ER Productions Limited/DigitalVision via Getty Images Airship AI Holdings (NASDAQ:AISP) is part of the latest wave of SPAC IPOs to hit a major bourse in the U.S. Listed on the Nasdaq as of December 2023, this vertically integrated AI video surveillance hardware and software company looks like one of the more attractive plays in the…
B4LLS/iStock via Getty Images Introduction I’ve written four articles on SA about Mega Matrix (NYSE:MPU), the latest of which was in November 2022 when I said that Mano was the only NFT game in its alSpace metaverse universe and all signs pointed to a severe lack of interest from players. The company recently pivoted to…
dem10/iStock via Getty Images Beamr Imaging Ltd. (NASDAQ:BMR) has flashed across our radar with a spectacular 450% rally year-to-date. The Israel-based software company offers solutions that optimize video encoding and image compression, reducing digital file storage size while maintaining high-resolution quality. Integration of artificial intelligence (AI) tools and collaboration with NVIDIA Corporation (NVDA) helps explain…
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…
fizkes/iStock via Getty Images Zoom Video Communications (NASDAQ:ZM) reported slowing top line growth in Q4’23, but otherwise had a decent earnings report that caused the share price to increase about 8%. Both earnings and revenues beat consensus expectations and Zoom Video is generating solid free cash flow margins. The video-conferencing company also issued a robust…
FinkAvenue Investment Thesis I believe the central argument for investing in Amazon.com, Inc. (NASDAQ:AMZN) heading into 2024 is that their Prime Video service and their core e-commerce business are really starting to see synergistic growth. The use and accessibility of Amazon’s video service push people to stay in (and watch TV) rather than go out,…
Justin Sullivan/Getty Images News Investment thesis I reaffirm my Sell rating on Zoom Video Communications, Inc. (NASDAQ:ZM) despite the company outperforming my expectations over the last eight months. Despite its recent positive developments, Zoom Video continues to face a challenging landscape in the ever-evolving videoconferencing industry. The initial surge in demand fueled by the work-from-home…
A Reddit user has reported that Google is unwilling to take down a video advertisement that appears to be an attempted scam targeting cryptocurrency users. Reddit users have recently uncovered a deepfake video featuring Ripple CEO Brad Garlinghouse, urging XRP holders to transfer their tokens to a specific address with the promise of receiving double…
Zoom Video Communications, Inc. (NASDAQ:ZM) Barclays Global Technology Conference December 6, 2023 1:25 PM ET Company Participants Kelly Steckelberg – CFO Conference Call Participants Pete Newton – Barclays Pete Newton Awesome. Good morning, everybody. And thank you for coming to the Barclays TMT Global Tech Conference. Happy to be here today. My name is Pete…
Zoom Video Communications, Inc. (NASDAQ:ZM) Q3 2024 Earnings Conference Call November 20, 2023 5:00 PM ET Company Participants Tom McCallum – Head of IR Eric Yuan – Founder & CEO Kelly Steckelberg – CFO Conference Call Participants Ryan MacWilliams – Barclays Meta Marshall – Morgan Stanley Kasthuri Rangan – Goldman Sachs Michael Turrin – Wells…
Complementing Emu Video, Meta introduced Emu Edit, a precision-focused model dedicated to image manipulation. Meta Platforms Inc (NASDAQ: META), the parent company of Facebook and Instagram, has unveiled a suite of artificial intelligence (AI) models designed to revolutionize video generation and image editing on its social media platforms. According to a company blog post on…
Open-source advocate Chris Messina argued that X’s code suggests users may need a premium subscription on X to use the new feature. Since taking over at X (formerly Twitter), Elon Musk has been working to transform the microblogging platform into a super app. The latest feature to be added to X is the audio and…
One of the new tools is an AI-powered script generator designed to help advertisers generate script ideas based on prompts that describe the product or business. Video editing app CapCut is expanding its offerings to include AI-powered business tools. CapCut, which is owned by ByteDance, is the company’s second app, after TikTok, to hit $100…
Zoom Video Communications, Inc. (NASDAQ:ZM) Zoomtopia Investor Q&A Call October 3, 2023 3:00 PM ET Company Participants Tom McCallum – Head of Investor Relations Wendy Bergh – General Manager, Online Business Mahesh Ram – Head of AI Applications Kelly Steckelberg – Chief Financial Officer Conference Call Participants Siti Panigrahi – Mizuho Securities Michael Turrin –…
A previously little-seen video of the late Hal Finney, a pioneering figure in the world of Bitcoin, has surfaced, shedding light on his groundbreaking work on cryptographic protocols, and giving a rare glimpse of his humanity. In the video, recorded at the Crypto 98 conference, Finney is seen discussing zero-knowledge proofs, offering a glimpse of…
Zoom Video Communications, Inc. (NASDAQ:ZM) Goldman Sachs 2023 Communacopia & Technology Conference September 5, 2023 1:50 PM ET Company Participants Eric Yuan – Founder & CEO Conference Call Participants Kasthuri Rangan – Goldman Sachs Kasthuri Rangan Eric’s contribution to the world cannot possibly be exaggerated. We all know what you’ve created. I mean truly changed…
The launch of these new audio and video features on X comes after Musk confessed that there are no more great social media apps currently. Only a few weeks after Twitter’s former Chief Executive Officer (CEO) Elon Musk renamed the social media platform to X, he has now announced the coming of new features to…
Tippapatt/iStock via Getty Images A Quick Take On Integral Ad Science Integral Ad Science (NASDAQ:IAS) reported its Q2 2023 financial results on August 3, 2023, beating both revenue and EPS consensus estimates. The firm provides enterprises with a range of online advertising monitoring and related technologies to maximize their brand performance across digital platforms. I…
Despite the fact that Brave has announced its image and video search options, the feature is still being improved. Brave Search, the privacy-focused search engine, has announced the launch of its own image and video search features. Consequently, users will now be served image and video search results directly from the search engine’s index. According…