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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

$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 hours 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,…

1 day 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…

7 hours 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…

5 hours ago 49 min read

Transcript

$DT

Dynatrace Inc (DT) Q3 2026 Earnings Call Transcript

...succinct response to it, I would say, number one, we view there to be a very sizable difference between enterprise…

4 hours ago 42 min read

Analysis

$U

Does Unity Software (U) stock has more room to run?

...Technologies (NYSE: PLTR) and Asana (NYSE: ASAN), which became public companies through the unconventional direct listing method. Unity Software IPO…

5 years ago 4 min read

AlphaGraphs

BlackBerry tops Q1 estimates; net loss widens

...software based on its QNX platform for the upcoming driver-less cars that the industry boasts to be the future of…

8 years ago 3 min read

Analysis

$AXON

Axon’s AI Platform Drives Growth

...of body cameras and digital evidence solutions Expansion of software subscriptions and cloud services Continued demand for TASER devices Operating…

6 hours ago 5 min read

Market News

$JNPR

Juniper Networks Inc. (NYSE: JNPR) Q1 2020 Earnings Call Transcript

...are well-positioned to capitalize on this trend. Our Software business grew 9% year-over-year and accounted for more than 11% of…

6 years ago 51 min read