PagerDuty Q2 FY1/25 Earnings Review.
The Last Alert
Single Stock Analysis
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
Broadcom Q3 FY10/24 Earnings Review
GNUs Not Unix And Broadcom Is Not NVDA
ZScaler Q4 FY7/24 Earnings Review
Still Our Top Pick In Cybersecurity
RocketLab Q2 FY12/24 Earnings Review
Not Yet In Escape Orbit But No Hydrazine Leaks Either
L3Harris Q2 FY12/24 Earnings Review
When Deleverage Is A Good Thing
Okta Q2 FY1/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Airbnb ($ABNB) – Q2 FY12/2024 earnings review
ABNB posted a decent Q2 FY12/2024; however, the TTM revenue growth declined to 16%. Management provided weak guidance for Q3 FY12/2024, attributed to slowing demand from US guests. The stock fell a solid 14% post-earnings and found support at, wait for it, the c-wave = 1.618 * a-wave level.