Cathie Lesjak – CFO Japanese competitors have benefited from weak yen but that is normalizing “So, when it comes to Japanese competitors, one of the advantages that they have had and this isn’t an alternatives question, this is kind of … Continued
Dion Weisler – President and Chief Executive Officer From market share to maximizing profits “We were more challenged in our business ink products where we drove pricing discipline and lost some share. While our Japanese competitors are talking about shifting … Continued
Dean Foods FY 1Q16 Earnings Call Gregg Tanner Global milk production continues to increase “We expect global dairy fundamentals to continue to be overall supportive to our business as production growth continues to outpace demand. Year-over-year, total milk production from … Continued
HP’s (HPQ) CEO Meg Whitman on Q4 2015 Results HP completed its separation “On November 1st we completed the historic separation and became two separate independent public companies, HP, Inc. and Hewlett-Packard Enterprise. I couldn’t be prouder of how we … Continued
Two months until separation “With only two months left until our separation, I’m pleased with the progress we’ve made along many fronts.” Revenues hit harder as hedges roll off “Revenue of $25.3 billion was down 8% year over year or … Continued
Significant market challenges “we faced significant market challenges due to currency movements, softness in PCs, home printing, and IT outsourcing markets and execution challenges in pockets of the business that require more work.” Markets are shifting rapidly “as you will … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Net cash position vs. … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Revenue grew for the … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Continued stabilization in commercial PCs “Overall, we’re seeing a slowing market contraction and signs of stabilization, particularly in … Continued