Rubrik, Inc. - Q1 FY2027 Earnings
$RBRK 📈 +6.5% AH
Revenue: ✅$387.1M (Est: $366.3M)
EPS: ✅$0.16 (Est: -$0.03)
Key Highlights:
• Launched Rubrik Agent Cloud for Google Cloud's Gemini Enterprise Agent Platform with auto-discovery, intent-based guardrails, and Agent Rewind capability
• Launched data protection for Google Workspace, bringing immutable backups and rapid recovery to Gmail and Google Drive
• Raised full-year FY2027 guidance: Subscription ARR to $1.854B-$1.862B, revenue to $1.638B-$1.648B
Macy's, Inc. - Q1 FY2026 Earnings
$M 📈 +2.2% Pre-Market
Revenue: ✅$4.7B (Est: $4.4B)
EPS: ❌$0.13 (Est: $0.15)
Key Highlights:
• Bloomingdale's comparable sales surged 10.2%, marking seven consecutive quarters of gains and a record first quarter
• Repurchased 2.6M shares for $50M in Q1; $1.1B remaining under $2B authorization
• Raised full-year net sales guidance to $21.5B–$21.75B and adjusted diluted EPS to $2.00–$2.20
@laorlet@Reformed_Trader@kingtutcap No I meant the quality of an isolated offering, which isn't on X would be too good to justify not offering a substack
Dollar General Corporation - Q1 FY2026 Earnings
$DG 📈 +4.0% Pre-Market
Revenue: ✅$10.8B (Est: $10.3B)
EPS: ✅$2.00 (Est: $1.48)
Key Highlights:
• Raised FY2026 diluted EPS guidance to $7.20–$7.45 from $7.10–$7.35
• Gross margin expanded 65 basis points to 31.6%, driven by higher markups and lower shrink
• Opened 195 new stores, including first 5 in Mexico; total store count reached 21,055
Dell Technologies Inc. - Q1 FY2027 Earnings
$DELL 📈 +17.7% AH
Revenue: ✅$43.8B (Est: $35.0B)
EPS: ✅$4.86 (Est: $2.91)
Key Highlights:
• Booked $24.4B in AI orders, recognized $16.1B in AI server revenue in Q1
• Raised FY27 AI server revenue outlook to roughly $60B
• Returned $2.1B to shareholders via buybacks and dividends
MongoDB, Inc. - Q1 FY2027 Earnings
$MDB 📉 -10.6% AH
Revenue: ✅$687.6M (Est: $664.5M)
EPS: ✅$1.32 (Est: $1.19)
Key Highlights:
• Acquired Clarity Business Solutions to strengthen US Federal vertical
• Appointed Ryan Mac Ban as CRO, Doug Bowers as CISO, Pablo Stern as CPO of AI, and Ben Cefalo as CPO of Core Products
• Raised FY2027 revenue guidance to $2.92B–$2.96B
Snowflake Inc. - Q1 FY2027 Earnings
$SNOW 📈 +11.1% AH
Revenue: ✅$1.4B (Est: $1.3B)
EPS: ✅$0.39 (Est: $0.32)
Key Highlights:
• Signed definitive agreement to acquire Natoma, an enterprise Model Context Protocol platform for AI agents
• Expanded AWS partnership with new $6B multi-year agreement to accelerate enterprise AI adoption
• Raised full-year product revenue guidance to $5.84B, up from prior $5.66B
@Defiantclient2@aurora_inno Welcome back! I've used the last few years to accumulate heavy and I'm excited for whats to come.
There are a lot of big catalysts coming and I think its only a matter of time until the valuation re-rates and comes more in line with Waymo.
@chraskalj @kingtutcap Probably because the integral part of their strategy is working with the MNOs and not with consumers.
They don't care about nor need brand awareness on the consumer side, hence not many people having heard of them.