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Eli Lilly and Company (LLY) Q1 2022 Earnings Call Transcript

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Eli Lilly and Company  (NYSE: LLY) Q1 2022 earnings call dated Apr. 28, 2022

Corporate Participants:

Kevin Hern — Vice President of Investor Relations

David A. Ricks — Chairman and Chief Executive Officer

Anat Ashkenazi — Senior Vice President and Chief Financial Officer

Daniel M. Skovronsky — Senior Vice President and Chief Scientific and Medical Officer

Michael B. Mason — Senior Vice President and President, Lilly diabetes

Jacob Van Naarden — Senior Vice President, Chief Executive Officer of Loxo Oncology at Lilly and President, Lilly Oncolo

Anne E. White — Senior Vice President and President, Lilly Neuroscience

Analysts:

Louise Chen — Cantor — Analyst

Terence Flynn — Morgan Stanley — Analyst

Geoff Meacham — Bank of America — Analyst

Chris Schott — JPMorgan — Analyst

Andrew Simon Baum — Citigroup — Analyst

Seamus Fernandez — Guggenheim — Analyst

Alice Jennifer Nettleton — Wolfe Research — Analyst

Umer Raffat — Evercore — Analyst

Steve Scala — Cowen — Analyst

Vamil Divan — Mizuho — Analyst

Justin Burns — Barclays Bank — Analyst

Kerry Holford — Berenberg — Analyst

Evan Seigerman — BMO — Analyst

Chris Shibutani — Goldman Sachs — Analyst

Robyn Karnauskas — Truist Securities — Analyst

Presentation:

Operator

Ladies and gentlemen, thank you for standing by, and welcome to the Lilly Q1 2022 Earnings Call. [Operator Instructions]

I would now like to turn the conference over to your host, Kevin Hern. Please go ahead.

Eli Lilly and Company (LLY) Q1 2022 Earnings Call Transcript

The Hershey Company (HSY) Q1 2022 Earnings Call Transcript

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The Hershey Company  (NYSE: HSY) Q1 2022 earnings call dated Apr. 28, 2022

Corporate Participants:

Melissa A. Poole — Vice President, Investor Relations

Michele Buck — Chairman of the Board, President and Chief Executive Officer

Steven Voskuil — Senior Vice President, Chief Financial Officer

Analysts:

Andrew Lazar — Barclays — Analyst

Robert Moskow — Credit Suisse — Analyst

Ken Goldman — JPMorgan — Analyst

Jason English — Goldman Sachs — Analyst

Alexia Howard — Bernstein — Analyst

Bryan Spillane — Bank of America — Analyst

Michael Lavery — Piper Sandler — Analyst

Cody Ross — UBS — Analyst

Chris Growe — Stifel — Analyst

Steve Powers — Deutsche Bank — Analyst

Jonathan Feeney — Consumer Edge — Analyst

John Baumgartner — Mizuho Securities — Analyst

David Palmer — Evercore ISI — Analyst

Presentation:

Operator

Greetings, and welcome to the Hershey Company’s First Quarter 2022 Question-and-Answer Session Conference. [Operator Instructions]

I’d now like to turn the call over to your host, Ms. Melissa Poole, Vice President of Investor Relations for The Hershey Company. Thank you. Please go ahead.

The Hershey Company (HSY) Q1 2022 Earnings Call Transcript

McDonald’s Corporation (MCD) Q1 2022 Earnings Call Transcript

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McDonald’s Corporation  (NYSE: MCD) Q1 2022 earnings call dated Apr. 28, 2022

Corporate Participants:

Mike Cieplak — Investor Relations Officer

Christopher J. Kempczinski — President and Chief Executive Officer

Kevin M. Ozan — Chief Financial Officer & Executive Vice President

Analysts:

David Tarantino — Robert W. Baird & Co — Analyst

David Palmer — Evercore — Analyst

Dennis Geiger — UBS — Analyst

John Glass — Morgan Stanley — Analyst

Andrew Charles — Cowen — Analyst

Eric Gonzalez — KeyBanc — Analyst

Lauren Silberman — Credit Suisse — Analyst

Jeff Bernstein — Barclays — Analyst

Sara Senatore — Bank of America — Analyst

John Ivankoe — JPMorgan — Analyst

Nicole Miller Regan — Piper Sandler — Analyst

Chris Carril — RBC — Analyst

Brian Mullan — Deutsche Bank — Analyst

Jon Tower — Citi — Analyst

Jared Garber — Goldman Sachs — Analyst

Presentation:

Operator

Hello, and welcome to McDonald’s First Quarter 2022 Investor Conference Call. At the request of McDonald’s Corporation, this conference is being recorded. [Operator Instructions] I would now like to turn the conference over to Mr. Mike Cieplak, Investor Relations Officer for McDonald’s Corporation. Mr. Cieplak, you may begin.

McDonald’s Corporation (MCD) Q1 2022 Earnings Call Transcript

Merck & Co. Inc. (MRK) Q1 2022 Earnings Call Transcript

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Merck & Co. Inc.  (NYSE: MRK) Q1 2022 earnings call dated Apr. 28, 2022

Corporate Participants:

Peter Dannenbaum — Vice President of Investor Relations

Robert M. Davis — President, Chief Executive Officer & Director

Caroline Litchfield — Executive Vice President & Chief Financial Officer

Dean Y. Li — Executive Vice President & President of Merck Research Laboratories

Analysts:

Carter Gould — Barclays — Analyst

Mohit Bansal — Wells Fargo — Analyst

Seamus Fernandez — Guggenheim — Analyst

Chris Schott — JPMorgan — Analyst

Chris Shibutani — Goldman Sachs — Analyst

Umer Raffat — Evercore ISI — Analyst

Daina Graybosch — SVB Leerink — Analyst

Andrew Baum — Citi — Analyst

Louise Chen — Cantor — Analyst

Mara Goldstein — Mizuho — Analyst

Colin Bristow — UBS — Analyst

Presentation:

Operator

Good morning. My name is Grace Lakra, and I’ll be your conference operator today. At this time, I would like to welcome everyone to the Merck & Co. Q1 Sales and Earnings Conference Call. [Operator Instructions] Thank you. I would like to turn the call over to Peter Dannenbaum, Vice President of Investor Relations. Please go ahead.

Merck & Co. Inc. (MRK) Q1 2022 Earnings Call Transcript

Mastercard Incorporated (MA) Q1 2022 Earnings Call Transcript

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Mastercard Incorporated  (NYSE: MA) Q1 2022 earnings call dated Apr. 28, 2022

Corporate Participants:

Warren Kneeshaw — Head of Investor Relations

Michael Miebach — Chief Executive Officer

Sachin Mehra — Chief Financial Officer

Analysts:

Sanjay Sakhrani — KBW — Analyst

Harshita Rawat — Bernstein — Analyst

Rayna Kumar — UBS — Analyst

Darrin Peller — Wolfe Research — Analyst

Lisa Ellis — MoffettNathanson — Analyst

Tien-Tsin Huang — JPMorgan — Analyst

David Togut — Evercore ISI — Analyst

Bryan Keane — Deutsche Bank — Analyst

Ramsey El-Assal — Barclays — Analyst

Dan Dolev — Mizuho — Analyst

Andrew Jeffrey — Truist Securities — Analyst

George Mihalos — Cowen — Analyst

Jason Kupferberg — Bank of America — Analyst

Presentation:

Operator

Good day and thank you for standing by. Welcome to the First Quarter 2022 Mastercard Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. [Operator Instructions] Please be advised that today’s conference is being recorded. [Operator Instructions]

I would now like to hand the conference over to your speaker today Mr. Warren Kneeshaw, Head of Investor Relations. Please, go ahead.

Mastercard Incorporated (MA) Q1 2022 Earnings Call Transcript

QUALCOMM Incorporated (QCOM) Q2 2022 Earnings Call Transcript

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QUALCOMM Incorporated  (NASDAQ: QCOM) Q2 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Mauricio Lopez-Hodoyan — Vice President, Investor Relations

Cristiano R. Amon — President & Chief Executive Officer

Akash Palkhiwala — Chief Financial Officer

Analysts:

Matthew D. Ramsay — Cowen and Company — Analyst

Mike Walkley — Canaccord Genuity — Analyst

Samik Chatterjee — J.P. Morgan — Analyst

Stacy Rasgon — Bernstein Research — Analyst

Tal Liani — Bank of America — Analyst

Rod Hall — Goldman Sachs — Analyst

Ross Seymore — Deutsche Bank — Analyst

Joseph Moore — Morgan Stanley — Analyst

Chris Caso — Raymond James — Analyst

Blayne Curtis — Barclays — Analyst

Presentation:

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the Qualcomm Second Quarter Fiscal 2022 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded April 27, 2022. The playback number for today’s call is 877-660-6853. International callers please dial 201-612-7415. The playback reservation number is 13728288.

I would now like to turn the call over to Mauricio Lopez-Hodoyan, Vice President of Investor Relations, Mr. Lopez-Hodoyan, please go ahead.

QUALCOMM Incorporated (QCOM) Q2 2022 Earnings Call Transcript

BioMarin Pharmaceutical Inc. (BMRN) Q1 2022 Earnings Call Transcript

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BioMarin Pharmaceutical Inc.  (NASDAQ: BMRN) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Traci McCarty — Vice President, Investor Relations

Jean-Jacques Bienaime — Chairman and Chief Executive Officer

Jeff Ajer — Executive Vice President, Chief Commercial Officer

Henry J. Fuchs — President, Worldwide Research & Development

Brian R. Mueller — Executive Vice President, Chief Financial Officer

Analysts:

Salveen Richter — Goldman Sachs — Analyst

Chris Raymond — Piper Sandler — Analyst

Robyn Karnauskas — Truist Securities — Analyst

Cory Kasimov — J.P. Morgan — Analyst

Paul Matteis — Stifel — Analyst

Gena Wang — Barclays — Analyst

Geoff Meacham — Bank of America Merrill Lynch — Analyst

Phil Nadeau — Cowen and Company — Analyst

Matthew Harrison — Morgan Stanley — Analyst

Joseph Schwartz — SVB Leerink — Analyst

Debjit Chattopadhyay — Guggenheim — Analyst

Joel Beatty — Robert W. Baird — Analyst

Luca Issi — RBC Capital Markets — Analyst

Presentation:

Operator

Good day, and thank you for standing by. Welcome to the BioMarin First Quarter 2022 Financial Results Conference Call. Hosting the conference call today from BioMarin is Traci McCarty, Group Vice President of Investor Relations. Please go ahead, Traci.

BioMarin Pharmaceutical Inc. (BMRN) Q1 2022 Earnings Call Transcript

Upwork Inc. (UPWK) Q1 2022 Earnings Call Transcript

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Upwork Inc.  (NASDAQ: UPWK) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Evan Barbosa — Vice President of Investor Relations

Hayden Brown — President and Chief Executive Officer

Jeff McCombs — Chief Financial Officer

Analysts:

Eric Sheridan — Goldman Sachs — Analyst

Bernie McTernan — Needham & Company — Analyst

Maria Ripps — Canaccord Genuity — Analyst

Marvin Fong — BTIG — Analyst

Matt Farrell — Piper Sandler — Analyst

Andrew Boone — JMP Securities LLC — Analyst

Rohit Kulkarni — MKM Partners — Analyst

Brent Thill — Jefferies Group — Analyst

Presentation:

Operator

Thank you for standing by, and welcome to the Upwork First Quarter 2022 Financial Results. [Operator Instructions] Please be advised that today’s conference is being recorded. [Operator Instructions] I would now like to hand the conference over to Evan Barbosa, Vice President of Investor Relations. The floor is yours.

Upwork Inc. (UPWK) Q1 2022 Earnings Call Transcript

ServiceNow Inc. (NOW) Q1 2022 Earnings Call Transcript

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ServiceNow Inc.  (NYSE: NOW) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Darren Yip — Vice President of Investor Relations

Bill McDermott — President and Chief Executive Officer

Gina Mastantuono — Chief Financial Officer

Analysts:

Keith Weiss — Morgan Stanley — Analyst

Brad Sills — Bank of America — Analyst

Arjun Bhatia — William Blair — Analyst

Karl Keirstead — UBS — Analyst

Phil Winslow — Credit Suisse — Analyst

Samad Samana — Jefferies — Analyst

Kash Rangan — Goldman Sachs — Analyst

Matt Hedberg — RBC Capital Markets — Analyst

Alex Zukin — Wolfe Research — Analyst

Gregg Moskowitz — Mizuho — Analyst

Kirk Materne — Evercore ISI — Analyst

Tyler Radke — Citi — Analyst

Brad Zelnick — Deutsche Bank — Analyst

Presentation:

Operator

Ladies and gentlemen, thank you for standing by. And welcome to the ServiceNow First Quarter 2022 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session. [Operator Instructions]

Darren Yip, Vice President of Investor Relations, you may begin your conference.

ServiceNow Inc. (NOW) Q1 2022 Earnings Call Transcript

Ford Motor Company (F) Q1 2022 Earnings Call Transcript

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Ford Motor Company  (NYSE: F) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Lynn Antipas Tyson — Executive Director, Investor Relations

James D. Farley, Jr. — President, Chief Executive Officer, Director

John T. Lawler — Chief Financial Officer

Doug Field — Chief EV & Digital Systems Officer, Ford Model e

Marion Harris — President and CEO, Ford Motor Credit Company

Hau Thai-Tang — Chief Industrial Platform Officer

Analysts:

Rod Lache — Wolfe Research — Analyst

John Murphy — Bank of America Corporation — Analyst

Colin Langan — Wells Fargo Securities — Analyst

Adam Jonas — Morgan Stanley — Analyst

Dan Levy — Credit Suisse — Analyst

Mark Delaney — Goldman Sachs & Co. — Analyst

Ryan Brinkman — J.P. Morgan — Analyst

Joseph Spak — RBC Capital Markets — Analyst

Emmanuel Rosner — Deutsche Bank — Analyst

Itay Michaeli — Citigroup Inc. — Analyst

Presentation:

Operator

Good day, ladies and gentlemen, my name is Andrea and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company’s First Quarter 2022 Earnings Conference Call.

[Operator Instructions]

At this time, I would like to turn the call over to Lynn Antipas Tyson Executive Director of Investor Relations. Please go ahead.

Ford Motor Company (F) Q1 2022 Earnings Call Transcript

PayPal Holdings Inc. (PYPL) Q1 2022 Earnings Call Transcript

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PayPal Holdings Inc.  (NASDAQ: PYPL) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Gabrielle Rabinovitch — Senior Vice President, Corporate Finance and Investor Relations

Dan Schulman — President and Chief Executive Officer

John Rainey — Chief Financial Officer, Executive Vice President, Global Customer Operations

Analysts:

Lisa Ellis — MoffettNathanson LLC — Analyst

Tien-Tsin Huang — JPMorgan Chase & Co. — Analyst

Darrin Peller — Wolfe Research, LLC — Analyst

Ramsey El-Assal — Barclays — Analyst

Jason Kupferberg — The Bank of America Corporation — Analyst

Bryan Keane — Deutsche Bank — Analyst

Mike Ng — The Goldman Sachs Group, Inc. — Analyst

David Togut — Evercore Inc. — Analyst

Presentation:

Operator

Good morning, afternoon, evening. My name is Chris, and I will be your conference operator today. At this time, I would like to welcome everyone to PayPal Holdings Earnings Conference Call for the First Quarter 2022. [Operator Instructions] Thank you.

I would now like to introduce your host for today’s call Ms. Gabrielle Rabinovitch, Senior Vice President, Corporate Finance and Investor Relations. Please go ahead.

PayPal Holdings Inc. (PYPL) Q1 2022 Earnings Call Transcript

Boston Scientific Corp. (BSX) Q1 2022 Earnings Call Transcript

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Boston Scientific Corp.  (NYSE: BSX) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Lauren Tengler — Vice President, Investor Relations

Michael F. Mahoney — Chairman and Chief Executive Officer

Daniel J. Brennan — Executive Vice President and Chief Financial Officer

Ken Stein — Chief Medical Officer

Analysts:

Robbie Marcus — JPMorgan — Analyst

Rick Wise — Stifel — Analyst

Joanne Wuensch — Citibank — Analyst

Larry Biegelsen — Wells Fargo — Analyst

Vijay Kumar — Evercore ISI — Analyst

Travis Steed — Bank of America — Analyst

Danielle Antalffy — SVB Leerink — Analyst

Cecilia Furlong — Morgan Stanley — Analyst

Matthew O’Brien — Piper Sandler — Analyst

Presentation:

Operator

Good morning, and welcome to the Boston Scientific First Quarter 2022 Earnings Call. All participants will be in listen-only mode. [Operator Instructions]. Please note this event is being recorded.

I would now like to turn the conference over to Lauren Tengler, Vice President, Investor Relations. Please go ahead.

Boston Scientific Corp. (BSX) Q1 2022 Earnings Call Transcript

The Boeing Company (BA) Q1 2022 Earnings Call Transcript

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The Boeing Company  (NYSE: BA) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Matt Welch — Vice President, Investor Relations

Dave Calhoun — President and Chief Executive Officer

Brian West — Executive Vice President and Chief Financial Officer

Analysts:

Noah Poponak — Goldman Sachs — Analyst

David Strauss — Barclays — Analyst

Peter Arment — Baird — Analyst

Rob Stallard — Vertical Research Partners — Analyst

Seth Seifman — J.P. Morgan — Analyst

Cai von Rumohr — Cowen and Company — Analyst

Rob Spingarn — Melius Research — Analyst

Ron Epstein — Bank of America Merrill Lynch — Analyst

Sheila Kahyaoglu — Jefferies — Analyst

Doug Harned — Bernstein — Analyst

Myles Walton — UBS — Analyst

Presentation:

Operator

Thank you for standing by. Good day, everyone, and welcome to the Boeing Company’s First Quarter 2022 earnings conference call. Today’s call is being recorded. The management discussion and slide presentation, plus the analyst question-and-answer session are being broadcast live over the internet. [Operator Instructions]

At this time for opening remarks and introductions, I’m turning the call over to Mr. Matt Welch, Vice President of Investor Relations for the Boeing Company. Mr. Welch, please go ahead.

The Boeing Company (BA) Q1 2022 Earnings Call Transcript

Harley-Davidson Inc. (HOG) Q1 2022 Earnings Call Transcript

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Harley-Davidson Inc.  (NYSE: HOG) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Shawn Collins — Director, Investor Relations

Jochen Zeitz — Chairman, President and Chief Executive Officer

Gina Goetter — Chief Financial Officer

Edel O’Sullivan — Chief Commercial Officer

Analysts:

Robert Ohmes — Bank of America Merrill Lynch – — Analyst

Joe Altobello — Raymond James — Analyst

Craig Kennison — Robert W. Baird — Analyst

Joseph Nolan — Longbow Research — Analyst

Jaime Katz — Morningstar — Analyst

Brett Andress — KeyBanc Capital Markets — Analyst

Gerrick Johnson — BMO Capital Markets — Analyst

Ryan Sundby — William Blair — Analyst

Fred Wightman — Wolfe Research — Analyst

Presentation:

Operator

Thank you for standing by, and welcome to the Harley-Davidson 2022 First Quarter Investor and Analyst Conference Call. [Operator Instructions] I would now like to hand the conference over to Shawn Collins. Thank you. Please go ahead.

Harley-Davidson Inc. (HOG) Q1 2022 Earnings Call Transcript

General Dynamics Corporation (GD) Q1 2022 Earnings Call Transcript

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General Dynamics Corporation  (NYSE: GD) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Howard A. Rubel — Vice President, Investor Relations

Phebe N. Novakovic — Chairman and Chief Executive Officer

Jason W. Aiken — Senior Vice President and Chief Financial Officer

Analysts:

Mariana Perez Mora — Bank of America Securities Merrill Lynch — Analyst

Myles Walton — UBS — Analyst

David Strauss — Barclays — Analyst

Seth Seifman — JP Morgan — Analyst

Robert Stallard — Vertical Research — Analyst

Robert Spingarn — Melius Research — Analyst

Doug Harned — Sanford C. Bernstein — Analyst

Sheila Kahyaoglu — Jefferies — Analyst

Michael Maugeri — Wolfe Research — Analyst

Peter Arment — Baird — Analyst

Cai von Rumohr — Cowen — Analyst

Matt Akers — Wells Fargo — Analyst

Kristine Liwag — Morgan Stanley — Analyst

George Shapiro — Shapiro Research — Analyst

Presentation:

Operator

Hello and welcome to the General Dynamics First Quarter 2022 Conference Call. My name is Alex and I’ll be co-ordinating the call today.

[Operator Instructions]

I will now hand over to your host, Howard Rubel, Vice President of Investor Relations for General Dynamics. Over to you, Howard.

General Dynamics Corporation (GD) Q1 2022 Earnings Call Transcript

Garmin Ltd. (GRMN) Q1 2022 Earnings Call Transcript

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Garmin Ltd.  (NASDAQ: GRMN) Q1 2022 earnings call dated Apr. 27, 2022

Corporate Participants:

Teri Seck — Director of Investor Relations

Clifton Albert Pemble — President, Chief Executive Officer and Director

Douglas Gerard Boessen — Chief Financial Officer and Treasurer

Analysts:

Paul Chung — JPMorgan Chase & Co — Analyst

William Verity Power — Robert W. Baird & Co. Inc. — Analyst

Nikolay Todorov — Longbow Research LLC — Analyst

Jeffrey Rand — Deutsche Bank — Analyst

Benjamin James Bollin — Cleveland Research Company — Analyst

Elizabeth Grenfell — Bank of America — Analyst

Erik William Richard Woodring — Morgan Stanley — Analyst

Presentation:

Operator

Good day and thank you for standing by. Welcome to the Garmin Limited First Quarter 2022 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to your first speaker today, to Teri Seck, Director of Investor Relations. Please go ahead.

Garmin Ltd. (GRMN) Q1 2022 Earnings Call Transcript

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