# Steve Koenig
Populaarseimad podcastide jaod
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Top podcast episodes featuring steve koenig.
Inside Out: Software Sector Opportunities
Steve Koenig goes inside out on the software sector, highlighting growing job opportunities and picking some favorite stocks. He likes Autodesk (ADSK), Zscaler (ZS), and Datadog (DDOG), giving each of them Outperform ratings. George Tsilis brings an example options trade for Datadog.
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Episode 15-04 CES 2015 from Las Vegas, Nevada
On this week’s Tech Nation, Tech Nation broadcasts from the Consumer Electronics Show 2015 about global economics and trends in the consumer electronics industry as well as what’s new? … and why it’s cool!We speak with SHAWN DUBRAVAC, Chief Economist and Director of Research, Consumer Electronics …
CRWD Overcoming "SaaS-Quatch:" AI Strategy & Growth Critical for Earnings
Macquarie has a neutral rating on CrowdStrike (CRWD) heading into earnings, though Steve Koenig says his firm sees strength in the cybersecurity firms. He believes AI risks to businesses offer long-term cash flow even though CrowdStrike and similar stocks got hit by the "SaaS-quatch." Tom White off…
OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads
AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about OpenAI’s Pentagon deal, Anthropic’s stance and the AI talent war in Washington. We also talk with Catherine Perloff about Amazon’s plan to power ads inside AI chatbots and Basis CEO Matt Harpe about building AI agents for acc…
OKTA ‘Very Much a Leader’ in Identity Cybersecurity
Steve Koenig digs into Okta Inc.’s (OKTA) bounce back, saying their last quarterly report and guidance were reassuring. He discusses their upcoming AI product launches which may be building hype, but thinks it comes down to the fundamental financials. He calls it “very much a leader” in identity cy…
CRM Beats on Earnings as AI Opportunity Remains in Focus
Dan Romanoff and Steve Koenig look at Salesforce (CRM) higher after beating earnings. Dan says while software is performing well, there's not a catalyst that shakes Salesforce out of its lane in the software trade. Steve notes there's work to do to get investors convinced there will be an AI opport…
Episode 13: Steve Koenig with the Union County Airport Authority
I sat down with Airport Authority President Steve Koenig and discussed how the Airport fits into Union County's proposed economic development strategy, which was recently unveiled.
Koenig: Software Valuation Reset Offers Opportunity, ZS Strong in Cybersecurity
Public software companies have taken a beating in recent months, says Steve Koenig, pointing out opportunity in the valuation resets for stocks in the sector. He considers AI a "disruptive force" but not to all software companies. Cybersecurity is one corner of the software suite he sees benefittin…
CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth
As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bul…
SNOW, HPE & CRWD Earnings Add to Software's Comeback Surge
The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software'…
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