Earnings Analysis

Fortinet Q2 FY12/24 Earnings Review

Stayin' Alive

Autodesk Q1 FY1/25 Earnings Review

Even The Management Team Is Bored

Snowflake Q2 FY1/25 Earnings Review

Mainly Mud Right Now

Dynatrace Q1 FY3/25 Earnings Review

Rock Steady

The Trade Desk Q2 FY12/24 Earnings Review

Recession Notable Only By Its Absence Thus Far

LRCX Q4 earnings review

Summary: * Lam Research reported Q4 earnings on July 31st; * recovery

Unity Q2 FY12/24 Earnings Review

Grownups Are In Charge. Hopefully.

Adobe Q2 FY11/24 Earnings Review

AI - But Not Yet

DigitalOcean Q2 FY12/24 Earnings Review

Growth Up, Margins Up, All Good Here

DataDog Q2 FY12/24 Earnings Review

More GPUs, More Data, More DDOG