Posted inEarnings Update

Earnings: Workday Inc FY25 Q4

Workday Inc (NASDAQ:WDAY) closed out FY25 with a strong Q4, surpassing revenue and EPS expectations while maintaining solid growth in both the U.S. and international markets. A key highlight was…
Posted inEarnings Update

Earnings: NVIDIA FY25 Q4

NVIDIA (NASDAQ:NVDA) once again exceeded market expectations and raised guidance for the current quarter. While Data Center growth has slowed slightly, it continues to grow at an impressive rate, up…
Posted inResearch Reports

Equity Quickie: Robinhood

Here’s a high-level summary of Robinhood (NASDAQ:HOOD), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers receive…
Posted inEarnings Update

Earnings: Rivian Automotive FY24 Q4

Rivian Automotive (NASDAQ: RIVN) met expectations in Q4, achieving gross margin profitability for the first time—a key milestone in its push for operational efficiency. The company also began separately reporting…
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Earnings: Alibaba Group FY25 Q3

Alibaba Group (NASDAQ:BABA) delivered strong FY25 Q3 earnings, beating expectations with solid growth in its Cloud Intelligence Group. The 9% year-over-year growth in its core Taobao & Tmall Group was…
Posted inResearch Reports

Equity Quickie: Micron

Here’s a high-level summary of Micron Technology (NASDAQ:MU), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEarnings Update

Earnings: Baidu FY24 Q4

Baidu Inc (NASDAQ:BIDU) reported mixed FY24 Q4 earnings, beating expectations but the metrics indicated challenges in its core business. The lack of specific guidance makes it difficult to predict near-term…
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Earnings: Palo Alto Networks FY25 Q2

Palo Alto Networks (NASDAQ:PANW) delivered solid FY25 Q2 earnings, with results slightly beating or aligning with expectations. However, closer examination reveals underlying concerns. Next-Generation Security (NGS) Annual Recurring Revenue (ARR)…
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Earnings: The Trade Desk FY24 Q4

The Trade Desk (NASDAQ:TTD) reported disappointing Q4 revenue earnings and FY25 Q1 guidance falling on the lower end of expectations. This marks the first time in over eight years as…
Posted inEarnings Update

Earnings: Robinhood FY24 Q4

Robinhood (NASDAQ:HOOD) delivered stellar Q4 results, highlighting significant growth and profitability in 2024. Quarterly revenue surpassed the $1 billion milestone for the first time, driven by triple-digit year-over-year growth in…