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Technology and Telecom

Super Micro Computer Inc (SMCI) Q2 2025 Earnings Call Transcript

Super Micro Computer Inc (NASDAQ: SMCI) Q2 2025 Earnings Call dated Feb. 11, 2025 Corporate Participants: Michael Staiger — Senior…

NVIDIA Corporation (NVDA) Q4 2025 Earnings Call Transcript

NVIDIA Corporation (NASDAQ: NVDA) Q4 2025 Earnings Call dated Feb. 26, 2025 Corporate Participants: Stewart Stecker — Investor Relations Colette…

Rambus Inc (RMBS) Q3 2025 Earnings Call Transcript

Rambus Inc (NASDAQ: RMBS) Q3 2025 Earnings Call dated Oct. 27, 2025 Corporate Participants: Desmond Lynch — Senior Vice President…

Oracle Corporation (ORCL) Q3 2025 Earnings Call Transcript

Oracle Corporation (NYSE: ORCL) Q3 2025 Earnings Call dated Mar. 10, 2025 Corporate Participants: Ken Bond — Head, Investor Relations…

Take-Two Interactive Software, Inc (TTWO) Q2 2025 Earnings Call Transcript

Take-Two Interactive Software, Inc (NASDAQ: TTWO) Q2 2025 Earnings Call dated Nov. 06, 2024 Corporate Participants: Nicole Shevins — Senior…

MACOM Technology Solutions Holdings Inc (MTSI) Q2 2025 Earnings Call Transcript

MACOM Technology Solutions Holdings Inc (NASDAQ: MTSI) Q2 2025 Earnings Call dated May. 08, 2025 Corporate Participants: Stephen Ferranti —…

MACOM Technology Solutions Holdings Inc (MTSI) Q3 2025 Earnings Call Transcript

MACOM Technology Solutions Holdings Inc (NASDAQ: MTSI) Q3 2025 Earnings Call dated Aug. 07, 2025 Corporate Participants: Stephen Ferranti —…

MACOM Technology Solutions Holdings Inc (MTSI) Q4 2025 Earnings Call Transcript

MACOM Technology Solutions Holdings Inc (NASDAQ: MTSI) Q4 2025 Earnings Call dated Nov. 06, 2025 Corporate Participants: Stephen Ferranti —…

Twilio Inc (TWLO) Q3 2025 Earnings Call Transcript

Twilio Inc (NYSE: TWLO) Q3 2025 Earnings Call dated Oct. 30, 2025 Corporate Participants: Bryan Vaniman — Senior Vice President…

Concentrix Corporation (CNXC) Q3 2025 Earnings Call Transcript

Concentrix Corporation (NASDAQ: CNXC) Q3 2025 Earnings Call dated Sep. 25, 2025 Corporate Participants: Sara Buda — Vice President of…

Concentrix Corporation (CNXC) Q4 2025 Earnings Call Transcript

Concentrix Corporation (NASDAQ: CNXC) Q4 2025 Earnings Call dated Jan. 13, 2026 Corporate Participants: Sara Buda — Investor Relations Chris…

Western Digital Corporation (WDC) Q3 2025 Earnings Call Transcript

Western Digital Corporation (NASDAQ: WDC) Q3 2025 Earnings Call dated Apr. 30, 2025 Corporate Participants: Unidentified Speaker Ambrish Srivastava —…

Western Digital Corporation (WDC) Q1 2026 Earnings Call Transcript

Western Digital Corporation (NASDAQ: WDC) Q1 2026 Earnings Call dated Oct. 30, 2025 Corporate Participants: Ambrish Srivastava — Vice President,…

T-Mobile US, Inc. (TMUS) Q2 2025 Earnings Call Transcript

T-Mobile US, Inc. (NASDAQ: TMUS) Q2 2025 Earnings Call dated Jul. 23, 2025 Corporate Participants: Cathy Yao — Senior Vice…

Motorola Solutions, inc (MSI) Q2 2025 Earnings Call Transcript

Motorola Solutions, inc (NYSE: MSI) Q2 2025 Earnings Call dated Aug. 07, 2025 Corporate Participants: Tim Yocum — Vice President,…

Iron Mountain Incorporated (IRM) Q2 2025 Earnings Call Transcript

Iron Mountain Incorporated (NYSE: IRM) Q2 2025 Earnings Call dated Aug. 06, 2025 Corporate Participants: Mark Rupe — Senior Vice…

Amphenol Corporation (APH) Q3 2025 Earnings Call Transcript

Amphenol Corporation (NYSE: APH) Q3 2025 Earnings Call dated Oct. 22, 2025 Corporate Participants: Craig A. Lampo — Senior Vice…

Blackstone Mortgage Trust (BXMT) Q2 2025 Earnings Call Transcript

Blackstone Mortgage Trust (NYSE: BXMT) Q2 2025 Earnings Call dated Jul. 30, 2025 Corporate Participants: Unidentified Speaker Weston Tucker —…

Hewlett Packard Enterprise Company (HPE) Q2 2025 Earnings Call Transcript

Hewlett Packard Enterprise Company (NYSE: HPE) Q2 2025 Earnings Call dated Jun. 03, 2025 Corporate Participants: Paul Glaser — Head…

Flex Ltd (FLEX) Q2 2025 Earnings Call Transcript

Flex Ltd (NASDAQ: FLEX) Q2 2025 Earnings Call dated Oct. 30, 2024 Corporate Participants: David Rubin — Vice President, Investor…

Flex Ltd (FLEX) Q1 2026 Earnings Call Transcript

Flex Ltd (NASDAQ: FLEX) Q1 2026 Earnings Call dated Jul. 24, 2025 Corporate Participants: Michelle Simmons — Senior Vice President…