Latest ideas and analyses related to earnings results

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INTC

+14 pts



Intel Is No Longer A Value Trap

By beat_the_street on Sept. 23, 2022, 8:47 p.m.
Tagged topics: earnings results

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

+10 pts



Solid 4Q results with traffic gains and stable margins

By ethonomics on Sept. 23, 2022, 3:07 p.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 1
INTC

+17 pts



Intel Just Bottomed

By beat_the_street on Sept. 17, 2022, 9:55 p.m.
Tagged topics: earnings results

Views: 19, Votes: 5, Responses: 0, Attachments: 0
CMG

+1 pts



thanks...

By i_sarut on Sept. 17, 2022, 1:38 p.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ADBE

+1 pts



No file...

By Thorndyke on Sept. 17, 2022, 2:53 a.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ADBE

+18 pts



Adobe: Whoa We Are Halfway There

By beat_the_street on Sept. 16, 2022, 9:10 p.m.
Tagged topics: earnings results

Views: 23, Votes: 5, Responses: 1, Attachments: 0
EMBRAC-B

+5 pts



Thank you! Seems like there also was a price target update, do you happen to have it?...

By lejooon on Sept. 16, 2022, 4:04 p.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 0
EMBRAC-B

+41 pts



Outlook reiterated but some shifts and some doubts; further deals at decent multiples (as requested)

By mooreideas on Sept. 16, 2022, 3:29 p.m.
Tagged topics: earnings results

Views: 20, Votes: 5, Responses: 1, Attachments: 1
ADBE

+26 pts



$20B Figma M&A Overshadows Relatively Resilient Core

By josiebe on Sept. 15, 2022, 4:55 p.m.
Tagged topics: earnings results , mergers and acquisitions

Views: 22, Votes: 5, Responses: 0, Attachments: 1
NET

+1 pts



thanks...

By i_sarut on Sept. 13, 2022, 2:52 a.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BILI

+13 pts



$BILI Bilibili - Expecting A Third Quarter Recovery

By Btam on Sept. 12, 2022, 4:08 a.m.
Tagged topics: earnings results

Views: 8, Votes: 4, Responses: 0, Attachments: 1
NIO

+1 pts



great...

By thegaurav on Sept. 10, 2022, 7:52 p.m.
Tagged topics: earnings results

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GIII

+13 pts



$GIII G-III Apparel - Solid 2Q

By Btam on Sept. 9, 2022, 5:46 a.m.
Tagged topics: earnings results

Views: 10, Votes: 4, Responses: 0, Attachments: 1
DOCU

+18 pts



$DOCU 2Q23 Results: Better than Feared Q2, But Limited Support in Assessing FY24/FY25 Growth

By realmomobags on Sept. 9, 2022, 3:59 a.m.
Tagged topics: earnings results , SaaS

Views: 14, Votes: 3, Responses: 0, Attachments: 1
ZS

+15 pts



$ZS 4Q22 Results – Quieting the Bears

By realmomobags on Sept. 9, 2022, 3:57 a.m.
Tagged topics: earnings results , cybersecurity

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

+12 pts



$RH Q2 Musical Chairs

By realmomobags on Sept. 9, 2022, 3:56 a.m.
Tagged topics: retail , earnings results

Views: 8, Votes: 3, Responses: 0, Attachments: 1
NIO

+28 pts



$NIO NIO: Wider Loss For Second Quarter

By Btam on Sept. 8, 2022, 9:30 p.m.
Tagged topics: earnings results

Views: 27, Votes: 3, Responses: 1, Attachments: 1
ASAN

+12 pts



$ASAN 2Q23 Results: Better than Feared, but Not in the Clear

By realmomobags on Sept. 8, 2022, 9:25 a.m.
Tagged topics: earnings results , SaaS

Views: 5, Votes: 3, Responses: 0, Attachments: 1
NIO

+28 pts



2Q22 Earnings First Look

By cassie on Sept. 7, 2022, 5:34 p.m.
Tagged topics: earnings results

Views: 26, Votes: 4, Responses: 0, Attachments: 1
AVGO

+20 pts



$AVGO Broadcom BofA Note - Beat goes on, best-in-class mix_execution cushions any slowdown

By DegenerateBull on Sept. 6, 2022, 5:22 a.m.
Tagged topics: earnings results

Views: 17, Votes: 5, Responses: 0, Attachments: 1