AVVYY News and Press, AVEVA Group Plc (United Kingdom) ADR

The following slide deck was published by AVEVA Group plc in conjunction with their 2022 Q1 earnings call. For further details see: AVEVA Group plc 2022 Q1 - Results - Earnings Call Presentation

AVEVA Group plc (AVEVF) Q4 2022 Earnings Conference Call June 08, 2022 04:30 AM ET Company Participants Peter Herweck - CEO Brian DiBenedetto - CFO James Kidd - Chief Strategy and Transformation Officer Conference Call Participants George Webb - Morgan Stanley Kathinka de Kuyper - JPMorgan To...

Emerson offers leverage to accelerate mid-to-late-cycle end-markets, but also growing exposure to secular opportunities like hybrid automation and industrial software/digitalization. I like the structure of the tie-up with Aspen, as it leaves the company with a high-multiple asset to ...

Schneider has continued to offer solid growth guidance and good quarters, but the Street seems tired of the automation/electrification theme. I expect Schneider to grow revenue at a rate roughly double developed market IP growth, with improving margins, for the next decade on the back...

AVEVA Group plc (AVEVF) Q2 2022 Earnings Conference Call November 10, 2021 05:00 AM ET Company Participants Peter Herweck - CEO Conference Call Participants George Webb - Morgan Stanley Stacy Pollard - JP Morgan Mohammed Moawalla - Goldman Sachs James Goodman - Barclays Charles Brennan - Jeff...

The following slide deck was published by AVEVA Group plc in conjunction with their 2022 Q2 earnings call. For further details see: AVEVA Group plc 2022 Q2 - Results - Earnings Call Presentation

Schneider shares have modestly underperformed the peer group over the last three-to-six months, but the underlying business performance has been strong. Short-cycle leverage can support more beat-and-raise quarters, as automation and electrification demand recover ahead of longer-term...

AVEVA Group plc (AVEVF) Q4 2021 Results Conference Call May 25, 2021 04:30 AM ET Company Participants Philip Aiken - Chairman Peter Herweck - CEO James Kidd - Deputy CEO and CFO Conference Call Participants Stacy Pollard - JP Morgan Will Wallis - Numis Michael Briest - UBS Julian Serafini - J...

The following slide deck was published by AVEVA Group plc in conjunction with their 2021 Q4 earnings call. For further details see: AVEVA Group plc 2021 Q4 - Results - Earnings Call Presentation

Schneider posted an impressive beat relative to expectations for Q3, and the company easily outperformed its main peers in electrical and automation. Electrical (EM) growth is tied to ongoing investments in data centers (including 5G/edge computing investments to come), green retrofit...