Palo Alto Q3 FY7/25 Earnings Review
In the pack, looking for a breakaway.
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Airbnb (ABNB) – Q1 FY12/2025 Earnings Review
Airbnb ($ABNB) revenue growth continues to slow while margins hold steady.
With its May 13 update, Airbnb is at a critical juncture; this business pivot could drive revenue growth over time.
Fortinet Q1 FY12/25 Earnings Review
Humming along, but there could be some grit in the machine.
Pinterest Q1 FY12/25 Earnings Review
Recessionistas, Read On!
Cloudflare Q1 FY12/25 Earnings Review
It pays to look under the hood...
Applied Materials Q2 FY12/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
ARM Holdings Q4 FY3/25 Earnings Review
Eyes Wide Open
The Trade Desk Q1 FY12/25 Earnings Review
Still No Recession
Palantir Q1 FY12/25 Earnings Review
Hubris May Last Longer Than You Can Stay Solvent