Synopsys Q3 FY10/24 Earnings Review
Designs On A New ATH?
Earnings Analysis
Marvell Q2 FY1/25 Earnings Review
An AI Capex Beneficiary … Soon?
Autodesk Q2 FY1/25 Earnings Review
If Capex Then Autodesk, And If Autodesk, Then Probably Not Recession.
Adobe Q3 FY11/24 Earnings Review
Probably Not Stuck In The Mud For Long
PagerDuty Q2 FY1/25 Earnings Review.
The Last Alert
MongoDB Q2 FY1/25 Earnings Review
Stack (Of Dollars) Overflow?
Veeva Systems (VEEV) Q2 FY1/2025 Earnings Review
Veeva continues to deliver strong performance despite despite several headwinds. TTM revenue growth and EBITDA margins have both improved. Stock appears to be under accumulation at current levels. Read on for detailed financial and technical analysis, as well as ratings.
Docusign Q2 FY1/25 Earnings Review
Cheaper Than Chips
Broadcom Q3 FY10/24 Earnings Review
GNUs Not Unix And Broadcom Is Not NVDA
ZScaler Q4 FY7/24 Earnings Review
Still Our Top Pick In Cybersecurity