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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? ...Jun 1, 2026
Sectra: PACS Growth Strategy, Philips Partnership & Cloud Transition
Partner Interview
SECTRA•SE•Large CapPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergyInterview Extract
... Operator: Have you heard that Sectra is doing a network layer reengineering project for the main software? ...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? ...Jun 15, 2026
ResMed & AdaptHealth: A DME Distributor's Perspective on Pricing Power
Partner Interview
ResMed•US•Large CapPhilipsJohnson & JohnsonHealth CareEnergyInterview Extract
... No, I've never even heard of 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. ...Jun 23, 2026
Boston Scientific: Peripheral Vascular Portfolio & Unmet Needs
Partner Interview
Boston Scientific•US•Large CapPhilipsMedtronicAbbott LaboratoriesHealth CareEnergyInterview Extract
... Not yet. I am sure you know the history of Silk Road. I lived it because the founders and I interacted quite a bit at the beginning of that company. It was not intended to be the way it ended up. I haven't heard of anyone trying to raise money to do TCAR. ...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. ...May 28, 2026
Workday: Mid Market Implementation Economics Complexity & Pricing Pressures
Interview Extract
... More the API side at the moment. I think the Workday agents are relatively new. They're coming out with them now and they are obviously largely within Workday, whereas a lot of the time the demand is more, "Can we pull the data out of Workday, use it in different places, and tie it up with other data in other places to get an outcome?" I think Workday is trying to do more in that space with Sana, their latest acquisition. I'm sure you've heard about Sana Enterprise. I think they are making a play for that. But obviously the biggest challenge we see with a lot of customers who we deal with is there's just so much complexity around AI in terms of who's going to own the enterprise stack for AI in some of these organizations. Is it Microsoft? Is it Google? Is it Workday? You find a lot of organizations have got several different AI tools. I've seen organizations with Claude, with Copilot, with Workday, Asana, etc., and it ends up becoming a bit of a jumble and a bit of a mess because they don't really know how it should all fit together. Should they be picking one tool and just leveraging that, or should they be using different tools in different domains to do different things? And if so, how do they talk to each other? I've not seen huge amounts of it yet, if I'm being honest with you, but Workday's definitely playing on structuring itself as the agent system of record as well. They recognize that fundamentally over time the number of agents that exist within a given organization is going to become quite significant. It could become as many, or if not more, as the number of employees that you have. Who's going to control that? As Workday is now known as a system that controls your people and controls your money, in future, is it going to be a system that helps you control your agents as well? ...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. ...Jun 19, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsInterview Extract
... Operator: I'm guessing you worked with Philippe Petitcolin at that time, or was it Olivier? I can't remember which. Both? I got to know Philippe quite well. I was a shareholder of Safran for many years, almost 10 years, and we were one of the shareholders who opposed the Zodiac deal. But maybe that's a topic for later. I was also a shareholder of TransDigm for many years, so I'm somewhat familiar with TransDigm's business. I want to discuss that towards the end of our call as well. ...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? ...Showing 20 of 917 results