Transcription of Agenda - ubs.com
1 AgendaGlobal TMT Virtual ConferenceMonday, December 6, 2021 TRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 77:00 ETCheck Point SoftwareSiltronic AGOutreachBlend Labs IncNextdoor GetYourGuide Gil Shwed, Chief Executive OfficerRainer Irle, Chief Financial OfficerManny Medina, Chief Executive Nima Ghamsari, Founder & HeadMike Doyle, Chief Financial OfficerNils Chrestin, Chief FinancialTal Payne, Chief Financial OfficerOfficerOfficerMelissa Fisher, Chief FinancialOfficer8:00 ETAd Agency Panel: 2022 ForecastsLauren Hanrahan, Chief Executive Officer, Zenith US, Moxie and MRYB rian Wieser, President, GroupMVincent Letang, EVP, Managing Partner, Global Market Intelligence, Magna9:00 ETVerizon Communications Vestberg, Chief Executive Officer10.
2 00 ETCiscoSIGNA Sports United VMwareAmerican TowerAMC NetworksCyberArk SoftwareVeem Jonathan Davidson, Executive ViceStephan Zoll, Chief Executive OfficerSumit Dhawan, PresidentRod Smith, SVP, Chief FinancialMatt Blank, Interim Chief Josh Siegel, Chief Financial OfficerMarwan Forzley, Chief Executive President & General Manager ofOfficerOffier & TreasurerExecutive OfficerOfficerMass-Scale Infrastructure GroupAlex Johnstone, Chief Financial OfficerPramod Iyengar, Chief FinancialJeremy Nelle, Head of Corporate FinanceOfficer11:00 ETWestern DigitalAutomatic Data Processing IncBooking Holdings IncTeradyne Endeavor Group HoldingsKyndryl David Goeckeler, Chief ExecutiveDon McGuire, Chief FinancialGlenn Fogel, Chief ExecutiveGreg Smith, President,Ari Emanuel, Chief Executive Martin Schroeter, Chief ExecutiveOfficerOfficerOfficer Industrial Automation GroupOfficerOfficerBob Eulau, Chief Financial OfficerDavid Goulden, Chief FinancialDavid Wyshner, Chief FinancialOfficerOfficer12:00 ETAT&T Inc.
3 John Stankey, Chief Executive Officer1:00 ETInterpublic Group of NVIDIAI nternational Money ExpressSplunkCrowdstrikeFive9 IncExpedia CompaniesColette Kress, Chief Financial Andras Bende, Chief FinancialJason Child, Chief FinancialGeorge Kurtz, President & ChiefBarry Zwarenstein, Chief ExecutivePeter Kern, Vice Chairman & ChiefPhilippe Krakowsky, Chief OfficerOfficerOfficerExecutive OfficerOfficerExecutive OfficerExecutive OfficerKen Tinsley, Vice President,Burt Podbere, Chief Financial Dan Burkland, PresidentEllen Johnson.
4 Chief FinancialCorporate Treasurer & Investor OfficerOfficerRelations2:00 ETThe New York Times HoldingsEuronet Worldwide Inc. Lam ResearchTyler TechnologiesVaronis Systems IncDigital Ocean Meredith Kopit Levien, President & Jeff Andreson, Chief ExecutiveMichael Brown, Chairman & Chief Doug Bettinger, Chief FinancialBrian Miller, EVP, Chief Financial Brian Vecci, Field CTOY ancey Spruill, Chief ExecutiveChief Executive OfficerOfficerExecutive OfficerOfficerOfficerGuy Melamed, Chief Financial OfficerLarry Sparks, Chief Financial OfficerOfficer & Chief Operating OfficerBill Sorenson, Chief Financial James Arestia.
5 Investor RelationsOfficer3:00 ETCogent CommunicationsSeagate TechnologyCDK Global Inc Veeva Systems IncKAR Auction Services IncSynopsys Schaeffer, Chief ExecutiveDave Mosley, Chief Executive OfficerEric Guerin, Chief Financial OfficerBrent Bowman, Chief Financial OfficerEric Loughmiller, EVP & Chief Trac Pham, Chief Financial OfficerMartin Basiri, Chief ExecutiveOfficerReuben Gallegos, Vice President, OfficerFinancial OfficerOfficerSean Wallace, Chief FinancialInvestor RelationsPaul Shawah, Executive Vice OfficerPresident.
6 Veeva Systems Inc4:00 ETMarvell Technology GroupSnowflakeMatt Murphy, Chief Executive OfficerMike Scarpelli, Chief Financial Officer5:00 ETT-MobileMike Sievert, President and Chief Executive Officer6:00 ETAristaIta Brennan, Chief Financial Officer6:45 ET UBS 2021 All rights reserved. All pictures or images presented herein, are for illustrative purposes only. No relationship, association, sponsorship, or endorsement is suggested or implied between UBS and any landmarks or properties, or with their respective owners, organizations, management, sponsors, investors or patrons.
7 Presentations concludeAgendaGlobal TMT Virtual ConferenceTRACK 1 TRACK 2 TRACK 3 TRACK 4 TRACK 5 TRACK 6 TRACK 78:00 ETAlchimieCapgeminiShenzhen IncGlobal Payments IncPowerSchool Holdings, Inc. Nicolas dHueppe, ChiefAiman Ezzat, Chief Executive Xuan Liu, VP, PartnerJason Tsai, VP, Head of InvestorJeff Sloan, Chief Executive Hardeep Gulati, Chief ExecutiveExecutive OfficerOfficerRelationsOfficerOfficerEri c Shander, Chief Financial Officer9:00 ETViacomCBSBob Bakish, Chief Executive Officer10:00 ETComcast CorporationMyTheresaAvidXchangeKnowBe4 Sim Corp A/SSilicon MotionMicroStrategyDave Watson, President & Chief Michael Kliger, Chief ExecutiveMichael Praeger, Co-Founder &Krish Venkataraman, Chief Financial Michael Rosenvold, Chief FinancialRiyadh Lai, Chief FinancialMichael Saylor, Chairman and Executive Officer, Comcast CableOfficerExecutive Chairman Officer & Co-PresidentOfficerOfficerChief Executive OfficerMartin Beer, Chief Financial OfficerJoel Wilhite , Chief Financial Ken Talanian, VP.
8 Investor RelationsOfficer11:00 ETAltice USAI ntel CorporationDexter Goei, Chief Executive OfficerSandra Rivera, Head of Data Center Group (DCG) 12:00 ETCharter Communications *Rescheduled to Wednesday*Tom Rutledge, Chairman & Chief Executive Officer1:00 ETVIZIO Holding CorpASMLR adius Global InfrastructureRoverServiceNowIBMV iant Technology Townsend, Chief Financial OfficerPete Convertito, Director, Investor Bill Berkman, Co-Chairman & Chief Aaron Easterly, Chief Executive OfficerGina Mastantuono, Chief Rob Thomas, IBM Senior Vice Tim Vanderhook, Chief OfficerRelations North AmericaExecutive OfficerOfficerFinancial OfficerPresident, Global MarketsExecutive OfficerCharles Wicker, Vice President ofChris Vanderhook.
9 Chief FinanceOperating Officer2:00 ETMasTec, IncOpenpay Group LtdSonder HoldingsAVEVA Group PLC DatabricksIMAX CorporationGraphcoreGeorge Pita, EVP & Chief FinancialBrian Shniderman, US Chief Executive Sanjay Banker, Chief FinancialPeter Herweck, Chief ExecutiveAli Ghodsi, Chief Executive OfficerRichard Gelfond, Chief ExecutiveNigel Toon, Chief ExecutiveOfficerOfficer & Global Chief Strategy OfficerOfficerOfficerOfficerJose Mas, Chief Executive OfficerOfficerMatthew Springett, Head of InvestorBrett Harriss. Investor RelationsRelations3:00 ETQueen's Gambit Growth CapitalFortinet IncLumen TechnologiesWM Technology IncAmplitude Inc.
10 IncMostafa Kandil, Chief ExecutiveKeith Jensen, Chief Financial OfficerShaun Andrews, Executive Vice Chris Beals, Chief Executive Officer,Spenser Skates, Chief Executive OfficerLi Kang, Vice President, NorthBrian Millham , President, Officer, SwvlJohn Maddison, Chief Marketing President, Chief Marketing OfficerWeedmapsOfficerAmericaSalesforce Customer Success Youssef Salem, Chief FinancialOfficerArden Lee, Chief Financial Officer,Hoang Vuong, Chief FinancialGroup and Salesforce Success Officer, SwvlWeedmapsOfficerCloud4:00 ETDell Technologies IncChuck Whitten, Co-Chief Operating Officer5:00 ETCompass IncNewsCorpFrontier CommunicationsAligned Ankerbrandt, Chief FinancialSusan Panuccio, Chief Financial Nick Jeffery, Chief ExecutiveAnubhav Raj, Chief FinancialYu Xu, Chief Executive OfficerDavid A.