Broadcom seeing value from VMware though Margins are contracting.
Broadcom reported Q2 2024 earnings on June 12. Though year over year revenue was up 43%, the other line items were down but the market overlooked that and sent the…
Intel missing AI boom but foundry investments suggesting that may change.
Intel reported Q1 2024 earnings back in April. We are late with this analysis but we wanted to get it out all the same. Revenue was inline with guidance and…
Adobe had another record quarter on uptake in AI but FTC and new TOS might hurt future earnings.
Adobe reported second quarter earnings June 13. Their record revenue of $5.3 billion topped analysts estimates of $5.29 billion. The market sent the shares up $67 or more than 14%…
Arm Holdings Too Expensive at these Levels though future is promising.
Arm Holdings reported Q4 2024 earnings on May 8th. Initially, the market wasn’t as impressed as Q3 but the shares have rallied more than 50% since then. Arm’s low power…
Tesla struggling with car margins but other segments growing show in Q1 2024 earnings.
Tesla reported their Q1 2024 April 23 and missed estimates. The shares hit a 52 week low the day before but shares were up on the news. In fact, the…
Dell’s gross margin was down 10% but a tax credit made EPS better than they should have been.
Dell reported their first quarter 2025 earnings on May 30. While they did beat earnings it was their guidance and lower margins which saw shareholders pound the stock lower by…
Oracle Weighed Down by Debt as Cloud Business Grows by 6%.
Big gross margins and an even larger debt define Oracles recent earnings report. Oracle reported their Q3 2024 on March 11th and the results were well received by the market…
Strong gross margin boost Alphabet’s earnings for Q1 2024
Alphabet reported first quarter 2024 earnings April 25th topping expectations in total revenue, earnings, advertising revenue and its cloud business. The market sent the shares up over 10 percent. Rosy…
Apple’s Q2 Earnings Show a $3Trillion Company Struggling to Grow
Apple reported their second quarter of 2024 on May 2nd. The market was happy but maybe it was counting its chickens before they were hatched. A record share buyback of…
AI Driving HPE Q2 Earnings but growing inventory and shrinking margins may stunt that.
Hewlett Packard Enterprises reported second quarter earnings June 4th. Earnings topped forecasts and beat guidance on, you guessed it, AI driven revenue. Revenue was up sequentially and year over year…