Quanta Services Inc at Credit Suisse Industrials Conference Transcript

Dec 04, 2019 / 02:30PM GMT
Jamie Lyn Cook - Crédit Suisse AG - Research Division - MD, Sector Head of United States Capital Goods Research, and Analyst

All ready. So next up, we have Quanta Services. We're very pleased today to have Duke Austin, who is the President, CEO and COO of Quanta Services; as well as Derrick Jensen, who's the CFO; and then Kip Rupp is also here. He is the Vice President of Investor Relations. Our format will be very similar to where we had -- what we've done all day, which is basically informal Q&A. So I guess, I will kick it off unless you guys have some things prepared you want to talk about.

Questions and Answers:

Jamie Lyn Cook - Crédit Suisse AG - Research Division - MD, Sector Head of United States Capital Goods Research, and Analyst

All right. So I guess for -- do you give -- as I think about Quanta under your leadership, there's been a strategic focus in terms of increasing your recurring earnings stream, which I think is now sort of 85% to 90% of your portfolio. How do we think about the
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