All Work

Joel South

Samsara (IOT) Delivers Its First Quarter of Profitability

Samsara (NYSE: IOT | IOT Price Prediction) delivered a milestone quarter after the close on Dec. 4, reporting its first period of GAAP profitability alongside strong revenue and earnings beats. The company posted $416.0…

Joel South · 11 months ago

SentinelOne Plunges 8% After Q3 FY26 Earnings Report

SentinelOne (NYSE: S | S Price Prediction) reported Q3 fiscal 2026 results after the close on Thursday, delivering a profitability milestone that caught investors’ attention. The company posted adjusted EPS of $0.07, crushing the…

Joel South · 11 months ago

RBRK Surges 13% After Crushing Q3 FY26 Earnings

Rubrik (NYSE: RBRK | RBRK Price Prediction) reported fiscal third quarter results after the close on Dec. 4, crushing expectations on both revenue and profitability. The stock climbed in after-hours trading as investors digested…

Joel South · 11 months ago

Ulta Shares Soar on Strong Q3 Earnings and Revenue

Ulta Beauty (NASDAQ: ULTA | ULTA Price Prediction) reported third quarter fiscal 2026 results after market close on December 4, 2025, and investors liked what they saw. The company beat both earnings and revenue…

Joel South · 11 months ago

Live: Snowflake (SNOW) Q3 Earnings Coverage

Live Updates Will Snowflake Beat Earnings 5:30pm ETThe data-warehousing platform has beaten estimates in seven of the last eight quarters, including a 29.6% surprise last quarter at $0.35 versus $0.27 expected. That beat fueled…

Joel South · 11 months ago

Live: C3.ai (AI) Q2 Earnings Coverage

Live Updates Key Takeaways from C3.ai 2Q Earnings 4:21pm ET Metric Prior Consensus New View (Implied) Shift Q3 Revenue ~$75.6M ~$72–80M (guided) ⚖️ Flat FY26 Revenue ~$298.7M $289.5–309.5M ⚖️ Flat FY26 EPS –1.27 No…

Joel South · 11 months ago

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 · 11 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 · 11 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 · 11 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 · 12 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 · 12 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 · 12 months ago