Posted inEarnings Update

Earnings: Dell Technologies FY25 Q4

Dell Technologies (NYSE: DELL) delivered a mixed Q4 to close out FY25, with revenue and EPS guidance coming in lighter than expected. While Infrastructure Solutions Group (ISG) saw solid growth…
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Earnings: Workday Inc FY25 Q4

Workday Inc (NASDAQ:WDAY) closed out FY25 with a strong Q4, surpassing revenue and EPS expectations while maintaining solid growth in both the U.S. and international markets. A key highlight was…
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Earnings: NVIDIA FY25 Q4

NVIDIA (NASDAQ:NVDA) once again exceeded market expectations and raised guidance for the current quarter. While Data Center growth has slowed slightly, it continues to grow at an impressive rate, up…
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Earnings: Rivian Automotive FY24 Q4

Rivian Automotive (NASDAQ: RIVN) met expectations in Q4, achieving gross margin profitability for the first time—a key milestone in its push for operational efficiency. The company also began separately reporting…
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Earnings: Alibaba Group FY25 Q3

Alibaba Group (NASDAQ:BABA) delivered strong FY25 Q3 earnings, beating expectations with solid growth in its Cloud Intelligence Group. The 9% year-over-year growth in its core Taobao & Tmall Group was…
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Earnings: Baidu FY24 Q4

Baidu Inc (NASDAQ:BIDU) reported mixed FY24 Q4 earnings, beating expectations but the metrics indicated challenges in its core business. The lack of specific guidance makes it difficult to predict near-term…
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Earnings: Palo Alto Networks FY25 Q2

Palo Alto Networks (NASDAQ:PANW) delivered solid FY25 Q2 earnings, with results slightly beating or aligning with expectations. However, closer examination reveals underlying concerns. Next-Generation Security (NGS) Annual Recurring Revenue (ARR)…
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Earnings: The Trade Desk FY24 Q4

The Trade Desk (NASDAQ:TTD) reported disappointing Q4 revenue earnings and FY25 Q1 guidance falling on the lower end of expectations. This marks the first time in over eight years as…
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Earnings: Robinhood FY24 Q4

Robinhood (NASDAQ:HOOD) delivered stellar Q4 results, highlighting significant growth and profitability in 2024. Quarterly revenue surpassed the $1 billion milestone for the first time, driven by triple-digit year-over-year growth in…
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Earnings: GlobalFoundries FY24 Q4

GlobalFoundries (NASDAQ:GFS) reported solid Q4 results, capping off a year of sequential growth that positions them well for 2025. While year-over-year performance showed a decline, the consistent quarterly improvement is…