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Earnings Call Transcripts

SanDisk Breaks the Boom‑Bust Cycle With Four‑Year Visibility
SanDisk Breaks the Boom‑Bust Cycle With Four‑Year Visibility
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
IonQ Says Customers Now Ask, 'How Can You Protect Me?'
IonQ Says Customers Now Ask, 'How Can You Protect Me?'
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
IonQ Says Customers Now Ask, 'How Can You Protect Me?'
IonQ Says Customers Now Ask, 'How Can You Protect Me?'
Circle CEO Jeremy Allaire Says This Upcoming Blockchain Is a 'Bigger' Opportunity Than USDC as Company Sets Date for the Network's Launch
Circle CEO Jeremy Allaire Says This Upcoming Blockchain Is a 'Bigger' Opportunity Than USDC as Company Sets Date for the Network's Launch
Uber CEO Says 15-Minute Drone Delivery Will Be A 'Magical Experience'
Uber CEO Says 15-Minute Drone Delivery Will Be A 'Magical Experience'

Earnings Call Transcripts Recent News

Eric Trump-Led American Bitcoin To Adopt Michael Saylor’s Approach of Selling BTC to Support Economics? CEO Says…
Eric Trump-Led American Bitcoin To Adopt Michael Saylor’s Approach of Selling BTC to Support Economics? CEO Says…
American Bitcoin Corp. CEO Mike Ho sidestepped questions on Monday, August 3, about selling Bitcoin to fund equity buybacks, a move some other companies in the industry have pursued.
QUICK SPARK: Michael Saylor Says Stop Watching Bitcoin's Price. Watch This Number Instead
QUICK SPARK: Michael Saylor Says Stop Watching Bitcoin's Price. Watch This Number Instead
Michael Saylor says Bitcoin's 200-week moving average matters more than its day-to-day price. Here's why he calls it Bitcoin's "book value."
Michael Saylor Says Strategy's Next $1 Trillion Opportunity Isn't Bitcoin
Michael Saylor Says Strategy's Next $1 Trillion Opportunity Isn't Bitcoin
Michael Saylor says Strategy's next $1 trillion opportunity isn't buying more Bitcoin. It's building a Bitcoin-backed digital credit business.
Amazon Says AWS Could Become A $1 Trillion Business
Amazon Says AWS Could Become A $1 Trillion Business
Amazon CEO Andy Jassy says AWS could eventually become a $1 trillion annual revenue business as AI accelerates cloud demand and long-term growth.
Apple Blames '100-Year Flood' in Memory Prices — And Hints the DRAM Market Needs More Competition
Apple Blames '100-Year Flood' in Memory Prices — And Hints the DRAM Market Needs More Competition
Apple says soaring DRAM prices forced product price hikes, calls memory inflation a “100-year flood,” and hints the industry needs more suppliers.
Brian Armstrong Isn't Losing Sleep Over Crypto Act Not Passing Before August Recess: Here's Why the Coinbase CEO Isn't Worried
Brian Armstrong Isn't Losing Sleep Over Crypto Act Not Passing Before August Recess: Here's Why the Coinbase CEO Isn't Worried
Coinbase Global Inc. CEO Brian Armstrong said on Thursday, July 30, that he's optimistic about the Clarity Act's prospects, but stressed it would be “business as usual” for the company even if the legislation fails to pass.
Microsoft's Backlog Just Hit $678B — Almost a Third Traces to a Single Customer
Microsoft's Backlog Just Hit $678B — Almost a Third Traces to a Single Customer
Microsoft's $678 billion backlog and CFO Amy Hood's comments suggest OpenAI could account for roughly one-third of Microsoft's future revenue pipeline.
QUICK SPARK: SpaceX's IPO Helped Robinhood Add Nearly 1 Million Customers
QUICK SPARK: SpaceX's IPO Helped Robinhood Add Nearly 1 Million Customers
Robinhood CFO Shiv Verma said SpaceX's IPO helped add nearly 1 million funded customers, its biggest quarterly gain in almost 5 years.
Microsoft CEO Satya Nadella Says 'Every Model Is Substitutable' — What That Means For OpenAI
Microsoft CEO Satya Nadella Says 'Every Model Is Substitutable' — What That Means For OpenAI
Microsoft CEO Satya Nadella says "every model is substitutable." Here's what the AI strategy shift means for OpenAI and Microsoft's Azure platform.
QUICK SPARK: WhatsApp Set a 30 Million Messages-Per-Second Record During World Cup Final
QUICK SPARK: WhatsApp Set a 30 Million Messages-Per-Second Record During World Cup Final
Meta says WhatsApp handled a record 30 million messages per second during the FIFA World Cup Final, highlighting the app's massive scale and AI ambitions.
Microsoft’s $3.2B Anthropic Gain Beat an Entire Business Segment
Microsoft’s $3.2B Anthropic Gain Beat an Entire Business Segment
Microsoft's $3.2 billion Anthropic gain topped the operating income of its Windows, Xbox and search division in the latest quarter.
Robinhood CEO Vlad Tenev Says Trump Administration Crypto-Friendly, But Regulatory Clarity Needed So That the Floor Doesn't Shift 'Every Four Years'
Robinhood CEO Vlad Tenev Says Trump Administration Crypto-Friendly, But Regulatory Clarity Needed So That the Floor Doesn't Shift 'Every Four Years'
Robinhood Markets Inc. CEO Vlad Tenev stated on Wednesday, July 29, that the firm seeks a "durable" foundation for the cryptocurrency industry in the U.S., and views the Clarity Act as a step toward that goal.
QUICK SPARK: Bloom Energy CEO Invokes Henry Ford to Explain the AI Power Boom
QUICK SPARK: Bloom Energy CEO Invokes Henry Ford to Explain the AI Power Boom
Bloom Energy CEO K.R. Sridhar invoked Henry Ford to explain why the company is focused on execution, not predicting the future of AI spending.
Bloom Energy Says a Four-Year Backlog Isn't a Trophy. It's a Confession.
Bloom Energy Says a Four-Year Backlog Isn't a Trophy. It's a Confession.
Bloom Energy CEO K.R. Sridhar says a four-year backlog is "a confession," arguing AI data centres need power in months, not years, as demand accelerates.
Corning Landed Apple, Meta, Nvidia and Amazon in Six Months. Now It Thinks Revenue Can Double by 2030.
Corning Landed Apple, Meta, Nvidia and Amazon in Six Months. Now It Thinks Revenue Can Double by 2030.
Corning says partnerships with Apple, Meta, Nvidia and Amazon support its plan to double annual sales to a $40 billion run rate by 2030.
QUICK SPARK: RTX Is Prioritizing Broken Engines Over New Planes
QUICK SPARK: RTX Is Prioritizing Broken Engines Over New Planes
RTX is sending more engine materials to repair shops instead of new engine sales as it works to return grounded aircraft to service faster.
QUICK SPARK: RTX Just Received Its First US Patriot Order in 30 Years
QUICK SPARK: RTX Just Received Its First US Patriot Order in 30 Years
RTX received its first domestic GEM-T Patriot production order in more than 30 years as global demand for air defense systems accelerates.
Flights Are Cheaper Than Before COVID. Here's Why Airlines Are Still Making More Money
Flights Are Cheaper Than Before COVID. Here's Why Airlines Are Still Making More Money
American Airlines COO Nathaniel Pieper says, nearly 60% of the company's revenue comes from households making $150,000 or more.
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