Latest ideas and analyses related to themes from earnings season

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SNOW , MDB , DDOG , WDAY , CRM , VEEV , CCCS

+16 pts



2Q22 data shows another step down in efficiency, albeit against tough compares

By ethonomics on Sept. 21, 2022, 5:31 p.m.
Tagged topics: themes from earnings season

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

+11 pts



Takeaways from 2Q22

By mooreideas on Sept. 14, 2022, 9:24 a.m.
Tagged topics: themes from earnings season

Views: 4, Votes: 2, Responses: 0, Attachments: 1
Internet

+18 pts



Q2'22 EPS Review: Where To From Here?

By ethonomics on Aug. 23, 2022, 1:47 p.m.
Tagged topics: themes from earnings season

Views: 22, Votes: 3, Responses: 0, Attachments: 1
US Macro

+35 pts



3 themes from 2Q 2022 conference calls: Recession risk, margins, and the labor market

By ethonomics on Aug. 10, 2022, 4:26 p.m.
Tagged topics: themes from earnings season

Views: 22, Votes: 2, Responses: 0, Attachments: 1
US Macro

+1 pts



Thank you!...

By uniqueerique on Feb. 21, 2022, 2:05 a.m.
Tagged topics: themes from earnings season

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+37 pts



4 themes from Q4: The labor market, supply chains, pricing power, and M&A

By ethonomics on Feb. 18, 2022, 11:42 a.m.
Tagged topics: themes from earnings season

Views: 32, Votes: 1, Responses: 1, Attachments: 1