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Cognex Corporation (CGNX) 在 TD Cowen 的第 54 届科技、媒體及電訊會議上發表演講 譯文
2026-05-28 · via All Articles on Seeking Alpha

Cognex Corporation (CGNX) TD Cowen's 54th Annual Technology, Media & Telecom Conference May 27, 2026 11:25 AM EDT

會議參與者

Dennis Fehr - 財務副總裁& 執行長

會議電話參與者

約瑟夫·喬治亞諾 - TD Cowen,研究部門

演講

約瑟夫·喬治亞諾
TD Cowen,研究部門

好的。感謝大家再次參與。我的名字是 Joe Giordano。我在這裡負責工業和工業技術。在這次活動的每一次會議中,你們都會被提醒,這是 Extel 季節。我們重視你的投票。如果你認為我們的工作有幫助,我們表示感謝。對我來說,是多元工業類別。很高興 Cognex 再次與我們一起。你們每年都是很好的參與者。我們有首席財務官 Dennis Fehr。我們有 Greer 在這裡回答你們的難題,他在第一排。如果大家希望,我可以保持互動,只要舉手,我們就可以那樣做。否則,我將開始。Dennis,感謝你來這裡。

問答會議

約瑟夫·喬治亞諾
TD Cowen 研究部

所以我想我們會從公司目前的運營動力開始談起。我想那是當前故事中最重要的一部分。我的意思是,這一直都很重要。所以或許能給我們一個簡短的內部情況更新,然後我們可以談談一些前景和市場。

丹尼斯·費爾
財務副總裁&首席財務官

是的。不,很棒。首先,感謝邀請我們,也感謝大家對 Cognex 的興趣以及追隨我們。所以我想從整體來看,對吧,我認為在過去,我們說,12到24個月裡,Cognex發生了兩件事。第一,我們進行了領導層的轉換,對吧?所以我們有了新的——一個新的領導團隊被任命,CEO正式進入這個職位大約是12個月前,非正式地說,大約是15個月前。然後