Earnings Calls Social Media and Updates
Earnings Calls Social Media and Updates
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. All-time record. ⚡ $1.05B non-GAAP operating income. First year above $1B. AI is accelerating the threat. It's also accelerating our opportunity. If you want to build AI, you need GPUs. If you want to deploy AI, you need @CrowdStrike . To our customers, partners, and team: thank you. Full earnings release and FY27 outlook at https://t.co/jobE1YKqML. 🦅 $CRWD #CrowdStrike #Cybersecurity #AI #StoppingBreaches
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 right out of the gate beats revs and EBITDA with a new $1B buyback - which is 21% of its market cap.
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%....
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...
$MDB — EPS $1.65 beat $0.92 est. Rev $695M beat $668M est (+27% YoY). FY27 guide $2.86-2.90B. CRO & Pres Field Ops leaving. -24% AH. $ASTS — Rev $54.3M beat $41M est (+2,731% YoY). EPS -$0.26 missed -$0.19. $1.2B contracted rev....
The new $AAPL products should translate into a modest upside for June quarter revenue. https://t.co/3YfhPcJTiW
.@Salesforce Q4 strong, Agentforce picks up momentum https://t.co/PqLYc0tJFP Salesforce reported a better-than-expected fourth quarter powered by Agentforce and Data 360. @ldignan https://t.co/c9L1RS7gVt
$SOFI - Lending Revenue $267M ➡️ $1.85B - Tech Platform $0 ➡️ $450M - Financial Services $1M ➡️ $1.54B - Members 652K ➡️ 13.65M - Lending Originations $11.7B ➡️ $36.4B But sure, sell the stock because inflation is a bit higher, or you don't like the...
Former $FND CEO Tom Taylor, August 2021 - "Three years ago [in FY18], almost 50% of what we sold came out of China; today, it is less than 30%." Q4 FY25 call - "China represented ~3% of our fourth quarter receipts." https://t.co/9Bv96S1bvH
WOW Invitation Homes' earnings point to clear softness in the rental market. Renewal rent growth remains positive at +4.2% YoY, but new lease rent growth is negative (-4.1% YoY), a sign that pricing power on new move-ins has weakened @ResidentialClub research...
Two days after strong $NVDA earnings, the stock continues to slide, which begs the question: Will fundamentals ever be enough? https://t.co/IJF2dA07mR
In Q3, $DUOL management emphasized a strategic shift toward expanding the free-user base to strengthen long-term monetization. Experimentation was positioned around prioritizing DAU growth over short-term revenue optimization. However, Q4 trends show moderation. DAU growth is now expected to slow to...
Been traveling, catching up on earnings. $HPQ had a double beat, and for the guide made clear that costs and mix drive the next stage, not demand. • Personal Systems did the heavy lifting: $10.25B (+11% YoY) with units up...
MasTec beats by $0.12, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus $MTZ
Dell sees Q1 EPS mid-point at $2.90 vs $2.34 FactSet Consensus; sees Q1 revs $34.70-35.70 bln vs $28.99 bln FactSet Consensus $DELL
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
Snowflake prints 30% revenue growth and record bookings momentum $SNOW delivered Q4 revenue of $1.28B (+30% YoY) with product revenue at $1.23B (+30%) and EPS of $0.32, beating estimates by 23%. Growth is re-accelerating at scale. RPO climbed to $9.77B (+42%), billings...
Short Thought: Nvidia Ratchets Up the Risk Michael BurryFeb 26 Welcome to one short thought. Just going through the Nvidia numbers. I would like to highlight for you one specific aspect of their financials that I find troubling. The 2026 Form 10K...
Look forward to discussing Nvidia’s robust earnings and guidance on @BloombergTV with @lisaabramowicz1 @FerroTV @annmarie at 7:15 am
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are...
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...
$NVDA is now up only 0.6%, compared to 2.5% when the call began. One reason for the drift: the call is missing the usual "early innings" table pounding message. Jensen is leading with data over his typical bombardment of bullish...
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
A great $NVDA Q with TR up 73%, DC growth up 75%, Compute up 58%, Networking growth up 72%. Only issue is it is well owned and sell side buys at 78%. Who is the incremental buyer? ...
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
$NVDA gave a monster guide. High end of April quarter revenue guide implies 79% y/y growth vs. Street at 64%.
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
Here are some highlights from Essex's (major West Coast apartment REIT) recent earnings call: 1) The Bay Area remains a bright spot for Essex, driven by tech jobs plus limited housing supply. Essex expecting same for 2026. https://t.co/bENUiyzAc3
The Internet is rebuilding the economic system; its being built on blockchains, stablecoins and agentic computing. 2025 was a milestone year for @Circle and our industry, and still just the outset of these megatrends that will drive enormous change...
Nestle. Continuing profit revival. •4Q Net Profit RM126m, up 12% QoQ •Total 2025 RM513m, up 23%YoY. •Net profit margin rose to 7.5% (2024: 6.7%) •Div 2025 220sen (2024: 179 sen). Maintains high div payout of 100%. •Perhaps seeing lower cost pressure,...
The earnings picture has continuedto provide support for this now 40-month old bull market. With Q4 earnings season soon wrapping up (with 425 companies having reported), 75% have beaten estimates by an average of 773 bps. The dollar estimate has...
MELI posting a very strong Q4 2025: • Revenue $8.8B vs Est. $8.5B • TPV: $83.7B (+42% YoY) • GMV: $19.9B (+37% YoY) • Credit portfolio $12.5B
TEM Q4 2025: • Revenue $367M vs Est. $363M • EPS ($0.04) vs Est. ($0.05) • Diagnostics Revenue: $267M (+122% YoY) FY26 Guidance • Revenue $1.59B vs Est. $1.58B
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26...
Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON
Premium Earnings 2-24-26: Lowes and The Trade Desk, on the blog and here https://t.co/cXdDRXQ7dq $LOW $TTD
$JPM just raised NII to $104.5B vs $102.9B expectation. Expenses in line. Expects retail deposit growth to resume in 2026 from underlying customer growth and a reduction in yield seeking behavior.
HIMS Q4 2025 earnings: • Revenue $618M vs $617M Est. • EPS $0.08 vs $0.05 Est. • Gross Margin: 72% vs 74% Est. • Subscribers: 2.5M (+13% Y/Y) FY26 Guidance • Revenue $2.8B vs $2.7B Est.
Plenty of sites give you an earnings calendar. Others give you an AI TLDR of the release. The team at @StockMktTV focuses on what actually matters: how markets react. The Daily Beat breaks down expectations vs reality using a proprietary...
"our teams faced lower demand and aggressive local competition in Austin, San Antonio, parts of Florida, Northern California and Colorado. We deliberately chose to hold our ground in these markets and accept lower sales volumes as we look to the...
Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged" 6 things to know from Toll Brothers’ latest earnings and earnings call ResiClub PRO https://t.co/UeLaeEXrxl
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
