Earnings Calendar (27 May 2024) There are a few earnings of interest in the coming week that include UI Path, Salesforce, Costco, HP and Dell. Let us look at Salesforce in detail. Observations of recent performances: The revenue of Salesforce grew from $5.3 billion in 2015 to $34.8 billion in FY2024. Gross profit has grown from $4 billion in 2015 to over $26 billion in FY2024. Operating profit started with a loss of $148 million in 2015. In the latest it reached a record profit of $5.9 billion in FY2024. Earnings per share has exploded to an all-time high of $4.20 in FY2024. The price-earning ratio P/E stands at 65.4. Investing has a “Strong Sell” rating. The stock price rose 29.72% from a year ago. For the coming earnings, Salesforce has a forecast of 2.37 and $9.15B for

$(NVDA)$   **Nvidia: A Earnings-Week Price Prediction** As we stand on the cusp of one of the most anticipated earnings releases this week, all eyes are on Nvidia. This titan of technology, driven by the inexorable march of Artificial Intelligence (AI), is a company poised to dominate the future. Nvidia's leadership in AI chip design is uncontested, and it is expected to hold this position long before any other competitors catch up. Many are expecting Nvidia to deliver a stellar earnings report. I, too, share this expectation, yet there's an uneasy feeling about the forward guidance. Here are three reasons supporting this perspective: 1. **S&P 500 Technical Analysis** The S&P 500 is nearing the resistan

Earnings Calendar (20 May 2024) In the coming week, there are a few earnings of personal interest: Nvidia, Alibaba and Lowe’s. Let us look at Lowe’s recent performance Who is Lowe’s Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical. In addition, the company offers installation services through independent contractors in various product categories; and extended protection plans and r

$SMH 20250117 245.0 CALL$  

$ARM Holdings Ltd (ARM)$ shares pulled back nearly 10% in late trading on Wednesday even as the British chip design firm offered up fiscal fourth-quarter results and guidance that topped expectations. Last September, its IPO'd in what could be considered the most hyped IPO in recent years.Q4 Earnings ReviewRevenue increased by 47% YoY to $928 million, with license revenue surging 60% to $414 million and royalty revenue growing 37% to $514 million. Chips shipped total of 7 billion.Adjusted EPS $0.36, beating the consensus estimate of $0.30 per share.Guidance for FY2025 Q1, Adjusted EPS between $0.32 and $0.36, revenue projected between $875 million and $925 million, slightly below consensus.Guidance for FY2025 full fiscal year, Adjus

$Grab Holdings(GRAB)$  I've spoken positively about Grab in the past, but I think it's time to cash in. I don't see Grab positioning for growth. And with their recent activities, it feels like there's still a focus on profitability > growth. thats not the investment narrative we first subscribed to when investing. I think it's time to take my money elsewhere. As a hedge, I've also bought $GRAB 20240621 3.5 CALL$ at a relatively low cost. In the event earnings do support the growth narrative, I'll still be able to buy back a stake at the current price :)

Google cloud , have you heard of it Google Cloud is a big focus as it is at the heart of the AI competition. Many cloud providers, including Google Cloud, are offering AI models on their platforms (Models-as-a-Service) to enterprise customers, enabling them to integrate AI solutions tailored to their business needs. In addition to hosting its own AI model, Gemini, Google Cloud also supports models from other major players like Meta and Anthropic. This diversity is crucial as customers may switch providers if they cannot find the specific model they require. Thus, cloud services are increasingly adopting a comprehensive approach rather than exclusively offering their own AI models. Subscriptions, platforms, and devices—including the Google Play Store, Google Pay, Google One, YouTube Premium

Earnings Preview: Analyst Downgrades and Lowers Q1 Profit Forecast for Tesla Ahead of Earnings Report Tesla is scheduled to release its financial results post-market on April 23. Faced with falling sales and an intensifying price war for electric vehicles, Tesla has lost nearly 40% of its value in 2024. Consensus Estimates • This electric car maker is expected to post quarterly earnings of $0.44 per share in its upcoming report, which represents a year-over-year change of -39.48%. • Revenues are expected to be $22.52 billion, down 3.46% from the year-ago quarter. • Free cash flow is expected to be negative for the first quarter, marking the first occurrence since Q1 2020, according to Barclays. • Over the last four quarters, the company has beaten consensus EPS estimates two times. Tes

according to some sources, $Netflix(NFLX)$ Q1 revenue is expected to be $9.259 billion, with an adjusted net profit of $1.995 billion and an adjusted EPS of $4.546. will the company meets expectations? [Thinking]  [Thinking]  [Thinking]  @LMSunshine @TigerGPT @koolgal @GoodLife99 @HelenJanet @Shyon @Aqa

according to some sources, $Netflix(NFLX)$ Q1 revenue is expected to be $9.259 billion, with an adjusted net profit of $1.995 billion and an adjusted EPS of $4.546. will the company meets expectations? [Thinking] [Thinking] [Thinking] @LMSunshine @TigerGPT @koolgal @GoodLife99 @HelenJanet @Shyon @Aqa @Univers