Posted inEarnings Update

Earnings: Palo Alto Networks FY25 Q3

Palo Alto Networks (NASDAQ:PANW) delivered sound FY25 Q3 results, beating both revenue and earnings expectations. Margins came in slightly lighter—off by about a percentage point—but this was a minor miss…
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Earnings: Alibaba Group FY25 Q4

Alibaba Group (NASDAQ:BABA) reported FY25 Q4 results that fell short of expectations, missing on both revenue and earnings. Despite double-digit year-over-year growth across core segments like Taobao & Tmall Group…
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Earnings: The Trade Desk FY25 Q1

The Trade Desk (NASDAQ:TTD) posted strong Q1 results, beating both revenue and EPS expectations. Revenue grew 25% year-over-year, driven by robust ad spend, with 88% still coming from North America…
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Earnings: Uber Technologies FY25 Q1

Uber Technologies (NYSE:UBER) delivered mixed Q1 results, beating EPS estimates by a wide margin but missing on revenue. Gross Bookings rose 14% year-over-year but fell short of expectations, and Q2…
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Earnings: Rivian Automotive FY25 Q1

Rivian Automotive (NASDAQ: RIVN) reported Q1 results slightly ahead of expectations, but remains unprofitable and is not expected to reach breakeven until 2026. Management revised down 2025 delivery expectations to…
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Earnings: GlobalFoundries FY25 Q1

GlobalFoundries (NASDAQ:GFS) delivered pedestrian Q1 FY25 results, beating on both revenue and earnings, with Q2 guidance broadly in line with expectations. However, the results highlighted ongoing challenges—revenue and margins showed…
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Earnings: Robinhood FY25 Q1

Robinhood (NASDAQ:HOOD) reported a solid Q1, showing continued growth in both revenue and user base. Results were supported by record trading volumes across equities, options, and crypto, along with ongoing…
Earnings: Apple Inc FY25 Q2
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Earnings: Apple Inc FY25 Q2

Apple Inc (NASDAQ:AAPL) delivered a relatively uneventful earnings report, slightly beating expectations but lacking any major surprises under the surface. Under Tim Cook’s steady leadership, the company remains consistent—a formula…
Posted inEarnings Update

Earnings: Amazon.com Inc FY25 Q1

Amazon.com Inc (NASDAQ:AMZN) delivered solid FY25 Q1 results, exceeding revenue and EPS expectations. However, guidance for Q2 came in softer than expected, and certain business lines showed signs of stagnation.…