Apollo Global Management (NYSE:APO) 2026 Conference Transcript
2026-02-10 14:52
Apollo Global Management (NYSE:APO) 2026 Conference February 10, 2026 08:50 AM ET Company ParticipantsMartin Kelly - CFOConference Call ParticipantsMike Brown - Asset Management AnalystMike BrownAll right. Hello. I'm Mike Brown, the U.S. Asset Management and Broker Analyst here at UBS. It's my pleasure to introduce you to Martin Kelly, the CFO of Apollo Global Management. Apollo today is one of the world's largest alternative asset managers, with AUM totaling $938 billion. So Martin, thank you so much for j ...
KeyCorp (NYSE:KEY) 2026 Conference Transcript
2026-02-10 14:52
KeyCorp (NYSE:KEY) 2026 Conference February 10, 2026 08:50 AM ET Company ParticipantsChris Gorman - Chairman and CEOConference Call ParticipantsEbrahim Poonawala - Equity Research AnalystEbrahim PoonawalaSo, for our first regional bank presentation, as has been tradition over the last few years, we have Chris Gorman, Chairman and CEO KeyCorp. So, Chris, thank you so much for joining us.Chris GormanSo, check, check. So it's great to be here, and we always appreciate kind of kicking off your conference. It's ...
Evommune (NYSE:EVMN) Update / briefing Transcript
2026-02-10 14:32
Evommune (NYSE:EVMN) Update / briefing February 10, 2026 08:30 AM ET Company ParticipantsAndreas Argyrides - Executive DirectorGavin Clark-Gartner - Managing DirectorGregory S. Moss - Chief Financial OfficerJeegar Patel - Chief Scientific OfficerJudah Frommer - Executive DirectorLuis Peña - Co-Founder, President and CEOMark Jackson - Senior Vice President of Clinical DevelopmentPaul Leyland - Communications ConsultantPrakhar Agrawal - Managing DirectorThomas J. Smith - Senior Managing DirectorConference Cal ...
The Williams Companies (NYSE:WMB) 2026 Investor Day Transcript
2026-02-10 14:32
The Williams Companies (NYSE:WMB) 2026 Investor Day February 10, 2026 08:30 AM ET Company ParticipantsChad Zamarin - President and CEODanilo Juvane - VP of Investor RelationsJohn Porter - EVP and CFOLarry Larsen - EVP and COORob Wingo - EVP of Corporate Strategic DevelopmentNone - Video NarratorConference Call ParticipantsAmit Tucker - Equity Research AnalystCraig Shere - Equity Research AnalystGabriel Moreen - Managing Director and Senior Equity Research AnalystJason Gabelman - Equity Research AnalystJean ...
Bank of America (NYSE:BAC) 2026 Conference Transcript
2026-02-10 14:02
Bank of America (NYSE:BAC) 2026 Conference February 10, 2026 08:00 AM ET Company ParticipantsBrian Moynihan - Chairman and CEOIbrahim Poonawala - Head of North American Banks ResearchIbrahim PoonawalaWe'll go ahead and get started. Welcome to Bank of America's 34th Annual Financial Services Conference. I'm Ibrahim Poonawala, Head of North American Banks Research at BofA, and it's a pleasure to welcome you all. I would like to thank all the management teams and investors for their partnership, which has help ...
The Goldman Sachs Group (NYSE:GS) 2026 Conference Transcript
2026-02-10 14:02
The Goldman Sachs Group (NYSE:GS) 2026 Conference February 10, 2026 08:00 AM ET Company ParticipantsDavid Solomon - Chairman and CEOModeratorMaybe let's start at the top in terms of your strategic priorities. You've continued to make significant progress against them. You laid out some of your plans in the recent strategic update. Of course, as everybody in the room knows, the stock has meaningfully outperformed many of your peers. Maybe let's talk about some of the most significant changes over both the lo ...
Nektar Therapeutics (NasdaqCM:NKTR) Update / briefing Transcript
2026-02-10 14:02
Nektar Therapeutics (NasdaqCM:NKTR) Update / briefing February 10, 2026 08:00 AM ET Company ParticipantsDavid Rosmarin - Chairman and Professor of DermatologyGil Labrucherie - CFOHoward W. Robin - President and CEOJonathan Silverberg - Professor of DermatologyJonathan Zalevsky - Chief Research and Development OfficerMary Tagliaferri - Chief Medical OfficerVivian Wu - VP of Investor Relations and Corporate AffairsNone - Company RepresentativeConference Call ParticipantsArthur He - Equity Research AnalystJay ...
Koninklijke Philips (NYSE:PHG) 2026 Capital Markets Day Transcript
2026-02-10 11:57
Koninklijke Philips (NYSE:PHG) 2026 Capital Markets Day February 10, 2026 05:55 AM ET Company ParticipantsBert van Meurs - EVP and Chief Business Leader of Image Guided TherapyBert van Meurs - EVP and and Chief Business Leader of Image Guided TherapyCharlotte Hanneman - CFODavid Adlington - Managing Director and Head of European Medtech and Services ResearchDeeptha Khanna - EVP and Chief Business Leader of Personal HealthDurga Doraisamy - Head of Investor RelationsEd Ridley-Day - Head of Global MedTech and ...
TMX Group (OTCPK:TMXX.F) 2026 Conference Transcript
2026-02-09 21:32
Summary of TMX Group Conference Call Company Overview - **Company**: TMX Group - **Industry**: Canadian capital markets ecosystem, including exchanges, derivatives markets, and data services - **Key Components**: - Blue chip and junior equity exchanges - Montreal Exchange for derivatives - Clearing and settlement infrastructure - International operations including TradePort in the UK and VettaFi in the U.S. [3][4] Core Business Insights - **Recurring Revenue Target**: Long-term target is to achieve two-thirds of revenue from recurring sources, currently at 52% down from 55% due to strong performance in trade business [5][6] - **International Revenue**: 51% of business is now outside Canada, with a target of 50% from Global Insights, currently at 44% [6] - **Trayport Performance**: Trayport, a key growth area, showed 12% growth in constant currency, down from 17% in the previous year, attributed to market maturity and lack of volatility [7][11] - **Growth Opportunities**: Expansion in U.S. gas and power markets, early-stage growth in Japan, and transitioning oil markets to on-screen trading [13][14] VettaFi and Global Insights - **VettaFi Growth**: Achieved 25% year-over-year growth in 2025, with 13% from organic growth and 12% from acquisitions [22] - **Assets Under Management**: Increased from CAD 32 billion to over CAD 80 billion since acquisition [24] - **Product Development**: Focus on expanding indices and asset classes, including fixed-income products and distribution capabilities [23] AI and Technology Integration - **AI as a Beneficiary**: TMX Group views itself as a net beneficiary of AI, leveraging proprietary data platforms to enhance product offerings [28][30] - **Efficiency Gains**: AI tools are being used to improve development speed and product testing, allowing for better market delivery [35][36] - **Revenue Opportunities**: AI is expected to enhance client products and self-service capabilities, with over 90% adoption of AI tools across the company [38][39] Trading Business Insights - **Derivatives Market**: Experienced over 30% growth last year, with open interest up 20% despite a 5-6% decline in total volume year-over-year [42][43] - **Options on ETFs**: Continued adoption is a significant growth driver, with regulatory efforts to expand capacity [44] - **Canadian Equities Landscape**: TMX Group maintains a strong competitive position despite challenges from international players like CBOE [51][52] Capital Formation and IPO Pipeline - **Strong Financing Activity**: 60% year-over-year increase in financing activity, with a deep pipeline of companies ready for IPOs [66][68] - **Market Confidence**: Despite recent market volatility, there is optimism about the ability to execute good deals [68] Expense Management and M&A Strategy - **Expense Growth**: Targeting 5% year-over-year expense growth, with a focus on positive operating leverage [73][74] - **M&A as Strategy Accelerator**: TMX Group actively seeks acquisitions that align with its growth strategy, focusing on enhancing data capabilities and market reach [76][77] Conclusion - **Overall Outlook**: TMX Group is positioned for continued growth through strategic expansion, technology integration, and a robust IPO pipeline, while maintaining a focus on operational efficiency and market leadership in the Canadian capital markets [66][68][76]
KeyCorp (NYSE:KEY) 2026 Conference Transcript
2026-02-09 21:32
KeyCorp (NYSE:KEY) 2026 Conference February 09, 2026 03:30 PM ET Company ParticipantsKen Gavrity - Head of Commercial BankingConference Call ParticipantsErika Penala - Equity Research AnalystErika PenalaAll right, good afternoon, everybody. So, you know, rounding off the corporate presentations today, we have KeyCorp, and we had Ken Gavrity. He is the head of the commercial bank, and before he sits down with me for a fireside chat, he wanted to share a few slides. Ken, thank you for coming.Ken GavrityPerfec ...