Earnings Analysis

Qualcomm Q2 FY9/25 Earnings Review

Old Guys Rule. Still.

CrowdStrike Q1 FY1/26 Earnings Review

A Wave 5 Top Approacheth?

OKTA Q1 FY1/26 Earnings Review

Why Bother?

SentinelOne Q1 FY1/26 Earnings Review

SentinelOne was flying not so long ago. No longer.

Autodesk Q1 FY1/26 Earnings Review

What Recession?

Marvell Technologies Q1 FY1/26 Earnings Review

The AI Stock Which Dare Not Speak Its Name

MongoDB Q1 FY1/26

Is The Squeeze On?

Iridium Communications Q1 FY12/25 Earnings Review.

Going, going … ?

Zscaler Q3 FY7/25 Earnings Review

No Face Plant Here.

Occidental Petroleum Q1 FY12/25 Earnings Review

Why Stops Are Good, Episode 707