惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

L
LangChain Blog
阮一峰的网络日志
阮一峰的网络日志
WordPress大学
WordPress大学
博客园 - 司徒正美
罗磊的独立博客
D
Docker
Last Week in AI
Last Week in AI
爱范儿
爱范儿
M
MIT News - Artificial intelligence
V
V2EX
Google DeepMind News
Google DeepMind News
小众软件
小众软件
Apple Machine Learning Research
Apple Machine Learning Research
Microsoft Security Blog
Microsoft Security Blog
T
Tailwind CSS Blog
MyScale Blog
MyScale Blog
V
Visual Studio Blog
博客园 - 叶小钗
B
Blog RSS Feed
A
About on SuperTechFans
F
Fortinet All Blogs
T
The Blog of Author Tim Ferriss
Martin Fowler
Martin Fowler
P
Proofpoint News Feed

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
IQVIA Holdings Inc. (IQV) Presents at Bank of America Glo...
SA Transcripts · 2026-05-14 · via All Articles on Seeking Alpha

IQVIA Holdings Inc. (IQV) Bank of America Global Healthcare Conference 2026 May 13, 2026 1:40 PM EDT

Company Participants

Michael Fedock - Executive VP & Chief Financial Officer

Presentation

Unknown Analyst

I'm on the Bank of America Life Science Tools and Diagnostics team. I'm excited to be hosting IQVIA for our next fireside chat. I'm joined by Mike Fedock, Chief Financial Officer. Mike, thanks so much for being here.

Michael Fedock
Executive VP & Chief Financial Officer

Great to be here.

Unknown Analyst

Usual format will be a fireside Q&A. If anyone's got a burning question, feel free to raise your hand, and we'll throw it in.

Question-and-Answer Session

Unknown Analyst

Mike, maybe just to kick things off, you recently reported 1Q just about a week ago. What were the key takeaways from the quarter? How has that impacted your confidence in the rest of the year? And just sort of any read-throughs from that?

Michael Fedock
Executive VP & Chief Financial Officer

Sure. Yes. We were very pleased with our print and the performance in the quarter. Starting out a year with revenue and EPS above the high end of our expectations was great. Also being able to show the Street the strong organic revenue growth acceleration in both Commercial Solutions and RDS. I think Commercial Solutions organic revenue grew 2x versus the prior year and RDS more than 3x.

And given the AI fears that were out there, it was really good, and we got some -- a lot of good feedback from investors that our theory about the durability and AI being a tailwind for us was actually playing out in the numbers, which was great.

And from an RDS standpoint to deliver just about $2.5 billion in net bookings and double-digit growth in the bookings year-on-year. And