Earnings: Microsoft FY25 Q4
Posted inEarnings Update

Earnings: Microsoft FY25 Q4

Microsoft (NASDAQ:MSFT) closed out FY25 with a strong Q4, surpassing expectations on both revenue and earnings. Azure revenue jumped 39% year-over-year, exceeding forecasts and driving overall Cloud revenue up 27%.…
Earnings: Meta Platforms FY25 Q2
Posted inEarnings Update

Earnings: Meta Platforms FY25 Q2

Meta Platforms (NASDAQ:META) delivered a blowout Q2, beating revenue expectations by nearly $3 billion and EPS by 21%. User growth remains impressive given their global scale, with Family Daily Active…
Earnings: SoFi Technologies FY25 Q2
Posted inEarnings Update

Earnings: SoFi Technologies FY25 Q2

SoFi Technologies (NASDAQ:SOFI) posted an impressive Q2, beating both revenue and EPS expectations, with several developments that could expand its total addressable market. Revenue rose 44% year-over-year, beating estimates by…
Earnings: PayPal Holdings FY25 Q2
Posted inEarnings Update

Earnings: PayPal Holdings FY25 Q2

PayPal Holdings (NASDAQ:PYPL) posted better-than-expected revenue and EPS for Q2, giving management the confidence to raise full-year guidance. For the full year, transaction margin dollars are now expected between $15.35…
The Week Ahead: Week of 7/28-8/1
Posted inMarket Commentary

The Week Ahead: Week of 7/28-8/1

It’s a pivotal week for markets as earnings season hits full stride, with over half of the Mag 7 set to report. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Apple…
Posted inMarket Commentary

Retrospective: Week of 7/21-7/25

Macro Events & News Earnings season ramped up with key reports from mega caps Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOG). Tesla disappointed as sales declined and its forward-looking initiatives lacked meaningful…
Posted inEarnings Update

Earnings: Intel FY25 Q2

delivered a mixed Q2, with revenue coming in above expectations but missing on earnings. The shortfall was largely due to $1.9 billion in GAAP-only restructuring charges tied to workforce reductions…
Posted inEarnings Update

Earnings: Mobileye Global Inc FY25 Q2

Mobileye Global Inc (NASDAQ:MBLY) posted solid Q2 FY25 results, beating expectations on both revenue and EPS. Management credited stronger-than-expected demand for the upside, which they expect to persist. However, guidance…
Posted inEarnings Update

Earnings: IBM FY25 Q2

IBM Corporation (NYSE:IBM) reported solid Q2 results, beating Wall Street expectations on both revenue and earnings. Software Services remained the primary growth driver, with revenue rising 10% year-over-year, led by…
Posted inEarnings Update

Earnings: Alphabet FY25 Q2

Alphabet Inc (NASDAQ:GOOG) delivered another strong quarter, beating consensus estimates on both revenue and EPS. Google Services saw robust double-digit growth, with Search, YouTube Ads, and Subscriptions each rising at…