Entain (OTCPK:GMVH.F) Update / briefing February 04, 2026 09:00 AM ET Company ParticipantsAdam Greenblatt - CEOGary Deutsch - CFOMonique Pollard - Managing DirectorConference Call ParticipantsBarry Jonas - Managing Director and Senior Equity Research AnalystBen Shelley - Director and Equity Research AnalystBrandt Montour - Director and Senior Equity Research AnalystChad Beynon - Managing Director and Senior AnalystDaniel Politzer - Executive Director and Senior Equity Research AnalystDavid Katz - Managing D ...

Alamos Gold (NYSE:AGI) 2026 Investor Day February 04, 2026 08:30 AM ET Company ParticipantsAustin Hemphill - General Manager of Island Gold DistrictChris Bostwick - SVP of Technical ServicesFrancesco Costanzo - Associate Director and Equity ResearchGreg Fisher - CFOJohn Goldsmith - Head of Canadian EquitiesJohn McCluskey - President and CEOLuc Guimond - COOSathish Kasinathan - VPScott Parsons - SVP of Corporate Development and Investor RelationsScott R.G. Parsons - VP of ExplorationConference Call Participa ...

Texas Instruments (NasdaqGS:TXN) M&A announcement February 04, 2026 08:00 AM ET Company ParticipantsChris Caso - Managing Director covering Semiconductors and Semiconductor Capital EquipmentHaviv Ilan - Chairman, President and CEOMatt Johnson - President and CEOMike Beckman - Head of Investor RelationsRafael Lizardi - CFOConference Call ParticipantsJim Schneider - Senior Equity AnalystJoe Quattrocchi - Director and Senior Equity Research AnalystStacy Rasgon - Managing Director and Senior AnalystNone - Analy ...

SCOR (OTCPK:SCRY.Y) Update / briefing February 04, 2026 08:00 AM ET Company ParticipantsAndrew Baker - Head of European Insurance ResearchBen Cohen - DirectorDarius Satkauskas - Director of Equity ResearchIain Pearce - Executive DirectorJames Shuck - Head of European Insurance Equity ResearchJean-Paul Conoscente - CEOThomas Fossard - Head of Investor RelationsConference Call ParticipantsBenoit Valleaux - Sell-side Insurance AnalystChris Hartwell - Insurance Research AnalystMichael Huttner - Insurance Analys ...

ams Osram (OTCPK:AMSS.Y) Update / briefing February 04, 2026 02:45 AM ET Company ParticipantsAldo Kamper - CEOCraig McDowell - VP of Equity ResearchJürgen Rebel - Head of Investor RelationsRainer Irle - CFORobert Sanders - Head of European Technology Hardware ResearchConference Call ParticipantsHarry Blaiklock - Tech Hardware Analyst and Equity Research DirectorOperatorLadies and gentlemen, welcome to the Analyst and Investor conference call. I'm Moritz, the call operator. I would like to remind you that al ...

NVIDIA (NasdaqGS:NVDA) 2026 Conference February 03, 2026 10:30 PM ET Company ParticipantsChuck Robbins - Chair and CEOJensen Huang - Founder and CEOChuck RobbinsJensen reminded me as we brought a glass of wine out here, he said, "You realize you're streaming this, right?"Jensen HuangAwesome.Chuck RobbinsHey, whatever, it's late.Jensen HuangWell,Chuck RobbinsSo, uh-Jensen HuangThe first principle is do no harm.Chuck RobbinsDo no harm.Jensen HuangYeah, yeah.Chuck RobbinsRecognize how blessed you are.Jensen Hu ...

Alphabet (NasdaqGS:GOOG) 2026 Conference February 03, 2026 06:15 PM ET Company ParticipantsAmin Vahdat - Chief TechnologistModeratorAll right, so next, we have up is Amin Vahdat. Amin is the Chief Technologist for all of AI infrastructure for Google, works for Sundar, and is someone that you can unendingly listen to. So Amin, come on up. How are you, buddy?Amin VahdatGood to see you.ModeratorGood to see you. Have a seat.Amin VahdatThank you.ModeratorHow's life?Amin VahdatLife is exciting. I mean, it's actua ...

Amazon (NasdaqGS:AMZN) 2026 Conference February 03, 2026 04:15 PM ET Company ParticipantsMatt Garman - CEOModeratorPleasure to see you.Matt GarmanYeah, thanks for having me.ModeratorWelcome to Cisco AI Summit.Matt GarmanThank you. Appreciate it, happy to be here.ModeratorIt would be an incomplete event without AWS, so tell us about the. We have so much ground to cover.Matt GarmanYep.ModeratorI'm gonna start with what's the biggest gap you see between companies that are experimenting and companies that are a ...

Summary of Microsoft Conference Call Company Overview - **Company**: Microsoft (NasdaqGS: MSFT) - **Date**: February 03, 2026 Key Points Industry Insights - The rapid advancement of AI and platform capabilities is occurring faster than anticipated, with significant implications for software development and engineering productivity [1][2][3] - There is a "Capabilities Overhang," where existing models are underutilized, particularly in software development, leading to a frenzy in the industry [5][7] - The role of software engineers is evolving, focusing more on understanding value creation rather than just coding mechanics [9][10] Software Development Trends - The review process in software development is identified as a bottleneck, emphasizing the need to differentiate between activity and actual progress [11][12] - AI is enabling startups to achieve significant productivity with smaller teams and less funding, highlighting a shift in how software development is approached [14][15] - The educational focus in computer science should shift back to foundational problem-solving and algorithmic thinking rather than just vocational training [16][18] Demographic Challenges - Japan is experiencing a peak in high school graduation rates, leading to a demographic decline that will impact labor dynamics and productivity in the future [22][26] - Other countries, including China and the U.S., are also facing similar demographic challenges, necessitating technological interventions to maintain productivity levels [29][30] AI's Role in Future Productivity - AI is viewed as a crucial tool to address labor shortages and productivity challenges posed by an aging population [30][34] - The optimistic scenario for AI involves leveraging its capabilities to solve significant societal problems, while the pessimistic view warns against superficial uses of AI [34][36] Microsoft’s Position and Strategy - Microsoft is characterized as a platform company, focusing on building tools that others can build upon, which shapes its approach to technology and innovation [43][44] - The company acknowledges the complexity of enterprise software and the necessity of adapting to customer needs while managing technological transformations [44][50] - Microsoft is committed to maintaining a diverse silicon strategy, utilizing both proprietary and third-party hardware to optimize efficiency [67][69] Human Approach to Technology - There is a call for a more thoughtful approach to technology, emphasizing its role as a tool for serving humanity rather than a deterministic force [71][72] - The discussion highlights the importance of shifting from zero-sum thinking to non-zero-sum solutions in technology and society [77][78] Additional Insights - The partnership with OpenAI is noted as a significant achievement, democratizing access to AI capabilities and fostering innovation [58][62] - The demand for AI and related technologies is expected to remain high, driven by ongoing advancements and the complexity of managing AI systems [63][66]

Microsoft (NasdaqGS:MSFT) 2026 Conference February 03, 2026 02:40 PM ET Company ParticipantsKevin Scott - CTOModeratorI don't think, Kevin, I've shared this story too many times, but you're probably the first person, it's seven years ago, I was asking you, like, "What do you think is coming down the pike?" And you just shook your head. I still remember this moment so distinctly, and you said, "Everything's gonna get turned so upside down with AI, and people have no idea." And that's because you were working ...