News for the Buy-Side
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…
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…
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 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…
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 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,…
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…
The much hyped and most anticipated earnings report since perhaps the Dot-Com era was Nvidia’s first quarter of 2025. They didn’t disappoints. Bloomberg said analysts were expecting $5.65 on $24.7…
AMD reported their Q1 2024 earnings on April 30th. Results were mixed and not too impressive despite the recent hype of its AI potential. We can’t see it usurping Nvidia.…
Salesforce reported Q1 2025 earnings on May 29th. The market was expecting $2.37 per share but fell short reporting $1.56, even though revenue missed by only $20 million. Company guidance…