All Stock Earnings Reviews

ExxonMobil Q2 FY12/25 Earnings Review

Number Salad, Line Signal

Micron Q4 FY8/25 Earnings Review

The Air Is Getting Thin Up Here

SentinelOne Q2 FY1/26 Earnings Review

Growth, leashed.

NO PAYWALL: CoreWeave, Capex And The AI Belief System

When Balance Sheets Resemble Event Horizons For Money

Initiating Coverage of Figma

Why Buying IPOs Is Usually A Bad Idea

Synopsys Q3 FY10/25 Earnings Review

What Markdown Looks Like

Zscaler Q4 FY7/25 Earnings Review

These Agents are hot right now!

Getting Brighter: Lumen Technologies Q2 FY12/25 Earnings Review

Telco, Exactly As It Should Be.

Veeva Systems (VEEV) – Q2 FY1/2026 Earnings Review

Q2 FY1/26 results underscore robust demand across Veeva’s product lines despite a still uncertain macro environment.

Airbnb (ABNB) – Q2 FY12/2025 Earnings Review

Airbnb has expanded beyond its core rentals business with its 2025 “Summer Release” of new services and experiences, signaling strategic evolution for the platform.