InvestingDesk

Long term Investor | $PLTR | $SOFI | $TSLA | $AMD

[InvestingDesk @InvestingDesk]

$MU Micron Q4 Earnings:

EPS: $33.42 vs. $31.61 Expected
Revenue: $54.23B vs. $51.07B Expected

Q1 Guidance:
EPS: $38.15 vs. $35.40 est.
Revenue: $61.50B vs. $57.02B est.

🔶Cloud Memory: $16.28B
🔶Core Data Center: $18.00B

[InvestingDesk @InvestingDesk]

$COST Costco Q4 Earnings:

EPS: $6.75 vs. $6.53 Expected
Revenue: $95.70B vs. $94.86B Expected

🔶Membership Fees: $1.85B; +7.3% Y/Y
🔶Warehouses: 939
🔶Oper Income: $3.8B; +14% Y/Y

[InvestingDesk @InvestingDesk]

FED: 16 OF 18 FOMC MEMBERS PROJECT AT LEAST ONE MORE HIKE THIS YEAR.

[InvestingDesk @InvestingDesk]

The Federal Reserve raises interest rates by 25bps with unanimous 12-0 vote.

[InvestingDesk @InvestingDesk]

$ORCL Oracle Q1 Earnings:

EPS: $1.92 vs. $1.74 Expected
Revenue: $19.30B vs. $19.14B Expected

🔶CapEx: $28.5B
🔶RPOs $664B, up $209B Y/Y

Q2 Guidance:
EPS: $1.85 - $1.93 vs. $1.89 est.
Revenue: $20.875B - $21.518B vs. $21.218B est.

[InvestingDesk @InvestingDesk]

$ADBE Adobe Q3 Earnings:

EPS: $6.13 vs. $6.09 Expected
Revenue: $6.80B vs. $6.69B Expected

🔶ARR: $27.50B
🔶Monthly Active Users: 1B+

Q4 Guidance:
EPS: $6.30 - $6.35 vs. $6.32 est.
Revenue: $6.80B - $6.85B vs. $6.84B est.

[InvestingDesk @InvestingDesk]

U.S. PPI Data:

PPI 5.4% vs. 5.3% est.
PPI MoM 0.4% vs. 0.4% est.

Core PPI 4.6% vs. 4.6% est.
Core PPI MoM 0.2% vs. 0.3% est.

[InvestingDesk @InvestingDesk]

$DOCU DocuSign Q2 Earnings:

EPS: $1.16 vs. $1.09 Expected
Revenue: $875.7M vs. $867M Expected

💰Free Cash Flow: $295.8M

[InvestingDesk @InvestingDesk]

$IOT Samsara Q2 Earnings:

EPS: $0.20 vs. $0.16 Expected
Revenue: $508.40M vs. $483M Expected

Q3 Guidance:
EPS: $0.18 - $0.19 vs. $0.18 est.
Revenue: $514M - $516M vs. $510M est.

🔶ARR: $2.1B; up 30% Y/Y
💰Free Cash Flow: $64.70M

[InvestingDesk @InvestingDesk]

$ZS Zscaler Q4 Earnings:

EPS: $1.19 vs. $1.09 Expected
Revenue: $898.20M vs. $877M Expected

Q1 Guidance:
EPS: $1.15 - $1.16 vs. $1.08 est.
Revenue: $935M - $939M vs. $927M est.

🔶ARR: $3.77B; up 25% Y/Y
💰Free Cash Flow: $60.80M

[InvestingDesk @InvestingDesk]

$AVGO Broadcom Q3 Earnings:

EPS: $3.32 vs. $3.24 Expected
Revenue: $29.6B vs. $29.36B Expected

🔶AI Semiconductor Revenue: $16.7B; up 221% Y/Y
💰Free Cash Flow: $13.7B
🔶Infrastructure Software: $8.8B; up 29% Y/Y

[InvestingDesk @InvestingDesk]

$AI C3 Ai Q1 Earnings:

EPS: -$0.20 vs. -$0.26 Expected
Revenue: $52.4M vs. $52.1M Expected

Q2 Guidance:
Revenue: $51M - $55M vs. $56.60M est.

💰Free Cash Flow: $2.10M

[InvestingDesk @InvestingDesk]

$SNOW Snowflake Q2 Earnings:

EPS: $0.62 vs. of $0.45 Expected
Revenue: $1.55B vs. $1.48B Expected

💰Free Cash Flow: $83.8M vs. $104M est.
🔶Product Revenue: $1.49B; up 37% Y/Y

[InvestingDesk @InvestingDesk]

$MDB MongoDB Q2 Earnings:

EPS: $1.90 vs. $1.61 Expected
Revenue: $771.8M vs. $734M Expected

Q3 Guidance:
EPS: $1.57 - $1.61 vs. $1.54 est.
Revenue: $756M - $761M vs. $745M est.

🔶Subscription Revenue: $747.1M; up 31% Y/Y
💰Free Cash Flow: $137.6M

[InvestingDesk @InvestingDesk]

$PANW Palo Alto Networks Q4 Earnings:

EPS: $1.02 vs. $0.98 Expected
Revenue: $3.41B vs. $3.35B Expected

Q1 Guidance:
EPS: $0.96 - $0.98 vs. $0.93 est.
Revenue: $3.30B - $3.31B vs. $3.22B est.

💰Free Cash Flow: $1.3B

[InvestingDesk @InvestingDesk]

$DELL Q2 Earnings:

EPS $7.04 vs. $4.90 Expected
Revenue $46.97B vs. $44.78B Expected

🔶AI-Optimized Servers Revenue $16.40B vs. $16.03B est.
🔶Traditional Servers & Networking Revenue: $10.53B

Q3 Guidance:
Revenue $49B vs. $41.91B est.

[InvestingDesk @InvestingDesk]

$PD PagerDuty Q2 Earnings:

EPS: $0.32 vs. $0.31 Expected
Revenue: $124.40M vs. $123M Expected

Q3 Guidance:
EPS: $0.34 - $0.36 vs. $0.34 est.
Revenue: $123M - $125M vs. $124M est.

🔶ARR: $501M

[InvestingDesk @InvestingDesk]

$MRVL Marvell Q2 Earnings:

EPS: $0.94 vs. $0.92 Expected
Revenue: $2.70B vs. $2.71B Expected

Q3 Guidance:
EPS: $1.10 vs. $1.07 est.
Revenue: $3.15B vs. $3.03B est.

🔶Data Center Revenue: $2.2B; up 46% Y/Y

[InvestingDesk @InvestingDesk]

$S SentinelOne Q2 Earnings:

EPS: $0.08 vs. $0.07 Expected
Revenue: $292M vs. $290M Expected

Q3 Guidance:
EPS: $0.08 - $0.09 vs. $0.11 est.
Revenue: $309M - $311M vs. $309M est.

🔶ARR: $1.22B; up 22% Y/Y

[InvestingDesk @InvestingDesk]

$ADSK Autodesk Q2 Earnings:

EPS: $3.30 vs. $3.12 Expected
Revenue: $2.05B vs. $2.01B Expected

Q3 Guidance:
EPS: $3.04 - $3.09 vs. $3.14 est.
Revenue: $2.13B - $2.14B vs. $2.08B est.