Right Business
2025-08-18 Acquired.How is AI Different Than Other Technology Waves?
Refer To：《How is AI Different Than Other Technology Waves?》。 Transcript: (disclaimer: may contain unintentionally confusing, inaccurate and/or amusing transcription errors) Ben: Hello, Acquired listeners. We have a very special treat for you today. ...
2022-10-18 Ben Thompson.Microsoft Full Circle
Refer To：《Microsoft Full Circle》。 In last week’s interview with Stratechery, Microsoft CEO Satya Nadella explained why the company was open to partnering with Meta for VR: 上周在接受 Stratechery 的采访时，Microsoft CEO Satya Nadella 解释了公司为何愿意与 Meta 在 VR ...
2012-08 Kurt Eichenwald.Microsoft's lost decade
Refer To：《MICROSOFT'S LOST DECADE》。 MICROSOFT’S LOST DECADE 微软失落的十年 Once upon a time, Microsoft dominated the tech industry; indeed, it was the wealthiest corporation in the world. But since 2000, as Apple, Google, and Facebook whizzed by, it has ...
2018-04-02 Ben Thompson.The End of Windows
Refer To：《The End of Windows》。 The story of Windows’ decline is relatively straightforward and a classic case of disruption: Windows 衰落的故事相对直白，是一个典型的“颠覆”案例： 1、The Internet dramatically reduced application lock-in 互联网显著降低了应用程序的锁定效应 2、PCs became “good ...
2025-08-26 Acquired.Alphabet Inc.
Refer To：《2025-08-26 Acquired.Alphabet Inc.》。 David: Are you intentionally wearing a black turtleneck for this one? David：你是特意穿黑色高领毛衣来录这期节目的吗？ Ben: No. It is actually going to be one of my carve outs, though. Ben：不是。不过这其实会是我今天要特别提到的一个点。 David: ...
2025-08-27 NVIDIA Corporation (NVDA) Q2 2026 Earnings Call Transcript
NVIDIA Corporation (NASDAQ:NVDA) Q2 2026 Earnings Conference Call August 27, 2025 5:00 PM ET Company Participants Colette M. Kress - Executive VP & CFO Jen-Hsun Huang - Co-Founder, CEO, President & Director Toshiya Hari - Vice President of Investor ...
2025-08-13 Tencent Holdings Limited (TCEHY) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-13 Tencent Holdings Limited (TCEHY) Q2 2025 Earnings Call Transcript》。 Tencent Holdings Limited (OTCPK:TCEHY) Q2 2025 Earnings Conference Call August 13, 2025 8:00 AM ET Company Participants Chi Ping Lau - President Huateng Ma - ...
2025-08-06 Occidental Petroleum Corporation (OXY) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-06 Occidental Petroleum Corporation (OXY) Q2 2025 Earnings Call Transcript》。 Occidental Petroleum Corporation (NYSE:OXY) Q2 2025 Earnings Conference Call August 7, 2025 1:00 PM ET Company Participants Kenneth Dillon - Senior VP and ...
2025-08-06 American International Group, Inc. (AIG) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-06 American International Group, Inc. (AIG) Q2 2025 Earnings Call Transcript》。 American International Group, Inc. (NYSE:AIG) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Donald John Bailey - ...
2025-08-05 The Progressive Corporation (PGR) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-05 The Progressive Corporation (PGR) Q2 2025 Earnings Call Transcript》。 The Progressive Corporation (NYSE:PGR) Q2 2025 Earnings Conference Call August 5, 2025 9:30 AM ET Company Participants Bradley Granger - Corporate Participant ...
2025-08-04 Hims & Hers Health, Inc. (HIMS) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-04 Hims & Hers Health, Inc. (HIMS) Q2 2025 Earnings Call Transcript》。 Hims & Hers Health, Inc. (NYSE:HIMS) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Andrew Dudum - Co-Founder, Chairman & CEO ...
2025-08-01 Chevron Corporation (CVX) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-01 Chevron Corporation (CVX) Q2 2025 Earnings Call Transcript》。 Chevron Corporation (NYSE:CVX) Q2 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants Eimear P. Bonner - VP & Chief Financial Officer Jake ...
2025-08-01 Exxon Mobil Corporation (XOM) Q2 2025 Earnings Call Transcript
Refer To：《2025-08-01 Exxon Mobil Corporation (XOM) Q2 2025 Earnings Call Transcript》。 Exxon Mobil Corporation (NYSE:XOM) Q2 2025 Earnings Conference Call August 1, 2025 9:30 AM ET Company Participants Darren W. Woods - Chairman of the Board, ...
2025-07-31 Amazon.com, Inc. (AMZN) Q2 2025 Earnings Call Transcript
Refer To：《2025-07-31 Amazon.com, Inc. (AMZN) Q2 2025 Earnings Call Transcript》。 Amazon.com, Inc. (NASDAQ:AMZN) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Andrew R. Jassy - President, CEO & Director Brian T. ...
2025-07-31 ResMed Inc. (RMD) Q4 2025 Earnings Call Transcript
ResMed Inc. (NYSE:RMD) Q4 2025 Earnings Conference Call July 31, 2025 4:30 PM ET Company Participants Brett A. Sandercock - Chief Financial Officer Michael J. Farrell - CEO & Chairman Sallilyn Schwartz - Chief Investor Relations Officer Conference ...
2025-07-31 Apple Inc. (AAPL) Q3 2025 Earnings Call Transcript
Apple Inc. (NASDAQ:AAPL) Q3 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Kevan Parekh - Senior VP & CFO Suhasini Chandramouli - Director of Investor Relations Timothy D. Cook - CEO & Director Conference Call ...
2025-07-31 Arthur J. Gallagher & Co. (AJG) Q2 2025 Earnings Call Transcript
Refer To：《2025-07-31 Arthur J. Gallagher & Co. (AJG) Q2 2025 Earnings Call Transcript》。 Arthur J. Gallagher & Co. (NYSE:AJG) Q2 2025 Earnings Conference Call July 31, 2025 5:30 PM ET Company Participants Douglas K. Howell - Corporate VP & CFO J. ...
2025-07-31 Ferrari N.V. (RACE) Q2 2025 Earnings Call Transcript
Refer To：《2025-07-31 Ferrari N.V. (RACE) Q2 2025 Earnings Call Transcript》。 Ferrari N.V. (NYSE:RACE) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Antonio Picca Piccon - Chief Financial Officer Benedetto Vigna - CEO & ...
2025-07-31 Mastercard Incorporated (MA) Q2 2025 Earnings Conference Call Transcript
Mastercard Incorporated (NYSE:MA) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Devin Corr - Executive Vice President of Investor Relations Michael Miebach - CEO & Director Sachin Mehra - Chief Financial Officer Conference Call ...
2025-07-31 Sirius XM Holdings Inc. (SIRI) Q2 2025 Earnings Call Transcript
Sirius XM Holdings Inc. (NASDAQ:SIRI) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Hooper Stevens - Senior Vice President & Head of Investor Relations Jennifer C. Witz - CEO & Director Scott A. Greenstein - President ...
2025-07-30 Meta Platforms, Inc. (META) Q2 2025 Earnings Call Transcript
Meta Platforms, Inc. (NASDAQ:META) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Kenneth J. Dorell - Director of Investor Relations Mark Elliot Zuckerberg - Founder, Chairman & CEO Susan J. S. Li - Chief Financial ...
2025-07-03 Luckin Coffee’s Price Magic: When Chinese Price Wars Hit Manhattan’s Cost Wall
Refer To：《Luckin Coffee’s Price Magic: When Chinese Price Wars Hit Manhattan’s Cost Wall》。 A tale of two price tags, told across two continents. 两张价签的故事，在两个大陆之间讲述。 During my lunch break, I reflexively tap the familiar blue deer logo on my phone. A ...
2025-07-30 Microsoft Corporation (MSFT) Q4 2025 Earnings Call Transcript
Refer To：《2025-07-30 Microsoft Corporation (MSFT) Q4 2025 Earnings Release》。 Microsoft Corporation (NASDAQ:MSFT) Q4 2025 Earnings Conference Call July 30, 2025 5:30 PM ET Company Participants Amy E. Hood - Executive VP & CFO Jonathan Neilson - Vice ...
2025-07-29 Visa Inc. (V) Q3 2025 Earnings Call Transcript
Visa Inc. (NYSE:V) Q3 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Jennifer Como - Head of Investor Relations Ryan McInerney - President, CEO & Director Christopher Suh - Chief Financial Officer Conference Call ...
2025-07-30 Luckin Coffee Inc. (LKNCY) Q2 2025 Earnings Call Transcript
Luckin Coffee Inc. (OTCPK:LKNCY) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Jing An - Chief Financial Officer Jinyi Guo - Co-founder, CEO & Director Nancy Song - Corporate Participant Conference Call Participants ...
2025-07-29 UnitedHealth Group Incorporated (UNH) Q2 2025 Earnings Call Transcript
UnitedHealth Group Incorporated (NYSE:UNH) Q2 2025 Earnings Conference Call July 29, 2025 8:45 AM ET Company Participants Bobby Hunter - CEO of Government Programs & Head of Medicare Insurance - Corporate Participant Daniel J. Schumacher - President ...
2025-05-13 Sirius XM Holdings Inc. (SIRI) Presents at J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference (Transcript)
Sirius XM Holdings Inc. (NASDAQ:SIRI) J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference May 13, 2025 10:10 AM ET Company Participants Jennifer Witz - CEO Conference Call Participants Sebastiano Petti - JPMorgan ...
2025-06-05 The Allstate Corporation (ALL) Presents at 45th Annual William Blair Growth Stock Conference Transcript
The Allstate Corporation (NYSE:ALL) 45th Annual William Blair Growth Stock Conference June 5, 2025 8:40 AM ET Company Participants Jesse Edward Merten - Executive VP & CFO Conference Call Participants Adam Klauber - William Blair & Company L.L.C., ...
2025-07-23 Alphabet Inc. (GOOG) Q2 2025 Earnings Call Transcript
Alphabet Inc. (NASDAQ:GOOG) Q2 2025 Earnings Conference Call July 23, 2025 4:30 PM ET Company Participants Anat Ashkenazi - Senior VP & CFO James Friedland - Corporate Participant Philipp Schindler - Senior Vice President & Chief Business Officer of ...
2025-07-22 Chubb Limited (CB) Q2 2025 Earnings Call Transcript
Chubb Limited (NYSE:CB) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Karen Beyer - Senior Vice President of Investor Relations Evan G. Greenberg - Chairman & CEO Peter Enns - Executive VP & CFO Conference Call ...
2019-11-07 The Progressive Corporation (PGR) Q3 2019 Earnings Call Transcript
The Progressive Corporation (NYSE:PGR) Q3 2019 Earnings Conference Call November 7, 2019 1:30 PM ET Company Participants Julia Hornack - Investor Relations Andrew Quigg - Chief Strategy Officer Tricia Griffith - Chief Executive Officer John Sauerland ...
2025-07-22 Capital One Financial Corporation (COF) Q2 2025 Earnings Call Transcript
Capital One Financial Corporation (NYSE:COF) Q2 2025 Earnings Conference Call July 22, 2025 5:00 PM ET Company Participants Jeff Norris - Senior Vice President of Finance Richard Fairbank - Founder, Chairman, CEO & President Andrew Young - Chief ...
2025-07-23 The Coca-Cola Company (KO) Q2 2025 Earnings Call Transcript
The Coca-Cola Company (NYSE:KO) Q2 2025 Earnings Conference Call July 22, 2025 8:30 AM ET Company Participants Robin Halpern - VP & Head of Investor Relations James Quincey - Chairman & CEO John Murphy - President & CFO Conference Call Participants ...
2025-07-21 W. R. Berkley Corporation (WRB) Q2 2025 Earnings Call Transcript
W. R. Berkley Corporation (NYSE:WRB) Q2 2025 Earnings Conference Call July 21, 2025 5:00 PM ET Company Participants Richard Mark Baio - Executive VP & CFO William Robert Berkley - Executive Chairman of the Board William Robert Berkley - President, ...
2025-07-21 Domino's Pizza, Inc. (DPZ) Q2 2025 Earnings Call Transcript
Domino's Pizza, Inc. (NASDAQ:DPZ) Q2 2025 Earnings Conference Call July 21, 2025 8:30 AM ET Company Participants Gregory J. Lemenchick - Vice President of Investor Relations Russell J. Weiner - CEO & Director Sandeep Reddy - Executive VP & CFO ...
2020-03-04 The Progressive Corporation (PGR) Q4 2019 Earnings Call Transcript
The Progressive Corporation (NYSE:PGR) Q4 2019 Earnings Conference Call March 4, 2020 9:30 AM ET Company Participants Julia Hornack - Investor Relations Tricia Griffith - Chief Executive Officer John Sauerland - Chief Financial Officer Jonathan Bauer ...
2025-03-09 Alperen Keles.Verifiability is the Limit
Refer To：《Verifiability is the Limit》。 LLMs have created an enormous turmoil within the software engineering community within the past 5 years, much of it revolving around one central question, what is the future of our profession? ...
2020-05-06 The Progressive Corporation (PGR) Q1 2020 Earnings Call Transcript
The Progressive Corporation (NYSE:PGR) Q1 2020 Earnings Conference Call May 6, 2020 9:30 AM ET Corporate Participants Julia Hornack - Investor Relations Tricia Griffith - Chief Executive Officer John Sauerland - Chief Financial Officer Jonathan Bauer ...
2025-07-18 The Charles Schwab Corporation (SCHW) 2025 Summer Business Update Call Transcript
The Charles Schwab Corporation (NYSE:SCHW) 2025 Summer Business Update Conference Call July 18, 2025 8:30 AM ET Company Participants Jeff Edwards - MD & Head of Investor Relations Michael Verdeschi - MD & Chief Financial Officer Richard Andrew ...
2025-07-18 American Express Company (AXP) Q2 2025 Earnings Call Transcript
American Express Company (NYSE:AXP) Q2 2025 Earnings Conference Call July 18, 2025 8:30 AM ET Company Participants Christophe Y. Le Caillec - Chief Financial Officer Kartik Ramachandran - Corporate Participant Stephen Joseph Squeri - Chairman & CEO ...
Next page