Earnings: Microsoft FY25 Q4
Posted inEarnings Update

Earnings: Microsoft FY25 Q4

Microsoft (NASDAQ:MSFT) closed out FY25 with a strong Q4, surpassing expectations on both revenue and earnings. Azure revenue jumped 39% year-over-year, exceeding forecasts and driving overall Cloud revenue up 27%.…
Earnings: Meta Platforms FY25 Q2
Posted inEarnings Update

Earnings: Meta Platforms FY25 Q2

Meta Platforms (NASDAQ:META) delivered a blowout Q2, beating revenue expectations by nearly $3 billion and EPS by 21%. User growth remains impressive given their global scale, with Family Daily Active…
Earnings: SoFi Technologies FY25 Q2
Posted inEarnings Update

Earnings: SoFi Technologies FY25 Q2

SoFi Technologies (NASDAQ:SOFI) posted an impressive Q2, beating both revenue and EPS expectations, with several developments that could expand its total addressable market. Revenue rose 44% year-over-year, beating estimates by…
Earnings: PayPal Holdings FY25 Q2
Posted inEarnings Update

Earnings: PayPal Holdings FY25 Q2

PayPal Holdings (NASDAQ:PYPL) posted better-than-expected revenue and EPS for Q2, giving management the confidence to raise full-year guidance. For the full year, transaction margin dollars are now expected between $15.35…
Posted inEarnings Update

Earnings: Intel FY25 Q2

delivered a mixed Q2, with revenue coming in above expectations but missing on earnings. The shortfall was largely due to $1.9 billion in GAAP-only restructuring charges tied to workforce reductions…
Posted inEarnings Update

Earnings: Mobileye Global Inc FY25 Q2

Mobileye Global Inc (NASDAQ:MBLY) posted solid Q2 FY25 results, beating expectations on both revenue and EPS. Management credited stronger-than-expected demand for the upside, which they expect to persist. However, guidance…
Posted inResearch Reports

Equity Profile: GameStop

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction GameStop Corporation (NYSE:GME) operates as a specialty retailer of video games, consumer electronics, and gaming merchandise. Originally positioned as the…
Posted inResearch Reports

Equity Quickie: Palo Alto Networks

Here’s a high-level summary of Palo Alto Networks Inc (NASDAQ:PANW), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Earnings: Micron FY25 Q3
Posted inEarnings Update

Earnings: Micron FY25 Q3

Micron Technology (NASDAQ:MU) delivered an impressive fiscal Q3, beating expectations on both the top and bottom lines. Revenue reached a record $9.3 billion, above the $8.86 billion consensus, while EPS…
Posted inResearch Reports

Equity Quickie: The Trade Desk

Here’s a high-level overview of The Trade Desk Inc. (NASDAQ:TTD), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…