ServiceNow (NOW) – Earnings Review – April 27, 2024 ServiceNow is one of the largest enterprise software firms in the world. It automates workflows, tech stacks and projects to augment…
Spotify (SPOT) – Earnings Review – April 27, 2024 Demand Source: Brad Freeman – SEC Filings, Company Presentations, and Company Press Releases Profitability & Margins Source: Brad Freeman – SEC…
Visa (V) – Earnings Review – April 27, 2024 Visa is arguably the most important company in the world for gauging spend volume appetite for consumers and corporations. That’s what…
Earnings Preview for Next Week – Amazon (AMZN), PayPal (PYPL), SoFi (SOFI) and Lemonade (LMND) – April 27, 2024 Amazon (AMZN) Amazon should report excellent Q1 numbers next week. Google Cloud…
Stock Market Nerd – Earnings Round-Up – Enphase (ENPH); Chipotle (CMG); Intel (INTC); Caterpillar (CAT) – April 27, 2024 Enphase Enphase is a player in residential and commercial solar energy.…
Meta Platforms (META) — Follow Up Call – April 27, 2024 CFO Susan Li hosted Meta’s quarterly follow-up call this week following earnings. There was a lot of repetition, but…
Amazon (AMZN) – Affordable Grocery Subscription & Sports – April 27, 2024 Amazon debuted a $9.99 per month grocery delivery subscription. It allows Prime Members to order from Amazon Fresh,…
Snowflake (SNOW) – Innovation? – April 27, 2024 A key concern surrounding Snowflake for the last few quarters has been pace of innovation. Leadership will explicitly tell you that they…
The Trade Desk (TTD) — Retail Media Partner – April 27, 2024 The Trade Desk and foodpanda announced a new partnership. foodpanda is a food and grocery delivery company that operates…
Shopify (SHOP) — Bullish Analyst Note – April 27, 2024 Deutsche Bank sees strong Shopify Plus momentum and overall strong app sage data from Bloomberg as driving upside to its guidance this…
Stock Market Nerd Macro – April 27, 2024 Output Data: Consumer & Employment Data: Inflation Data:
InsiderEdge™ – Top Sales and Top Purchases – April 26, 2024