Earnings Analysis

ExxonMobil Q4 FY12/24 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

CrowdStrike Q4 FY1/25 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

BDC Report for Q4: “The Party’s Over”

Pass The Seltzer?

Micron Q2 FY8/25 Earnings Review

A Wee DRAM

Marvell Technologies Q4 FY1/25 Earnings Review

Not Looking Very Marvell-ous Right Now

SentinelOne Q4 FY1/25 Earnings Review

Not quite crash and burn, but close.

Okta Q4 FY1/25 Earnings Review

$OKTA, Presently A Levered Play On $QQQ

Veeva Systems (VEEV) Q4 FY1/2025 Earnings Review

Yet another strong quarter, delivering financial results ahead of guidance.

Synopsys Q1 FY10/25 Earnings Review

Not Special

Boeing Q4 FY12/24 Earnings Review

You Could. But Why Would You?