Palo Alto Networks Beat Earnings Expectation but Cash Flow Multiples Suggest Shares are Fully Priced
Palo Alto Networks, the cybersecurity firm, reported better than expected earnings and revenue on August 19. These were adjusted earnings as the company had a large tax provision in their…
Amazon Looks Cheap After Earnings.
Amazon reported second quarter earnings on August 1st. Revenue was below what The Street was looking for but EPS did beat consensus. The market wasn’t happy despite the overall growth…
Are You Going to Buy The iPhone 16? Apple Sure Hopes You Do.
Apple’s third quarter saw lower iPhone sales but that was offset by service revenue, wearables and iPad beating revenue expectations. iPhone sales are expected to pick up with the release…
Microsoft Earnings Show Steady Scalable Growth for a $3 trillion Company
Microsoft reported Q4 and full year 2024 earnings on July 30th. Revenue and earnings per share expectations were surpassed yet the market wasn’t satisfied. Quarterly growth of 29% in Microsoft’s…
Improving Results from AMD but it’s no Nvidia.
Advanced Micro Devices reported second quarter earnings on July 30th. Revenue beat expectations of $5.7 billion on the back of its MI300X AI microchip. Even raising their second half forecasts.…
Alphabet Strong Earnings But Investors Still Not Happy
Alphabet reported second quarter earnings July 23 beating revenue and profit expectations. Google Cloud continues to be the best performing segment with Ad and Subscription revenue building on momentum. With…
Restructuring Charge Hits Tesla’s Bottom Line But Other Segments Making Money
Tesla’s second quarter earnings were announced after the close on July 23rd. A restructuring charge, higher research and administrative costs made the bottom line appear worse than it seems. Other…
Crowdstrike has a bright future just not at these prices.
Crowdstrike reported Q1 2025 back in June but given the spotlight on the company we thought we’d take a look at their financial statements. In short, despite having Nvidia, Amazon,…
Netflix and Chill is Real Says Their Q2 Earnings Report
Netflix reported second quarter earnings that we thought were strong, and were above what LSEG Data & Analytics expected. Shares were lower but we think it was more from the…
Taiwan Semi Q2 Results Affirm The Demand For AI Chips
Taiwan Semiconductor Manufacturing posted better than expected second quarter results July 18. They affirmed guidance to the higher end of expectations and also its capital expenditures for the full year…