Posted inEarnings Update

Earnings: GlobalFoundries FY24 Q4

GlobalFoundries (NASDAQ:GFS) reported solid Q4 results, capping off a year of sequential growth that positions them well for 2025. While year-over-year performance showed a decline, the consistent quarterly improvement is…
Posted inResearch Reports

Equity Quickie: AMD

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

Earnings: Amazon Inc FY24 Q4

Amazon Inc. (NASDAQ:AMZN) delivered strong FY24 Q4 results, beating expectations, though guidance was softer than expected, and AWS growth remained flat. A 19% YoY growth rate on a high base…
Posted inEarnings Update

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…
Posted inEarnings Update

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…
Posted inResearch Reports

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…
Posted inEarnings Update

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…
Posted inEarnings Update

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…
Posted inEarnings Update

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…
Posted inEarnings Update

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,…