Earnings Analysis

ExxonMobil Q1 FY12/25 Earnings Review

Two Years And Counting

Dell Q1 FY1/26 Earnings Review

World’s Simplest Investment Strategy

Is Enterprise Software Cooked?

Beware Python Grandpa Bros

Nvidia, An Early Stage AI Company

Jacket, Model’s Own

Palo Alto Q3 FY7/25 Earnings Review

In the pack, looking for a breakaway.

Will AI Destroy Adobe?

The Machine x Lazarus

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...