Belden Inc Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: William Stein - Truist Securities - Analyst : I have a couple, if I can. Will Stein from Truist Securities. First, thanks for hosting this. Very informative Investor Day, great announcements today. So thank you for that. There's much less of a focus today on end markets and drivers and what's -- what are the government incentive programs for broadband and sort of all the details around that, that's often a big focus in these sorts of events. And I'm wondering what we can read into what was missing from today. Is it perhaps a sense that the solutions will carry you through regardless of whether these end markets just perform okay or do better than that? Or is there something else we could read into that, either positive or negative? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 12, 2024 / 2:00PM, BDC.N - Belden Inc Investor Day

Question: William Stein - Truist Securities - Analyst : Great. And then a follow-up, if I can. Something that continues to confuse me a little bit and I think what's confused investors from what some of them have shared with me is the potential for intersection, but also overlap with someone like Accenture. So maybe we can have you share an example or two as to hey, there's this engagement where Accenture did this, and we did this. And there's maybe another example where we can do the whole thing and why you might need each other or not so much need each other and what the benefits are and where the -- where you could potentially step on other toes if that even -- is a thing?

Question: William Stein - Truist Securities - Analyst : Thanks for taking another round for me. There's been some discussion of sort of overlap between the two segments in terms of sales force in terms of the products. Is there a sharp distinction between these two internally? Does that go away over time? And should investors maybe, at some point, stop making this distinction for there are other vaguely similar companies that report segments? I can think of one that's now owned by a private company that used to report segments and I think a lot of investors even know it, like it's some matter where they just disclosed and are much easier for us to think about than segments sometimes, depending on what the basis of the distinction is. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 12, 2024 / 2:00PM, BDC.N - Belden Inc Investor Day So maybe you could talk about that for a little bit?