After the market on March 28, yoga sportswear brands$lululemon athletica (LULU) $The Q4 performance of fiscal year 22 ended January 29, 2023 was announced. Because Q3 Financial Reporting Company actively lowered Q4 performance, the stock price in the secondary market dropped by more than 12%. However, Q4 performance once again exceeded market expectations, which also showed that the company's previous lowering expectations were somewhat conservative. Therefore, the company also took the initiative to raise the guidelines for the next quarter, which also made the market re-enhance its performance expectations, and the stock price returned to the Q3 decline.OverviewOverall revenue was US $2.77 billion, up 30% year-on-year, exceeding the consensus of US

Q&A（Question-and-Answer Session）is a session after the company's prepared remarks where institutional investors and analysts ask management questions. In this dialogue, you may find some valuable information that might affect the stock price in the following weeks.Now let's look at some key points from Tencent Q4 2022 Q&A Session Transcript  $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ Q:Related to your cloud business. Can management share more details on whether the strategic shift of reducing the lower margin business largely behind us? And is that fair to assume that we will see growth gradually normalizing with faster rebound of the business and higher margins in the second

PDD fell more than 14% in a trading day following its Q4 earnings report. Investors seem disappointed, but how is the $Invesco QQQ Trust(QQQ)$ component perform in Q4, has been controversial.Q4 Earnings ReviewRevenue: 39.82 billion yuan, compared with 27.231 billion yuan last year, YoY+46%,  miss market consensus of 41.95B,online marketing services and other services 30.965B, YOY+38%, miss consensus of 33.20B;Transaction service 8.80B, YOY+86%, beat consensus of 8.31B;Merchandise sales 58.2M, YOY-29%, miss consensus of 63.9MCost: COGS 89.27B, YoY+37%; operating expenses 21.780B, it's13.80B in 202

Q&A（Question-and-Answer Session）is a session after the company's prepared remarks where institutional investors and analysts ask management questions. In this dialogue, you may find some valuable information that might affect the stock price in the following weeks.Now let's look at some key points from JD.com Q4 2022 Q&A Session Transcript $JD.com(JD)$ $JD-SW(09618)$ Q:My question is about the RMB 10 billion subsidy program, we just launched. We understand that JD is trying to rebuild the low cost to make sure our customers throw this RMB 10 billion subsidy program. So just want to check, if there's any matrix that we can follow, to test whether or not this program is successful, and if o

$CrowdStrike Holdings, Inc.(CRWD)$ has reported its 22Q4 earnings, press release, with Both EPS and Revenue beat.Revenue $637.4M (+47.9% Y/Y) beats by $10.56M;Non-GAAP EPS of $0.47 beats by $0.04.Recent HighlightsAnnual Recurring Revenue increased 48% year-over-year and grew to $2.56 billion as of January 31, 2023, of which $221.7 million was net new ARR added in the quarter.Added 1,873 net new subscription customers in the quarter for a total of 23,019 subscription customers as of January 31, 2023, representing 41% growth year-over-year.Crowd

$Sea Ltd(SE)$ shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t

May the below 3 charts will help you find which company is the most profitable one and which one's EPS grows the fastest？$Amazon.com(AMZN)$ ,$Wal-Mart(WMT)$ $Home Depot(HD)$ $Costco(COST)$ $CVS Health(CVS)$ $Lowe's(LOW)$ $Target(TGT)$ $Kroger(KR)$

Earnings ReviewQ4 MAUs of 326M, grew 20% y/y, but down 6.6M sequentially due to seasonality. DAU growth continued to outperform MAU, up 29% y/y to 92.8M (+2.5M q/q). But average MPUs grew slower at +15% y/y to 28.1M, driving the overall paying ratio to 8.6%, down 40bps y/y. Engagement metrics continued to grow: average daily time spent was 96 minutes in 4Q, +17% y/y; active creators grew 27% to 3.8M; monthly video submissions grew 61% to 17.6M, with average submissions per creator increased 27% y/y to 4.6; average total daily video views grew 77% to 3.9B, implying daily views per MAU of 12.0, up 48% y/y; average monthly interactions per MAU increased 12% y/y to 41.7.Revenue increased to 6.14B (+6.3% YoY), beating consensus of 6.11B; Gross income 2% above

Yesterday, Nio released its report in Q4 before the US stock market. Revenue for the fourth quarter was RMB 16.06 billion, missing analysts' expectations of 17.1 billion; adjusted net income was a loss of 5.07 billion, which is significantly higher than analysts' expectations of a loss of 3.2 billion:Nio shares fell 6% in the U.S. and 13% in Hong Kong after the release of the results, hitting a new low since IPO from the Hong Kong stock market.It’s not difficult to predict Nio's performance, as Nio's pain points have been detailed in the previous articl ”LI's market cap exceeds the sum of NIO and XPEV: The winner of the NEV competition in China!” In addition, from the trend of Nio's share price, it is not only weaker than its