David Koothottil @davidkoothottil

England complaining about the like for like substitution. They didn't complain when it was they who benefitted from a questionable result vs New Zealand #INDvENG

💡 HMS Networks ($HMS) | Nasdaq Stockholm | 🎤 Y 2024 Earnings Call | 🗓️ 28-Jan-2025 China Strategy Update 🇨🇳 CEO Staffan Dahlström: Growth in China driven by unique, high-tech products (e.g., Ixxat & Anybus). Shift from Western OEMs to domestic players in infrastructure &…

🚀 Oracle ($ORCL) | NYSE | 🎤 Q2 2025 Earnings Call | 🗓️ 9-Dec-2024 Cloud Momentum Safra Catz, CEO: Cloud DB services hit $2.2B annualized, growing fast with 17+ OCI regions live. Strong demand for Cloud@Customer and dedicated regions for regulatory/sovereignty needs. Larry…

🔍 AMD ($AMD) | NASDAQ | 🎤 UBS Global Tech Conference | 🗓️ 3-Dec-2024 Q: Timothy Arcuri, UBS: Update on the ZT deal and rationale? A: Forrest Norrod, EVP & GM, Data Center Solutions: 1️⃣ Silicon Optimization: Designing 200kW+ racks demands system-level integration early,…

Aditya Birla Fashion & Retail $ABFRL Q&A: Analyst Rahul Jain asks about Bangladesh unrest impact. MD Ashish Dikshit confirms only 2-3% of sourcing is from Bangladesh, so overall impact is minimal. #SupplyChain #FashionRetail #Investing @_ASAI

FRAPORT AG ($FRA) Q2 2024 Earnings Call Highlights: Analyst Jose Manuel Arroyas questioned potential 75% revenue reduction in Fraport Greece due to Ryanair's claims. CFO Matthias Zieschang dismissed them as nonsense. On Frankfurt fees, Zieschang noted airlines' struggle to pass…

Hindustan Foods Ltd ($HNDFDS) | Q4 2024 Earnings Call | 22-May-2024 Analyst - Abneesh Roy, Nuvama: Questions on increased quality checks for spices due to international issues. Sameer R. Kothari, MD: Emphasizes strict adherence to EtO residual limits and robust quality controls…

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Galapagos NV ($GLPG) Y 2023 Earnings Call Sean McCutcheon, Analyst, Raymond James: Inquires about building a deeper oncology pipeline and targeted oncology strategy. Paul Stoffels, Chairman and CEO: Highlights precision medicine focus and partnership with Frontier for…

$USAC Q4 2023 Earnings Call James Spicer - TD Securities: Queries about revolver utilization and capital structure adjustments. Eric D. Long - President and CEO: Highlights comfortable revolver usage, emphasizing long-standing relationship with bank syndicate. Plans to leverage…

$ENTRA (Entra ASA) Y 2023 Earnings Call Tone K. Omsted: Seeking appraisers' comments on value changes and outlook. Anders Olstad - CFO: Appraisers positive on rental market outlook, citing minimal impact of remote work. Prime yields raised by 30 basis points, supported by…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Rahul Jain, Dolat Capital: Seeking clarification on the potential impact of INR3 billion to INR5 billion range. Inquiring about the distribution of impact between payment operations, lending business, and wallet volumes.…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Manish Shukla, Axis Capital: Inquiring about payment volume through PPBL nodal accounts and proportion of GMV from wallets for the current financial year. Bhavesh Gupta, President and COO : Nodal accounts predominantly…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Suresh Ganapathy, Macquarie: Seeking insights on nodal accounts and potential disruption in QR code payments during the transition. Bhavesh Gupta, President and COO : Evaluating proposals, confident of seamless transition…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Ankur Rudra, J.P. Morgan: Seeking clarity on RBI's directions and their interpretation. Transition to other banks aligns with fintech competitors. What competitive advantages will Paytm retain? Concerns about timely…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Vijit Jain, Citi: Can the Wallet business work with a third-party bank? Any potential to bring Paytm UPI and Wallet products back into OCL from PPBL? Bhavesh Gupta, President and COO : Currently focused on Paytm Payments…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Vijit Jain, Citi: Questions on Paytm's impact & operational changes. INR3-5B impact assumes wallet shrinkage. Can you break down net payment margins? Bhavesh Gupta, President and COO : Lending & insurance unaffected.…

$PAYTM (One 97 Communications Ltd) RBI Conference Call Sachin Salgaonkar: Can you explain RBI's concerns? How does the INR300-500 crore impact break down between revenue and EBITDA? What operational changes are needed post RBI's directions? Vijay Shekhar Sharma, CEO : RBI's…

$HUM (Humana, Inc.) Q42023 Earnings Call Justin Lake, Wolfe Research : Seeking clarity on Humana's approach to Medicare Advantage margins and potential benefit cuts. Why the $13 to $15 range? Susan Diamond, CFO sheds light on earnings improvement, rate book assumptions, and the…

November 7th : Airtel executive approached me with Internet + DTH combo offers in my area and I was happy to subscribe. Paid 3300 for 2 months of Internet+DTH+OTT plan, and paid 1750 rupees for landphone. November 9 : Technician called saying Internet was not available in the…