Jefferies 2013 Global Technology, Media and Telecom Conference We are pleased to invite you to attend the Jefferies 2013 Global Technology, Media and Telecom Conference taking place May 7-9 at the Westin New York, 270 West 43rd Street in New York City.
AGENDA MAY 7-9, 2013 2013 Global Technology, Media and Telecom Conference New York City
Following the success of last year’s event, with 240 participating companies and over 1,500 attendees, the conference will again feature an extensive range of public & private companies across the TMT landscape in a comprehensive and informative format. The three day event will be comprised of company presentations from leading global TMT companies as well as breakout sessions, thematic panels and investor meetings. This global gathering of institutional investors, private equity investors, VCs and senior executives will address trends and developments within the TMT sectors, as well as near- and long-term investment opportunities.
Keynotes to Include: Ajay Banga, CEO, MasterCard Incorporated Jeff Bewkes, Chairman, Time Warner Inc. Stephen Kelly, COO & Bill Crothers, Director General Commercial, UK Government Daniel S. Mead, EVP of Verizon Communications & President and CEO of Verizon Wireless Carlos Rodriguez, CEO, Automatic Data Processing, Inc. Julius Genachowski, Chairman, Federal Communications Commission Bill Smith, President of AT&T Network Operations, AT&T Services, Inc.
Registration: Please contact your Jefferies representative For general questions, please email
[email protected].
AGENDA
TUESDAY, MAY 7, 2013 MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
Jefferies 2013 Technology, Media and Telecom Conference GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
Stamps.com Inc. (NasdaqGS:STMP)
Ultra Clean Holdings Inc. (NasdaqGS:UCTT)
Internet
Semiconductors
Jeff Carberry, Senior Director of Finance
Clarence Granger, Chairman & CEO; Kevin Eichler, CFO
8:00 AM
KEYNOTE: MasterCard Incorporated, Ajay Banga
9:00 AM
Proto Labs, Inc. (NYSE:PRLB)
SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC)
Internet Brad Cleveland, President & CEO; Jack Judd, CFO
Software William Stone, Chairman & CEO
Disruption & Dislocation Company Track 9:00 AM - Zuora (Private), Software Tyler Sloat, CFO
Advanced Micro Devices, Inc. (NYSE:AMD)*
Fair Isaac Corp. (NYSE:FICO)
9:20 AM - Turn (Private), Internet Joe Nemeth, CFO
9:30 AM
Semiconductors Mark Papermaster, SVP & CTO; Ruth Cotter, Corporate VP, IR 10:00 AM
Intel & Moore Stress Intel Corporation (NasdaqGS:INTC) William Holt, Executive Vice President and GM of Technology Manufacturing Group
10:30 AM
8x8 Inc. (NasdaqGS:EGHT)
9:40 AM - RadiumOne (Private), Internet Gurbaksh Chahal,CEO; William Lonergan, COO
Telecom
Pegasystems Inc. (NasdaqGS:PEGA)*
InnerWorkings Inc. (NasdaqGS:INWK) Diodes Incorporated (NasdaqGS:DIOD)*
Calix Inc. (NYSE:CALX)
Software
Internet
CommTech
Alan Trefler, Founder and CEO
Joseph Busky, CFO; Laura Mehrl, Director of IR Brad Moore, VP-Corporate Development
Michael Ashby, EVP & CFO
Kulicke & Soffa Industries Inc. (NasdaqGS:KLIC)*
Check Point Software Technologies Ltd. (NasdaqGS:CHKP)*
National Instruments Corporation (NasdaqGS:NATI)
Tyler Technologies, Inc. (NYSE:TYL)
Semiconductors
Software
Semiconductors
Mike Pung, CFO;
Bryan Martin, Chairman & CEO; Dan Weirich, CFO
Semiconductors
Joseph Elgindy, Director of IR & Strategic Kip Meintzer, Head of Global IR Planning
John Roiko, VP of Finance
Software Brian Miller, EVP & CFO
NetScout Systems, Inc. (NasdaqGS:NTCT)*
Sonus Networks, Inc. (NasdaqGS:SONS)
M/A-COM, Inc. (Nasdaq:MTSI)
Wipro Ltd. (NSEI:WIPRO)
Software
CommTech
Semiconductors
Services
Jean Bua, CFO
Raymond Dolan, CEO
John Croteau, President & CEO; Conrad Gagnon, CFO
Sridhar Ramasubbu, CFO - International Operations
Advent Software, Inc. (NasdaqGS:ADVS)
PROS Holdings, Inc. (NYSE:PRO)
Marchex, Inc. (NasdaqGS:MCHX)
Power Integrations Inc. (NasdaqGS:POWI)*
ams AG (SWX:AMS)
Services
Software
Internet
Semiconductors
Semiconductors
Jim Cox, CFO
Andres Reiner, President & CEO; Charlie Murphy, EVP & CFO
Russell Horowitz, CEO; Michael Arends, CFO
Sandeep Nayyar, CFO
John Heugle, CEO
11:00 AM
11:30 AM
Software
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
1
AGENDA
TUESDAY, MAY 7, 2013 MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
12:15 PM 1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
Jefferies 2013 Technology, Media and Telecom Conference GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
PTC Inc. (NasdaqGS:PMTC)
Cogent Communications Group Inc. (NasdaqGS:CCOI)
Rogers Corporation (NYSE:ROG)
Software
Telecom
Disruption & Dislocation Company Track 1:30 PM – Aquantia (Private),
Jeff Glidden, CFO;
Dave Schaeffer, CEO
Progress Software Corp. (NasdaqGS:PRGS)*
Micron Technology Inc. (NasdaqGS:MU)
Software
Semiconductors
Phil Pead, President & CEO; Tom Barth, VP, IR
Kipp Bedard, VP of IR
KEYNOTE: Time Warner Inc., Jeff Bewkes, Chairman 1:30 PM – 2:30 PM Panel: Next-Generation Enterprise Collaboration Moderator: Ross MacMillan, MD & Senior Equity Research Analyst, Jefferies LLC Panelists: Jennifer Ceran, VP Finance, Box Bryan LeBlanc, CFO, Jive Software, Inc. Alastair Mitchell, CEO, Huddle 2:30 PM – 3:30 PM Panel: Next-Gen Ad:Tech: The Advertising Automation Revolution Moderator: Brian Pitz & Brian Fitzgerald Panelists: Shawn Riegsecker, CEO, Centro Dan Rosenberg, SVP Corp & Business Development, MediaMath Todd Tappin, COO/CFO, Rubicon Project Gurbaksh Chahal, Chairman and CEO, RadiumOne
Fidelity National Information Services, NXP Semiconductors NV Inc. (NYSE:FIS)* (NasdaqGS:NXPI)
Semiconductors
CommTech
Dennis Loughran, VP Finance & CFO; Phil Delansay, VP Business Development Bob Daigle, SVP & CTO 1:50 PM – TBC 2:10 PM – the Rubicon Project, Inc (Private), Internet Todd Tappin, COO/CFO 2:30 PM – Huddle, (Private), Software Alastair Mitchell, CEO 2:50 PM – TBD
Ixia (NasdaqGS:XXIA)
CommTech Vic Alston, CEO; Tom Miller, CFO Infinera Corporation (NasdaqGS:INFN)
Services
Semiconductors
Gary Norcross, President & COO; Woody Woodall, CFO
Jeff Palmer, VP IR
Verint Systems Inc. (NasdaqGS:VRNT)*
Exar Corp. (NasdaqGS:EXAR)
Multi-Fineline Electronix, Inc. (NASDAQ:MFLX)
CommTech
Semiconductors
Semiconductors
3:10 PM – Box (Private), Software Jennifer Ceran, VP Finance
CommTech Ita Brennan, CFO
Douglas Robinson, CFO
Louis DiNardo, President & CEO; Ryan Benton, CFO
Dassault Systemes SA (ENXTPA:DSY)*
Freescale Semiconductor (NYSE:FSL)*
ChinaCache International Holdings Ltd. (NasdaqGM:CCIH)*
Spansion (NYSE:CODE)
Software
Semiconductors
Telecom
Semiconductors
Al Bunshaft, MD
Mitch Haws, VP of IR & Global Communications
Edith Kwan, Investor Relations Director
Randy Furr, EVP, Chief Financial Officer and Investor Relations
Silicon Motion Technology Corp. (NasdaqGS:SIMO)
Global Payments Inc. (NYSE:GPN)
Cadence Design Systems Inc.* (NasdaqGS:CDNS)
Hittite Microwave Corporation (NasdaqGS:HITT)
Zayo Group (Private)
Semiconductors
Services
Semiconductors
Semiconductors
Telecom
Riyadh Lai, CFO
Jeff Sloan, President
James Haddad, Corporate VP - Finance
Rick Hess, President & CEO; William Boecke, VP & CFO
Glenn Russo, EVP Corporate Strategy & Development
Syntel, Inc. (NasdaqGS:SYNT)*
Lions Gate Entertainment Corp. (NYSE:LGF)
Inphi Corporation (NYSE:IPHI)
Volterra Semiconductor Corporation (NasdaqGS:VLTR)*
Lender Processing Services, Inc. (NYSE:LPS)*
Services
Media
Semiconductors
Semiconductors
Services
Zaineb Bokhari, Head of IR
Brian Goldsmith, Co-Chief Operating Officer
John Edmunds, CFO
Mike Burns, CFO
Tom Schilling, CFO
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
2
Tom Liguori, CFO
AGENDA
WEDNESDAY, MAY 8, 2013 MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
8:00 AM 9:00 AM
GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
Jefferies 2013 Technology, Media and Telecom Conference GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
Monotype Imaging Holdings Inc. (NasdaqGS:TYPE)
Molex Inc. (NasdaqGS:MOLX)
Microsemi Corp. (NasdaqGS:MSCC)*
Software
CommTech
KEYNOTE: Daniel S. Mead, Executive VP of Verizon Communications and President & CEO of Verizon Wireless FIRESIDE CHAT Sourcefire, Inc. (NasdaqGS:FIRE) 9:00 – 9:45 Julius Genachowski, Chairman, Federal Communications Commission
Moderator: Alec Ellison, Vice Chairman of Jefferies LLC, Chairman of Technology Investment Banking 9:30 AM
Doug Shaw, President & CEO; Scott Landers, SVP & CFO
Dave Johnson, CFO
Software
Semiconductors
Todd Headley, CFO; Marty Roesch, Interim CEO
Steve Litchfield, EVP & Chief Strategy Officer; Rob Adams, VP Corporate Development
Yandex N.V. (NasdaqGS:YNDX) Internet Greg Abovsky, VP IR
Aveva Group plc (LSE:AVV)* Software Derek Brown, Head of IR
Blackbaud Inc. (NasdaqGS:BLKB)* Software Marc Chardon, President & CEO; Tony Boor, CFO
Cbeyond, Inc. (NasdaqGS:CBEY)
Telecom Jim Geiger, Chairman & CEO; Bob Fugate, CFO 10:00 AM
10:30 AM
11:00 AM
International Business Machines Corp. 10:00 AM – 11:00 AM (NYSE:IBM)* Panel: Wifi – Friend or Foe of the Mobile Network? Software Panelists: Joel Cawley, Vie President, Corporate Chris Hill, Vice President, Marketing, Strategy Mobidia Red Hat, Inc. (NYSE:RHT)* Tim Farrar of TMF Associates Narayan Menon, Vice President, Software InterDigital Labs, InterDigital Inc. Lee Congdon, CIO
JDS Uniphase Corporation (NasdaqGS:JDSU)*
Juniper Networks, Inc. (NYSE:JNPR)*
Applied Micro Circuits Corp. (NasdaqGS:AMCC)
CommTech
CommTech
Semiconductors
Tom Waechter, CEO; David Heard, GM
Rami Rahim, EVP and GM, PSD
Robert Gargus, CFO
AXT, Inc. (NasdaqGS:AXTI)
Ceragon Networks Ltd. (NasdaqGS:CRNT)
Arrow Electronics, Inc (NYSE:ARW)*
Semiconductors
CommTech
CommTech
Raymond Low, VP & CFO
Aviram Steinhart, EVP & CFO
Paul Reilly, EVP, Finance & Operations & CFO
Blucora, Inc. (NasdaqGS:BCOR)*
11:00 AM – 12:00 PM Panel: Evolving Data Center Infrastructure: Storage, Networking and Managed Services Panelists: Thomas Isakovich, CEO, Nimbus Data Bill Koss, VP of Business Development, Plexxi Chris Macfarland, CEO, Masergy
Disruption & Dislocation Company Track 11:00 AM - Digiplex (Private), Telecom J Byrne Murphy, Chairman
Littelfuse Inc. (NasdaqGS:LFUS)
Internet Bill Ruckelshaus, CEO 11:30 AM
Cavium Inc. (NasdaqGS:CAVM)*
Semiconductors Art Chadwick, CFO &VP of Finance & Administration
Yelp, Inc. (NYSE:YELP)
Telecity Group plc (LSE:TCY)*
Internet
EU Telecom
Rob Krolik, CFO
Michael Tobin, CEO
11:20 AM - Apigee Corp. (Private),
Software
Chet Kapoor, CEO; Don Dixon, CFO 11:40 AM - Acquia (Private), Software
Tom Erickson, CEO
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
3
Semiconductors Phil Franklin, VP, Operations Support & CFO Radware Ltd. (NasdaqGS:RDWR)*
CommTech Meir Moshe, CFO
AGENDA
WEDNESDAY, MAY 8, 2013 MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
12:15 PM 1:30 PM
2:00 PM
GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
Jefferies 2013 Technology, Media and Telecom Conference GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
Western Union Co. (NYSE:WU)
Disruption & Dislocation Company Track 1:30 PM – Centrify (Private), Software Tom Kemp, CEO
Arris Group Inc. (NasdaqGS:ARRS)
KEYNOTE: Carlos Rodriguez, CEO, Automatic Data Processing, Inc. 1:30 PM – 2:30 PM Panel: Data Centres and the Cloud – What’s the Latest? Moderator: Milan Radia, Managing Director & Senior Research Analyst, Jefferies LLC Panelists: J Byrne Murphy, Chairman, Digiplex Michael Tobin, Telecity Hossein Fateh, President & CEO, Dupont Fabros
MICROS Systems, Inc. (Nasdaq GS:MCRS)
Software
Services
Peter Rogers, EVP
Hikmet Ersek, President & CEO
Concur Technologies, Inc. (NasdaqGS:CNQR)
Lattice Semiconductor Corporation (NasdaqGS:LSCC)*
Software
Semiconductors
Software
Todd Friedman, VP, IR
Darin Billerbeck, President & CEO
Erik Harrell, CFO/CSO
2:30 PM
KEYNOTE: Stephen Kelly, Chief Operating Officer & Bill Crothers, Director General Commercial, UK Government
3:30 PM
Qlik Technologies, Inc. (NasdaqGS:QLIK)
4:00 PM
Opera Software ASA (OB:OPERA)
Kewei Yang, CEO
21Vianet Group, Inc. (NasdaqGM:VNET)
Info Edge (India) Ltd. (BSE:532777)
CSG International, Inc. (NasdaqGS:CSGS)*
Software
CommTech
Telecom
Internet
CommTech
William Sorenson, CFO
Jim Tholen, CFO
Phil Lin, EVP
Sanjeev Bikhchandani, Founder & Executive Vice Chairman; Ambarish Raghuvanshi, Group President Finance & CFO
Peter Kalan, CEO; Liz Bauer, SVP, IR
Akamai Technologies, Inc. (NasdaqGS:AKAM)*
4:00 PM – 5:00 PM Panel: Carrier Opportunity with Respect to Privacy Panelists: Michael Ho, CEO, Bering Media
DuPont Fabros Technology, Inc. (NYSE:DFT)*
Broadridge Financial Solutions Inc. (NYSE:BR)
Liquidity Services, Inc. (NasdaqGS:LQDT)*
Services
Internet
Richard J. Daly, CEO
Jim Rallo, CFO
Jim Benson, CFO The Ultimate Software Group, Inc. (NasdaqGS:ULTI)
Telecom Hossein Fateh, President & CEO
Software
Mitchell Dauerman, EVP, CFO & IR 5:00 PM
Semiconductors
Bob Stanzione, Chairman & CEO
BroadSoft, Inc. (NasdaqGS:BSFT)
Software 4:30 PM
2:10 PM – Analogix (Private),
CommTech
Cocktail Reception – 4th Floor
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
4
AGENDA
THURSDAY, MAY 9, 2013
GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
Medidata Solutions, Inc. (NasdaqGS:MDSO)
CafePress Inc (NasdaqGS:PRSS)
Cohu, Inc. (NasdaqGS:COHU)
Allot Communications Ltd. (NasdaqGS:ALLT)
Software
Internet
Semiconductors
CommTech
Tarek Sherif, Chairman & CEO; Cory Douglas, CFO
Bob Marino, CEO; Monica Johnson, CFO
James Donahue, Chairmen, President & CEO; Jeffrey Jones, VP Finance, CFO
Rami Hadar, President and CEO
Demandware, Inc. (NYSE:DWRE)
TW Telecom Inc. (NasdaqGS:TWTC)
Rubicon Technology, Inc. (NasdaqGS:RBCN)
=
Software
Telecom
Semiconductors
Scott Dussault, CFO
Larissa Herda, Chairman, CEO & President; Mark Peters, EVP & CFO; Mike Rouleau, SVP, Business Development & Strategy
William Weissman, CFO
AOL, Inc.
Informatica Corporation (NasdaqGS:INFA)*
Daily Mail and General Trust plc (LSE:DMGT)
Internet
Software
Media
Tim Armstrong, Chairman & CEO
Earl Fry, CFO Mike Pickett, VP Strategic Corporate Development
Stephen Daintith, Finance Director
Sierra Wireless Inc. (TSX: SW)*
Dialoq Semiconductor Plc (XTRA:DLG)*
Cognizant Technology SolutionsCorp. Meredith Corp. (NYSE:MDP)* (NasdaqGS:CTSH)*
RadiSys Corporation (NasdaqGS:RSYS)
CommTech
Semiconductors
Services
Media
CommTech
Jason Cohenour, President and CEO
Mark Tyndall, VP Bus Dev & Corp Strategy
Karen McLoughlin, CFO
Joe Ceryanec, CFO; Steve Lacy, Chairman & Chief Executive
Brian Bronson, President & CEO
11:00 AM – 12:00 PM PANEL: Show Me the Money: Transforming 2nd Screen Consumer Engagement into Dollars Moderators: Chuck Parker, Chairman, 2nd Screen Society & Brian Fitzgerald, Managing Director, Jefferies
NICE Systems*
CACI International Inc. (NYSE:CACI)
Disruption & Dislocation Company Track
WANdisco plc (AIM:WAND)*
CommTech
Services
11:00 AM - Lithium Network (Private),
David Richards, CEO
Marty Cohen, VP Investor Relations
Deborah Dunie, Executive VP and Chief Technology Officer
Software
Mark Culhane, CFO
Redknee Solutions, Inc. (TSX:RKN)*
Travelzoo Inc. (NasdaqGS:TZOO)
11:20 AM - Recommind (Private),
Innovation Group (LSE:TIG)
Panelists:
CommTech
Internet
David Charron, CFO
Christopher Loughlin, CEO; Glen Ceremony, CFO
Robert Tennant, CEO
Andrew Roberts, CEO
MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
8:00 AM
KEYNOTE: AT&T Services, Inc., Bill Smith, President Network Operations
9:00 AM
9:30 AM
Imagination Technologies Group Plc (LSE:IMG)
Semiconductors Hossein Yassale, CEO
10:00 AM
10:30 AM
11:00 AM
11:30 AM
GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
Jefferies 2013 Technology, Media and Telecom Conference
Rick Liebling, Creative Culturist, Young & Rubicam
Software
Andre Durand, CEO
Joe Inzerillo, SVP, Multimedia & Distribution, MLB Advanced Media Tara Maitra, SVP, GM of Content and Media Sales, Tivo AJ McGowan, CTO Unicorn Media
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
11:40 AM - Ping Identity (Private),
Software
Jesse Redniss, SVP, Digital, USA Network
5
Software
Software
AGENDA
THURSDAY, MAY 9, 2013 MAJESTIC 5TH FLOOR BREAKOUT ROOM: MANHATTAN
12:15 PM 1:30 PM
GERSHWIN I 4TH FLOOR BREAKOUT ROOM: GRAMERCY
Jefferies 2013 Technology, Media and Telecom Conference GERSHWIN II 4TH FLOOR BREAKOUT ROOM: IMPERIAL
BROADWAY II 3RD FLOOR BREAKOUT ROOM: BELASCO
BROADWAY III 3RD FLOOR BREAKOUT ROOM: BOOTH
KEYNOTE: Growth Equity Panel – Panelists: Paul Barber, JMI Equity; Bob Goodman, Bessemer Venture Partners; Philip Trahanas, General Atlantic; Deven Parekh, Insight Venture Partners Bottomline Technologies Inc.* (NasdaqGS:EPAY)
CSR plc (LSE:CSR)
EarthLink Inc. (NasdaqGS:ELNK)*
Services
Semiconductors
Telecom
Kevin Donovan, CFO
Joep Van Beurden, CEO
Brad Ferguson, CFO
Immersion Corporation (NasdaqGS:IMMR)*
Lumos Networks Corp. (NasdaqGS:LMOS)
Semiconductors
Telecom
Victor Viegas, CEO; Paul Norris, CFO
Tim Biltz, CEO; Hal Covert, CFO; Will Davis, Director of IR
Harmonic Inc. (NasdaqGS:HLIT)
Shutterstock Inc. (NYSE:SSTK)
RigNet, Inc. (NasdaqGS:RNET)*
CommTech
Media Jon Oringer, Founder/CEO; Tim Bixby, CFO
Telecom
2:00 PM
2:30 PM
Carolyn Aver, CFO 3:00 PM
1:50 PM - Answers (Private), Internet David Karandish, CEO 2:10 PM - SideCar (Private), Internet Nick Allen, CFO
Spreadtrum Communications Inc. (NasdaqGS:SPRD)
Telecom
Semiconductors Diana Jovin, VP of IR & Strategy TV Azteca SAB de CV (BMV:AZTECA CPO)*
DSP Group Inc. (NasdaqGS:DSPG)
Media
Semiconductors
Juan Bruno Rangel Knoderer, Director IR Ofer Elyakim, CEO & Finance 4:00 PM
*Company NOT hosting a breakout session Presenting companies and speakers are subject to change.
6
LIN TV Corp (NYSE:TVL)*
Media Vincent Sadusky, President & CEO
Hemisphere Media Group (Nasdaq:HMTV)
Media Alan Sokol, President and CEO Craig Fischer, CFO
Mark Slaugher, CEO & President
Integra Telecom (Private)
Jesse Selnick, CFO 3:30 PM
Disruption & Dislocation Company Track 1:30 PM - Rafter (Private), Internet Mehdi Maghsoodina, CEO
PARTICIPATING COMPANIES *
Jefferies 2013 Global Technology, Media & Telecom Conference
Participating Companies as of 5/06/13
Media • Daily Mail and General Trust plc (LSE:DMGT) • IMAX Corporation (NYSE:IMAX) • LIN TV Corp (NYSE:TVL) • Lions Gate Entertainment Corp. (NYSE:LGF) • Meredith Corp. (NYSE:MDP) • Shutterstock Inc (NYSE:SSTK) • Time Warner Inc. (NYSE:TWX) • TV Azteca SAB de CV (BMV:AZTECA CPO)
CommTech • Allot Communications Ltd. (NasdaqGS:ALLT) • Arris Group Inc. (NasdaqGS:ARRS) • Arrow Electronics, Inc. (NYSE:ARW) • BroadSoft, Inc. (NasdaqGS:BSFT) • Calix Inc. (NYSE:CALX) • Ceragon Networks Ltd. (NasdaqGS:CRNT) • CSG International, Inc. (NasdaqGS:CSGS) • Harmonic Inc. (NasdaqGS:HLIT) • Infinera Corporation (NasdaqGS:INFN) • Ixia (NasdaqGS:XXIA) • JDS Uniphase Corporation (NasdaqGS:JDSU) • Juniper Networks, Inc. (NYSE:JNPR) • Molex Inc. (NasdaqGS:MOLX) • NICE Systems Ltd. (TASE:NICE) • RadiSys Corporation (NasdaqGS:RSYS) • Radware Ltd. (NasdaqGS:RDWR) • Redknee Solutions, Inc. (TSX:RKN) • Rogers Corporation (NYSE:ROG) • Sierra Wireless Inc. (TSX: SW) • Sonus Networks, Inc. (NasdaqGS:SONS) • Verint Systems Inc. (NasdaqGS:VRNT)
Semiconductors • Advanced Micro Devices, Inc. (NYSE:AMD) • ams AG (SWX:AMS) • Analogix Semiconductor, Inc. (Private) • Applied Micro Circuits Corp. (NasdaqGS:AMCC) • Aquantia Corp. (Private) • ASM Pacific Technology Ltd. (SEHK:522) • AXT, Inc. (NasdaqGS:AXTI) • Cadence Design Systems Inc. (NasdaqGS:CDNS) • Cavium Inc. (NasdaqGS:CAVM) • Cohu, Inc. (NasdaqGS:COHU) • CSR plc (LSE:CSR) • Dialog Semiconductor Plc (XTRA:DLG) • Diodes Incorporated (NasdaqGS:DIOD) • DSP Group Inc. (NasdaqGS:DSPG) • Exar Corp. (NasdaqGS:EXAR) • Freescale Semiconductor (NYSE:FSL) • Hittite Microwave Corporation (NasdaqGS:HITT) • Imagination Technologies Group Plc (LSE:IMG) • Immersion Corporation (NasdaqGS:IMMR) • Inphi Corporation (NYSE:IPHI) • Kulicke & Soffa Industries Inc. (NasdaqGS:KLIC) • Lattice Semiconductor Corporation (NasdaqGS:LSCC) • Littelfuse Inc. (NasdaqGS:LFUS) • M/A-COM, Inc. (Nasdaq:MTSI) • Micron Technology Inc. (NasdaqGS:MU) • Microsemi Corp. (NasdaqGS:MSCC)
Internet • Answers.com (Private) • AOL, Inc. (NYSE:AOL) • Blucora, Inc. (NasdaqGS:BCOR) • CafePress Inc (NasdaqGS:PRSS) • Info Edge (India) Ltd. (BSE:532777) • InnerWorkings Inc. (NasdaqGS:INWK) • LinkedIn Corporation (NYSE:LNKD) • Liquidity Services, Inc. (NasdaqGS:LQDT) • Marchex, Inc. (NasdaqGS:MCHX) • Proto Labs, Inc. (NYSE:PRLB) • RadiumOne, Inc. (Private) • Rafter (Private) • SideCar Technologies, Inc (Private) • Stamps.com Inc. (NasdaqGS:STMP) • the Rubicon Project, Inc. (Private) • Travelzoo Inc. (NasdaqGS:TZOO) • Turn (Private) • Yandex N.V. (NasdaqGS:YNDX) • Yelp, Inc. (NYSE:YELP)
7
PARTICIPATING COMPANIES *
• • • • • • • • •
Jefferies 2013 Global Technology, Media & Telecom Conference
• • • • • • • • • • • • • • • • •
Multi-Fineline Electronix, Inc. (NASDAQ:MFLX) National Instruments Corporation (NasdaqGS:NATI) NXP Semiconductors NV (NasdaqGS:NXPI) Power Integrations Inc. (NasdaqGS:POWI) Rubicon Technology, Inc. (NasdaqGS:RBCN) Silicon Motion Technology Corp. (NasdaqGS:SIMO) Spansion (NYSE:CODE) Spreadtrum Communications Inc. (NasdaqGS:SPRD) Ultra Clean Holdings Inc. (NasdaqGS:UCTT) Volterra Semiconductor Corporation (NasdaqGS:VLTR)
Services • Advent Software, Inc. (NasdaqGS:ADVS) • Automatic Data Processing, Inc. (NasdaqGS:ADP) • Bottomline Technologies Inc. (NasdaqGS:EPAY) • Broadridge Financial Solutions Inc. (NYSE:BR) • CACI International Inc. (NYSE:CACI) • Cognizant Technology Solutions Corp. (NasdaqGS:CTSH) • Fidelity National Information Services, Inc. (NYSE:FIS) • Global Payments Inc. (NYSE:GPN) • Lender Processing Services, Inc. (NYSE:LPS) • Mastercard Incorporated (NYSE:MA) • Syntel, Inc. (NasdaqGS:SYNT) • Western Union Co. (NYSE:WU) • Wipro Ltd. (BSE:507685) Software • Acquia (Private) • Akamai Technologies, Inc. (NasdaqGS:AKAM) • Apigee Corp. (Private) • Aveva Group plc (LSE:AVV) • Blackbaud Inc. (NasdaqGS:BLKB) • Box, Inc. (Private) • Centrify Corporation (Private) • Check Point Software Technologies Ltd. (NasdaqGS:CHKP) • Concur Technologies, Inc. (NasdaqGS:CNQR) • Dassault Systemes SA (ENXTPA:DSY) • Demandware, Inc. (NYSE:DWRE) • Fair Isaac Corp. (NYSE:FICO) • Huddle (Private) • Informatica Corporation (NasdaqGS:INFA) • Innovation Group (LSE:TIG) • International Business Machines Corp. (NYSE:IBM) • Lithium Technologies, Inc. (Private) • Medidata Solutions, Inc. (NasdaqGS:MDSO) • MICROS Systems, Inc. (NasdaqGS:MCRS)
Monotype Imaging Holdings Inc. (NasdaqGS:TYPE) NetScout Systems, Inc. (NasdaqGS:NTCT) Opera Software ASA (OB:OPERA) Pegasystems Inc. (NasdaqGS:PEGA) Ping Identity Corporation (Private) Progress Software Corp. (NasdaqGS:PRGS) PROS Holdings, Inc. (NYSE:PRO) PTC Inc. (NasdaqGS:PMTC) Qlik Technologies, Inc. (NasdaqGS:QLIK) Recommind (Private) Red Hat, Inc. (NYSE:RHT) Sourcefire, Inc. (NasdaqGS:FIRE) SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) The Ultimate Software Group, Inc. (NasdaqGS:ULTI) Tyler Technologies, Inc. (NYSE:TYL) WANdisco plc (AIM:WAND) Zuora (Private)
Telecom • 21Vianet Group, Inc. (NasdaqGM:VNET) • 8x8 Inc. (NasdaqCM:EGHT) • AT&T Services, Inc. (NYSE:T) • Cbeyond, Inc. (NasdaqGS:CBEY) • ChinaCache International Holdings Ltd. (NasdaqGM:CCIH) • Cogent Communications Group Inc. (NasdaqGS:CCOI) • DigiPlex SA (Private) • DuPont Fabros Technology, Inc. (NYSE:DFT) • EarthLink Inc. (NasdaqGS:ELNK) • France Telecom (ENXTPA:FTE) • Hemisphere Media Group (Nasdaq: HMTV)) • Integra Telecom (Private) • Lumos Networks Corp. (NasdaqGS:LMOS) • Masergy Communications (Private) • RigNet, Inc. (NasdaqGS:RNET) • Telecity Group plc (LSE:TCY) • TW Telecom Inc. (NasdaqGS:TWTC) • Verizon Communications Inc. (NYSE:VZ) • Zayo Group (Private)
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