Research

  • Earnings: Workday FY26 Q4

    Workday Inc (NASDAQ:WDAY) reported solid results for FY26 Q4, with $2.53 billion in revenue and earnings per share of $2.47, both surpassing analyst expectations. The non-GAAP operating margin reached 30.6% for the quarter and free… Read more

  • Earnings: Palo Alto Networks FY26 Q2

    Palo Alto Networks (NASDAQ:PANW) delivered a complex Q2 FY26, as record operational performance was offset by a sharp downward revision in profit guidance. While the company beat top-line expectations with $2.59 billion in revenue (up… Read more

  • Desk Notes: Pinterest Fumbling Its Data Moat

    Pinterest’s trajectory tells a story that many investors may find puzzling. The platform has grown into one of the largest visual discovery engines in the world, with a deeply engaged user base that returns not… Read more

  • Earnings: Rivian Automotive FY25 Q4

    Rivian Automotive (NASDAQ:RIVN) reported Q4 results that beat expectations on both the top and bottom lines. Revenue reached $1.29 billion while the adjusted EPS loss of $0.54 was narrower than the $0.67 consensus. A key… Read more

  • Earnings: Pinterest FY25 Q4

    Pinterest (NASDAQ:PINS) delivered a mixed Q4 performance, reporting record user numbers but narrowly missing revenue expectations. Total revenue rose 14% year-over-year to $1.32 billion, which fell just short of the $1.33 billion consensus. On the… Read more

  • Earnings: Robinhood FY25 Q4

    Robinhood Markets (NASDAQ:HOOD) reported mixed results for Q4 2025, beating earnings expectations but missing on revenue due to a significant slowdown in the crypto market. Total revenue rose 27% year-over-year to $1.28 billion, which fell… Read more

  • Earnings: Amazon.com Inc FY25 Q4

    Amazon.com Inc (NASDAQ:AMZN) reported record-breaking Q4 results today, comfortably topping revenue expectations even as it narrowly missed on the bottom line. Total revenue climbed 14% year-over-year to $213.4 billion, fueled by a significant re-acceleration in… Read more

  • Earnings: Uber Technologies FY25 Q5

    Uber Technologies (NYSE:UBER) delivered record results for Q4 2025, beating revenue expectations but missing on the bottom line. Total revenue rose 20% year-over-year to $14.37 billion, driven by a 22% surge in trips that reached… Read more

  • Earnings: Snap Inc FY25 Q4

    Snap Inc (NASDAQ:SNAP) delivered a quarter of mixed progress, beating analyst expectations on revenue and posting a surprise positive net income of $45 million. Total revenue grew 10% year-over-year to $1.72 billion, a notable improvement… Read more

  • Earnings: PayPal Holdings FY25 Q4

    PayPal Holdings (NASDAQ:PYPL) reported underwhelming Q4 results, missing consensus estimates on both revenue and earnings while issuing a weak outlook for 2026. Total revenue grew just 4% year-over-year, as the company continues to struggle with… Read more