Conference Call Replays

Date Event Location
April 17, 2018 8:00 AM PDT / 11:00 AM EDT PaaS Wars; Demystifying the PaaS Market and Related Investment Opportunities Click here for replay
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March 14, 2018 8:00 AM PDT / 11:00 AM EDT MSFT: New and Better Azure Math and $2-3B in Risk to Consensus that More Buybacks Can Largely Offset Click here for replay
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January 23, 2018 8:00 AM PDT / 11:00 AM EDT The 2018 Software Outlook--Long and Strong Click here for replay
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January 5, 2018 8:00 AM PDT / 11:00 AM EDT RHT: It’s Time to Start Believing in Double Digit Infrastructure Growth Click here for replay
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October 31, 2017 8:00 AM PDT / 11:00 AM EDT ORCL: Multiple Ways to Win with Maintenance Strength and Cloud Valuation Click here for replay
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October 20, 2017 8:00 AM PDT / 11:00 AM EDT Software M&A Click here for replay
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