Earnings Analysis

RocketLab Q2 FY12/24 Earnings Review

Not Yet In Escape Orbit But No Hydrazine Leaks Either

L3Harris Q2 FY12/24 Earnings Review

When Deleverage Is A Good Thing

Okta Q2 FY1/25 Earnings Review

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

Airbnb ($ABNB) – Q2 FY12/2024 earnings review

ABNB posted a decent Q2 FY12/2024; however, the TTM revenue growth declined to 16%. Management provided weak guidance for Q3 FY12/2024, attributed to slowing demand from US guests. The stock fell a solid 14% post-earnings and found support at, wait for it, the c-wave = 1.618 * a-wave level.

Iridium Communications Q2 FY12/24 Earnings Review

Apparently toast in real life; but rather promising on a stock chart.

Tenable Q2 FY12/24 Earnings Review

Thank U, Next

Crowdstrike Q2 FY1/25 Earnings Review

Nobody Mention Blue Screen Day. On Pain Of Death!

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.