Thursday, February 6, 2020

Today’s articles on technology stocks

Snap: Now The Stock Will Come Crashing Back To Reality
By Gary Alexander • 15 comments
Quo Vadis Qualcomm? A Breakdown Of This Powerhouse
By The European View • 12 comments
Nvidia Opens Next Chapter Of Cloud Gaming
By Bob O'Donnell • 13 comments
Seeking Alpha PREMIUM
Apple Preview: This Could Be A Killer Quarter
By D.M. Martins Research • 86 comments
Editors' Picks
The Uneven Scrutiny Around Facebook (Podcast)
By The Investing Edge
Application Software
Atlassian: Extraordinary Quarter, Poor Guidance, High Valuation by AlphaBeta Asset Management
SAP: After A Beat And Raise, Buy On Weakness by Michael A. Gayed, CFA
SAP: Still A Long-Term Hold by Gary Alexander
FireEye's (FEYE) CEO Kevin Mandia on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Nuance Communications, Inc. (NUAN) CEO Mark Benjamin on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Business Software & Services
New Relic: Value And Growth Packaged Into One by Gary Alexander
Cognizant Technology Solutions Corporation (CTSH) CEO Brian Humphries on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Paylocity Holding Corporation: Investing For Long Term by Naweed Alam
Paycom Software, Inc. (PAYC) CEO Chad Richison on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Jack Henry & Associates, Inc. (JKHY) CEO David Foss on Q2 2020 Results - Earnings Call Transcript by SA Transcripts
Communication Equipment
QUALCOMM Incorporated (QCOM) CEO Steve Mollenkopf on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Nokia Corporation 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Knowles Corporation 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
NETGEAR, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Iteris (ITI) Investor Presentation - Slideshow by SA Transcripts
Diversified Electronics
Signs Of Progress At LG Display, But Other Problems May Be Lurking by MarketGyrations
Information Technology Services
LiveRamp Holdings, Inc. (RAMP) CEO Scott Howe on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
Internet Information Providers
Zynga Inc. (ZNGA) CEO Frank Gibeau on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Zynga Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Twitter, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Google's Cloud Bets Are Paying Off by Sramana Mitra
Internet Software & Services
Twilio Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Varonis Systems, Inc.: An Appealing Profit-Gaining Opportunity by Peter F. Way, CFA
Twilio Inc. (TWLO) CEO Jeff Lawson on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Spotify Technology S.A. (SPOT) CEO Daniel Ek on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Multimedia & Graphics Software
On Monopolies: Electronic Arts' Exclusive Title Rights Make This Stock A Buy by Louis Stevens
Take-Two Is One Of The Most Attractive High-Risk, High-Reward Stocks From The Video Gaming Industry by Aleksey Razdolgin
Glu Mobile Inc. (GLUU) CEO Nick Earl on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Printed Circuit Boards
IEC Electronics Corp. (IEC) CEO Jeff Schlarbaum on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
TTM Technologies, Inc. (TTMI) CEO Tom Edman on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Scientific & Technical Instruments
Coherent, Inc. (COHR) CEO John Ambroseo on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Badger Meter, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Badger Meter, Inc. (BMI) CEO Kenneth Bockhorst on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Transcat, Inc. (TRNS) CEO Lee Rudow on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
Cubic Corporation (CUB) CEO Brad Feldmann on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Security Software & Services
Check Point: 2020 Guidance A Little Soft But Valuation Remains A Bit Attractive by The Software Side of Life
Semiconductor - Broad Line
Texas Instruments: Perfectly Priced by Khaveen Investments
Samsung Electronics: Virus Fears Offer Opportunity To Ride Upcycle by Hyundai Motor Investment & Securities
FormFactor, Inc. (FORM) CEO Mike Slessor on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
MELEXIS NV IEPER 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
MELEXIS NV IEPER (MLXSF) CEO Françoise Chombar on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Semiconductor - Specialized
Alpha and Omega Semiconductor Limited (AOSL) CEO Mike Chang on Q2 2020 Results - Earnings Call Transcript by SA Transcripts
Monolithic Power Systems, Inc. (MPWR) CEO Michael Hsing on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Semiconductor Equipment & Materials
United Microelectronics Corp (UMC) on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Ichor Holdings, Ltd. (ICHR) CEO Jeff Andreson on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
MaxLinear, Inc. (MXL) CEO Dr. Kishore Seendripu on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Axcelis Technologies, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Technical & System Software
VMware To Acquire Nyansa For WAN Network Analytics by Donovan Jones
Telecom Services - Domestic
Verizon: Mixed Performance, Great Investment by D.M. Martins Research
Others
SMH: Sell Signal Triggered By Taiwan And Overstretched Technicals On Semiconductors by WingCapital Investments
Snap: Finding Positives In Q4 2019 Results by Michael Wiggins De Oliveira
Network Effect And How Not To Bet On The Global Economy by Kayode Omotosho
Fiverr: From Lemons To Peaches by Zhi Xian Lim
Match Group, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
More Technology Stocks»

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