$LRCX Lam Research Q3'25 Analyst Day Summary Key Financial Metrics: • Q3 revenue guidance: $5B (first time back to this level since Sept 2022) • Gross margin: 49.5% guided vs 46% at same revenue level in Sept 2022 • Improvement driven by the "close to customer" strategy

$ON ON Semiconductor Conference Summary Key Forecast Revisions: • Q2 is expected to be the bottom for both the automotive and industrial markets • Second half 2025 outlook improved - expecting growth driven by new product ramps and broad-based recovery • First time CEO used

$KLAC KLA Corporation Q2'25 Conference Summary Key Forecast Updates: • Gross margins revised upward: From 62%+ to mid-60s range for 2025 (currently at 63% guidance) • China revenue: Expected to normalize from 40%+ in 2024 to ~30% in 2025, trending toward a 20-25% range over

$DLR Digital Realty Trust - NAREIT REITweek 2025 Summary Company Overview: Digital Realty operates 300+ data centers across 50 metropolitan areas globally, serving 5,000 customers with ~3GW operating capacity and 4GW under development. Key Financial Updates: • FFO Growth

$AMD AMD Bank of America Tech Conference Summary (June 3, 2025) Key Financial Performance: • Q1 2025: Revenue up 36% YoY, driven by data center (+57%) and client/gaming (+28%) • EPS up 55% YoY • First half 2025 expected to be up 30% YoY despite headwinds Major Forecast

$PANW Palo Alto Networks Q&A Summary - Bank of America Tech Conference (June 3, 2025) Key Strategic Themes: • Platformization Focus: CEO Nikesh Arora emphasized converging point products into integrated platforms - Network Security Platform (firewalls, SASE, browsers) and

$INTC Intel Q2'25 Conference Summary Key Leadership Changes: • New CEO Lip-Bu Tan (8 weeks in) focusing on four priorities: reinvigorating the roadmap, AI strategy, foundry customers, and balance sheet repair • Flattened organization structure with engineering reporting

$EQIX Equinix Investor Conference Summary Key Business Highlights: • Global footprint: 260+ data centers across 70+ markets • Revenue diversification: 60%+ international, 75% from multi-metro customers, 64% from customers across all 3 regions • "Build Bolder" strategy: Fewer

$MDLZ Mondelez International Q2'25 Conference Call Summary Key Business Performance: • Geographic Mix: Strong diversification helps offset regional weakness - 75% of business outside the struggling U.S. market • Market Share: Gaining share globally despite category slowdowns

$PLD Prologis June 2025 Conference Summary Company Overview: Global logistics real estate leader with 1.3B sq ft across 20 countries, operating four business segments: operating assets, development, asset management (Strategic Capital), and Essentials. Key Market Dynamics &

$DLTR Dollar Tree Q1'25 Earnings Summary Strong Q1 Performance: • Comparable store sales: +5.4% (exceeded outlook range) • Adjusted EPS: $1.26 (beat guidance of $1.10-$1.25) • Revenue growth: +11.3% driven by comps and square footage expansion • Added 2.6 million new

$CL Colgate-Palmolive Q2'25 Conference Summary Business Environment & Consumer Trends • Consumer behavior: More cautious purchasing patterns due to economic uncertainty • Category performance: US saw 12 categories down in February, half improved in March, and further

$A Agilent Q1'25 Results & Outlook Summary Key Results: • Beat top and bottom line expectations • Book-to-bill ratio >1 for the fifth consecutive quarter (instruments) • Orders up low single digits • No evidence of pharma pull-forward (minor $15M consumables pull-forward in

$LUV Southwest Airlines Q2'25 Conference Summary Key Business Transformation Updates: • Basic Economy & Bag Fees: Launched in early June with initial data showing expected trends (6 days of data available) • Extra Legroom Seats: ~15% of fleet already modified, seeing 6-point

$NVDA NVIDIA Q&A Summary - Bank of America Global Technology Conference (June 4, 2025) Key Speaker: Ian Buck, VP of Accelerated Computing Business Unit Major Themes & Insights DeepSeek Impact: • DeepSeek-R1 democratized reasoning models, driving 13x more token generation vs

$AMT American Tower Corporation (AMT) Q2'25 Conference Summary Key Financial Updates: • AFFO Growth Target: Mid to high single-digit growth long-term, despite FX/interest rate headwinds • 2025 AFFO Growth: ~4.4% at guidance midpoint (8.5% core business growth offset by 2.7%

$FI Fiserv William Blair Conference Summary Key Financial Metrics & Guidance: • 2024 Revenue: ~$19B (16% organic growth) • 2025 Guidance: 10-12% organic growth • Target margin expansion: 125+ basis points in 2025 • On track for 40th consecutive year of double-digit EPS

$CCI Crown Castle Q2'25 Investor Conference Summary Key Strategic Shift: Crown Castle is divesting its fiber and small cell business to become a pure-play US tower company, with the transaction closing expected in H1 2026. Financial Guidance & Forecasts: • 2025 tower revenue

$CSCO Cisco Q3'25 Bank of America Conference Summary Key Financial Performance: • Strong Q3 results with 20% product bookings growth (9% excluding Splunk) • Exceeded $1B AI web-scale orders target a quarter early with $600M+ in Q3 alone • RPO grew to $41-42B driven by

$ADSK Autodesk Q4'25 Conference Summary Key Business Updates: • Completed rollout of new transaction model (NTM) across all primary markets, transitioning from 2-tier reseller model to direct agency model • Now controls customer experience, pricing, and has better customer