Nongnuch Pitakkorn/iStock via Getty Images This monthly article series shows a dashboard with aggregate industry metrics in technology and communication services. It may also serve as a top-down analysis of sector ETFs like Vanguard Information Technology ETF (VGT), Technology Select Sector SPDR ETF (XLK) and iShares U.S. Technology ETF (IYW), whose largest holdings are used…
International Game Technology PLC (NYSE:IGT) Q1 2024 Earnings Conference Call May 14, 2024 8:00 AM ET Company Participants James Hurley – SVP, IRVincent Sadusky – CEOMassimiliano Chiara – CFO Conference Call Participants Barry Jonas – Truist SecuritiesJeff Stantial – StifelDavid Katz – JefferiesChad Beynon – MacquarieJoe Stauff – SusquehannaDavid Hargreaves – Barclays Operator Thank you…
Converge Technology Solutions Corp. (OTCQX:CTSDF) Q1 2024 Earnings Conference Call May 9, 2024 8:00 AM ET Company Participants Lorne Gorber – Investor RelationsShaun Maine – Group Chief Executive OfficerGreg Berard – Chief Executive Officer, ConvergeAvjit Kamboj – Chief Financial Officer Conference Call Participants Rob Goff – EchelonJohn Shao – National BankChristian Sgro – VIII CapitalJerome…
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Steve Ferranti – Vice President-Corporate Development & Investor RelationsSteve Daly – President & Chief Executive OfficerJack Kober – Chief Financial Officer Conference Call Participants Thomas O’Malley – BarclaysHarsh Kumar – Piper SandlerQuinn Bolton – Needham &…
Cognizant Technology Solutions Corporation. (NASDAQ:CTSH) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Tyler Scott – VP & Head of IRRavi Kumar – CEOJatin Dalal – CFO Conference Call Participants Bryan Bergin – TD CowenTien-Tsin Huang – JPMorganJonathan Lee – Guggenheim SecuritiesJason Kupferberg – Bank of AmericaJames Faucette – Morgan…
Quisitive Technology Solutions Inc. (OTCQX:QUISF) Q4 2023 Results Earnings Conference Call April 29, 2024 4:30 PM ET Company Participants Mike Reinhart – Founder and Chief Executive OfficerScott Meriwether – Chief Financial Officer Conference Call Participants Christian Sgro – VIII CapitalRob Goff – Echelon PartnersJérome Dubreuil – Desjardins SecuritiesStephen Boland – Raymond JamesDivya Goyal – ScotiabankGraham…
This article was written by Follow Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages…
Monty Rakusen/DigitalVision via Getty Images Since I wrote about China’s automotive services provider SunCar Technology (NASDAQ:SDA) last November, its price is up by over 16%. Even at that time, a 20-25% upside was evident for the stock in the short term, after it significantly overcorrected when a follow-on offering took place at a price lower…
shayes17/E+ via Getty Images Introduction This article updates my outlook for 2024 with the latest Momentum Gauge® signals and a revisit of the January Investing Experts Podcast interview with Rena Sherbill at Seeking Alpha. This past April 2nd marked an early negative Momentum Gauge® test signal followed by an official negative daily signal on April…
KanawatTH/iStock via Getty Images The following segment was excerpted from this fund letter. Converge Technology Solutions (OTCQX:CTSDF, TSX:CTS:CA) “If you’re going to invest in stocks for the longer term, there are going to be periods when there’s a lot of agony. I think you just have to learn to live through them.” -Warren Buffett Converge…
zorazhuang In my previous write-up on Applied Materials (NASDAQ:AMAT), I suggested that the company could emerge as a main beneficiary of the gradual transition to advanced process technology amid the rapid development of AI. Since then, the stock price has surged by 44.6%, and with this article, I am lifting the AMAT stock to a…
Morsa Images Investment summary My recommendation for Marvell Technology (NASDAQ:MRVL) is a buy rating. I believe the worst of the cycle is over for MRVL, and it should start to enter the upcycle as early as 2H25, which should drive strong growth acceleration in FY26. Over the long term, I am also bullish on MRVL’s…
KULR Technology Group, Inc. (NYSE:KULR) Q4 2023 Earnings Call Transcript April 12, 2024 4:30 PM ET Company Participants Stuart Smith – Investor RelationsMichael Mo – Chief Executive OfficerShawn Canter – Chief Financial Officer Conference Call Participants Theodore O’Neill – Litchfield Hills ResearchMichael Legg – Benchmark Company Stuart Smith Welcome everyone to the Full Year 2023…
nzphotonz Let’s try to take a look at Trump Media & Technology Group Corp (NASDAQ:DJT) stock out of the context of my (or your) opinion on the 45th. U.S. President. It’ll be difficult, but isolating DJT from its founder is key to understanding the growth prospects of the stock, which has generated a lot of…
shulz Overview My recommendation for Credo Technology (NASDAQ:CRDO) is a buy rating, as I have become more confident that growth will accelerate in the coming years. CRDO is also gradually diversifying its customer base, which is great as it reduces the volatility of growth. Given this positive outlook, I have shifted my view that CRDO’s…
Gorilla Technology Group Inc. (NASDAQ:GRRR) Q4 2023 Results Conference Call April 8, 2024 8:00 AM ET Company Participants Cody Fletcher – Investor Relations, Blueshirt GroupJay Chandan – Chief Executive Officer & ChairmanDaphne Huang – Chief Financial Officer Conference Call Participants John Roy – WTRMike Latimore – Northland Capital MarketsBrian Kinstlinger – Alliance Global PartnersBrett Knoblauch…
Robert Way It hasn’t been a poor start to Q1 2024 for China’s electric vehicle [EV] company NIO (NYSE:NIO), with a dramatic 52% year-to-date [YTD] price fall after it already saw a 7% decline in 2023. As disappointing as this is, the performance needs to be seen in the context of the sector as a…
onurdongel Despite delivering massive growth as an industry, the solar sector has not been particularly kind to investors. For example, Invesco’s (IVZ) Solar ETF (TAN) has massively underperformed the S&P 500 index (SPY) and the very popular Invesco technology trust ETF (QQQ). Still, investors that have solely focused on companies specializing in solar inverters have…
NaaS Technology, Inc. (NASDAQ:NAAS) Q4 2023 Earnings Conference Call March 28, 2024 7:00 AM ET Company Participants John Wang – Director, IRCathy Wang Yang – CEOWu Ye – Chief Strategy OfficerAlex Wu – CFO Conference Call Participants Kelly Zou – JefferiesWei Xiong – UBSEugene Hsiao – Macquarie CapitalYiran Liu – HSBCEthan Zhang – Nomura Operator…
TravelSky Technology Limited (OTCPK:TSYHY) Q4 2023 Earnings Conference Call March 27, 2024 10:30 PM ET Company Participants Huang Rongshun – Chairman and General ManagerLi Jinsong – Chief Financial OfficerJohn Xue – Head of the Finance DepartmentYuan Leifeng – Deputy General Manager Conference Call Participants Kelvin Lau – DAIWA CapitalQikun Wu – CICCXiaofeng Shen – Huatai…
RyanJLane One of the most common sayings that I have heard is, ‘may we be cursed to live in interesting times’. And these most certainly are interesting times. This is true on a macro scale. But it’s also true when talking about individual investment opportunities. As an example, we need only look at International Game…
da-kuk December, last year I wrote an article on Horizon Technology Finance (NASDAQ:HRZN) laying out an argumentation of why, in my opinion, HRZN was not the right business development company, or BDC, pick. The key arguments were the following: Pure-play focus on VC-type companies, where a notable chunk of the portfolio is associated with very…
17 Education & Technology Group, Inc. (NASDAQ:YQ) Q4 2023 Earnings Conference Call March 20, 2024 9:00 PM ET Company Participants Lara Zhao – IR ManagerMichael Chao Du – Director & CFO Conference Call Participants Operator Good evening and good morning, ladies and gentlemen, and thank you for standing by for 17EdTech’s Fourth Quarter 2023 and…
Micron Technology, Inc. (NASDAQ:MU) Q2 2024 Earnings Conference Call March 20, 2024 4:30 PM ET Company Participants Satya Kumar – Corporate Vice President, Investor Relations and TreasurerSanjay Mehrotra – President and Chief Executive OfficerMark Murphy – Executive Vice President and Chief Financial Officer Conference Call Participants Toshiya Hari – Goldman SachsAaron Rakers – Wells FargoC.J….
JohnnyPowell Today, we are taking a look at GigaCloud Technology (NASDAQ:GCT). This stock is skyrocketing in the last few months, with investor optimism at all-time highs for this growth company. This is a stock we have looked at in the past, one that we noted had the potential to double in 2024. Well, we have…
JulPo Overview My recommendation for PAR Technology (NYSE:PAR) is a buy rating, as I expect growth to continue into the near term. Especially with the addition of Stuzo and potentially TASK, I believe the growth outlook has gotten a lot more positive than when I last looked at the company. Note that I previously rated…
Eoneren Investment Thesis Navitas Semiconductor Corporation (NASDAQ:NVTS) is a rapidly growing small-cap semiconductor company specializing in gallium nitride “GaN” and silicon carbide “SiC” components for power electronics. GaN and SiC devices offer many advantages compared to legacy silicon and are increasingly replacing silicon semiconductors in a wide variety of applications, as well as enabling new…
Jacob Wackerhausen/iStock via Getty Images Credo Technology (NASDAQ:CRDO) is a company providing high-speed connectivity solutions, such as integrated circuits / ICs, Active Electrical Cables / AECs, and Serializer and Deserializaer / SerDes Chiplets. Share performance has been relatively strong since going public in 2022 at the price of $11 per share. Despite the demand shock…
Intel Corporation (NASDAQ:INTC) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 1:15 PM ET Company Participants David Zinsner – Chief Financial Officer Conference Call Participants Joe Moore – Morgan Stanley Joe Moore Great, welcome back. I’m Joe Moore, Morgan Stanley Semiconductor Research. Very happy to have with us today the CFO of Intel,…
koto_feja/E+ via Getty Images Strategic Shifts and Scientific Strides: Analyzing Denali’s Latest Moves Shares of Denali Therapeutics (NASDAQ:DNLI) have been flat since my last update in October. Seeking Alpha Which is especially disappointing because the biotechnology sector (XBI) is up some 20% in the same time period. The company reported earnings last month and highlighted…
Paramount Global (NASDAQ:PARA) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 11:00 AM ET Company Participants Naveen Chopra – Executive VP & CFO Conference Call Participants Benjamin Swinburne – Morgan Stanley Benjamin Swinburne Good morning, everybody. I’m Ben Swinburne, Morgan Stanley’s media and entertainment analyst. A quick disclosure, please note that important disclosures,…
Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora – Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you’re doing well. My name is Hamza…
Intuit Inc. (NASDAQ:INTU) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 4:20 PM ET Company Participants Sandeep Aujla – Chief Financial Officer Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. software research practice…
Okta, Inc. (NASDAQ:OKTA) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Brett Tighe – Chief Financial Officer Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, everybody. Welcome to Day 2 of the Morgan Stanley TMT Conference. I’m Hamza, the cybersecurity analyst here at…
Viant Technology Inc. (NASDAQ:DSP) Q4 2023 Earnings Conference Call March 4, 2024 5:00 PM ET Company Participants Nicole Kunzman – The Blueshirt Group Tim Vanderhook – Co-Founder and CEO Chris Vanderhook – Co-Founder and COO Larry Madden – CFO Conference Call Participants Laura Martin – Needham Andrew Marok – Raymond James Chris Kuntarich – UBS…
ServiceNow, Inc. (NYSE:NOW) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 5:10 PM ET Company Participants Gina Mastantuono – CFO Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. I’m Keith Weiss. I run the US Software research franchise here at Morgan Stanley,…
AT&T Inc. (NYSE:T) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 1:15 PM ET Company Participants Jeff McElfresh – Chief Operating Officer Conference Call Participants Simon Flannery – Morgan Stanley Simon Flannery Alright. Good morning, everybody. Welcome to San Francisco. I’m Simon Flannery, I cover telecom services and communications infrastructure. It’s my…
Opendoor Technologies, Inc. (NASDAQ:OPEN) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 4:25 PM ET Company Participants Carrie Wheeler – Chief Executive Officer Conference Call Participants Matt Cost – Morgan Stanley Matt Cost Hello, everyone. Thank you so much for being here. My name is Matt Cost from Morgan Stanley U.S. Internet team….
Zoom Video Communications, Inc. (NASDAQ:ZM) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 2:55 PM ET Company Participants Kelly Steckelberg – Chief Financial Officer Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall So welcome, everybody. I’m Meta Marshall. I head up communications software here at Morgan Stanley. We’re delighted to have…
Alkami Technology, Inc. (NASDAQ:ALKT) Q4 2023 Earnings Conference Call February 28, 2024 5:00 PM ET Company Participants Steve Calk – Vice President and Head of Investor Relations Alex Shootman – Chief Executive Officer Bryan Hill – Chief Financial Officer Conference Call Participants Mayank Tandon – Needham Andrew Schmidt – Citi Jacob Stephan – Lake Street…
Oscar Wong/Moment via Getty Images Intro We wrote about Kforce (Staffing Services Outfit) (NASDAQ:KFRC) in April 2022 when we assessed whether the multi-year bull run in the staffing & employment company could indeed continue. Shares at the time were trading just below the $72 mark. Despite the stock’s strong dividend growth rates at the time,…
Kindamorphic/iStock via Getty Images GigaCloud Technology (NASDAQ:GCT) is a fast-growing company at a reasonable valuation. However, there is a lot of controversy surrounding the stock, and it should see some near-term headwinds the next few quarters. Company Profile GCT is a logistics and business-to-business (“B2B”) marketplace operator for large parcel products, such as furniture and…
Comezora/Moment via Getty Images Investment Thesis Microchip Technologies (NASDAQ:MCHP) is a diversified provider of microcontrollers, analog, and related computer chips for a wide range of industries. It has historically had strong growth as the company focused on expanding the breadth of its product line in order to provide its clients with a one-stop shop. When…
Gorilla Technology Group Inc. (NASDAQ:GRRR) Q3 2023 Results Conference Call February 6, 2024 8:00 AM ET Company Participants Cody Fletcher – Investor Relations Jay Chandan – Chief Executive Officer Daphne Huang – Chief Financial Officer Operator Good day, ladies and gentlemen. Thank you for standing by. And welcome to the Gorilla Technology Group Nine Months…
Aspen Technology, Inc. (NASDAQ:AZPN) Q2 2024 Earnings Conference Call February 6, 2024 4:30 PM ET Company Participants Brian Denyeau – ICR Antonio Pietri – President and Chief Executive Officer Chris Stagno – Interim Chief Financial Officer Conference Call Participants Rob Oliver – Baird Matthew Pfau – William and Blair Mark Schappel – Loop Capital Markets…
Seagate Technology Holdings plc (NASDAQ:STX) Q2 2024 Earnings Conference Call January 24, 2024 5:00 PM ET Company Participants Shanye Hudson – Senior Vice President of Investor Relations Dave Mosley – Chief Executive Officer Gianluca Romano – Chief Financial Officer Conference Call Participants Wamsi Mohan – Bank of America Erik Woodring – Morgan Stanley Aaron Rakers…
ryasick Horizon Technology Finance (NASDAQ:HRZN) is a well-run BDC that invests in a small number of core industries that are historically neglected by the banking community. The BDC runs a tech-focused investment strategy and has seen double-digit net investment income growth in the last year. Although I expect weaker NII growth in FY 2024, Horizon…
The Washington Post/The Washington Post via Getty Images Authority without wisdom is like a heavy axe without an edge, fitter to bruise than polish.”― Anne Bradstreet. It has been just over a year since we last took a look at a small cap name called Wrap Technologies, Inc. (NASDAQ:WRAP). When we last highlighted this company,…
Andreus/iStock via Getty Images We took a look at the recently published Global 100 list of most sustainable corporations according to Corporate Knights, and we noticed a new addition in the tenth position, SMA Solar Technology AG (OTCPK:SMTGF)(OTCPK:SMTGY), which sounded familiar. We had forgotten about this European renewable energy company since it had a spotty…
fatido/E+ via Getty Images Precigen (NASDAQ:PGEN) is a biotech to keep an eye on because of its phase 1/2 study it is advancing using its lead immunotherapeutic vaccine known as PRGN-2012, which is being used to treat patients with recurrent respiratory papillomatosis [RRP] in an ongoing phase 1/2 trial. That’s because there has been several…