Duol's Q1 Growth Slows, Guidance Cut
My thoughts on $DUOL Q1 2026 Revenue growth—and essentially growth across all metrics—is slowing significantly. QoQ revenue growth slowed to +3.2%, and next quarter growth is expected to be even slower. If we extrapolate this pace, the company is currently growing at roughly ~12% YoY. The beat on revenue guidance in Q1 was only 1.2%, the lowest level in the past 6 quarters. Full-year revenue guidance was effectively lowered. Investing
Meritage Flags Austin, Florida, Charlotte as Tough Markets
Homebuilder Meritage Homes: 'Austin, parts of Florida and Charlotte continue to be tougher selling environments' 6 main takeaways from the latest earnings by Meritage Homes—a giant homebuilder ranked No. 554 on the Fortune 1000 (ResiClub PRO report): https://t.co/Ig44Hbdkfk
Strong Results and Guidance Boost Earnings Outlook Confidence
GS: In addition to strong backward-looking results, both corporate guidance and analyst EPS revisions have signaled confidence in the forward outlook for earnings. https://t.co/FrP6WvQkfe
Qualcomm Q2 FY26 Earnings Analyzed with Industry Experts
I unpacked @Qualcomm’s Q2 FY26 earnings with @EdLudlow and @CarolineHydeTV on @technology. Check out our conversation. https://t.co/qHtAJfYbMV
IPhone Demand Hits Decade-Highs, Excluding Pandemic Spikes
My initial analysis regarding Apple’s 2Q26 earnings and 3Q26 guidance is found in the Above Avalon Daily update linked below. After spending some time going through my Apple earnings model (which is accessible via an Above Avalon Models subscription), the...
Rivian Q&A Pivoted to Robotaxi, L4 Plans
Today's Rivian earnings call Q&A really shifted the narrative -- far fewer Qs re manuf / product. Today 8 of 12 analysts in Q&A asked about their robotaxi / L4 plans.
Netflix Keeps Discipline Amid $2.8B Fee and Board Exit
Netflix Q1 2026: discipline tested, discipline held. $2.8B termination fee. Engagement metric reframe. Reed Hastings exits the board. My breakdown: https://www.steadycompounding.com/investing/netflix-q1-2026/
Mac Supply Constraints Shave 1‑2% Off Apple Guidance
More on the constraints. Cook says the availability of advanced modes in System on Chips (SoCs), not memory. The majority is on the Mac mini, Mac Studio and Mac Neo. Those products collectively account for about 3% of revenue. The...
Apple’s Upbeat Guide Lifts Stock, Beats Revenue Forecasts
Strong guide from $AAPL. Stock now up 2%. June revenue growth target of 14-17% vs. Street at 9%. Gross margin at 47.5%-48.5% vs. Street at 47.6%.
Supply Limits Hit March Revenue, Guiding Outlook Positive
CFO Kevan Parekh says if not for supply constraints, revenue would have been higher in March. That's a good sign for the upcoming guide. Stock still down 1%. Investors want to hear the guide. $AAPL
Apple Projects 10‑12% Revenue Rise, Margins Dip, AI Upside
For the $AAPL call. Revenue guide for June: I expect 10-12% ($104B-$106B) This has been a super cycle. Whats the encore in CY27? Margins: How will the component environment impact margins in the back half? Last quarter, Cook said changes are likely...
Apple Beats Forecast, Guides Revenue Above Street Expectations
Overall the Apple numbers looked great. ➡️The stock is down 0.5% which is noise. ➡️The guide is what counts. I expect revenue guide higher than the 9% that the Street is looking for in June. ➡️Revenue growth was 17%,...
Apple Beats Estimates, Shows Broad Segment Strength
$AAPL this is a clean beat with broad strength. iPhone +22%, Services +16%, China +28%, gross margin 49.3%, and the $100B buyback. If management’s call commentary does not walk down June-quarter expectations, this should read bullish.
AI‑driven Cloud Surge Fuels Microsoft, Amazon Rally
Both $MSFT and $AMZN stocks are now green. MSFT up 2% and AMZN up 4%. Both were down 2% when the calls started. Reason is positive comments about cloud growth in June, and they are supply constrained. Microsoft says Azure...
AI Cloud Surge Validates Bull Thesis Across Tech Giants
The bull thesis just got validated. In a single afternoon. ...
Meta's DAP Growth Likely 5.5% in March
Zuckerberg kicks off the $META call explaining the deep in DAP growth. It was 7% last quarter and 4% in March. He says Iran and Russia regions were down. My take: Adding those back it likely grew 5.5% in March.
Supply Constraints Curb Cloud Growth, AI Still Early
Sundar says cloud revenue would have been higher if not for supply constrains. $GOOG It was 63% in March, vs up 48% in Dec-25. My take: I was expecting him to say this and it shows how early we still...
Google Predicts 18% Search Growth, Beating Expectations
$GOOG says there is "upside" to ad coverage in AI Overviews and AI Mode. My take: Search in growth will be higher for longer. Street is looking for 15% growth this year. Likely closer to 18%.
New Roku Home Screen Could Boost Q1 Growth
Five Strategic Questions for Roku's Q1 2026 Earnings Call $ROKU #1 How Will New Home Screen Accelerate Growth? Roku has been actively beta testing a new home screen that it plans to launch widely later this year... https://t.co/zh5OcdbwBL
New Visuals Cover Top Tech Earnings and Industry Deep Dives
Published visuals include: One pagers: • CRDO • AEHR (subs request) • NFLX • ASML • HXSCL (SK Hynix) • TSM Other: • Memory industry deep dive • NOW earnings review There are many more to come, mainly focused on earnings season. MSFT, META, AMZN are next in...
Starbucks Sees Broad Same‑store Growth and Rising Loyalty
Starbucks earnings call summary: Everybody is generating same-store sales growth; Earnings are up; Cold foam 🔥🔥🔥; Low-income consumers are coming back; Ignore the haters, loyalty is doing fine; Tariffs are fading; So what if everybody is doing Refreshers. $SBUX
Intel Hints at New Customers, Stock Jumps 19%
The recurring message from the $INTC management team on the call: more new customers are coming. They just won't be announcing them today. Stock has risen an additional 4% on the call. Now up 19%.
Strong Quarter Misses Expectations, AI Growth Debate Persists
$NOW: in show me mode which makes the May 4th analyst day a big one. Q was strong w RPO g +23.5%, sub revs +19%, OM 31.8% - but expectations were higher and guide underwhelmed. Debate will continue...
Unbiased Tesla Earnings Call Transcript Cuts Through Media Spin
I'm so sick of legacy media spinning the Tesla stories just as they see fit to fool people. So we created this: https://t.co/ptXSOrCDOg The full earnings call transcript, zero bias, with actual table of contents & accurate (!) descriptions of who...
Elon Promises Massive Capex Boost, Expects Revenue Surge
Stock dips slightly because the first topic for Elon on the call is highlighting that they will be “Substantially increasing capex, which will be followed by a substantial increase in revenue” Battery, AI training, Chip, Manufacturing.
Tech and Healthcare Giants Post Strong Q1 Beats, Stocks Surge
$AAPL Apple — 팀 쿡 9월 1일 CEO 사임 발표 이후 시간외 약세. 팀 쿡은 Executive Chairman 역할 이동, 하드웨어 엔지니어링 총괄 존 터너스 후임 CEO 선임. $AMZN Amazon — Anthropic 대상 최대 250억달러 투자 확대 발표 이후 3% 상승. Anthropic도...
Netflix Q1 Solid, Stock Dip Overreacts to News
My Thoughts on $NFLX The Q1 results are generally solid, although revenue growth has slightly slowed to +16.2%, which is still a strong growth rate. The stock dropped 9.6% after the earnings report, and in my view, this is an overreaction...
Charts Reveal Which Banks Will Lead Earnings Season
📈Banks kick-off earnings season this week, what are the charts saying about who is poised to outperform? @CarterBWorth joined Dan Nathan & @GuyAdami on MRKT Call to break it all down $BKX $C $BAC $JPM https://t.co/pR2yVXQsON
JPM Predicts AVGO Valuation Exceeds $120B Post‑earnings
After $AVGO earnings, I said ~120B was the likely number for 27. Now, looks like higher is likely. This from JPM. https://t.co/OvxZg1VUWr
CFOs Emphasize Efficiency, Reaching 2020 Highs
The year of efficiency is back Chief financial officers at large U.S. companies mentioned “efficiency” at least once on 307 conference calls in the latest quarter as of March 26, up from 219 a year earlier and the highest level...
Jefferies Flags Multiple Hits
Jefferies: “There’s some noise in our numbers” The noise: MFS collapse, First Brands fraud, $36M telecom writedown, 24% decline in fixed income revenue.
Imported High-End GPUs Returning to Market
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
Fiscal Launches Annotations for In‑document Note Taking
Introducing Annotations. You can now save your thoughts directly on transcripts, slide decks, filings and research reports. Live on the Fiscal terminal, now. https://t.co/JSjmkfcrk3
Accenture's AI Bookings Surge, Fueling Services Upside
$ACN Q2 FY2026 drops Thursday before the bell. Consensus is $2.87 EPS on ~$17.8B revenue. Last quarter, Accenture beat by $0.21 on EPS with $18.74B in revenue, $2.2B in Advanced AI bookings, and $1.1B in Advanced AI revenue. Stock is...
Adobe's Stock Dip Driven by CEO Change, Not Earnings
My thoughts on $ADBE. Although Adobe shares fell -7.8% after earnings, the quarter itself was not as weak as the market reaction suggests. In my view, the decline was largely related to the CEO transition, which introduced uncertainty for investors. One point...
Roku to Disclose Platform Revenue Segments for First Time
⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️ Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda,...
Bank of America Projects Strong 7% NII Growth
$BAC conference notes no change to solid fundamentals: 1Q expects NII 7% y/y growth, WM DD, IB up 10% with loan growth "out of the gate strong" led by commercial & above H.8 data.
AVGO's AI Surge Forces Target Revision to $310
I've been saying $AVGO is overvalued for months. Last week's earnings proved me wrong. $8.4B AI revenue. 77% gross margin. Q2 guide +140%. I take my words back. Updated my BuyTrigger to $310. But the war isn't stopping tomorrow. No rush, darling. Let...
HPE's Q1 Hinges on AI‑centric Mix Shift
voice: .@HPE reports Q1 FY2026 after the bell tomorrow. The real story is not whether HPE hits the number. It is the mix shift inside the number. • AI systems revenue versus traditional compute: how fast is the portfolio rotating toward higher-density,...
Okta Positions Identity as Agentic Entry Point
Q4 FY 2026 Earnings for @Okta Highlight Agentic Identity Positioning https://t.co/oqESh3att1 My take on how a top enterprise identify firm will try to flip the category into a major agentic entry point.
Execs Debunk Misinformation, Restoring Investor Trust
Matt Murphy at $MRVL and Hock Tan at $AVGO crushed it in the Q&A. The reason the market reacted wasn't that this was the first time going after it, but they reminded listeners what they were told before, what really...
Simple Tactical Trade on AVGO Earnings Yields 2.4% Gain
Sometimes we make it harder than it has to be. $avgo had a good response to earnings yesterday. We discussed in 8:50 call u can buy vs gap pivot of $323. It only hit $327...
Veeva Sustains 16% YoY Growth, Beats Guidance
My thoughts on $VEEV Revenue growth has remained around +16% YoY over the last four quarters. Veeva beat its own Q4 revenue guidance by 3.2%, and if it similarly beats the forecast next quarter, growth could accelerate to +16.7%. Subscription services non-GAAP...
Google Trends Predict HelloFresh Revenue Decline Ahead
Google trends for HelloFresh has been tracking at ~20% year-over-year declines for the last two years. It was a pretty solid leading indicator for revenue declines. But look what’s happening now 👀 2026 guidance to be revealed on March 18 could...
Market Values Future Risk over Current Earnings
MongoDB: Revenue up 27%. Beat on earnings. Rule of 40. Record cash flow. Stock: Down 22%. Why? Two top execs left. Guidance light. The market doesn't care what you did. It cares what you're about to lose. https://t.co/u0W819CWth
CrowdStrike Hits $5B ARR Milestone, Record FY26
CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow....
VSNT Q4: Lower Dividend, $1B Repo Boost, Upside Potential
Just gonna repost this $VSNT thread alongside the 4Q25 results. Dividend a bit lower than I expected ($0.375, ~4.5% yield on close), $1B repo authorization is a nice carrot tho. ST upside from staying below R2K incl. threshold by 4/30 rank day. IR...
VSNT Beats Forecast, Launches $1B Buyback at 21% Market Cap
$VSNT right out of the gate beats revs and EBITDA with a new $1B buyback - which is 21% of its market cap.
MDB's 24% Drop Overreacts to Solid Growth
My thoughts on $MDB The stock dropped 24% after earnings. In my view, that’s an overreaction. It wasn’t a perfect quarter, but it was far from weak. Revenue growth accelerated to +26.7% YoY, and the company beat its own guidance by ~3.7%....
Warner Bros. Discovery Reopens Discovery+ Subscriptions Globally
WBD Q4 FY25 call: "If you remember back when we merged into Warner Bros. Discovery, we were trying to shut down Discovery Plus. The fact of the matter is we still have millions of viewers... We have already opened up...