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Joel South

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

Live: Will Cava Group (CAVA) Soar After Q2 Earnings Today?

Live Updates My reaction 4:34pm ETCAVA’s growth narrative hinges on SSS momentum and margin durability — and this quarter showed cracks in comp growth that offset strong new unit economics. Metric Pre-Earnings Estimate Post-Earnings…

Joel South · 1 year ago