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Joel South

Live: Will Box. Inc (BOX) Beat Q2 Earnings Estimates?

Live Updates My Reaction on Q2 4:26pm ET Metric Pre-Earnings Consensus New Guide Direction FY26 Revenue $1.17B $1.170–$1.175B ⚖️ Flat FY26 EPS $1.27 $1.26–$1.28 ⚖️ Flat Sentiment Bullets: Bullish: AI adoption momentum and FedRAMP…

Joel South · 1 year ago

Live: Will Intuit Beat Q4 Earnings Tonight?

Live Updates Final Reaction 4:25pm ET Metric Prior FY26 Consensus Post-Guide FY26 Shift Revenue $20.99B $21.0–$21.2B ✅ Higher EPS $22.9 $22.98–$23.18 ✅ Higher Bullish: Clean beat, raised FY26, Credit Karma momentum intact, AI monetization…

Joel South · 1 year ago

Live: Will Worday Outperform Q4 Earnings Estimates Tonight?

Live Updates My takeaway from the quarter 4:23pm ET Metric Prior FY26 Post-Guide FY26 Shift Subscription Rev ~$8.78B $8.815B ✅ Higher Margin ~28.5% 29.0% ✅ Higher Takeaways Bullish: AI adoption now tied directly to…

Joel South · 1 year ago

Live: Will Zoom Beat Estimates?

Live Updates My take on Zoom's quarter 4:24pm ET Metric Prior FY26 Post-Guide FY26 Shift Revenue ~$4.81B $4.825–4.835B ✅ Higher EPS $5.61 $5.81–5.84 ✅ Higher FCF ~$1.7B $1.74–1.78B ✅ Higher Zoom is proving cost…

Joel South · 1 year ago

Live: Applied Materials (AMAT) Sinks 14% After Hours

Live Updates Stock Will Be Very Down Tomorrow 5:24pm ETWell, nothing was said on the Applied Materials call to change around steep after hours losses. The company is down 14% as of 5:25 p.m.…

Joel South · 1 year ago

Live: Nu Holdings (NU) Shares Jump 8% After Earnings

Live Updates Confernce Call at 6 p.m. ET 5:33pm ETNU Holdings’ conference call is scheduled for 6 p.m. We’ll post updates and a summary. If you want to receive that we highly encourage you to leave…

Joel South · 1 year ago

Live: Why DLocal (DLO) Just Soared 20% After Earnings

Live Updates Wall Street Q&A 6:10pm ETHere’s our analysis of the Q&A session with Wall Street analysts. We’ll provide a summary of Wall Street questions and management’s answers. Q&A — what Wall Street asked,…

Joel South · 1 year ago

Live: Why Coherent (COHR) Dropped 17% After Q4 Earnings

Live Updates Every Wall Street Question, Summarized 6:21pm ETHere’s a summary of every question Wall Street asked and management’s response: 1) Can the data-center business keep growing fast next year? Why investors asked: Hyperscale…

Joel South · 1 year ago