1. Articles from seekingalpha.com

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    1. Google: The Full Stack AI Company

      Google: The Full Stack AI Company

      ARK Invest Google (NASDAQ: GOOG ) has become a full stack AI company. It uses its own data to train its own algorithms running on its own chips deployed on its own cloud. The result is that Google is able to innovate very quickly in AI and deploy it ahead of its peers—just like Apple (NASDAQ: AAPL ) took full control of OS and chip development for the iPhone. By becoming world-class at four layers of the tech stack, Google’s AI is now harder to catch than ever.

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    2. Only The White Heat Of Technology Can Revive Growth

      Only The White Heat Of Technology Can Revive Growth

      Only The White Heat Of Technology Can Revive Growth May 25, 2017 7:48 AM ET | US growth his hitting constraints from labor productivity and labor force growth. Big tax cuts will do little to solve these constraints. The US could do much better by embracing the artificial intelligence revolution, and it is already well placed to benefit from this. But the dislocation of labor AI will produce could very well require a stronger, not a weaker safety net.

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      Mentions: Japan Italy Finland
    3. Will Amazon Retain Its Cloud Supremacy?

      Will Amazon Retain Its Cloud Supremacy?

      Will Amazon Retain Its Cloud Supremacy? May.21.17 Shareholdersunite Summary Amazon has enjoyed a significant first mover advantage in cloud computing, enabling it to establish a presence that is much bigger than any of its competitors. This enabled the company to finally gain in a fast growing market and enjoy high profit margins at the same time. However, with the acceleration of AI and machine learning, Amazon's cloud position will face increasing competition.

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    4. Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript

      Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript

      Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript May.18.17 Alibaba Group Holding Limited. (NYSE: BABA ) Q4 2017 Results Earnings Conference Call May 18, 2017, 07:30 AM ET Executives Joseph Tsai - Executive Vice Chairman Daniel Zhang - Chief Executive Officer Maggie Wu - Chief Financial Officer Analysts Mark Mahaney - RBC Capital Markets Alan Hellawell - Deutsche Bank Evan Zhou - Credit Suisse Operator Good day ladies and gentlemen.

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    5. Acxiom: A Solid Data Analytics Platform In A Data-Driven World

      Acxiom: A Solid Data Analytics Platform In A Data-Driven World

      Long/short equity Summary Using Acxiom's data analytics platforms, smaller ad-tech companies can form consortia to become a threat to data-rich advertising giants like Alphabet and Facebook. ACXM’s platforms together create a comprehensive data analytics suite for a distinctly data-driven and targeted omni-channel ad campaign. With global programmatic advertising growing at 22% a year to 2020 and advancements in artificial intelligence, we see our above street estimates for ACXM justified.

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      Mentions: Amazon China Google
    6. Remark Holding's (MARK) Ceo Shing Tao on Q1 2017 Results - Earnings Call Transcript

      Remark Holding's (MARK) Ceo Shing Tao on Q1 2017 Results - Earnings Call Transcript

      Remark Holding's (MARK) CEO Shing Tao on Q1 2017 Results - Earnings Call Transcript May.15.17 Remark Holdings Inc. (NASDAQ: MARK ) Q1 2017 Earnings Conference Call May 15, 2017, 11:00 AM ET Executives Shing Tao – Chairman and Chief Executive Officer Doug Osrow – Chief Financial Officer Analysts Darren Aftahi – Roth Capital Partners Operator Good day everyone. Welcome to the Remark Holdings First Quarter Financial Results Conference Call. Today’s conference is being recorded.

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      Mentions: Amazon China Google
    7. Donnelley Financial Solutions' (DFIN) Ceo Dan Leib on Q1 2017 Results - Earnings Call Transcript

      Donnelley Financial Solutions' (DFIN) Ceo Dan Leib on Q1 2017 Results - Earnings Call Transcript

      Donnelley Financial Solutions' (DFIN) CEO Dan Leib on Q1 2017 Results - Earnings Call Transcript May. 4.17 Donnelley Financial Solutions, Inc. (NYSE: DFIN ) Q1 2017 Earnings Conference Call May 4, 2017, 9:00 am ET Executives Bill Mastoris - Robert W. Baird & Company Operator Welcome to the Donnelley Financial Solutions First Quarter 2017 Results Conference Call. My name is Eric and I will be your operator for today's call. At this time, all participants are in a listen-only mode.

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    8. Inovalon Holdings' (INOV) Ceo Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript

      Inovalon Holdings' (INOV) Ceo Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript

      Inovalon Holdings' (INOV) CEO Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript May. 3.17 Inovalon Holdings Inc. (NASDAQ: INOV ) Q1 2017 Earnings Conference Call May 03, 2017 05:00 PM ET Executives Kim Collins - SVP, Corporate Marketing & Communications Keith Dunleavy - CEO Chris Greiner - CFO and COO Analysts Steven Valiquette - Bank of America Merrill Lynch Mark Rosenblum - Morgan Stanley Matthew Gillmor - Robert W. Baird Frank Sparacino - First Analysis Jamie Stockton - Wells Fargo Operator Good day, ladies and gentlemen, and welcome to the Inovalon First Quarter 2017 Earnings Call. At this time, all participants are in a listen-only mode. Later ...

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    9. Cirrus Logic (CRUS) Q4 2017 Results - Earnings Call Transcript

      Cirrus Logic (CRUS) Q4 2017 Results - Earnings Call Transcript

      Cirrus Logic (CRUS) Q4 Cirrus Logic, Inc. (NASDAQ: CRUS ) Q4 2017 Earnings Call May 03, 2017 5:00 pm ET Executives Thurman K. Case - Cirrus Logic, Inc. Jason P. Rhode - Cirrus Logic, Inc. Chelsea Heffernan - Cirrus Logic, Inc. Analysts Matthew D. Ramsay - Canaccord Genuity, Inc. Tore Svanberg - Stifel, Nicolaus & Co., Inc. Christopher Rolland - Susquehanna Financial Group LLLP Christopher Hemmelgarn - Barclays Capital, Inc. Charlie Lowell Anderson - Dougherty & Co. LLC Rajvindra S. Gill - Needham & Co. LLC Joshua Buchalter - Oppenheimer & Co., Inc. Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cirrus Logic's Fourth Quarter and Full Fiscal Year ...

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    10. Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript

      Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript

      Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript May. 2.17 May 02, 2017 8:00 am ET Executives Michael P. Gianoni - Blackbaud, Inc. Anthony W. Boor - Blackbaud, Inc. Analysts Tom Roderick - Stifel, Nicolaus & Co., Inc. Justin A. Furby - William Blair & Co. LLC Ben McFadden - Pacific Crest Securities Rishi Jaluria - JMP Securities LLC Jason Velkavrh - Robert W. Baird & Co., Inc. (Broker) Kirk Materne - Evercore Group LLC Brian Peterson - Raymond James & Associates, Inc. Kevin Liu - B. Riley & Co. LLC Mark W. Schappel - The Benchmark Co. LLC Ryan MacDonald - Wunderlich Securities, Inc. Operator Good day and welcome to the Blackbaud First Quarter ...

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    11. ExlService Holdings (EXLS) Q1 2017 Results - Earnings Call Transcript

      ExlService Holdings (EXLS) Q1 2017 Results - Earnings Call Transcript

      ExlService Holdings (EXLS) Q1 2017 Results - Earnings Call Transcript May. 2.17 ExlService Holdings, Inc. (NASDAQ: EXLS ) Q1 2017 Earnings Call May 02, 2017 8:00 am ET Executives Steven N. Barlow - ExlService Holdings, Inc. Rohit Kapoor - ExlService Holdings, Inc. Vishal Chhibbar - ExlService Holdings, Inc. Analysts Ashwin Shirvaikar - Citigroup Global Markets, Inc. Anil Kumar Doradla - William Blair & Co. LLC Frank C. Atkins - SunTrust Robinson Humphrey, Inc. Mike Reid - Cantor Fitzgerald Securities Edward S. Caso - Wells Fargo Securities LLC Bryan C. Bergin - Cowen & Co. LLC Vincent A. Colicchio - Barrington Research Associates, Inc. Craig Jones - Stifel, Nicolaus & Co., Inc. Operator Good day ...

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    12. Alphabet (GOOG) Q1 2017 Results - Earnings Call Transcript

      Alphabet (GOOG) Q1 2017 Results - Earnings Call Transcript

      Alphabet (GOOG) Q1 2017 Results - Earnings Call Transcript Apr.27.17 April 27, 2017 4:30 pm ET Executives Douglas T. Anmuth - JPMorgan Securities LLC Heather Bellini - Goldman Sachs & Co. Eric J. Sheridan - UBS Securities LLC Mark Mahaney - RBC Capital Markets LLC Peter C. Stabler - Wells Fargo Securities LLC Brian Nowak - Morgan Stanley & Co. LLC Daniel Salmon - BMO Capital Markets (United States) Ross Sandler - Barclays Capital, Inc. Justin Post - Bank of America Merrill Lynch.

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      Mentions: India Canada New York
    13. Sohu.com's (SOHU) Ceo Charles Zhang on Q1 2017 Results - Earnings Call Transcript

      Sohu.com's (SOHU) Ceo Charles Zhang on Q1 2017 Results - Earnings Call Transcript

      Thomas Chong - BOCI Operator Ladies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu's First Quarter 2017 Earnings Conference Call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a Question and Answer Session. Today's conference call is being recorded. If you have any objections, you may disconnect at this time.

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    14. Last week, analysts parsed 127 filings and collected 16,552

      Last week, analysts parsed 127 filings and collected 16,552

      Last week, analysts parsed 127 filings and collected 16,552 data points. In total, they made 2,964 forensic accounting adjustments with a dollar value of $1.7 trillion. Our latest featured stock is a large cap home improvement retailer with a flattering ROIC calculation. Our latest featured stock is a large cap home improvement retailer with a flattering ROIC calculation.

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    15. Tencent Holdings' (TCEHY) Ceo Pony Ma on Q4 2016 Results - Earnings Call Transcript

      Tencent Holdings' (TCEHY) Ceo Pony Ma on Q4 2016 Results - Earnings Call Transcript

      Tencent Holdings' (TCEHY) CEO Pony Ma on Q4 2016 Results - Earnings Call Transcript Mar.22.17 Tencent Holdings Limited ( OTCPK:TCEHY ) Q4 2016 Results Earnings Conference Call March 22, 2017 8:00 AM ET Executives Pony Ma - Chairman and CEO Martin Lau - President James Mitchell - Chief Strategy Officer John Lo - CFO John Choi - Daiwa Capital Markets Piyush Mubayi - Goldman Sachs Natalie Wu - CICC Operator Thank you for standing by.

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      Mentions: Korea China Starbucks
    16. Filing Season Finds: Week Of March 13-17

      Filing Season Finds: Week Of March 13-17

      Last week, our analysts parsed 350 filings and collected 43,532 data points. In total, they made 7,185 adjustments with a dollar value of $460 billion. Based on our analysis of Compass Diversified Holdings’ 10-K, we have upgraded the stock from Dangerous to Neutral. Our latest featured stock is a small cap investment company with some significant hidden expenses. Last week, our analysts parsed 350 filings and collected 43,532 data points.

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      Mentions: Gaap
    17. Just a few years ago, there were many who were predicting th

      Just a few years ago, there were many who were predicting th

      Just a few years ago, there were many who were predicting the death, or at least serious weakening, of most major semiconductor players. Most people didn't realize that hardware architectures were evolving and that many other components could take on tasks that were previously limited to CPUs. Today, the result is an entirely fresh new perspective on how to design products and tackle challenging new applications through multi-part hybrid designs. Sometimes, it just takes a challenge.

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      Mentions: Microsoft Apple Intel
    18. Chip Magic

      Chip Magic

      TECHnalysis Research Summary Just a few years ago, there were many who were predicting the death, or at least serious weakening, of most major semiconductor players. Most people didn't realize that hardware architectures were evolving and that many other components could take on tasks that were previously limited to CPUs. Today, the result is an entirely fresh new perspective on how to design products and tackle challenging new applications through multi-part hybrid designs.

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      Mentions: Microsoft Apple Intel
    19. Filing Season Finds: Week Of March 4-10

      Filing Season Finds: Week Of March 4-10

      Last week, our analysts parsed 452 filings and collected 58,771 data points. In total, they made 9,978 adjustments with a dollar value of $1.5 trillion. Based on our analysis of the Royal Dutch Shell’s (RDS.A) 20-F (the international equivalent of a 10-K) last week, we have downgraded the stock from Dangerous to Very Dangerous. Our latest featured stock is an oil giant whose reported earnings and real cash flows are heading in opposite directions.

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      Mentions: Shell
    20. Last week, our analysts parsed 452 filings and collected 58,

      Last week, our analysts parsed 452 filings and collected 58,

      Last week, our analysts parsed 452 filings and collected 58,771 data points. In total, they made 9,978 adjustments with a dollar value of $1.5 trillion. Based on our analysis of the Royal Dutch Shell’s (RDS.A) 20-F (the international equivalent of a 10-K) last week, we have downgraded the stock from Dangerous to Very Dangerous. Our latest featured stock is an oil giant whose reported earnings and real cash flows are heading in opposite directions.

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      Mentions: Shell
    21. Filing Season Finds: Week Of February 25 - March 3

      Filing Season Finds: Week Of February 25 - March 3

      Our analysts parsed 700 filings and collected 102,289 data points. They made 17,454 adjustments with a dollar value of $6.1 trillion. Based on our analysis of US Steel’s (X) 10-K this week, we have downgraded the stock from Dangerous to Very Dangerous. Last week, our analysts parsed 700 filings and collected 102,289 data points. In total, they made 17,454 adjustments with a dollar value of $6.1 trillion.

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      Mentions: Gaap
    22. Filing Season Finds: Wednesday, March 1

      Yesterday, our analysts parsed 131 filings and collected 19,357 data points. In total, they made 3,384 adjustments with a dollar value of $1.3 trillion. These adjustments allow us to assess a company’s true earnings and return on invested capital. Forget all the "earnings season" analysis you read last month. The real earnings season -annual 10-K filing season-is happening right now.

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      Mentions: Gaap
    23. Filing Season Finds: Tuesday, February 28

      Filing Season Finds: Tuesday, February 28

      Yesterday, our analysts parsed 125 filings and collected 17,650 data points. In total, they made 2,921 adjustments with a dollar value of $599 billion. These adjustments allow us to assess a company’s true earnings and return on invested capital. Forget all the "earnings season" analysis you read last month. The real earnings season -annual 10-K filing season-is happening right now.

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