Research

  • Equity Quickie: Workday

    Here’s a high-level summary of Workday Inc (NASDAQ:WDAY), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more

  • Earnings: Mobileye Global Inc FY24 Q4

    Mobileye Global Inc (NASDAQ:MBLY) delivered acceptable FY24 Q4 results (using Non-GAAP metrics), but forward guidance disappointed. Uncertainty around two OEM deals, combined with macroeconomic pressures and inherent slow OEM decision-making,… Read more

  • Earnings: Apple Inc FY25 Q1

    Apple Inc (NASDAQ:AAPL) delivered another vanilla earnings report for FY25 Q1, beating expectations but showing weakness in the China market. Apple Intelligence is off to a strong start, with better-than-expected… Read more

  • Earnings: Microsoft FY25 Q2

    Microsoft (NASDAQ:MSFT) posted mixed FY25 Q2 results—beating expectations for the quarter, but with softer-than-expected guidance and signs of weakness in Intelligent Cloud. They emphasized strong AI-related cloud growth, but softness… Read more

  • Earnings: Tesla Inc FY24 Q4

    Tesla Inc (NASDAQ:TSLA) posted disappointing earnings, missing both Q4 revenue and EPS expectations. While deliveries improved YoY by 2%, the bar was low and production decline signal demand concerns—especially given… Read more

  • Earnings: Meta Platforms FY24 Q4

    Meta Platforms (NASDAQ:META) delivered a standout quarter, still showing user growth, exceeding revenue expectations, and smashing EPS estimates. CEO Mark Zuckerberg outlined a clear, AI-driven vision, emphasizing its role in… Read more

  • Equity Profile: Apple

    Introduction Apple Inc. (NASDAQ:AAPL) is a multinational technology company that designs, manufactures, and markets consumer electronics, software, and services. Apple’s flagship products include the iPhone, Mac, iPad, Apple Watch, and… Read more