Transcripts

Westell Technologies, Inc. (WSTL)

F4Q12 (Qtr End 03/31/2012) Earnings Call

May 17, 2012 9:30 am ET

Executives

Brian Cooper - CFO

Rick Gilbert - Chairman, President and CEO

Analysts

Mike Latimore - Northland Capital

Greg Burns - Sidoti & Company

Jeff Linroth - Leaving It Better

Todd Brady - Oppenheimer

Presentation

Operator

Welcome to the fourth quarter fiscal 2012 earnings conference call. (Operator Instructions) I will now turn the call over to Brian Cooper. Mr. Cooper, please go ahead.

Brian Cooper

Thank you. I want to welcome everyone to our conference call covering the annual and fourth quarter results for Westell Technologies during our fiscal year 2012, which ended March 31.

We issued our earnings news release last night as well as a new release announcing our acquisition of ANTONE Wireless. We will refer to these news releases which are our posted on our website westell.com. On this call Rick

Foot Locker (FL)

Q1 2012 Earnings Call

May 18, 2012 9:00 am ET

Executives

John A. Maurer - Vice President, Treasurer And Head Of Investor Relations

Lauren B. Peters - Chief Financial officer and Executive Vice President

Kenneth C. Hicks - Chairman, Chief Executive Officer, President, Chairman of Executive Committee and Member of Retirement Plan Committee

Analysts

Michael Binetti - UBS Investment Bank, Research Division

Christopher Svezia - Susquehanna Financial Group, LLLP, Research Division

Sam Poser - Sterne Agee & Leach Inc., Research Division

Camilo R. Lyon - Canaccord Genuity, Research Division

Kate McShane - Citigroup Inc, Research Division

Paul Trussell - Deutsche Bank AG, Research Division

Robert F. Ohmes - BofA Merrill Lynch, Research Division

Eric B. Tracy - Janney Montgomery Scott LLC, Research Division

Bernard Sosnick - Gilford Securities Inc., Research Division

Taposh Bari - Jefferies & Company, Inc., Research Division

Presentation

Operator

Good morning, ladies and gentlemen,

Donaldson Company Inc. (DCI)

Q3 2012 Earnings Call

May 18, 2012 10:00 am ET

Executives

William Cook – Chairman, President, Chief Executive Officer

James Shaw – Vice President, Chief Financial Officer

Richard Sheffer – Director, Investor Relations

Analysts

Hamzah Mazari – Credit Suisse

Charlie Brady – BMO Capital Markets

Kevin Maczka – BB&T Capital Markets

Eli Lustgarten - Longbow Securities

Brian Drab – William Blair

Gary Farber – CL King & Associates

Richard Eastman – Robert W. Baird

Rob Walker - Jefferies

Presentation

Operator

Good morning ladies and gentlemen and thank you for standing by. Welcome to the Donaldson Third Quarter Fiscal Year 2012 conference call. During today’s presentation, all parties will be in a listen-only mode. Following the presentation, the conference will be opened for questions. If you have a question, please press the star followed by the one on your touchtone phone. If you would like to withdraw

ANN INC (ANN)

Q1 2012 Earnings Call

May 18, 2012 8:30 am ET

Executives

Judith Lord

Katherine Lawther Krill - Chief Executive Officer, President and Executive Director

Michael J. Nicholson - Chief Financial Officer, Principal Accounting Officer, Executive Vice President and Treasurer

Analysts

Kimberly C. Greenberger - Morgan Stanley, Research Division

Janet Kloppenburg

Roxanne Meyer - UBS Investment Bank, Research Division

Jennifer Black

Lorraine Maikis Hutchinson - BofA Merrill Lynch, Research Division

Paul Lejuez - Nomura Securities Co. Ltd., Research Division

Marni Shapiro - The Retail Tracker

Brian J. Tunick - JP Morgan Chase & Co, Research Division

Betty Y. Chen - Wedbush Securities Inc., Research Division

Adrienne Tennant - Janney Montgomery Scott LLC, Research Division

Presentation

Operator

Good morning, ladies and gentlemen, and welcome to the ANN INC.'s First Quarter 2012 Earnings Conference Call. At the request of the company, today's conference call is being recorded. [Operator Instructions] I

eLong, Inc. (EPOC)

Q1 2012 Earnings Call

May 17, 2012 8:00 p.m. EDT

Executives

Guangfu Cui – CEO

Mike Doyle – CFO

Analysts

Alicia Yap – Barclays Capital

Eddie Leung – Merrill Lynch

Fawne Jiang – Brean Murray

Wendy Huang – RBS

[Geena Chen] – [TH Capital]

Presentation

(Q&A Session Transcription Only)

Question-and-Answer Session

Operator

Thank you. (Operator Instructions).

Our first question comes from Alicia Yap of Barclays. Ma’am, you may begin.

Alicia Yap – Barclays Capital

Hi, good morning. Yeah, good morning. Thanks for taking my questions. Wanted to understand a bit on your hotel business breakdown, how much of the volume is from leisure versus the business travel. And is the first quarter high volume growth helped by the Chinese New Year promotion that we should expect some seasonal drop in the second quarter?

Mike Doyle

This is Mike. As far as the mix between business and leisure,

Brocade Communications Systems (BRCD)

Q2 2012 Earnings Call

May 17, 2012 5:30 pm ET

Executives

Robert Eggers

Michael A. Klayko - Chief Executive Officer, Director And Chairman Of Corporate Development Committee

Daniel W. Fairfax - Chief Financial Officer, Principal Accounting Officer and Vice President of Finance

David B. Stevens - Former Chief Technology Officer

Ian Whiting - Senior Vice President of Worldwide Sales

Jason Nolet

Analysts

Jayson Noland - Robert W. Baird & Co. Incorporated, Research Division

Jess L. Lubert - Wells Fargo Securities, LLC, Research Division

Mark Sue - RBC Capital Markets, LLC, Research Division

Shebly Seyrafi - FBN Securities, Inc., Research Division

Aaron C. Rakers - Stifel, Nicolaus & Co., Inc., Research Division

Brian Marshall - ISI Group Inc., Research Division

Vijay Bhagavath - Deutsche Bank AG, Research Division

Keith F. Bachman - BMO Capital Markets U.S.

Andrew J. Nowinski - Piper Jaffray Companies, Research Division

Paul H.

Federal Realty Investment Trust (FRT)

Investor/Analyst Day Call

May 17, 2012 11:00 am ET

Executives

Don Wood - President & CEO

Andy Blocher - SVP & CFO

Jeff Berkes - President West Coast

Jeff Kreshek - VP, Leasing West Coast

Jan Sweetnam - VP, & Western Region COO

Analysts

Presentation

[Abrupt Start]

Andy Blocher

In addition, we are going to be discussing forward-looking statements today which are subject to the risk factors provided in our 10-K and other SEC reports.

What we are going to do today is we are going to start today with a brief presentation appropriately 10 minutes max on some new acquisition of Montrose Crossing, some development progress over Assembly and Pike & Rose and the real crux of what we are trying to accomplish today is get you guys very comfortable with the West Coast portfolio, the West Coast team, so that's going to be

salesforce.com, inc (CRM)

Q1 2013 Earnings Call

May 17, 2012 5:00 pm ET

Executives

David Havlek

Marc Benioff - Co-Founder, Chairman and Chief Executive Officer

Graham V. Smith - Chief Financial Officer, Principal Accounting Officer and Executive Vice President

Analysts

Thomas Ernst - Deutsche Bank AG, Research Division

Adam H. Holt - Morgan Stanley, Research Division

Heather Bellini - Goldman Sachs Group Inc., Research Division

Brent Thill - UBS Investment Bank, Research Division

Kash G. Rangan - BofA Merrill Lynch, Research Division

Nathan Schneiderman - Roth Capital Partners, LLC, Research Division

Patrick D. Walravens - JMP Securities LLC, Research Division

Mark R. Murphy - Piper Jaffray Companies, Research Division

Jason Maynard - Wells Fargo Securities, LLC, Research Division

Tom Roderick - Stifel, Nicolaus & Co., Inc., Research Division

Richard G. Sherlund - Nomura Securities Co. Ltd., Research Division

Richard H. Davis - Canaccord Genuity, Research Division

Philip Winslow - Crédit

Autodesk (ADSK)

Q1 2013 Earnings Call

May 17, 2012 5:00 pm ET

Executives

David Gennarelli

Carl Bass - Chief Executive Officer, President and Director

Mark J. Hawkins - Chief Financial Officer and Executive Vice President

Analysts

Perry Huang - Goldman Sachs Group Inc., Research Division

Brent Thill - UBS Investment Bank, Research Division

Jay Vleeschhouwer - Griffin Securities, Inc., Research Division

Brendan Barnicle - Pacific Crest Securities, Inc., Research Division

Gregg Moskowitz - Cowen and Company, LLC, Research Division

Daniel Morrison - Crédit Suisse AG, Research Division

Steven M. Ashley - Robert W. Baird & Co. Incorporated, Research Division

Keith Weiss - Morgan Stanley, Research Division

Richard H. Davis - Canaccord Genuity, Research Division

Sterling P. Auty - JP Morgan Chase & Co, Research Division

Walter H. Pritchard - Citigroup Inc, Research Division

Ross MacMillan - Jefferies & Company, Inc., Research Division

Steven R. Koenig - Longbow Research LLC

Matthew

Gap (GPS)

Q1 2012 Earnings Call

May 17, 2012 5:00 pm ET

Executives

Katrina O'Connell

Glenn K. Murphy - Chairman and Chief Executive Officer

Sabrina L. Simmons - Chief Financial Officer, Executive Vice President of Finance and Principal Accounting Officer

Analysts

Kimberly C. Greenberger - Morgan Stanley, Research Division

Adrienne Tennant - Janney Montgomery Scott LLC, Research Division

John D. Morris - BMO Capital Markets U.S.

Evren Dogan Kopelman - Wells Fargo Securities, LLC, Research Division

Janet Kloppenburg

Randal J. Konik - Jefferies & Company, Inc., Research Division

Paul Lejuez - Nomura Securities Co. Ltd., Research Division

Lorraine Maikis Hutchinson - BofA Merrill Lynch, Research Division

Jeffrey P. Klinefelter - Piper Jaffray Companies, Research Division

Brian J. Tunick - JP Morgan Chase & Co, Research Division

Betty Y. Chen - Wedbush Securities Inc., Research Division

Dana Lauren Telsey - Telsey Advisory Group LLC

Laura A. Champine - Canaccord Genuity, Research

Marvell Technology Group (MRVL)

Q1 2013 Earnings Call

May 17, 2012 4:45 pm ET

Executives

Sukhi Nagesh - Vice President of Investor Relations

Sehat Sutardja - Co-Founder, Executive Chairman, Chief Executive Officer, President, Chief Executive Officer of Marvell Semiconductor Inc, President of Marvell Semiconductor Inc and Director of Marvell Semiconductor Inc

Clyde R. Hosein - Chief Financial Officer, Principal Accounting Officer and Secretary

Analysts

John W. Pitzer - Crédit Suisse AG, Research Division

Harlan Sur - JP Morgan Chase & Co, Research Division

Glen Yeung - Citigroup Inc, Research Division

Ross Seymore - Deutsche Bank AG, Research Division

Srini Pajjuri - Credit Agricole Securities (USA) Inc., Research Division

James Schneider - Goldman Sachs Group Inc., Research Division

Doug Freedman - RBC Capital Markets, LLC, Research Division

Craig A. Ellis - Caris & Company, Inc., Research Division

Mark Lipacis - Jefferies & Company, Inc., Research Division

Presentation

Operator

Good day, ladies

Aruba Networks (ARUN)

Q3 2012 Earnings Call

May 17, 2012 5:00 pm ET

Executives

Maria Riley - Director

Dominic P. Orr - Chairman, Chief Executive Officer, President and Chairman of Corporate Development Committee

Hitesh Sheth - Chief Operating Officer

Michael M. Galvin - Chief Financial Officer and Principal Accounting Officer

Keerti Melkote - Co-Founder, Chief Technology Officer and Director

Analysts

Ryan Hutchinson - Lazard Capital Markets LLC, Research Division

Mark Sue - RBC Capital Markets, LLC, Research Division

Kent Schofield - Goldman Sachs Group Inc., Research Division

Sanjiv Wadhwani - Stifel, Nicolaus & Co., Inc., Research Division

Jeffrey T. Kvaal - Barclays Capital, Research Division

Jason Ader - William Blair & Company L.L.C., Research Division

Brian T. Modoff - Deutsche Bank AG, Research Division

George C. Notter - Jefferies & Company, Inc., Research Division

Matthew Hoffman - Cowen and Company, LLC, Research Division

William H. Choi - Janney Montgomery Scott

Intuit (INTU)

Q3 2012 Earnings Call

May 17, 2012 4:30 pm ET

Executives

Matt Rhodes

Brad D. Smith - Chief Executive Officer, President, Director and Member of Executive Committee

R. Neil Williams - Chief Financial Officer and Senior Vice President

Analysts

Scott A. Schneeberger - Oppenheimer & Co. Inc., Research Division

Sterling P. Auty - JP Morgan Chase & Co, Research Division

Brent Thill - UBS Investment Bank, Research Division

Walter H. Pritchard - Citigroup Inc, Research Division

Adam H. Holt - Morgan Stanley, Research Division

Kartik Mehta - Northcoast Research

Gregory Dunham - Goldman Sachs Group Inc., Research Division

Bhavin Shah - Macquarie Research

Yun S. Kim - ThinkEquity LLC, Research Division

Josh Cohen

Presentation

Operator

Good afternoon. My name is Sayid, and I will be your conference facilitator. At this time, I would like to welcome everyone to Intuit's Third Quarter Fiscal 2012 Conference Call. [Operator Instructions] With

Applied Materials (AMAT)

Q2 2012 Earnings Call

May 17, 2012 4:30 pm ET

Executives

Michael Sullivan - Vice President of Investor Relations

Michael R. Splinter - Chairman, Chief Executive Officer and President

George S. Davis - Chief Financial Officer and Executive Vice President

Analysts

Satya Kumar - Crédit Suisse AG, Research Division

James Covello - Goldman Sachs Group Inc., Research Division

Stephen Chin - UBS Investment Bank, Research Division

Mahesh Sanganeria - RBC Capital Markets, LLC, Research Division

Edwin Mok - Needham & Company, LLC, Research Division

Christopher Blansett - JP Morgan Chase & Co, Research Division

Wenge Yang - Citigroup Inc, Research Division

Krish Sankar - BofA Merrill Lynch, Research Division

Patrick J. Ho - Stifel, Nicolaus & Co., Inc., Research Division

Vishal Shah - Deutsche Bank AG, Research Division

Christopher J. Muse - Barclays Capital, Research Division

Jagadish K. Iyer - Piper Jaffray Companies, Research Division

Benedict Pang

Pacific Sunwear of California (PSUN)

Q1 2012 Earnings Call

May 17, 2012 4:30 pm ET

Executives

Craig E. Gosselin - Senior Vice President of Human Resources, General Counsel and Secretary

Gary H. Schoenfeld - Chief Executive Officer, President and Director

Michael W. Kaplan - Chief Financial Officer, Principal Accounting Officer and Senior Vice President

Analysts

Jane Thorn Leeson - KeyBanc Capital Markets Inc., Research Division

Chris Armbruster - B. Riley & Co., LLC, Research Division

Dana Lauren Telsey - Telsey Advisory Group LLC

Travis Williams - Stephens Inc., Research Division

Jeffrey Wallin Van Sinderen - B. Riley & Co., LLC, Research Division

Adrienne Tennant - Janney Montgomery Scott LLC, Research Division

Presentation

Operator

Good afternoon. My name is Allie, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q1 2012 earnings conference call. [Operator Instructions] Thank you

Exelixis, Inc. (EXEL)

Bank of America Merrill Lynch 2012 Health Care Conference

May 17, 2012, 3:00 p.m. ET

Executives

Michael M. Morrissey, Ph.D. – President, CEO

Analysts

Unidentified Analyst

Presentation

Unidentified Female

Good morning, almost afternoon. Thanks very much for sticking around for the last session. It’s my pleasure to introduce Exelisis. We have Mike Morrissey, CEO, to give a presentation.

Unidentified Male

I’ll just quickly read our forward-looking statement. During the course of this presentation, we will be making forward-looking statements regarding future events or the future performance of the company. Actual events or results, of course, could differ materially. We refer you to the risk factors section of our most recent form 10-Q filed with the Securities and Exchange Commission on May 3rd, 2012, for a description of factors that could cause actual events to differ materially from those contained in any forward-looking statements including risks related to

Precision Castparts (PCP)

Q4 2012 Earnings Call

May 17, 2012 10:00 am ET

Executives

Mark Donegan - Chairman, Chief Executive Officer and President

Shawn R. Hagel - Chief Financial Officer, Principal Accounting Officer, Senior Vice President and Assistant Secretary

Analysts

Howard A. Rubel - Jefferies & Company, Inc., Research Division

Jason M. Gursky - Citigroup Inc, Research Division

Stephen E. Levenson - Stifel, Nicolaus & Co., Inc., Research Division

Robert Spingarn - Crédit Suisse AG, Research Division

Carter Copeland - Barclays Capital, Research Division

Joseph Nadol - JP Morgan Chase & Co, Research Division

Samuel J. Pearlstein - Wells Fargo Securities, LLC, Research Division

Peter J. Arment - Sterne Agee & Leach Inc., Research Division

David E. Strauss - UBS Investment Bank, Research Division

Kenneth Herbert - Wedbush Securities Inc., Research Division

Cai Von Rumohr - Cowen and Company, LLC, Research Division

J. B. Groh - D.A. Davidson & Co.,

Navios Maritime Holdings, Inc. (NM)

Q1 2012 Earnings Call

May 17, 2012 08:45 am ET

Executives

Angeliki Frangou – Chairman and Chief Executive Officer

Ted C. Petrone – President - Navios Corporation

Ioannis Karyotis – Senior Vice President, Strategic Planning

George Achniotis – Chief Financial Officer

Analysts

Christian Wetherbee – Citi

Randy Laufman – Imperial Capital

Natasha Boyden – Global Hunter

Presentation

Operator

Thank you for joining us for this morning’s Navios Maritime Holdings’ First Quarter 2012 Earnings Call. With us today from the company are Chairman and CEO, Ms. Angeliki Frangou; President, Mr. Ted Petrone; SVP of Strategic Planning, Mr. Ioannis Karyotis; and Chief Financial Officer, Mr. George Achniotis.

As a reminder, this conference call is also being webcast. To access the webcast, please go to the Investor Section of Navios Holdings’ Web site, www.navios.com. A copy of the presentation referenced in today’s earnings call can be found there.

Universal Display Corporation (PANL)

JPMorgan TMT Conference Call

May 17, 2012 13:10 ET

Executives

Sid Rosenblatt – Chief Financial Officer

Analysts

Rod Hall – JPMorgan

Presentation

Rod Hall – JPMorgan

Okay, I think we are going to get started. My name is Rod Hall. I’m with JPMorgan. I am our communications equipment analyst. I have also become our glass analyst, it turns out covering Corning. And so we are very interested in what’s going on in the OLED world and we’ve got the pleasure of having Sid Rosenblatt here with us from Universal Display Corporation. UDC is one of the leaders in OLED technology. It has been for quite a while. So, we are very pleased to have you here with us very interested in what you've got to say. And with that I’m going to kick off with some Q&A and then we are going to open up to

FEI Company (FEIC)

Bank of America Merrill Lynch 2012 Health Care Conference Transcript

May 17, 2012 11:40 AM ET

Executives

Don Kania – President and CEO

Analysts

Derik de Bruin – Bank of America Merrill Lynch

Presentation

Derik de Bruin – Bank of America Merrill Lynch

Yeah, final day of the Bank of America Merrill Lynch 2012 Health Care Conference. I‘m Derik de Bruin, the Life Sciences Tools and Diagnostics Analyst, and it’s my pleasure this morning to introduce next company, FEI Company, with President and CEO, Don Kania speaking today. There will be a brief presentation followed by some Q&A.

With that, Don.

Don Kania

Thanks a lot and it’s a pleasure to be here. So, get going to the, obviously, the Safe Harbor statement on the slide. We are not going to give anything new in terms of guidance or anything like that. Well, we’ll be reaffirming any