Posted inEarnings Update

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…
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Earnings: Amazon Inc FY24 Q4

Amazon Inc. (NASDAQ:AMZN) delivered strong FY24 Q4 results, beating expectations, though guidance was softer than expected, and AWS growth remained flat. A 19% YoY growth rate on a high base…
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Earnings: Snap Inc FY24 Q4

Snap Inc. (NASDAQ:SNAP) delivered solid Q4 earnings, with revenue slightly beating expectations and EPS coming in 14% higher—though only a $0.02 beat. Growth is encouraging but concentrated in lower ARPU…
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Earnings: Alphabet Inc FY24 Q4

Alphabet Inc. (NASDAQ:GOOG) reported mixed Q4 FY24 results, narrowly missing revenue expectations but exceeding EPS estimates. A substantial $75 billion capital expenditure budget for FY25, significantly higher than the anticipated…
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Earnings: Advanced Micro Devices FY24 Q4

Advanced Micro Devices (NASDAQ:AMD) delivered solid FY24 Q4 results, driven by growth in the Data Center and Client segments. But that Data Center revenue fell short of expectations, raising questions…
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Earnings: PayPal Holdings FY24 Q4

PayPal Holdings (NASDAQ:PYPL) delivered lackluster FY24 Q4 results—beating expectations but revealing unexpected softness that challenges its growth story. While not terrible, low single-digit growth and a mid-to-high teens EBIT margin…
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Earnings: IBM FY24 Q4

IBM (NYSE:IBM) delivered strong FY24 Q4 results, driven by robust growth in the Software segment and record Free Cash Flow (FCF) to close out the year. Guidance pointed to continued…