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Found 892 results in 49ms
Found 892 results in 49ms
Apr 29, 2020
Amazon Europe: Logistics, Hiring and Leadership Principles
Interview Extract
... In Practise: Philippe, great to be with you, welcome. ...Feb 5, 2021
Amazon vs CDON, Allegro, & Bol.com
Interview Extract
... In Practise: Philippe, can you just provide some context to when you first joined Amazon and how you were looking at building out a European infrastructure, to deliver goods to consumers? ...May 29, 2020
Amazon European Logistics Buildout
Interview Extract
... In Practise: Philippe, a pleasure to have you with us. Could you provide some context to when you joined Amazon in 2000 and the state of the network, in Europe? ...May 13, 2026
Boston Scientific: M&A Culture, Venture Strategy & Capital Allocation
Partner Interview
Boston Scientific•US•Large CapPhilipsEnergyHealth CareInterview Extract
... Stryker, I have heard is pretty intense. I don't know Stryker that well, but I have known people who have come from Stryker who tell me it is an excellence-focused company. It is about moving fast, but they are so intense that they lose track of how they are making their employees feel. Culturally, I am not sure that is where I want to be if I want to go back to MedTech. ...Mar 16, 2026
Sectra: UK Procurement & Vertical Strategy
Partner Interview
SECTRA•SE•Large CapPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergyInterview Extract
... Operator: Have you heard anything about Sectra doing network layer reengineering, like changing the backbone of the system, or do they not need to? ...Oct 16, 2025
Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category
Partner Interview
Turning Point Brands•US•Small CapPhilip Morris InternationalBritish American TobaccoConsumer StaplesInterview Extract
... Operator: What have you heard from others? When deciding to go with FRE, did they show you any data about their performance in other stores? I'm trying to understand, in the stores where FRE has been for six months, what kind of market share do they have as consumers have had a chance to try it? ...May 6, 2026
Sectra, Visage, & Cloud PACS Migration Economics
Partner Interview
SECTRA•SE•Large CapOptumPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergyInterview Extract
... Operator: Have you heard of Oxipit before, or not really? ...Mar 26, 2026
Sectra vs Visage: Implementation Costs & AI Impact to Radiology Software
Partner Interview
Pro Medicus•AU•Large CapMayo ClinicPhilipsSECTRAMission Critical Products & ServicesEnergyHealth CareInterview Extract
... I believe the biggest revolutions in AI will come from organizations we've never even heard of today. The reason I believe that is an old axiom in the software development world; the very best person to design and create a new piece of software is someone who has extremely deep domain expertise. The best person to create an AI algorithm that can figure out how to treat a bone fracture is an orthopedic surgeon because they have extremely deep domain expertise. The reason we haven't heard of them is because they may not have yet realized they could do this, or how easy AI systems are to create nowadays using things like Claude and Vibe code. Any of us on this call could create a piece of software in 10 minutes that could do something that wouldn't have even been dreamable five years ago. It's really just a matter of having the idea. Somebody already working in that domain is who's going to have that idea. They will eventually decide to take that step of putting the prompt into Claude and say, create this. They don't have to have FDA approval to start using that themselves for live clinical usage. ...Oct 6, 2025
TSMC: Supply Over Price
Partner Interview
TSMC•TW•Mega CapQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyInterview Extract
... I think it's somewhere between a niche and a game changer. It's almost like it's a new market. So, I think the gallium nitride and silicon carbide, the big advantage of these, they call them three-five materials. If you remember your periodic table, right, the region three, region five. These materials are like an extension of gallium arsenide in that they can withstand very high temperatures. Many of these technologies, by the way, came out of the LED lighting space. You've probably heard of Signify, which used to be Philips Lighting in Europe. ...May 13, 2025
Pro Medicus: Winning the U.S. Imaging Software Market
Partner Interview
Pro MedicusSECTRAPro MedicusSECTRAMission Critical Products & ServicesHealth CareInterview Extract
... I'm not 100% sure about that. I think they won deployment in certain subspecialties at some Kaiser facilities. I believe it was 10 Kaiser facilities, with an option to expand over time. It was a 10-year deal, but I've heard Kaiser has capped Sectra's expansion, sticking to the initial 10 small deployments and remaining with Philips. I don't have inside information from any of those three, including the customer. ...Nov 7, 2025
Watches of Switzerland Group USA: A Brand's Perspective
Partner Interview
Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryInterview Extract
... Comparing Patek Philippe to brands with only 30 to 36 points of sale in the U.S., it's minimal. There are many pockets of wealth where these brands aren't present, and people in those areas don't necessarily want to travel to New York, Beverly Hills, Aspen, or Miami for shopping. Brands like Roberto Coin or David Yurman could fill that gap. ...Jan 12, 2022
Halma, Kirk Key, & HLMA Organisational Structure
Interview Extract
... Bill Trautmann: Philippe Felten, yes. ...Jul 13, 2025
Watches of Switzerland: Channel Strategy & Certified Pre-Owned
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontWatches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryInterview Extract
... When you talk about Patek Philippe, and you look at the president and his interviews regarding distribution, he has always made it clear that he sees his company as a watchmaker. He emphasizes this to highlight that they focus on producing watches and are less involved in selling them. ...Apr 23, 2022
Victoria, Balta Group, & UK Soft Flooring
Interview Extract
... In Practise: That is why Philippe is there. ...Dec 4, 2024
The Luxury Watches Grey Market & Asian Imports
Interview Extract
... In Practise: Yes, the ASP for Patek Philippe is also pretty high anyway, right? ...Jun 6, 2025
Judges Scientific PLC Geotek: Geologic AI Competition
Interview Extract
... The other ones, like the new hyperspectral one that Philippe built, are doing thousands of meters a day with full core scanning. With GeologicAI, they're putting serious amounts of core through their scanner. ...
Weekly update
Dec 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Article Extract
... A former LVMH executive estimates ~15-20% of the luxury watch market is sold via grey channels. Over 66% of Patek Philippe volume seems to be sold via such channels whereas Rolex is more controlled. ...Oct 22, 2024
LVMH: Balancing Quality and Growth
Interview Extract
... The best way to explain is with an example from our company. We designed a world time zone watch with 24 time zones. Patek Philippe has a very famous one, and we designed our own. Initially, the challenge was to ensure it didn't resemble Patek Philippe. The team worked on the design, and we named it Escale. It was a great success. The watch was quite expensive, priced between $60,000 and $70,000, which was slightly cheaper than Patek but still very costly. It was well-received by our VIP clients. ...Jul 15, 2024
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Partner Interview
Watches of Switzerland Group•GB•Small CapRolexLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryInterview Extract
... Going back to the question at hand, Rolex was criticized for their lack of supply and demand. It reached a point where it was ridiculous that you couldn't buy a stainless steel sports model from Rolex, Patek Philippe, or Audemars Piguet. They were potentially worth more on the pre-owned market than a gold piece Daytona, for example. Still, a Daytona would potentially sell more on the pre-owned market than a steel and gold piece, and potentially more than a solid gold piece, which is crazy. Rolex had to take control of this situation. Over the last ten years, we've seen measures to integrate and control the pre-owned market. This is probably an entire conversation in itself, if you're interested. The pre-owned market has been significant, and Brian has been involved in it for a long time. David, now vice president and running America, was responsible for pre-owned when he was in the UK, and we worked in adjacent offices. The pre-owned market is seen as very important. ...Jan 14, 2022
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Interview Extract
... In Practise: Looking at the current structure of Halma, there is more of a sector support team which used to be Philippe Felten for process safety which Crowcon comes under; he had a small team of divisional CEOs and an M&A guy. How powerful was that structure for Halma versus the older more decentralized version? ...Showing 20 of 892 results