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@SMM_Newsletter

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Financial markets newsletters covering the most important headlines each week. Trusted by 30K readers. Powered by Alpha Vantage. Subscribe๐Ÿ‘‡

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@SMM_Newsletter
Sunday Markets News
1 year
There are hundreds of stories that move the markets every day; some more impactful than others. We take all the market noise and compress it into one 5-min weekly newsletter, covering only the most important stories. Subscribe (for free) today.
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Sunday Markets News
5 months
Hims & Hers Earnings Breakdown ( $HIMS ) RESULTS: ๐ŸŸข Revenue: $247M (est $246M) ๐ŸŸข EPS: $0.01 (est -$0.02) GUIDE: ๐ŸŸข Q1 Revenue: $267M - $272M (est $253M) ๐ŸŸข Q1 EBITDA: $22M - $27M (est $15M) ๐ŸŸข FY Revenue: $1.17B - $1.2B (est $1.1B) ๐ŸŸข FY EBITDA: $100M - $120M (est $75M)
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Sunday Markets News
2 months
@DanielTNiles It's pretty mind-boggling how big Nvidia has gotten...
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Sunday Markets News
1 year
@WatcherGuru Yet the SEC approved Coinbase's S1 just a couple years ago
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Sunday Markets News
6 months
@unusual_whales Portnoy would go head to head with Cathie & Cramer
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Sunday Markets News
3 months
Hims&Hers Earnings Breakdown ( $HIMS ) RESULTS ๐ŸŸข Revenue: $278M (est $270M) ๐ŸŸข EPS: $0.05 (est $0.01) GUIDE ๐ŸŸข Q2 Revenue: $295M (est $286M) ๐ŸŸข Q2 EBITDA: $33M (est $25M) ๐ŸŸข FY Revenue: $1.22B (est $1.19B) ๐ŸŸข FY EBITDA: $128M (est $114M)
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Sunday Markets News
1 year
@HindenburgRes SQ stock +2.2% in the first ten minutes of trading today. Shares are nearly flat since the original story broke. Perhaps people realize you have a major conflict of interest posting these "research" reports.
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Sunday Markets News
2 months
SentinelOne Earnings Breakdown ( $S ) RESULTS ๐ŸŸข Revenue: $186M (est $181M) ๐ŸŸข EPS: $0.00 (est -$0.05) GUIDE ๐Ÿ”ด Q2 Revenue: $197M (est $198M) ๐Ÿ”ด FY Revenue: $812M (est $817M)
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Sunday Markets News
5 months
Nu Earnings Breakdown ( $NU ) RESULTS: ๐ŸŸข Revenue: $2.41B (est $2.02B) โšช๏ธ EPS: $0.08 (est $0.08)
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Sunday Markets News
3 months
Palantir Earnings Breakdown ( $PLTR ) RESULTS ๐ŸŸข Revenue: $634M (est $615M) ๐ŸŸก EPS: $0.08 (est $0.08) GUIDE ๐ŸŸข Q2 Revenue: $651M (est $643M)
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Sunday Markets News
6 months
Comparing Alibaba to 11 other global e-commerce brands ๐Ÿ›๏ธ $24.6B = EBITDA of Alibaba $20.2B = EBITDA of other 11 combined Yet, Alibaba is worth just 31% of the rest ๐Ÿคฏ $BABA $PDD $JD $EBAY $MELI $CPRT $SHOP $ETSY $SE $CHWY $W $CPNG
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Sunday Markets News
5 months
Crowdstrike Earnings Breakdown ( $CRWD ) RESULTS: ๐ŸŸข Revenue: $845M (est $839M) ๐ŸŸข EPS: $0.95 (est $0.82) GUIDE: ๐ŸŸข Q1 Revenue: $904M (est $899M) ๐ŸŸข Q1 EPS: $0.895 (est $0.82) ๐ŸŸข FY Revenue: $3.955B (est $3.94B) ๐ŸŸข FY EPS: $3.87 (est $3.76) โšซ๏ธ To acquire Flow
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Sunday Markets News
6 months
Nvidia Earnings Breakdown ( $NVDA ) RESULTS: ๐ŸŸข Revenue: $22.1 (est $20.4B) ๐ŸŸข EPS: $5.16 (est $4.58) GUIDE: ๐ŸŸข Q1 Revenue: $24B (est $21.9B) ๐ŸŸข Q1 OM: ~$16B (est $14.2B)
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Sunday Markets News
7 months
E-commerce sales now make up over 15.6% of total sales in the US! ๐Ÿ›๏ธ This number was 9.7% just five years ago. The top ecom names by EV/EBITDA: 1. $JD 3x 2. $BABA 5x 3. $EBAY 7x 4. $ETSY 13x 5. $AMZN 14x 6. $PDD 16x 7. $W 20x 8. $MELI 25x 9. $CPNG 26x 10. $SHOP 75x
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Sunday Markets News
3 months
Apple Earnings Breakdown ( $AAPL ) RESULTS ๐ŸŸข Revenue: $90.8B (est $90.3B) ๐ŸŸข EPS: $1.53 (est $1.50)
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Sunday Markets News
2 months
CrowdStrike Earnings Breakdown ( $CRWD ) RESULTS ๐ŸŸข Revenue: $921M (est $905M) ๐ŸŸข EPS: $0.93 (est $0.89) GUIDE ๐ŸŸข Q2 Revenue: $960M (est $956M) ๐ŸŸข Q2 EPS: $0.99 (est $0.91) ๐ŸŸข FY Revenue: $3.994B (est $3.98B) ๐ŸŸข FY EPS: $3.98 (est $3.92)
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Sunday Markets News
1 month
Micron Earnings Breakdown ( $MU ) RESULTS ๐ŸŸข Revenue: $6.81B (est $6.66B) ๐ŸŸข EPS: $0.62 (est $0.48) GUIDE ๐ŸŸข Q4 Revenue: $7.60B (est $7.58B) ๐ŸŸข Q4 EPS: $1.08 (est $1.04)
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Sunday Markets News
1 year
Amazon Earnings ( $AMZN ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
1 year
SoFi Technologies Earnings ( $SOFI ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
6 months
Who is expected to grow the fastest of the tech stocks reporting this week? Let's take a look ๐Ÿ‘‡ 1. $DKNG +45% 2. $TOST +33% 3. $COIN +31% 4. $DASH +24% 5. $DDOG +21% 6. $HOOD +20% 7. $SHOP +19% 8. $ABNB +14% 9. $CART +6% 10. $TWLO +2% *YoY sales growth based on estimates
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Sunday Markets News
2 months
Dell Earnings Breakdown ( $DELL ) RESULTS ๐ŸŸข Revenue: $22.2B (est $21.7B) ๐ŸŸข EPS: $1.27 (est $1.25)
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Sunday Markets News
5 months
The Rule of 40 = a company's growth rate + profit margin Over 40% = ๐Ÿ‘ Under 40% = ๐Ÿ‘Ž Here are the top 10: $CRWD, $VEEV, $NOW, $PLTR, $TTD, $SNOW, $MNDY, $PANW, $DDOG, $ZS
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Sunday Markets News
2 months
Broadcom Earnings Breakdown ( $AVGO ) RESULTS ๐ŸŸข Revenue: $12.5B (est $12.1B) ๐ŸŸข EPS: $10.96 (est $10.85) GUIDE ๐ŸŸข FY Revenue: $51B (est $50.6B) ๐ŸŸข FY Adj EBITDA: $31.1B (est $30.5B) โšช๏ธ 10-1 Stock Split
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Sunday Markets News
7 months
Do you own any of the airlines in your portfolio? โœˆ๏ธ Here is a breakdown of the 10 largest U.S. airlines based on their NTM EV / EBITDA ratios. Vote for the best airline in the comments๐Ÿ‘‡ $SAVE, $ULCC, $JBLU, $LUV, $AAL, $ALGT, $SKYW, $DAL, $ALK, $UAL
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Sunday Markets News
1 year
@StockMKTNewz So Citadel can trade against you :)
@SMM_Newsletter
Sunday Markets News
1 year
Robinhood Earnings ( $HOOD) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
1 year
Sea Ltd Earnings ( $SE ) Revenue miss โŒ Earnings miss โŒ
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Sunday Markets News
9 months
Nvidia Earnings ( $NVDA ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
6 months
@gurgavin Nvidia putting the market on its back
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Sunday Markets News
6 months
Nvidia Earnings Breakdown ( $NVDA ) RESULTS: ๐ŸŸข Revenue: $22.1 (est $20.4B) ๐ŸŸข EPS: $5.16 (est $4.58) GUIDE: ๐ŸŸข Q1 Revenue: $24B (est $21.9B) ๐ŸŸข Q1 OM: ~$16B (est $14.2B)
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Sunday Markets News
3 months
DraftKings Earnings Breakdown ( $DKNG ) RESULTS ๐ŸŸข Revenue: $1.18B (est $1.12B) ๐ŸŸข EPS: $0.03 (est -$0.29) GUIDE ๐ŸŸข FY Revenue: $4.90B (est $4.82B) ๐ŸŸข FY EBITDA: $500M (est $486M)
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Sunday Markets News
5 months
Celsius Earnings Breakdown ( $CELH ) RESULTS: ๐ŸŸข Revenue $347M (est $330M) ๐ŸŸข EPS: $0.17 (est $0.16)
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Sunday Markets News
3 months
Spotify Earnings Breakdown ( $SPOT ) RESULTS: ๐ŸŸข Revenue: โ‚ฌ3.64B (est โ‚ฌ3.61B) ๐ŸŸข EPS: โ‚ฌ0.97 (est โ‚ฌ0.64) GUIDE: ๐ŸŸข Q2 Revenue: โ‚ฌ3.8B (est โ‚ฌ3.75B)
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Sunday Markets News
5 months
Zscaler Earnings Breakdown ( $ZS ) RESULTS: ๐ŸŸข Revenue: $525M (est $508M) ๐ŸŸข EPS: $0.76 (est $0.58) GUIDE: ๐ŸŸข Q3 Revenue: $534M - $536M (est $531M) ๐ŸŸข Q3 EPS: $0.64 - $0.65 (est $0.59) ๐ŸŸข FY Revenue: $2.12B (est $2.1B) ๐ŸŸข FY EPS: $2.73 - $2.77 (est $2.49)
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Sunday Markets News
7 months
The Rule of 40 = a software company's growth rate + profit margin should exceed 40% Over 40% = ๐Ÿ‘ Under 40% = ๐Ÿ‘Ž Here is the top 10: $CRWD, $SNOW, $ZS, $MNDY, $DDOG, $TEAM, $PLTR, $PATH, $WDAY, $KVYO
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Sunday Markets News
4 months
Which FinTech stock is the most attractive buy? ๐Ÿค”๐Ÿ“ˆ Here are they are broken down by NTM PE ratio ๐Ÿ‘‡ 1. $PYPL 13x 2. $FOUR 19x 3. $SQ 24x 4. $DLO 26x 5. $BILL 28x 6. $NU 30x 7. $HOOD 35x 8. $ADYEY 55x 9. $TOST 71x 10. $SOFI 90x
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Sunday Markets News
3 months
DataDog Earnings Breakdown ( $DDOG ) RESULTS ๐ŸŸข Revenue: $611M (est $591M) ๐ŸŸข EPS: $0.44 (est $0.34) GUIDE ๐ŸŸข Q2 Revenue: $622M (est $620M) ๐ŸŸก Q2 EPS: $0.35 (est $0.35) ๐ŸŸข FY Revenue: $2.60B (est $2.59B) ๐ŸŸข FY EPS: $1.54 (est $1.49)
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Sunday Markets News
5 months
Gitlab Earnings Breakdown ( $GTLB ) RESULTS: ๐ŸŸข Revenue: $164M (est $158M) ๐ŸŸข EPS: $0.15 (est $0.08) GUIDE: ๐ŸŸข Q1 Revenue: $165.5M (est $162M) ๐Ÿ”ด Q1 EPS: -$0.045 (est $0.06) ๐Ÿ”ด FY Revenue: $728M (est $732M) ๐Ÿ”ด FY EPS: $0.21 (est $0.37)
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Sunday Markets News
6 months
The top 10 performers in the Nasdaq 100 so far this year ๐Ÿ“ˆ๐Ÿ‘‡ 1. $NVDA +46% 2. $META +32% 3. $PANW +26% 4. $CRWD +26% 5. $ASML +23% 6. $FTNT +20% 7. $DASH +20% 8. $MDB +19% 9. $MRVL +17% 10. $AMD +17%
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Sunday Markets News
6 months
Microsoft ( $MSFT ) has compounded revenue by over 14% annually over the last three years off a massive base ๐Ÿ’ธ > Margins have expanded from 38% to 44% > Azure has grown ~2.6x > Own 49% of OpenAI This company is killing it ๐Ÿš€
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Sunday Markets News
4 months
Netflix Earnings Breakdown ( $NFLX ) RESULTS: ๐ŸŸข Revenue: $9.37B (est $9.27B) ๐ŸŸข EPS: $5.28 (est $4.51) GUIDE: ๐ŸŸก Q2 revenue: $9.5B (est $9.53B) ๐ŸŸก FY revenue: $38.1B - $38.8B (est $38.7B)
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Sunday Markets News
6 months
AMD Earnings Breakdown ( $AMD ) Revenue beat โœ… Earnings met ๐Ÿ“Œ
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Sunday Markets News
4 months
The Rule of 40 = a company's growth rate + profit margin Over 40% = ๐Ÿ‘ Under 40% = ๐Ÿ‘Ž The top 10: 1. $CRWD 62% 2. $VEEV 56% 3. $PLTR 53% 4. $NOW 52% 5. $TTD 52% 6. $SNOW 51% 7. $MNDY 50% 8. $PANW 49% 9. $DDOG 47% 10. $QLYS 46%
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Sunday Markets News
3 months
Mercado Libre Earnings Breakdown ( $MELI ) RESULTS ๐ŸŸข Revenue: $4.33B (est $3.87B) ๐ŸŸข EPS: $6.78 (est $6.12)
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Sunday Markets News
1 year
Nvidia Earnings ( $NVDA ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
3 months
Nu Earnings Breakdown ( $NU ) RESULTS ๐ŸŸข Revenue: $2.74B (est $2.53B) ๐ŸŸก EPS: $0.08 (est $0.08)
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Sunday Markets News
1 year
@unusual_whales Got any good stock picks @MarthaStewart ?
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Sunday Markets News
6 months
The alcohol industry is dominated by a few large conglomerates ๐Ÿป The top labels each company owns: 1) Anheuser-Busch Inbev ( $BUD ) Bud Light, Budweiser, Busch, Natural Light, Kona, Michelob Ultra, Stella Artois, Becks, Nutrl, Presidente, Goose Island, Cutwater, Hoegaarden +
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Sunday Markets News
6 months
Affirm Earnings Breakdown ( $AFRM ) RESULTS: ๐ŸŸข Revenue $591M (est $519M) ๐ŸŸข EPS -$0.54 (est -$0.73) GUIDE: ๐ŸŸข Q3 Revenue: $530M - $550M (est $492M)
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Sunday Markets News
3 months
Coinbase Earnings Breakdown ( $COIN ) RESULTS ๐ŸŸข Revenue: $1.64B (est $1.30B) ๐ŸŸข EPS: $4.40 (est $1.01)
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Sunday Markets News
3 months
Grab Earnings Breakdown ( $GRAB ) RESULTS ๐ŸŸข Revenue: $653M (est $646M) ๐Ÿ”ด EPS: -$0.03 (est -$0.01) GUIDE ๐Ÿ”ด FY Revenue: $2.73B (est $2.77B) ๐ŸŸข FY EBITDA: $260M (est $218M)
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Sunday Markets News
3 months
Palo Alto Networks Earnings Breakdown ( $PANW ) RESULTS ๐ŸŸข Revenue: $1.99B (est $1.97B) ๐ŸŸข EPS: $1.32 (est $1.25) GUIDE ๐Ÿ”ด FY Revenue: $8.0B (est $8.1B) ๐ŸŸข FY EPS: $5.57 (est $5.51)
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Sunday Markets News
6 months
Which of the FinTech stocks are expected to grow the fastest this year? Let's take a look ๐Ÿ‘‡ 1. $FOUR 45% 2. $DLO 40% 3. $NU 35% 4. $TOST 28% 5. $ADYEY 20% 6. $SOFI 15% 7. $SQ 15% 8. $HOOD 12% 9. $BILL 10% 10. $PYPL 7%
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Sunday Markets News
6 months
@EconomyApp Damn! CCP & the founders are buying?
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Sunday Markets News
5 months
Micron Earnings Breakdown ( $MU ) RESULTS: ๐ŸŸข Revenue: $5.82B (est $5.33B) ๐ŸŸข EPS: $0.42 (est -$0.26) GUIDE: ๐ŸŸข Q3 Revenue: $6.60B (est $6.00B) ๐ŸŸข Q3 EPS: $0.45 (est $0.21)
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Sunday Markets News
6 months
Google Earnings Breakdown ( $GOOG ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
5 months
Broadcom Earnings Breakdown ( $AVGO ) RESULTS: ๐ŸŸข Revenue: $11.96B (est $11.72B) ๐ŸŸข EPS: $10.99 (est $10.42) GUIDE: ๐Ÿ”ด FY Revenue: $50B (est $50.2B) ๐ŸŸข FY EBITDA: $30B (est $29.8B) โšซ๏ธ $5.25 Dividend
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Sunday Markets News
4 months
JPMorgan Earnings Breakdown ( $JPM ) RESULTS: ๐ŸŸข Revenue: $41.9B (est $41.8B) ๐ŸŸข EPS: $4.44 (est $4.19)
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Sunday Markets News
2 months
Adobe Earnings Breakdown ( $ADBE ) RESULTS ๐ŸŸข Revenue: $5.31 (est $5.29B) ๐ŸŸข EPS: $4.48 (est $4.39) GUIDE ๐Ÿ”ด Q3 Revenue: $5.36B (est $5.40B) ๐ŸŸข Q3 EPS: $4.53 (est $4.47) ๐ŸŸก FY Revenue: $21.45B (est $21.46B) ๐ŸŸข FY EPS: $18.10 (est $17.97)
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Sunday Markets News
3 months
Robinhood Earnings Breakdown ( $HOOD ) RESULTS ๐ŸŸข Revenue: $618M (est $543M) ๐ŸŸข EPS: $0.18 (est $0.05)
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Sunday Markets News
3 months
Tesla Earnings Breakdown ( $TSLA ) RESULTS: ๐Ÿ”ด Revenue: $21.3B (est $22.3B) ๐Ÿ”ด EPS: $0.45 (est $0.51)
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Sunday Markets News
3 months
PayPal Earnings Breakdown ( $PYPL ) RESULTS: ๐ŸŸข Revenue: $7.70B (est $7.51B) ๐Ÿ”ด EPS: $1.08 (est $1.22) GUIDE: ๐Ÿ”ด Q2 Revenue: $7.77B (est $7.81B) ๐Ÿ”ด Q2 GAAP EPS: $0.83 (est $0.87) ๐Ÿ”ด FY GAAP EPS: $3.65 (est $3.69)
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Sunday Markets News
6 months
SoFi Earnings Breakdown ( $SOFI ) Revenue beat โœ… Earnings beat โœ…
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Sunday Markets News
2 months
ZScaler Earnings Breakdown ( $ZS ) RESULTS ๐ŸŸข Revenue: $553M (est $536M) ๐ŸŸข EPS: $0.88 (est $0.65) GUIDE ๐ŸŸข FY Revenue: $2.141B (est $2.123B) ๐ŸŸข FY EPS: $3.00 (est $2.75)
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Sunday Markets News
4 months
The Rule of 40 = a company's growth rate + profit margin Over 40% = ๐Ÿ‘ Under 40% = ๐Ÿ‘Ž The bottom 10: 1. $U 0% 2. $BASE 8% 3. $ASAN 9% 4. $TWLO 15% 5. $HCP 16% 6. $FSLY 16% 7. $HOOD 18% 8. $LYFT 19% 9. $GRAB 21% 10. $OLO 21%
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Sunday Markets News
1 year
@unusual_whales Double beat for $NKE
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Sunday Markets News
5 months
Who is expected to grow the fastest of the tech stocks reporting this week? Let's take a look ๐Ÿ‘‡ 1. $IOT +38% 2. $AVGO +32% 3. $CRWD +32% 4. $GTLB +29% 5. $MDB +21% 6. $NIO +13% 7. $HCP +10% 8. $DOCU +6% 9. $GWRE +4% 10. $SE +3%
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Sunday Markets News
1 year
Meta Platforms Earnings ( $META ) Revenue beat โœ… Earnings beat โœ… โ–ซ๏ธ Family DAP 3.07B, +7% YoY โ–ซ๏ธ Family MAP 3.88B, +6% YoY โ–ซ๏ธ Facebook DAP 2.06B, +5% YoY โ–ซ๏ธ Facebook MAP 3.03B, +3% YoY โ–ซ๏ธ Ad Impressions +34% YoY โ–ซ๏ธ Avg Price Per Ad -16% YoY
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Sunday Markets News
9 months
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Sunday Markets News
4 months
Stock Based Comp ๐Ÿ’ธ @bgurley and @altcap discussed on the @BG2Pod podcast how companies pay employees significant equity sums while excluding this compensation from "adjusted" profitability metrics Here are the bottom 10 software stocks on a SBC as % of market cap basis ๐Ÿ‘‡ 1.
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@SMM_Newsletter
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1 year
Tesla Earnings ( $TSLA ) Revenue miss โŒ Earnings met โœ”๏ธ
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3 months
Shopify Earnings Breakdown ( $SHOP ) RESULTS ๐ŸŸข Revenue: $1.86B (est $1.84B) ๐ŸŸข EPS: $0.20 (est $0.17) GUIDE ๐Ÿ”ด Q2 Rev Growth: 'high teens %' (est 20%) ๐Ÿ”ด Q2 FCF Margin: 12% (est 13%)
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2 months
Oracle Earnings Breakdown ( $ORCL ) RESULTS ๐Ÿ”ด Revenue: $14.3B (est $14.6B) ๐Ÿ”ด EPS: $1.63 (est $1.65) ๐ŸŸข RPO: $98B (+44% YoY) "driven by AI-related contracts, including a $12.5 billion deal with Open AI to train ChatGPTโ€
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4 months
American Express Earnings Breakdown ( $AXP ) RESULTS: ๐ŸŸก Revenue: $15.80B (est $15.79B) ๐ŸŸข EPS: $3.33 (est $2.95) GUIDE: ๐ŸŸข FY revenue: $66.6B (est $66.2B) ๐ŸŸข FY EPS: $12.90 (est $12.81)
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3 months
Alphabet Earnings Breakdown ( $GOOG ) RESULTS: ๐ŸŸข Revenue: $80.5B (est $78.7B) ๐ŸŸข EPS: $1.89 (est $1.51) ๐ŸŸข $0.20 dividend (first ever) ๐ŸŸข $70 billion stock buyback
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3 months
Qualcomm Earnings Breakdown ( $QCOM ) RESULTS: ๐ŸŸข Revenue: $9.39B (est $9.34B) ๐ŸŸข EPS: $2.44 (est $2.32) GUIDE: ๐ŸŸข Q3 Revenue: $9.2B (est $9.1B) ๐ŸŸข Q3 EPS: $2.25 (est $2.17)
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4 months
Gamestop Earnings Breakdown ( $GME ) RESULTS: ๐Ÿ”ด Revenue: $1.79B (est $2.07B) ๐Ÿ”ด EPS: $0.22 (est $0.28)
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3 months
Cloudflare Earnings Breakdown ( $NET ) RESULTS ๐ŸŸข Revenue: $379M (est $373M) ๐ŸŸข EPS: $0.16 (est $0.13) GUIDE ๐ŸŸก Q2 Revenue: $394M (est $394M) ๐ŸŸข Q2 EPS: $0.14 (est $0.13) ๐ŸŸก FY Revenue: $1.65B (est $1.65B) ๐ŸŸข FY EPS: $0.61 (est $0.58)
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4 months
Paychex Earnings Breakdown ( $PAYX ) RESULTS: ๐Ÿ”ด Revenue: $1.44B (est $1.46B) ๐ŸŸข EPS: $1.38 (est $1.37) GUIDE: ๐Ÿ”ด FY Revenue: $5.26B - $5.31B (est $5.32B)
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5 months
SentinelOne Earnings Breakdown ( $S ) RESULTS: ๐ŸŸข Revenue: $174M (est $169M) ๐ŸŸข EPS: -$0.02 (est -$0.04) GUIDE: โšซ๏ธ Q1 Revenue: $181M (est $181M) โšซ๏ธ FY Revenue: $815M (est $815M)
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3 months
Visa Earnings Breakdown ( $V ) RESULTS: ๐ŸŸข Revenue: $8.78B (est $8.62B) ๐ŸŸข EPS: $2.51 (est $2.44) GUIDE: โšซ๏ธ Q2 Revenue: low double-digit % growth โšซ๏ธ FY Revenue: low double-digit % growth
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6 months
Tesla Earnings ( $TSLA ) Revenue miss โŒ Earnings miss โŒ
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6 months
Plotting the public cloud & cyber stocks Rule of 40 against their revenue multiple... $MDB and $NET stand out ๐Ÿซฐ Why do they seem to trade at such a significant premium? $RPD $OKTA $S $SPLK $FTNT $MDB $NET $DDOG $ZS $VEEV $PANW $NOW $SNOW $CRWD
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3 months
Snap Earnings Breakdown ( $SNAP ) RESULTS: ๐ŸŸข Revenue: $1.20B (est $1.12B) ๐ŸŸข EPS: $0.03 (est -$0.05) GUIDE: ๐ŸŸข Q2 Rev: $1.4B (est $1.22B) ๐ŸŸข Q2 Adj EBITDA: $30M (est $16M)
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6 months
PayPal Earnings Breakdown ( $PYPL) Results: ๐ŸŸข Revenue = $8.03B (est $7.87B) ๐ŸŸข EPS = $1.48 (est $1.36) Guide: ๐Ÿ”ด FY'24 EPS: $5.10 (est $5.49)
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3 months
Rivian Earnings Breakdown ( $RIVN ) RESULTS ๐ŸŸข Revenue: $1.20B (est $1.15B) ๐Ÿ”ด EPS: -$1.48 (est -$1.15) GUIDE ๐ŸŸข FY EBITDA: -$2.70B (est -$2.96B)
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6 months
Ranking the Fintechs on their forward P/E ratios ๐Ÿ’ณ 1. $PYPL 12x 2. $FOUR 21x 3. $DLO 23x 4. $SQ 23x 5. $NU 25x 6. $HOOD 27x 7. $BILL 42x 8. $ADYEY 52x 9. $SOFI 79x 10. $TOST 106x
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3 months
Amazon Earnings Breakdown ( $AMZN ) RESULTS: ๐ŸŸข Revenue: $143.0B (est $142.7B) ๐ŸŸข EPS: $0.98 (est $0.85) GUIDE: ๐Ÿ”ด Q2 Revenue: $146.5B (est $150.1B)
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2 months
Samsara Earnings Breakdown ( $IOT ) RESULTS ๐ŸŸข Revenue: $281M (est $272M) ๐ŸŸข EPS: $0.03 (est $0.01) GUIDE ๐ŸŸข Q2 Revenue: $289M (est $287M) ๐ŸŸก Q2 EPS: $0.01 (est $0.01) ๐ŸŸข FY Revenue: $1.21B (est $1.20B) ๐ŸŸข FY EPS: $0.14 (est $0.12)
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3 months
Mastercard Earnings Breakdown ( $MA ) RESULTS: ๐ŸŸข Revenue: $6.35B (est $6.34B) ๐ŸŸข EPS: $3.31 (est $3.24)
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1 year
@StockMarketNerd Strong report. Shares +28% AH
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1 year
@AamKhaanewala @HindenburgRes They should have their research vetted by a third party before posting to social media. End of story. If any of their research is found to be false or misleading, Hindenburg should be held liable.
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24 days
Citigroup Earnings Breakdown ( $C ) RESULTS ๐ŸŸข Revenue: $20.14B (est $20.10B) ๐ŸŸข EPS: $1.52 (est $1.40)
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2 months
Okta Earnings Breakdown ( $OKTA ) RESULTS ๐ŸŸข Revenue: $617M (est $604M) ๐ŸŸข EPS: $0.65 (est $0.54) GUIDE ๐ŸŸข Q2 Revenue: $632M (est $617M) ๐ŸŸข Q2 EPS: $0.61 (est $0.54) ๐ŸŸข FY Revenue: $2.535B (est $2.51B) ๐ŸŸข FY EPS: $2.38 (est $2.26)
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5 months
Block Earnings Breakdown ( $SQ ) RESULTS: ๐ŸŸข Revenue: $5.77B (est $5.7B) ๐Ÿ”ด EPS: $0.45 (est $0.59) GUIDE: ๐ŸŸข FY24 ADJ EBITDA $2.63B (prev $2.4B)
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1 year
Between Uber's mobility, delivery, and freight segments, they are clearing over $30B in gross bookings every quarter, compared to DoorDash's $15.9B ๐Ÿค‘ Note: Lyft stopped reporting gross booking volume a few years back 4/
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5 months
Lululemon Earnings Breakdown ( $LULU ) RESULTS: ๐ŸŸข Revenue: $3.21B (est $3.20B) ๐ŸŸข EPS: $5.29 (est $5.00) GUIDE: ๐Ÿ”ด Q1 Revenue: $2.19B (est $2.26B) ๐Ÿ”ด Q1 EPS: $2.38 (est $2.55) ๐Ÿ”ด FY Revenue: $10.75B (est $10.92B) ๐Ÿ”ด FY EPS: $14.10 (est $14.38)
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6 months
Coinbase Earnings Breakdown ( $COIN ) RESULTS: ๐ŸŸข Revenue: $954M (est $827M) ๐ŸŸข EPS: $1.04 (est $0.04) ๐ŸŸข Trading Volume: $154B (est $143B) GUIDE: โšซ๏ธ Q1 Sub & Service Revenue: $410M - $480M
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3 months
ServiceNow Earnings Breakdown ( $NOW ) RESULTS: ๐ŸŸข Revenue: $2.60B (est $2.59B) ๐ŸŸข EPS: $3.41 (est $3.15) GUIDE: ๐Ÿ”ด Q2 Sub Rev: $2.53B (est $2.64B) ๐Ÿ”ด FY Sub Rev: $10.57B (est $10.59B)
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3 months
Reverse repo volumes hit a whopping $2.55 TRILLION at the end of 2022 ๐Ÿคฏ Now, they've fallen below $500 billion At this pace, it will hit zero in under 12 months๐Ÿ‘€
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1 year
Gig Economy Breakdown ๐Ÿš˜ ๐Ÿ”น Uber ( $UBER ) ๐Ÿ”น Doordash ( $DASH ) ๐Ÿ”น Lyft ( $LYFT ) Which is the best long-term hold? 1/
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3 months
Celsius Earnings Breakdown ( $CELH ) RESULTS ๐Ÿ”ด Revenue: $356M (est $391M) ๐ŸŸข EPS: $0.27 (est $0.20)
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