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$NVDA

NVIDIA Corporation (NVDA) Q1 2024 Earnings Call Transcript

...software-defined and robotic applications in industries. So Omniverse also needs to be a cloud service platform. And so our software…

3 years ago 47 min read

Transcript

$CRH

CRH PLC (CRH) Q4 2025 Earnings Call Transcript

...communications infrastructure for these highly specified facilities, as well as helping to develop all the surrounding infrastructure that’s required, particularly…

1 day ago 45 min read

Transcript

$NVDA

NVIDIA Corporation (NVDA) Q4 2026 Earnings Call Transcript

...software starts and architecture starts and ends, it’s kind of hard to tell. It’s — our software is effective because…

1 month ago 44 min read

Transcript

$ULS

UL Solutions Inc (ULS) Q4 2025 Earnings Call Transcript

...we offer. And so that was really the fundamental premise of changing our focus so that we’re letting our newly…

2 weeks ago 45 min read

Transcript

$FTNT

Fortinet, Inc (FTNT) Q4 2025 Earnings Call Transcript

...new bundled SD-WAN and SASE service. We also recently partnered with NVIDIA to leverage their BlueField-3 DPU to secure AI…

4 weeks ago 45 min read

Transcript

$FTV

Fortive Corporation (FTV) Q4 2025 Earnings Call Transcript

...grew faster than consolidated revenue, driven by continued strength in Fluke’s maintenance software and deeply embedded data as well as…

2 weeks ago 38 min read

Analysis

$DFIN

DFIN’s Software Pivot Pays Off: High Margins and Recurring Revenue Lead the Way

...The company delivers software and services for capital markets, investment companies, and corporate compliance, with a growing focus on high-margin,…

3 weeks ago 4 min read

Transcript

$PANW

Palo Alto Networks, Inc (PANW) Q2 2026 Earnings Call Transcript

...This performance was driven by an acceleration in SASE and software firewall ARR, alongside continued momentum in XSIAM. A key…

2 weeks ago 50 min read

Transcript

$CDNS

Cadence Design Systems, Inc (CDNS) Q4 2025 Earnings Call Transcript

...AI replace some form of software. But you know well anyway, there are different kind of software. Our software is…

2 weeks ago 49 min read

Transcript

$EPAM

EPAM Systems, Inc (EPAM) Q4 2025 Earnings Call Transcript

...a builder. We’re going to build much, much more software, right? There is no limit how much software people would…

2 weeks ago 44 min read