Friday, February 7, 2020

Today’s articles on technology stocks

Apple's Most Misleading Meme
By J. M. Manness • 56 comments
Facebook Is Now An Aging Growth Story
By Mott Capital Management • 37 comments
IBM Post Earnings: Mainframe Cycle Could Buy RedHat Time
By Brian Gilmartin, CFA • 16 comments
Seeking Alpha PREMIUM
AMD: Shorts Flee Ahead Of Q4 Earnings
By Business Quant • 132 comments
Application Software
DocuSign Is Still A Bargain
By Steve Auger
Grubhub Inc. 2019 Q4 - Results - Earnings Call Presentation
By SA Transcripts
Sylogist: Niche Tech Company With 4% Dividend
By Enterprising Investors
Grubhub Inc. (GRUB) CEO Matt Maloney on Q4 2019 Results - Earnings Call Transcript
By SA Transcripts
Dassault Systemes SE (DASTY) CEO Bernard Charles on Q4 2019 Results - Earnings Call Transcript
By SA Transcripts
Business Software & Services
CDW Corporation 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Zendesk, Inc. (ZEN) CEO Mikkel Svane on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
CDW Corp (CDW) CEO Christine Leahy on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Zendesk, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
eGain Corporation (EGAN) CEO Anshu Roy on Q2 2020 - Earnings Call Transcript by SA Transcripts
Communication Equipment
Nokia Corporation (NOK) CEO Rajeev Suri on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Motorola Solutions, Inc. (MSI) CEO Greg Brown on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Westell Technologies' (WSTL) CEO Tim Duitsman on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
Viasat, Inc. 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts
ADTRAN, Inc. (ADTN) CEO Tom Stanton on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Computer Based Systems
Omnicell, Inc. (OMCL) CEO Randall Lipps on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Computer Peripherals
Synaptics Incorporated (SYNA) CEO Michael Hurlston on Q2 2020 Results - Earnings Call Transcript by SA Transcripts
Fortinet Inc (FTNT) CEO Ken Xie on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Synaptics Incorporated 2020 Q2 - Results - Earnings Call Presentation by SA Transcripts
AU Optronics Corp (AUO) CEO Paul Peng on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
AU Optronics Corp. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Diversified Computer Systems
Teradata Corporation (TDC) CEO Victor Lund on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Diversified Electronics
American Superconductor Corp (AMSC) CEO Daniel McGahn on Q3 2019 Results - Earnings Call Transcript by SA Transcripts
Orion Energy Systems, Inc. (OESX) CEO Michael Altschaefl on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
KEMET Corporation's (KEM) CEO Bill Lowe on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
KEMET Corporation 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts
Kimball Electronics, Inc. (KE) CEO Don Charron on Q2 2020 Results - Earnings Call Transcript by SA Transcripts
Information Technology Services
DXC Technology Company (DXC) CEO Mike Salvino on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
LiveRamp Holdings, Inc. 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts
Internet Information Providers
Alphabet: It's A No-Brainer by Güner Soysal
Alphabet: Steady Growth Play Looks Fairly Valued by The Value Investor
Twitter, Inc. (TWTR) CEO Jack Dorsey on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Yelp Looks Cheap, But For A Good Reason by Investing Hobo
IAC/InterActiveCorp (IAC) CEO Joey Levin on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Internet Software & Services
Dropbox Can Drop Another 25%-60% by Ben Axler
Twilio: Back Off For Now by Gary Alexander
ANGI Homeservices Inc. (ANGI) CEO Brandon Ridenour on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Liquidity Services' (LQDT) CEO Bill Angrick on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Multimedia & Graphics Software
Activision Blizzard, Inc. (ATVI) CEO Bobby Kotick on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Activision Blizzard, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Take-Two Interactive Software Inc. (TTWO) CEO Strauss Zelnick on Q3 2020 Results - Earnings Call Transcript by SA Transcripts
Take-Two Interactive Software, Inc. 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts
Printed Circuit Boards
Benchmark Electronics, Inc. (BHE) CEO Jeffrey Benck on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Processing Systems & Products
Plantronics, Inc. 2020 Q3 - Results - Earnings Call Presentation by SA Transcripts
Scientific & Technical Instruments
ION Geophysical Corp (IO) CEO Christopher Usher on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Geospace Technologies Corporation (GEOS) CEO Rick Wheeler on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Cubic Corporation 2020 Q1 - Results - Earnings Call Presentation by SA Transcripts
Security Software & Services
NortonLifeLock Inc. (NLOK) CEO Vincent Pilette Q3 2020 Results - Earnings Call Transcript by SA Transcripts
Semiconductor - Broad Line
Stock Buybacks Are Covering Up Intel's Operating Performance Deterioration by EnerTuition
Texas Instruments: A Free Cash Flow Engine With Plenty Of Fuel by Vishwamithra Shashishekara
SK Hynix: Server DRAM Contract Prices On The Rise by Hyundai Motor Investment & Securities
FormFactor, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Nordic Semiconductor ASA 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Semiconductor - Integrated Circuits
EMCORE Corporation's (EMKR) CEO Jeff Rittichier on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Cabot Microelectronics Corporation 2020 Q1 - Results - Earnings Call Presentation by SA Transcripts
Cabot Microelectronics Corporation (CCMP) CEO David Li Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Semiconductor Equipment & Materials
Axcelis Technologies, Inc. (ACLS) CEO Mary Puma on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
LightPath Technologies, Inc. (LPTH) CEO Jim Gaynor on Q2 2020 Results - Earnings Call Transcript by SA Transcripts
Onto Innovation's (ONTO) CEO Michael Plisinski on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Brooks Automation, Inc. (BRKS) CEO Steve Schwartz on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Amtech Systems, Inc. (ASYS) CEO Michael Whang on Q1 2020 Results - Earnings Call Transcript by SA Transcripts
Telecom Services - Domestic
AT&T: One Of The Few Good Long-Term Investments Today by Wolf Report
BCE Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
BCE Inc. (BCE) CEO Mirko Bibic on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Swisscom AG 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
Nippon Telegraph and Telephone Corporation 2019 Q3 - Results - Earnings Call Presentation by SA Transcripts
Wireless Communications
T-Mobile US, Inc. 2019 Q4 - Results - Earnings Call Presentation by SA Transcripts
T-Mobile US, Inc. (TMUS) CEO John Legere on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Others
Snap: Still Piling On Losses by Stone Fox Capital
Match Group: The Shares Have Fallen For You, Again by App Economy Insights
HUYA Is A Strong Buy For The Right Investors by Lukas Wolgram
Uber Technologies' (UBER) CEO Dara Khosrowshahi on Q4 2019 Results - Earnings Call Transcript by SA Transcripts
Uber Technologies, Inc. 2020 Q4 - Results - Earnings Call Presentation by SA Transcripts
More Technology Stocks»

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