Snowflake Q2 FY1/25 Earnings Review
Mainly Mud Right Now
Earnings Analysis
Dynatrace Q1 FY3/25 Earnings Review
Rock Steady
The Trade Desk Q2 FY12/24 Earnings Review
Recession Notable Only By Its Absence Thus Far
LRCX Q4 earnings review
Summary:
* Lam Research reported Q4 earnings on July 31st;
* recovery
Unity Q2 FY12/24 Earnings Review
Grownups Are In Charge. Hopefully.
Adobe Q2 FY11/24 Earnings Review
AI - But Not Yet
DigitalOcean Q2 FY12/24 Earnings Review
Growth Up, Margins Up, All Good Here
DataDog Q2 FY12/24 Earnings Review
More GPUs, More Data, More DDOG
Not So Fast-ly - Q2 FY12/24 Earnings Review
What’s Not In A Name?
Palantir Q2 FY12/24 Earnings Review
When Is A 1,2 Not A 1,2 ?