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Belden Inc. (BDC) Goldman Sachs Industrials and Materials Conference 2025 December 3, 2025 8:40 AM EST
Company Participants
Ashish Chand – President, CEO & Director
Jeremy Parks – Senior VP of Finance & CFO
Conference Call Participants
Mark Delaney – Goldman Sachs Group, Inc., Research Division
Presentation
Mark Delaney
Goldman Sachs Group, Inc., Research Division
Great. Thank you, everybody, for joining. My name is Mark Delaney, and I lead coverage of the U.S. auto and industrial tech sector at Goldman Sachs. I’m very pleased to have Belden joining us for this session. With us from Belden, we have Ashish Chand, the President and CEO of the company; and Jeremy Parks, the CFO. I appreciate you both coming again this year.
Ashish Chand
President, CEO & Director
Thanks, Mark. Good morning, and it’s always exciting to be here at this event.
Question-and-Answer Session
Mark Delaney
Goldman Sachs Group, Inc., Research Division
I thought maybe we could start talking about the evolution of the company’s portfolio and there’s been a shift in your time as CEO, Ashish, to be more of a solutions provider rather than just individual point products.
Maybe talk a little bit about what it means to be a solutions provider and how these solutions are driving value for your customers.
Ashish Chand
President, CEO & Director
Yes. So if you think about all our customers across verticals, they were using networks with some kind of KPI in mind, and they had an outcome they had to get to.
For example, in a power transmission and distribution company, it was about finding the fault faster if they had a fault in the network, right, or to increase productivity.
And we realized that as long as we were a component supplier, we would not really address that problem directly. But by combining hardware
