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CNBC Squawk Alley July 13, 2024

Morgan brennan and jon fortt at post nine. Market improving on headlines from larry kudlow. Facebook, amazon, alphabet trading 7 to 15 below peaks on that, we turn to mike santoli about what it says about big tech valuations. Valuations moderated, sentiment has turned i think mostly were talking about alphabet, facebook, and amazon opposed to netflix. Analysts talk about potential some of the parts type valuation. Break up value Type Analysis of the companies, not because they think theyre likely soon to be broken up, want to surface the idea theres value not recognized in the markets. It was emblematic, saying google cloud partners is worth 225 million. If you buy into that, is Amazon Web Services worth all of amazons market cap . You can go on with the conventional wisdom that facebook was somehow broken up, someone some of those off, maybe the sum would be worth more t ....

New York , United States , Hong Kong , Saudi Arabia , Brian Wyatt , Carl Quintanilla , Jimmy Carter , Jo Swisher , Larry Kudlow Facebook , Elizabeth Warren , Faris Softbank , Sam Davis , Vance Lou , Airbnb Ipo , Kara Swisher , Lee Horowitz , Mick Mulvaney , Tom Steyer , Jon Fortt , Mike Santoli , Big Tech , Type Analysis , Google Cloud , Amazon Web , Amazon Web Services , Web Services ,

Okta : 2024 May 29 OKTA.OQ 137872264111 Transcript

REFINITIV STREETEVENTS

EDITED TRANSCRIPT

Q1 2025 Okta Inc Earnings Call

EVENT DATE/TIME:. ....

United States , Todd Mckinnon , Matthew George Hedberg , Dave Gennarelli , Raymond James , Morgan Stanley , Peter Marc Levine Evercore , Adam Charles Borg Stifel , Hamza Fodderwala Morgan Stanley , Brett Tighe , Research Analyst , Head Of Software Research , Infrastructure Software Analyst Hamza Fodderwala Morgan Stanley , Okta Inc Earnings Call , Eric Michael Heath Keybanc Capital Markets Inc , Brett Tighe Okta Inc , Robbie David Owens Piper Sandler Co , Brad Zelnick At Deutsche Bank , Partner Technology Analyst Joseph Anthony Gallo Jefferies , Nicolaus Company Incorporated , Joshua Alexander Tilton Wolfe Research , Fatima Aslam Boolani Citigroup Inc , John Stephen Difucci Guggenheim Securities , Department Of Defense , Dave Gennarelli Okta Inc , Senior Research Analyst Roger Foley Boyd ,

ON THE MOVE: Sterling Auty Joins Barclays; Sarah Holmes to Brown Brothers Harriman

ON THE MOVE: Sterling Auty Joins Barclays; Sarah Holmes to Brown Brothers Harriman
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United States , United Kingdom , New York , Tony Poulson , Robert Lees , Bill Michael , Dan Allred , Sarah Holmes , Tom Poppey , Kristin Roth Declark , Technology Investment Banking Group , Liquidity Group , Global Head Of Technology Investment Banking , Jp Morgan , Head Of Software Equity Research , Technology Equity Research , Thomson Reuters , Silicon Valley Bank , United Kingdom Head Of Financial Services , Equity Research , Sterling Auty , Vice Chairman , Global Head , Technology Investment , Senior Managing Director , Software Equity Research ,

Barclays Appoints Sterling Auty as Vice Chairman within Technology Investment Banking

Barclays Appoints Sterling Auty as Vice Chairman within Technology Investment Banking
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New York , United States , United Kingdom , Andrew Smith , Kristin Roth Declark , Jp Morgan , Head Of Software Equity Research , Technology Equity Research , Technology Investment Banking , Cap Software Analysts , Technology Investment Banking Group , International Corporate Banking , Technology Software , Global Head Of Technology Investment Banking , Investment Bank , Americas Equity For Software , Equity Research , Sterling Auty , Vice Chairman , Global Head , Technology Investment , Senior Managing Director , Software Equity Research , Managing Director , Institutional Investor , Mid Cap Software Analysts ,