Research

  • 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 Read more

  • 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 Read more

  • 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