Crowdstrike Q2 FY1/25 Earnings Review
Nobody Mention Blue Screen Day. On Pain Of Death!
Earnings Analysis
SentinelOne Q2 FY1/25 Earnings Review
CRWD’s Loss Is S’s Gain
Nvidia Q2 FY1/25 Earnings Review
Not So Difficult Really.
HubSpot Q2 FY12/24 Earnings Review
Looooong in the tooth.
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