb521bfaa961f3daa08deaa4e4 | First what type of information should we be looking for from the DUBLIN-3 trial at ESMO and specifically are we going to be getting the subset analysis which investors have been very focused on? And then second, investors are clearly concerned that the DUBLIN-3 trial may not suffice for FDA approval given that the tria... | So let me just touch on both of the questions. Number one is, with the ESMO presentation, we are going to show the whole data the ITT population with all the specific numbers with it. And in addition, we're also going to show the subset analysis everyone is so eagerly waiting to see, including the PD-1/PD-L1 exposed pa... | intermediate | [
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45f1fb3b5a2bc5302103577e18dce1fa | Two from me on DUBLIN, not a big surprise, but just can you, Lan maybe walk us through the history of the trial, the interim analysis and whether median OS or Kaplan-Meier OS, were the pre-specified primary endpoint and whether there were any protocol changes that occurred during the trial? And then my second question ... | So first is DUBLIN-3 has been ongoing for almost six years. So it has been a long trial because it is 550 patient enrollment globally in US, China and Australia. So along the way the achievement landscape has also changed, right and there are PD-1/PD-L1 treatment approved during the study. So we did -- during the study... | intermediate | [
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35b59b17f9445312977852849c49e19d | Do you tie the subset analysis together for PK bridging data between Western and China patients? Is it possible you could disclose some of the PK bridging data at ESMO or at some other point prior to filing the NDA? | Yes, thanks for this great question, because this is very important for us to be able to combine the Western and Asian patient data for the NDA submission, not only for -- you asked, but also for China FDA. So we have done extensive population PK, everybody in our CIN studies and also in lung cancer study, everybody ha... | intermediate | [
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5c32b9427fa033426635d3c81a9bf875 | And then one other question, just for the CIN NDA that's under priority review. Can you talk more about the regulatory interactions and feedback and whether you've got a mid-cycle review communication and any label discussions yet? | Yes. Thanks for this great question. Everyone is eagerly waiting for the final dates which is November 30. Yes, so FDA has been communicating with us very, very -- infrequent manner and they are supportive of our submission, because we did have KOL [Phonetic] meeting before the document has been successfully received b... | direct | [
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d223604681f648dc27a23e74a35feee8 | So I have two questions really related to Jason's questions before. One is, is really Lan maybe you can comment on just how DUBLIN is conducted from a quality control standpoint, data integrity standpoint. I think there is a lot of questions regarding that? And also since Lan, you talked a little bit about the P-values... | So let me answer your three questions in sequence. So number one is, we are very confident with our quality of the data, because we are using the quality CROs to conduct the study as what Ramon just related to you. So our global CRO is ICON, which in charge of site selection and patient enrollment and also the monitori... | direct | [
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ff7e22af3686dfd97b844da819afecfc | Maybe just one more, kinding of heading into the ESMO conference, I wanted to get your perspective on how you would view the PFS data. Obviously, whenever you look at OS it's always kind of confounded by subsequent therapies. So maybe kind of a two-parter, one is, maybe can you comment on based on the geography, what a... | Yes, that's really a brilliant question. Because for the clinical studies, I think the gold standard is OS, right, because in the end, we want to provide long-term survivor for patients and that is -- or the patients and the FDA and also physicians are looking for. So OS is the gold standard. But in the end -- but in a... | direct | [
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e6ddcfad975c55bba99e3ee437c3a291 | For the CIN indication, there has been a recent attention among investors that most of the patients in the trials were from outside the US. Could you discuss that FDA is OK with the number of US patients in the CIN studies? And then also, can you discuss how closely the chemotherapy regimens used in the CIN studies res... | So for the CIN indication, as you know, we're going after a broad label for Plinabulin combined with G-CSF, in preventing CIN in chemotherapy and all solid tumor, right. So it is a broad label and the Study 1 of Phase III of Protector II is a pivotal study which supports this label, any additional also have five other ... | direct | [
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dc7c7f4353bedcb373e5daedb8d41b49 | Maybe one more question related to discussions with potential partners for the US and other countries. How much of the focus on those potential partners is on marketing versus clinical development of additional indications? | Well, so I think this probably -- it's still ongoing with the potential partners for the US global market potential partnership. And this is of course it's a combination of all of that, right, because it is very importantly, Plinabulin is strong as potentially now has this will do a benefit in the anti-cancer, benefiti... | intermediate | [
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61aae46320f1e1d58a938a84211adbfb | Hey, everyone. Good morning. Thank you for all the details. And I think you've done a good job really addressing a lot of potential concerns that are out there. So, thanks for that. So I actually have a couple of logistical questions. First, with regard to Hengrui. Just wanted to see what are some of the rate limiting ... | Yes, that's a great question and that's what we are currently actually doing with Hengrui. Our China team is working with them, starting from the second day from the signing. So around August 26, we have been working daily with our partner at Hengrui and they're very eager to get all of their medical scientists on team... | intermediate | [
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b9b5d85d80d10aaed88ea65193de6e9e | Just regarding like the milestone payments. How are you looking to account for these and amortize or recognize upfront or what have you? | Yes, thank you for that question, Joe. And we are very actively discussing that with Hua [Phonetic] who's our global auditor and we for sure will be booking all of the money that come in. We've not given up booking of revenue. And yes, we'll have to go through the dance with them on deciding how to book the revenue.
Y... | intermediate | [
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29dd5e3da27c6975cdaf07f356916926 | Our first question is on the renegotiation of the NPV process. So on that context, how many time are you expecting for this renegotiation and what would be the expected CapEx for this renegotiation or the expected outcome for these in the current situation? | Well, as you many know, the only way to revise our maximum tariff in an extraordinary way on the great conditions is once the Mexican GDP dropped by more than 5% during the last 12 months. I estimate that, that will occur during this year and once the final number is published by the official authorities, we will be ab... | intermediate | [
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99a66f25d9edede6affe1089dd9aa51e | Okay. So, I guess it's just a delay on CapEx rather than a reduction on the total amount you are willing to negotiate, right? | Okay. So, let me explain again. So, let's talk about the expansion today of terminal core, OK. That expansion was needed or was needed because the demand was growing. There are certain tenders that we have to comply in accordance with our concession package. So, certain amount of square meters of terminal, every peak h... | intermediate | [
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c09acb8bfb721e2b220bf0112581ea21 | Okay, thank you. And my second question, if I may it's on the aeronautical business for Puerto Rico. So, is there any possibility for airlines to renegotiate the fixed payment contract? | Well, the contract has been written and the contract can be renegotiated of course, in accordance with the contract, but I do not see any chance for now to see that negotiation process. | direct | [
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3224b38386745bf81effe495d22224e2 | Hi, good morning Adolfo thank you for taking my question. My question is kind of a follow-up on the best running topic, do you expect to -- knowing that you already have some delays in CapEx deployment probably for this year, what is the amount that you expect to deploy for that site given that you committed in the cur... | Mauricio, hi good morning. I do not have yet a final figure that I can share with you at the moment, it's clear that, that were around three months where there were no construction in the country. And you know there was a decree issued by the government where they said that all cement, steel in class in the country, ha... | intermediate | [
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353091cac79abfe298458853674328e5 | But, the chances that maybe it will be lower than MXN5 billion? | Well, the chances that this MXN5.3 billion is lower are very high. | direct | [
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056374d04b7dad970dac7b15e1782760 | Perfect. And maybe a second question if I may regarding the accounts receivables, we practically we didn't see any change -- if not reduce -- a reduction from the previous quarter. Maybe, if you can give us more color on that how reconciliations especially with the tenants at the airport -- how was that negotiation and... | Okay. And as I said during the initial remarks, most of the commercial contracts have closed, where they have to pay the higher amount of -- a minimum guarantee payment per passenger or a percentage in sales. Because of the low traffic, of course, they were not selling too much, it's clear, know. But in that case what ... | direct | [
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9e368f05cfc30fb9183276ef9990d965 | Thank you, and good morning also thank you for taking my question. My first one is on traffic. I was wondering if you can give us a little bit of color of how are you seeing traffic so far if you have the number handy, up until the 20th of the month, whether, how are you seeing the decline progress and a follow-up on t... | Rodolfo, hi good morning. In the case of the traffic, the only thing that I can say to you is that, as I said during the remarks, May was better than April-June was better than May and July I believe it's going to be better than May. So, nevertheless, the amount of traffic, we are seeing today is extremely low. This si... | intermediate | [
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456173e2b368d8012557757add912b2e | Thank you Adolfo. And just if I may squeeze in a last one. We saw Cancun Aero going back to let's say a maximum red alert in terms of Covid. Cancun the services sector seems to continue operating as they have been since the middle of June. I was wondering if there is anything -- anything to update on that front and whe... | Yes. What is right is the south of the state is not the case in Cancun, Cancun it's still Orange so Cancun is still in normal operation. When I'm saying south of the state, it's basically South Tulum, and just too much. | direct | [
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d1272bc7bc1b6a5872de15a58aececac | Hello Adolfo thanks for the call. Just a quick question, what are your thoughts on the development of the Maya train. And just on other one, I know you mentioned this already, but could you give me some more color on international traffic? The infection rates are rising in Mexico and if you just could switch back the t... | Hi, good morning. Well, in the case of the Maya train what I understand is, it's a project that is ongoing. In the case of the Cancun airport what it has been announced last week, it's a light train that goes from the city to the airport connecting also with the Maya train. And basically what I understand, is that this... | intermediate | [
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511ce7917bd9986ff2eb6fc6ba5fcc4b | Hi, good morning Adolfo. Just one question on traffic in Colombia and what you're seeing there. Regarding the pandemic, I understand that domestic flights can renegotiate, just can you give us some color. Thank you. | Alan hi, good morning. Well, the process as I mentioned during the remarks is now more complicated than what it was in the past, because now even though that the federal government has said that the municipality can approve these, it has been very complicated to find two majors or [Indecipherable] of these two majors t... | direct | [
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70a3a2ed492c94731946d73f13d18bb6 | Hi Adolfo good morning, thanks for taking my question. I have one question, do you mind sharing your opinion on the status of Mexican airlines because we have today just receive fresh capital from private investors and on the other hand Aeromexico is going through a restructuring process, so that might lightly and mean... | Hi. Good morning Pablo. Well, the most important example is to go back again to these period of June 2008 up to August 2010. If you see our presentation in Page 17, you can find the history of this. More than 50% of the aircrafts were lost during this period. So, around 8 or 9 airlines in Mexico bankrupt. So, of course... | direct | [
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2c79ae7fda71486f307bb9c93273b22b | First question, just on COVID testing, could you contextualize how much of your revenue came from the professional sports contract including the NFL versus entertainment contracts, and then how these contracts affected your average reimbursement from testing? | So, Jon, I'll take it and you can jump in. So we don't necessarily break it down in between any individual channels. But what I would say is about half of the volume comes from our retail and physician referral business and the other half comes from the other channels, at least during the most recent quarter. | fully_evasive | [
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5bd296a6744f149517c23f9ae8932dc1 | And for the recently announced Ascendis pricing, just wanted to get your thoughts on that? And then what metrics that you are going to be following in their launch? | So Pfizer is solely responsible of pricing. So we don't really have a whole lot of input there at this point. | fully_evasive | [
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9abca0e8df1eeb4738d50462f37581ed | My question has to do with RAYALDEE in COVID. And I'm wondering what format should we anticipate releasing that data? When could we get that data and what would be next steps? | So, thank you for that question. We're in the process of cleaning the data and getting ready to lock the database. It'll be some time before we actually complete the analysis of the final data set. The release of the data will come in the form of a press release as well as a publication, presuming that the data are pos... | intermediate | [
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74068fe976cbd3610c5492b2411ed767 | I wondered if you could talk about the mixed market a little bit in your commentary about open to driving triple-ish growth from the one ad. And can you talk about the prenatal testing in Scarlet as far as what you're seeing and what kind of integration you may see there going forward? | So, I mean, I'll take the second part there. There is a potential significant overlap between the NAP testing and the Scarlet relative to large women's health groups. As you know one of our four major specialty areas are women's health where we continue to have sign significant growth and make significant investments. ... | intermediate | [
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f36234f58f75806b6d6563fcc7aa09b6 | Was there a milestone associated with the summer target approval from candidates today? And do you expect the growth hormone to be the same in the US as well? If or when approved? | So there is no miles associated with the Canadian approval. And the answer is yes, we would expect the name to be the same in the US. | direct | [
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7fc5fbcf3e00ace080f6ebaa537ecd67 | Adam, could you go through a little bit on the margin side, it looked like there was 190-basis-point beat off our estimates, which looks pretty positive. Is there any trend there? Or is there any specific product lines or areas to call out either on the upside or on the downside? | Yes. So within the lab business, it was overall, we saw higher net realized prices across the board. There wasn't any one individual driver there so we were -- it was mostly on net realized price improvements. On the cost side, it was pretty similar to what we've seen in the past. On the pharmaceutical side, we did see... | direct | [
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65f7114fafe3dba4f5c787b9697562da | Any commentary on labor or labor issues. I know, in particular, [Inaudible] reference, arguably your [Inaudible] are a little softer on the COVID side, but anything you're experiencing there to call out over the past couple of months. | Jon can add more color, but it's certainly been a tough labor market in staffing up in the lab business overall. We did overcome it, but it was certainly a challenge during the third quarter.
Yes. I would say we were moving relatively quickly by the end of May, beginning of June to take out costs and a significant amo... | direct | [
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1f7e2d16a30b32d423d1380ec88e4888 | In terms of the COVID testing, Adam, you have guided maybe 1.7 million to 2 million tester for the next quarter. Do you guys see that if we assume that the testing will resume -- I mean, continue for next year is the 1.7 or maybe a little bit lower than that could a baseline for potentially a few more quarters into 202... | So, Yale, the guide that we gave, well, if you just â we processed over 800,000 tests so far this month of October, and we guided the 1.7 to 2.1 that, that indicates that you'll -- we're just going to see a slowing of testing into the back half of the quarter. And it's really difficult to predict how fast or slow the b... | intermediate | [
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4dc73748a733e5837298f1fea5ac5828 | Maybe Jon, just another question on the testing side, which is that Ariosa acquisition, what do you think it could be the impact of the top line maybe over the next year or next few quarters with this acquisition? | Yes. I'm not going to get into what I think the actual top-line revenue number will be. I mean, we're in the process, of course, of moving as many of the clients over as soon as possible and setting them up. So I can't comment about how quick or what the ramp up will be yet, but it is a obviously significant focus of t... | fully_evasive | [
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d1eee6f4b9ef69d7594422242743655c | Again, for the NGENLA, Pfizer indicated that the FDA request additional data and that's why the PDUFA was pushed to the next -- January of next year. Have they provide more colors in terms of what sort of data the FDA was requesting? | It actually wasn't an abstract FDA request was a Pfizer just delivery of additional data based upon timing since this trust trial, it's just a continuation of the study help enable information. | intermediate | [
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19264c58b1fc64a470d382e510743ec9 | So my question is about the subscriber growth outlook. You mentioned that the subs growth momentum has come back since the end of June. So wondering how do we see the subscriber growth so far for the -- and also for the second half of the year as the college entrance exam ended and the summer peak season started? And a... | Thank you, Wendy. You're correct that the examination for the entrance to college already ended on July. But to consider in this situation, this summer break is different from normal seasons that, for example, the exams were delayed one month, and also the other that with the shortened holiday -- summer break for the h... | intermediate | [
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035312a40dd678e43240613e6364373a | My question is about the advertising outlook in the second half. Given that we are seeing some kind of recovery in Q3, how should we think about the momentum for KA as well as SME? And my second part of the question is about our mid-form video strategies in the second half. Should we expect there will be a step-up in s... | For the first question, and yes, that I think our most of ad revenue comes from the brand advertisement. So KA reflects a large proportion of our ad revenue. That as we can see that the KA brand advertisers said that their budget is coming back after our variety show is gradually to be on air. But it will take some tim... | intermediate | [
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b6638411acf65b383ca2cfe12ceb4e9e | So two questions relating to the membership services revenue. One is due to the delayed launch of some key drama shows and variety shows, in the later half of the summer break, I just wonder the seasonality for the rest of the year, so are we going to see a more balanced membership growth between 3Q and 4Q this year ve... | As our SVP of the Membership business, Mr. Yang Xianghua just answered the question that, yes, you're right. The Q3, normally the peak season for our traffic and the same as our subscriber additions. But normally, that it's also highly depending on our content supply as well. Some of the summer with really heat, blockb... | intermediate | [
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96c525a67417887ad2ed8804f2ec7a1d | Regarding the internal review on the SEC's queries, I think you're right, it's been almost like more than four months past. But you have to understand, it's internal, independent internal review. So we don't know exactly the result and the status right now. What I can tell you is the voluntary disclosure of this invest... | This is Xiaodong. I think a couple of weeks after the short seller report, we received inquiry from both Nasdaq and SEC, the inquiry on a confidential basis. However, we still voluntarily to disclose this inquiry at this time because we want to be transparent to all the investors. That's basically the logic behind. Tha... | intermediate | [
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4c9ff6be9d86878de8ba5833e6cbd0d0 | So the first question is -- I want to see if the company can give some color on the [Foreign Speech] S-diamond member and [Foreign Speech], see if there's a conflict. So that's one. Number two is I have this doubt, revenue per member, if that can actually sustain -- steadily support iQIYI, this kind of a market cap, if... | Mr. Xianghua will answer the first question. Yes that, you can see that we developed a variance of the subscriber fees and other monetization methods mostly to cater to different choices, options of our customers. I think that we have a massive user base. And this seems controversial, but fundamentally, it's not confli... | direct | [
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"fully_evasive"
] | A |
77d10452fcf9a820e9fdc9ef3d4950f7 | I want to know more about the 12 episode summer series like The Bad Kids had very good feedback in 2Q. And then I want to know in terms of ROI, is there any difference between the short drama series and the long one we used to produce more? And then in the future, is that a key area for us to invest? | Our Chief Content Officer, Xiaohui, just answered this question. That since that, we very appreciated that and very happy to receive the very positive feedback regard -- and better ROI from The Mist Theater since we launched it, and especially the titles you mentioned, The Bad Kids, and we definitely will invest more o... | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
b7bbed37b24eda836c4ba90ef6de251a | Good evening, Thomas and good evening, Paul. Congrats on the strong quarter. And I'm just trying to see whether on expenses, when you look to the forward year to 2021, are we still going to invest, I think the guideline has been somewhere around 15%? What's your view on expenses of the coming year I guess, Thomas and P... | We probably increase expenses at least by 15% as we're trying to build out the new entities and of course, continue to build our customer service, our compliance departments, and our ability to create new software. It's all about growing the company. | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
09b59fd9c7d13b524588e7a7dca9f107 | All right, I understand. Another, your margin balances went up pretty robustly in December and that's sort of a seasonal pattern, but irregardless you rebound -- the margins rebounded dramatically from March when it hit $19 [Phonetic] billion, but I guess it's still -- when you look at the average margin balance per ac... | That's why I'm tearing my hair out. I'm mystified by the margin that is not increasing. What else can we do, but being by far the lowest -- operating by far the lowest margin rates and it's not that our current customers don't borrow more it's -- I'm questioning why people who are out there at all these other brokers p... | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
83ea4246563fb2cfd5f6ba6d36ff0249 | Okay, one last quick one. The diluted share count went up core [Phonetic] by I think almost 10 million or so and I know that's more than just you selling. I know there's no economic impact, but could you give us some color on what's happening there? | Well, some of our other internal shareholders have sold shares, unfortunately too early. | intermediate | [
"direct",
"intermediate",
"fully_evasive"
] | B |
47033fcd3f0f5c1fd0666ce11d79a611 | Good evening, everyone, thank you for taking my question. I just wanted to learn how your three brokers in the European Union were running, including the new entity in Hungary and the recently approved broker in Ireland and I wanted to see if they were now handling all of the trades for EU clients that are able to be t... | So we are in the midst of transitioning these accounts. They have not all been transitioned, but most of them have been. And yeah, so that is the plan. By the end of the month that will all be completed and the plan is to, yes, to handle all the EU clients from Ireland, Luxembourg, and Budapest. | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
89a8d6cfaad8747b79bb4798879b9248 | Got it. And then how much capacity is there for future growth in the EU because I think your Luxembourg entity may be somewhat constrained, but I think there is actually probably a lot of upside for growth in the Irish entity. | There is a lot of upside in Ireland and in Central Europe and that's exactly why we put in those two entities. We don't see any [Speech Overlap]. | intermediate | [
"direct",
"intermediate",
"fully_evasive"
] | B |
a7a5cfb2f3765ef646255ae4c395715b | Hey guys, good afternoon. I think most of my questions have already been asked, I did have one or two just quick housekeeping one on the seg cash yields, I think you hit 6 basis points this quarter. Is that a fairly decent run rate kind of fully repriced for the current rate environment and then related to that, you me... | I would be much too scared to extend the duration because I think inflation must be lurking in the bushes. I guess can't understand how we can issue trillions of dollars of new money every other month and not see [Phonetic] the inflation. I don't understand what goes on. It can't go on like this forever. | fully_evasive | [
"direct",
"intermediate",
"fully_evasive"
] | C |
7b49c04bd01d68250b46a962b2240882 | Got it, OK. And then just maybe a follow-up on Rich's question on the margin balances. Just you guys do typically see a bit more year-end seasonality on margin balances than I think others and some of the industry data points are pointing to really strong numbers in January and kind of retail trading continuing to be v... | Will, you have to excuse us. We do not talk about events past the year-end. | fully_evasive | [
"direct",
"intermediate",
"fully_evasive"
] | C |
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