Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
WSO.N - Watsco Inc
Watsco Inc Investor Day
Dec 11, 2025 / 02:00PM GMT
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Presentation
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Unidentified_1 [1]
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Wonderful discussion. 3 hours long, great business, we would love to own it in a heartbeat, and we're about halfway through the meeting and he says, oh by the way, don't let me forget I keep hearing about this thing called on Call air. Can you tell me about it?
I said, aha, we're doing something right, and so time is on our side here.
The, it is the pace at which it happens that none of us can really predict, but as this gains more traction, as 30% becomes 40%, 50, 60%, it does, I think, benefit at least the conversations we could have.
Yeah.
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Unidentified_2 [2]
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