Latest ideas and analyses related to earnings miss

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HOOD

+33 pts



$HOOD Robinhood Results Weaker as Expected. Hood Client 2Q22 Returns of -37% a Shocker

By labjordan on Aug. 3, 2022, 5:47 p.m.
Tagged topics: earnings miss

Views: 12, Votes: 3, Responses: 0, Attachments: 1
ROKU

+33 pts



$ROKU - Guidance & 606 Sink Shares

By labjordan on July 29, 2022, 11:20 a.m.
Tagged topics: earnings miss

Views: 11, Votes: 2, Responses: 0, Attachments: 1
WMT

+32 pts



$WMT More Evidence of a Weakening Consumer

By junkfoodlover on July 26, 2022, 1:53 p.m.
Tagged topics: earnings miss

Views: 10, Votes: 3, Responses: 0, Attachments: 1
CSCO

+32 pts



$CSCO: Sharp Reduction in Outlook Contrasts with Upbeat Outlooks at Competitors

By bbern3 on May 19, 2022, 11:59 a.m.
Tagged topics: earnings miss

Views: 15, Votes: 2, Responses: 0, Attachments: 1
TGT

+32 pts



$TGT Across the Board Miss with Guidance Far, Far Below; Framing Downside/CNBC Takes

By phenphen on May 18, 2022, 10:59 p.m.
Tagged topics: earnings miss

Views: 12, Votes: 1, Responses: 0, Attachments: 1
WMT

+32 pts



$WMT Low End Pressures Rising with Tough Laps in 2H

By phenphen on May 18, 2022, 10:54 p.m.
Tagged topics: earnings miss

Views: 12, Votes: 1, Responses: 0, Attachments: 1
WMT

+36 pts



$WMT Q1 miss on largely transitory & manageable headwinds provides a buying opportunity

By josiebe on May 17, 2022, 10:07 a.m.
Tagged topics: buying opportunity , earnings miss

Views: 2288, Votes: 4, Responses: 0, Attachments: 2
CHGG

+32 pts



$CHGG - Two Steps Backward

By realjoe on May 3, 2022, 11:26 a.m.
Tagged topics: earnings miss

Views: 118, Votes: 2, Responses: 0, Attachments: 1
PYPL

+18 pts



Roll-off of eBay business after 1H 22 will help rebase growth expectations and draw investors back to the story. Limited downside on GAAP-earnings basis, not...

By LongClood on March 6, 2022, 4:21 p.m.
Tagged topics: fintech , earnings miss , strategic pivot

Views: 34, Votes: 7, Responses: 0, Attachments: 0
FB

+11 pts



I think we will see a bounce here over the next few weeks back to where it was before. But I may be wrong. It’s...

By realmomobags on Feb. 6, 2022, 8:34 p.m.
Tagged topics: earnings miss

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SNAP , FB

+16 pts



thank you. There's a few good thoughts I heard floating around today that FB problems are company specific given all the 3rd party data it...

By Supersaverguy on Feb. 3, 2022, 10:44 p.m.
Tagged topics: earnings miss

Views: 7, Votes: 2, Responses: 0, Attachments: 0
FB

+42 pts



$FB - Platform Transitions Come To The Forefront

By ethonomics on Feb. 3, 2022, 3:13 p.m.
Tagged topics: earnings miss

Views: 59, Votes: 2, Responses: 1, Attachments: 1
FB

+57 pts



$FB managed investor expectations poorly and will likely be in the penalty box until 2H at the earliest

By josiebe on Feb. 3, 2022, 10:47 a.m.
Tagged topics: earnings miss

Views: 218, Votes: 6, Responses: 1, Attachments: 3
EA

+16 pts



Despite the disappointment in Battlefield, still a pretty solid year, and it is hard to ignore the strong underlying bid given the M&A and fast...

By Supersaverguy on Feb. 2, 2022, 11:10 a.m.
Tagged topics: earnings miss , Battlefield 2042

Views: 6, Votes: 2, Responses: 0, Attachments: 0
PYPL

+48 pts



$PYPL - long road to redemption, mid-20s P/E multiple more supportable until visibility to stronger growth profile

By junkfoodlover on Feb. 2, 2022, 9:46 a.m.
Tagged topics: fintech , earnings miss , strategic pivot

Views: 198, Votes: 7, Responses: 1, Attachments: 1
EA

+41 pts



$EA - uphill battle for Battlefield to win back players, but portfolio approach could reaccelerate growth over time if execution is improved

By junkfoodlover on Feb. 2, 2022, 9:34 a.m.
Tagged topics: earnings miss , Battlefield 2042

Views: 128, Votes: 7, Responses: 1, Attachments: 1
NFLX

+43 pts



$NFLX - Has the 8x revenue paradigm been broken? Time to license owned content?

By labjordan on Jan. 21, 2022, 11:38 a.m.
Tagged topics: earnings miss

Views: 370, Votes: 5, Responses: 0, Attachments: 2
LULU

+33 pts



$LULU - Omicron likely impacted growth by ~250bps in Q4

By puckerman17 on Jan. 10, 2022, 4:38 p.m.
Tagged topics: earnings miss , omicron variant

Views: 38, Votes: 1, Responses: 0, Attachments: 1
PLTR

+6 pts



I am long PLTR. Strong pipeline of customers and mega deals to happen...

By Previous_Answer_9660 on Dec. 14, 2021, 3:52 a.m.
Tagged topics: software , earnings miss , thesis changing

Views: 3, Votes: 1, Responses: 0, Attachments: 0
CRM

+39 pts



$CRM - Q3 solid but guidance miss driven by currency headwinds and MuleSoft, buy the dip

By josiebe on Dec. 1, 2021, 12:20 p.m.
Tagged topics: earnings miss , buy the dip

Views: 183, Votes: 8, Responses: 0, Attachments: 4