Earnings Analysis

Exxon Mobil Q2 FY12/24 Earnings Review

Waiting For The Worm To Turn

Palo Alto Q4 FY7/24 Earnings Review

Box Clever

Synopsys Q3 FY10/24 Earnings Review

Designs On A New ATH?

Marvell Q2 FY1/25 Earnings Review

An AI Capex Beneficiary … Soon?

Autodesk Q2 FY1/25 Earnings Review

If Capex Then Autodesk, And If Autodesk, Then Probably Not Recession.

Adobe Q3 FY11/24 Earnings Review

Probably Not Stuck In The Mud For Long

PagerDuty Q2 FY1/25 Earnings Review.

The Last Alert

MongoDB Q2 FY1/25 Earnings Review

Stack (Of Dollars) Overflow?

Veeva Systems (VEEV) Q2 FY1/2025 Earnings Review

Veeva continues to deliver strong performance despite despite several headwinds. TTM revenue growth and EBITDA margins have both improved. Stock appears to be under accumulation at current levels. Read on for detailed financial and technical analysis, as well as ratings.

Docusign Q2 FY1/25 Earnings Review

Cheaper Than Chips