Research

  • Earnings: PayPal Holdings FY25 Q1

    PayPal Holdings (NASDAQ:PYPL) delivered respectable FY25 Q1 results—beating EPS estimates but falling slightly short on revenue. Encouragingly, margins continue to improve, with transaction margin holding steady and operating margin inching… Read more

  • Earnings: Mobileye Global Inc FY25 Q1

    Mobileye Global Inc. (NASDAQ:MBLY) posted solid FY2025 Q1 results, meeting expectations on both the top and bottom line. However, some underlying metrics warrant attention. The Average Selling Price (ASP) continued… Read more

  • Earnings: IBM FY25 Q1

    IBM (NYSE:IBM) posted solid Q1 FY2025 results, beating both revenue and EPS expectations. The Software segment continued to deliver strong growth, with revenue up 9% year-over-year, driven largely by AI.… Read more

  • Earnings: Alphabet FY25 Q1

    Alphabet (NASDAQ:GOOG) posted strong Q1 FY2025 results, beating both revenue and EPS expectations. The quarter was driven by broad-based strength across the business, particularly in Google Services, where Search and… Read more

  • Earnings: Tesla FY25 Q1

    Tesla (NASDAQ:TSLA) delivered one of its worst earnings reports to date, missing revenue estimates by approximately 9% and falling short on EPS by 34%. The decline was largely driven by… Read more

  • Earnings: Netflix FY25 Q1

    Netflix (NASDAQ:NFLX) delivered a strong Q1, beating expectations on both revenue and EPS. This performance was driven by price increases, robust subscription growth, and expanding advertising revenue. While the company… Read more

  • Earnings: Taiwan Semiconductor Manufacturing Corp FY25 Q1

    Taiwan Semiconductor Manufacturing Corp (NYSE:TSM) delivered a strong Q1, beating expectations on both revenue and EPS. While total revenue declined sequentially, this was anticipated due to smartphone seasonality and the… Read more

  • Earnings: Goldman Sachs FY25 Q1

    Goldman Sachs (NYSE:GS) posted strong Q1 results, delivering a clear beat on both revenue and EPS. However, a closer look at the underlying metrics reveals areas of concern. Investment banking… Read more

  • Earnings: BlackRock FY25 Q1

    BlackRock (NYSE:BLK) reported mixed Q1 results, with a slight revenue miss offset by a solid EPS beat. While no formal guidance was issued, management addressed the current market volatility driven… Read more

  • Equity Quickie: Tesla

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