In a world where software has become king, there are countless options to choose from. However, a handful of software companies stand out from the rest. They've grown to massive scale, and they cater to what many investors would consider the bestAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

General Motors (GM) 2025 Conference June 11, 2025 09:35 AM ET Speaker0 Welcome, everyone. My name is Edison Yu. I lead the US Auto's Equity Research at the bank. It's my pleasure to welcome the CFO of GM, Hulkett Jacobsen. Thank you so much for joining. Thanks for having us. Appreciate it, Ashley. It's been a dynamic start to the year to say the least. We have tectonic shifts in in US policy. Generally speaking, I think most people would agree US automakers, US based automakers are the relative winners. You ...

Ford (F) Conference June 11, 2025 08:00 AM ET Speaker0 Welcome to the DB Global Auto Conference. My name is Edison Yu. I lead The US autos research here. We're gonna kick things off with a bang this morning with Ford. Very pleased to be joined by Andrew and Naveen. Thank you. Speaker1 Good morning, Trevor. Good morning, everyone. How are doing, Edison? Speaker0 Excellent. Andrew is the president of Affordable and also for Male. Naveen is the CFO of Ford Pro. Between the two of you, I'm sure we can cover man ...

Investor Presentation First Quarter Fiscal Year 2026 © GitLab Inc. First quarter fiscal year 2026 results $215M Revenue1 27% Revenue Growth1 12% Q1 FY26 Non-GAAP Operating Margin1 49% Q1 FY26 Non-GAAP Adj. Free Cash Flow Margin1 122% Dollar-Based Net Retention Rate1 10,104 Base Customers1 1,288 $100K ARR Customers1 1 Platform Note: Figures as of the three months ended April 30, 2025 Q1 FY26) unless otherwise noted. 1 Definitions and reconciliations with most directly comparable GAAP figure can be found in t ...

One quite active stock mover on a forgettable Tuesday for the market was specialized business software developer AppFolio (APPF 4.81%). The company's shares saw a robust rise of almost 5% across the trading day, thanks to a pair of insider stock buys disclosed in regulatory filings. On that day, the S&P 500 (^GSPC 0.55%) also rose but by nowhere near as much, inching up to close the day 0.6% higher.A pair of very familiar stock buyersThe two AppFolio folks snapping up shares of the company were members of i ...

Hi everyone, I'm Vicos. I'm a software development manager with AWS at Amazon. I'm Linda.I'm a developer advocate at AWS and in this video we're going to talk about the software development life cycle and specifically how you can use Genai throughout that life cycle. We're going to focus on Amazon Q developer which is an AI coding assistant and we're going to show you where you could use it in all the different parts of that. So I'm going to throw it to Vicash because he as a manager always gets a very comm ...

Aptiv (APTV) 2025 Conference June 10, 2025 10:30 AM ET Speaker0 I'm excited to host the next fireside chat. It's one of the few overweights. Most of you probably know I'm fairly cautious on the sector right now. But I think there's good catalysts here with Aptiv spinning their EDS business, I think, to focus on the connectors, software and active safety, which are sort of the higher higher growth areas and sort of, I think, make a favorable sum of the parts comparison when that happens. And it's also one of ...

Core Insights - Arista Networks, Inc. (ANET) is transitioning to Arista 2.0, focusing on cloud and data-driven platforms to capitalize on the growing cloud networking market driven by demand for scalable infrastructure [1][2] - The Arista 2.0 strategy includes investing in core businesses, enhancing AI offerings, emphasizing software-as-a-service (SaaS) for revenue visibility, and targeting adjacent markets for broader customer reach [2][6] - Arista's product portfolio is designed for client-to-campus data center cloud and AI networking, featuring proactive products with zero-touch automation and predictive insights [3] Industry Context - Cisco Systems, Inc. (CSCO) remains the largest player in the networking space, expanding its AI capabilities across security and collaboration platforms to enhance customer experience [4] - Juniper Networks Inc. (JNPR) is promoting its AI-Native Networking Platform, which aims to reduce operational expenses by up to 85% and network trouble tickets by 90%, showcasing the industry's shift towards AI-driven solutions [5] Financial Performance - Arista's stock has increased by 27.1% over the past year, while the industry has grown by 36.8%, indicating a need for strategic adjustments [6] - The company trades at a forward price-to-sales ratio of 13.63, which is above the industry average, with earnings estimates having risen over the past 60 days [6][7][9]

Group 1 - The analyst has 25 years of investment experience, primarily in the IT sector, and focuses on providing differentiated insights for investing and trading [1] - The research approach is data-driven, utilizing analytics and charts to support investment positions [1] - The analyst emphasizes capital preservation strategies, influenced by past losses during the Global Financial Crisis (GFC) [1] Group 2 - The analyst has a diverse background, including roles in virtualization, cloud technology, and telecommunications, which informs their investment themes [1] - Key themes of interest include automated supply chains, Generative AI, telecommunications capital expenditures (Capex), the deflationary nature of software, and semiconductors [1] - The analyst also covers biotech with a focus on technology-driven aspects [1] Group 3 - The investment journey began with mutual and indexed funds before transitioning to individual stocks, shaped by experiences during the 2008/2009 financial crisis [1] - The analyst values unique perspectives from platforms like Seeking Alpha, which provide insights for informed investment decisions [1] - In addition to investment activities, the analyst dedicates time to non-profit work, assisting needy families and contributing to enterprise tech reviews [1]

In my opinion, the the easier it is to write software, then the more software we can have. Right now, if we think of like I bet you if we look pull up our phones, well, you folks are investors. But if you're not an investor, I bet you if you pull up your phone, most of the apps on it are apps that are built by large teams for millions of users.And there's very few apps that are built like just for us and the specific thing that we need. Um, and so I think as it becomes more and more practical to build like ...