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Joel South

Live: Crowdstrike Holdings (CRWD) Q3 Earnings Coverage

Live Updates Conference Call at 5 PM ET4:27pm ETCrowdstrike’s Conference call is scheduled for 5 pm E.T. Here are questions I will be focused on: Key Analyst Questions: ARR vs. Revenue Gap: Net new ARR…

Joel South · 10 months ago

Live: Marvell Technology (MRVL) Q3 Earnings Coverage

Live Updates Comparison Review 4:30pm ETMarvell’s growth sits between NVIDIA’s 62.5% revenue expansion and AMD’s 35.6% pace. NVIDIA commands 53% profit margins and 63.2% operating margins, while AMD delivers 10.3% and 13.7% respectively. Marvell’s…

Joel South · 10 months ago

Live: MongoDB (MDB) Q3 Earnings Coverage

Live Updates This Is Why Shares of MongoDB Are Popping Higher Tonight 4:23pm ETMongoDB (NASDAQ: MDB | MDB Price Prediction) delivered a 51.5% earnings surprise Monday, but four factors beyond the beat drove shares…

Joel South · 10 months ago

Live: Zscaler Q1 Earnings Coverage

Live Updates Annual Recurring Revenue 4:24pm ETZscaler (NASDAQ: ZS | ZS Price Prediction) reported Q1 FY2026 results beating expectations but triggering sharp after-hours profit-taking. Revenue hit $788.1 million versus estimates of $773.9 million, up 25.5%…

Joel South · 10 months ago

Live: Coverage of Workday’s Q3 Earnings

Live Updates Key Operating Highlights4:14pm ET KPI Q3 FY26 YoY Change Why It Matters Subscription Revenue $2.244B +14.6% Continues durable subscription compounding. 12-mo Sub Backlog $8.21B +17.6% Indicates accelerating demand visibility. Total Sub Backlog…

Joel South · 10 months ago

Shares of NIO Slip After Mixed Q3 Earnings

NIO Inc. (NYSE: NIO | NIO Price Prediction) reported mixed Q3 2025 results before the bell on Tuesday, beating earnings expectations while missing on revenue. The stock opened volatile, spiking as high as $6.28…

Joel South · 10 months ago

Live: Coverage of Dell’s Q3 Earnings

Live Updates Dell's Conference Call Up Next 4:34pm ETCall Details: 4:30 PM ET today via Dell’s investor relations site. Top 5 Questions Management Must Answer: AI backlog conversion: With $30 billion in AI server orders year-to-date,…

Joel South · 10 months ago

Live: Complete Coverage of Zoom’s Q3 Earnings

Live Updates Guidance Update4:16pm ET Guidance Item New Guidance Prior Consensus Direction Q4 Revenue $1.230B to $1.235B ~$1.23B ⚖️ In line Q4 EPS (Non-GAAP) $1.48 to $1.49 ~$1.47 📈 Raised FY26 Revenue $4.852B to…

Joel South · 10 months ago

Live: Intuit Q1 Earnings Coverage

Live Updates Guidance Update 4:16pm ET Metric New Prior Change Revenue $20.997B–$21.186B Same ⚖️ Flat GAAP EPS $15.49–$15.69 Same ⚖️ Flat Non-GAAP EPS $22.98–$23.18 Same ⚖️ Flat Non-GAAP Op Inc. $8.611B–$8.688B Same ⚖️ Flat…

Joel South · 10 months ago

Live: Webull Q3 Earnings Coverage

Live Updates Final Reaction 4:20pm ET Metric Pre-Earnings Consensus Actual Direction Revenue $137.3M $156.9M Up EPS (Adj.) $0.03 $0.08 Up Profitability Return to profit expected? $36.7M Adj. Op Profit Above expectations Sentiment Snapshot Bullish:…

Joel South · 10 months ago