Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript - Thomson StreetEvents

Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript

Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript - Thomson StreetEvents
Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript
Published Jun 29, 2023
Published Jun 29, 2023
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About This Report

  
Abstract:

Edited Transcript of OVH.PA sales update conference call or presentation 29-Jun-23 8:00am GMT

  
Report Type:

Transcript

Source:
Company:
Ovh Groupe SA
Ticker
OVH.PA
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Ben Castillo-Bernaus - BNP Paribas Exane, Research Division - Analyst : A couple for me, please. Firstly, just on AI and on the software side for large language models. Obviously, training these models should be good for you, I suppose, with the high consumption required. I know we're early here, but are these large language models and training them, are they moving the needle yet for you? And if not yet, when might you expect to see that? And then I guess, if you look at your customer base, how much of your -- what percentage of your customers are really sophisticated enough to be using this kind of AI notebook offering? We could get a sense of this is something you think. Is sort of 10% of your customers or can be more than that? And then lastly, on the second on cloud, you mentioned in the press release, it was up 10x in the last year in terms of revenues. Could you just give us an indication of the scale of what that could be? And REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 29, 2023 / 8:00AM, OVH.PA - Q3 2023 Ovh Groupe SA Corporate Sales Call similar on the past contribution you time you broke that up for us in Q2. Perhaps you could give us a sense of the Platform-as-a-Service contribution in Q3.

Table Of Contents

Full Year 2024 Ovh Groupe SA Earnings Call Transcript – 2024-10-24 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 24-Oct-24 8:00am GMT

Ovh Groupe SA Q3 2024 Earnings Call Transcript – 2024-06-27 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 27-Jun-24 8:00am GMT

Ovh Groupe SA Investor Day Transcript – 2024-01-17 – US$ 54.00 – Edited Transcript of OVH.PA corporate analyst meeting</ 17-Jan-24 10:00am GMT

Q1 2024 Ovh Groupe SA Corporate Sales Call Transcript – 2024-01-11 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 11-Jan-24 9:00am GMT

Full Year 2023 Ovh Groupe SA Earnings Call Transcript – 2023-10-25 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 25-Oct-23 8:00am GMT

Half Year 2023 Ovh Groupe SA Earnings Call Transcript – 2023-04-19 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 19-Apr-23 8:00am GMT

Q1 2023 Ovh Groupe SA Corporate Sales Call Transcript – 2023-01-13 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 13-Jan-23 9:00am GMT

Q3 2022 Ovh Groupe SA Corporate Sales Call Transcript – 2022-06-30 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 30-Jun-22 8:00am GMT

Full Year 2022 Ovh Groupe SA Earnings Call Transcript – 2022-04-14 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 14-Apr-22 9:00pm GMT

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Thomson StreetEvents. "Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript" Jun 29, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Ovh-Groupe-SA-Corporate-Sales-Call-T15626289>
  
APA:
Thomson StreetEvents. (2023). Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript Jun 29, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Ovh-Groupe-SA-Corporate-Sales-Call-T15626289>
  
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