#earnings-calls

#earnings-calls

Tech giants remain committed to significant AI investments regardless of competition from cheaper models like DeepSeek's.

DeepSeek's emergence has significantly impacted analyst discussions, prompting executives to address its implications for their businesses.

AI's prominence in Big Tech is rapidly growing, indicating a shift in focus towards leveraging AI for business processes and advertising.

Microsoft's Q1 2025 earnings call revealed a strong financial performance with a significant revenue increase.

AI is mentioned frequently in corporate filings and earnings calls with investors, with major tech giants touting AI as a key growth driver.

Companies such as Google, Meta, Amazon, and Microsoft credited AI - generative AI and otherwise - for their recent successes and customer relationships.