MDB Beats Estimates, ASTS Soars; Mixed Earnings Across Sector
$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. 45-60 sats by EOY26. $CRDO — EPS $1.07 beat $0.78 est. Rev $407M (+3x YoY). GM 68.5%. Guided Q4 $425-435M. GM guided lower 64-66%. $ACHR — EPS -$0.26 missed -$0.17. Rev $300K missed $666K. Net loss $188.9M. $2B liquidity. FAA Means of Compliance 100% accepted. -5% AH.
Apple's New Products Promise Modest June Revenue Upside
The new $AAPL products should translate into a modest upside for June quarter revenue. https://t.co/3YfhPcJTiW
Salesforce Q4 Beats Expectations, Agentforce Gains Momentum
.@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's Explosive Growth Undermined by Inflation Fears
$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...
China Sales Plunge From Half to Just 3%
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
New Lease Rents Slip, Rental Market Softens
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...
NVDA's Strong Earnings Can't Stop Stock Slide
Two days after strong $NVDA earnings, the stock continues to slide, which begs the question: Will fundamentals ever be enough? https://t.co/IJF2dA07mR
Duolingo’s Free‑user Push Stalls as MAU Drops
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...
HPQ Beats, AI PCs Rise, Memory Costs Pressure Margins
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 Earnings, Raises Q1 and FY26 Guidance
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 Projects Q1 Earnings Far Above Consensus
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
Warner Bros. Discovery Investor Call Launches with Top Executives
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
Snowflake Posts 30% Revenue Surge, Record Bookings
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...
Nvidia's Obligations Surge, Raising Structural Risk
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...
Nvidia's Strong Earnings and Outlook Discussed Live
Look forward to discussing Nvidia’s robust earnings and guidance on @BloombergTV with @lisaabramowicz1 @FerroTV @annmarie at 7:15 am
Record Dividend Amid Profit Dip Raises Order Book Questions
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 Guidance Shows AI Market Still in Early Stage
$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...
AI Token Demand Will Drive $700B Compute Surge
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's Modest Rise Shows We’re Still in Inning Two
$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...
CEO Remains Bullish as Shares Plunge 70%
"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...
Nvidia Hints at Expanded OpenAI Tie, Meta's AMD Pivot
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...
Nvidia's Explosive Q Growth Sparks Derivative Buying Interest
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's Rapid Rise Validates Agents; NVDA Results Expected
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.
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
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...
AI's Disruption Will Multiply Productivity, Reduce Workforce
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...
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
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...
Nvidia's Guide Targets 79% YoY Revenue Growth
$NVDA gave a monster guide. High end of April quarter revenue guide implies 79% y/y growth vs. Street at 64%.
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
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...
Bay Area's Tech Boom Fuels Essex Growth Through 2026
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
Internet Rewrites Economy with Blockchains, Stablecoins, Agentic Computing
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's Profit Surge Boosts Margin, Dividend Amid Share Dip
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,...
Earnings Beats Keep 40‑Month Bull Market Alive
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 Smashes Q4 Forecast with 42% TPV Surge
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 Beats Revenue, Diagnostics Surge 122% YoY
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 Beats Q4 Forecast, Projects 27‑30% FY26 Growth
$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 Earnings, Raises FY26 Revenue Guidance
Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON
Lowes and Trade Desk Earnings Preview Highlights Premium Trends
Premium Earnings 2-24-26: Lowes and The Trade Desk, on the blog and here https://t.co/cXdDRXQ7dq $LOW $TTD
JPM Beats NII Forecast, Anticipates Deposit Growth in 2026
$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 Beats EPS, Guides Revenue Above Estimates
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.
Market Reaction Scores Reveal Earnings Surprises
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...
Meritage Holds Market Amid Low Demand, Awaits Spring Sales
"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...
Florida Gains Ground; Tampa Still Struggles, Toll Brothers Reports
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
NVDA to Outpace Street, 2027 Growth Near 40%
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...
Nintendo's Q4: Hardware Leads, Moat Questioned
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
AI Becomes Mandatory Backbone of Enterprise Customer Service
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...
Walmart CEO: Tariffs Gone, Wages Drive Pricing
"If you refer to those Walmart earnings. The CEO saying that tariffs are no longer an issue when it comes to pricing, but rather wages and income…" https://t.co/0OABeT0az6 #federalreserve #powell #dimartinobooth #kevinwarsh #economy #schwab https://t.co/VX4my3zpe8
AI Could Boost ServiceNow, Not Just Threaten It
Is $NOW really at risk of AI disruption? $NOW is down ~52% from ATH. The bear case is simple: ~97% of revenue is seat-based. If AI reduces headcount, seat growth slows. But the real question is whether AI replaces ServiceNow… or makes...
Rising Car Prices Spur New‑Used Gap, Boosting Used Market
Interesting commentary from Sonic Automotive on their call and the affordability issues that are still here and possibly about to rise again: “And look, January was a hell of a month. Without the snowstorms, it would have been a magnificent month....
PWR Posts EPS Beat, Backlog Hits All‑Time High
$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.
Walmart Automation Slashes Labor Costs, Boosts Productivity
Automation efforts are cutting down labor costs, increasing productivity and improving delivery speeds @Walmart per its earnings call. @DowJones