OTEX - Open Text Corporation (OTEX) Morgan Stanley Technology Media & Telecom Conference (Transcript)
2024-03-05 10:37:05 ET
Open Text Corporation (OTEX)
Morgan Stanley Technology, Media & Telecom Conference
March 04, 2024 5:55 PM ET
Company Participants
Madhu Ranganathan - Executive VP & CFO
Conference Call Participants
Brett Klein - Morgan Stanley
Presentation
Brett Klein
Thank you. Thanks, everyone, for joining us today. I'm Brett Klein from the Morgan Stanley Technology Banking team. Thrilled to have OpenText with me here today hosting the EVP and CFO, Madhu Ranganathan on stage. Madhu, thank you very much for being here today.
Madhu Ranganathan
Yes. Thank you for having us.
Brett Klein
So I'm going to start out with a big picture and maybe just give you a few minutes to frame the OpenText opportunity for investors. So give us -- OpenText is a big, broad business. Give us some of the framework as you think about the market segments and product areas that you are in as a business today.
Madhu Ranganathan
Yes, absolutely. Thank you again for having us, and thank you all for joining. So think information management. We are a global leader in information management. And we say we are a 33-year young company.
The size of the market is very large. It's about $200 billion in TAM. And the way to think about OpenText is the power and protect information. We do business with large enterprises. And over the course of our 3 decades, we've had multiple opportunities to place our software into their ecosystems and to have the power of their data use our software. And we're also experts in not just software and solutions, but integrating within these enterprises. And that has allowed us to be able to ingest the data, store the data, organize the data, move the data, kind of the full spectrum.
We operate in 6 markets. That's how we view our business and starting from content management to IT operations management to application development and modernization and then business network, cybersecurity and last but not least is AI analytics....
Open Text Corporation (OTEX) Morgan Stanley Technology, Media & Telecom Conference (Transcript)