CrowdStrike (CRWD) – Earnings Review – Q3 2023
Stock Market Nerd Macro: November 27, 2023 Consumer and Employment Data: Output Data: Inflation Data:
Adobe (ADBE) Adobe is a key source of aggregated consumer spending data for Black Friday-Cyber Monday. Its predicted $5.6 billion in 2023 Thanksgiving spending came precisely to fruition. This represents…
Demand Please note that Autodesk is shifting from multi-year contracts to annual billings which is temporarily impacting growth for that metric. Profitability Guidance Autodesk roughly met Q4 revenue estimates. It…
Nvidia (NVDA) – Earnings Review – Q3 2023
Many are familiar with Sam Altman as OpenAI’s CEO, especially after ChatGPT’s success. However, fewer know that he is also the co-founder and CEO of a SPAC.
Stock Market Nerd – Earnings Round-Up – November 15-19, 2023. UBER, AMZN, PGNY, DIS, and Macro.
PayPal (PYPL) – Chriss’ Shake Up New CEO Alex Chriss is shaking up the structure of PayPal. He’s driving more reporting transparency, more obvious segment organization and more focus. To…
Palo Alto Networks (PANW) – Earnings Review – Q3 2023. Palo Alto Networks provides network, cloud and endpoint security services.
Nubank (NU) – Earnings Review – Q3 2023. NuBank is a large and rapidly growing digital bank in Latin America.
Sea Limited (SE)- Earnings Review – Q3 2023 Sea Limited beat revenue estimates by 3.1%. Please note that the financial services 3-yr CAGR is comping vs. a base period in…
Delta Air Lines details its lucrative partnership with American Express, projected to generate $6.5B in revenue in 2023. Is Delta becoming as much a credit card company as an airline?…