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The following slide deck was published by NICE Ltd. in conjunction with their 2022 Q4 earnings call. For further details see: NICE Ltd. 2022 Q4 - Results - Earnings Call Presentation
Summary NICE provides AI-enabled customer experience software. The firm has a track record of commercializing chatbot technology long before the current hype cycle. Along with this, it has put up a decade of positive cash flows and has continued to grow revenues. While not parti...
Summary Vulcan Value Partners are value investors - business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. After a difficult first nine months of the year, all five of...
Summary OpenAI's recent release of ChatGPT for public beta testing has got investors drawing up a list of tech industry leaders that face imminent disruption, and Twilio is one of them. Currently dominating the CPaaS market, Twilio aims to double-down on its messaging prowess as a core ...
NICE Ltd. (NICE) Q3 2022 Earnings Conference Call November 10, 2022 08:30 AM ET Company Participants Marty Cohen - Vice President, Investor Relations Barak Eilam - Chief Executive Officer Beth Gaspich - Chief Financial Officer Conference Call Participants ...
Nice Ltd (NICE) Q2 2022 Results Earnings Conference Call August 18, 2022, 08:30 AM ET Company Participants Marty Cohen - Vice President, Investor Relations Barak Eilam - Chief Executive Officer Beth Gaspich - Chief Financial Officer Conference Call Particip...
The following slide deck was published by NICE Ltd. in conjunction with their 2022 Q2 earnings call. For further details see: NICE Ltd. 2022 Q2 - Results - Earnings Call Presentation
The shares in PLAID have corrected over 80% YTD, but fundamentals remain negative. The company's CX SaaS metrics point to low customer success, and management has highlighted its competitive weakness versus peers in terms of price and value. Despite the shares trading on Price to ...
NICE Ltd offered lots of positives at its latest investor day event. The company remains in the early innings of the CCaaS adoption curve and should see plenty of growth in the medium to longer term. Management also conservatively reiterated its medium-term targets, leaving room f...
Nice Ltd (NICE) Q1 2022 Earnings Conference Call May 12, 2022, 08:30 ET Company Participants Marty Cohen - IR Barak Eilam - CEO Beth Gaspich - CFO Conference Call Participants Samad Samana - Jefferies Tyler Radke - Citigroup Patrick Walravens - JMP Securities Rishi Jaluria - RBC Capital Marke...