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Joel South

Snowflake (SNOW) 1st Quarter Earnings Live Coverage

Live Updates Quick Recap 4:20pm ET EPS (Non-GAAP): Not disclosed in the release — awaiting transcript or call.(The pre-release guidance implied ~$0.22–$0.23. Likely in line or modest beat) Product Revenue: $996.8M actual vs. $1.01B…

Joel South · 1 year ago

Toll Brothers (TOL): Q2 FY25 Earnings Live Coverage

Live Updates Margins and momentum 4:41pm ETGross margin was a key watch item given mix shifts toward specs, which tend to carry lower margins. However, Toll beat margin guidance handily with a Q2 adjusted…

Joel South · 1 year ago

Keysight Technologies (KEYS): Q2 FY25 Earnings Live Coverage

Live Updates Guidance Upgrade Validates Execution Strength4:16pm ETHeading into the release, we highlighted that expectations were stable but not euphoric, with some concern about uneven macro indicators. The above-consensus Q2 revenue and EPS, combined…

Joel South · 1 year ago

Palo Alto Networks (PANW): Q3 FY25 Earnings LIVE

Live Updates Next Quarter Guidance 4:31pm ET Metric Guidance YoY Growth Revenue $2.49B – $2.51B +14% – +15% Non-GAAP EPS $0.87 – $0.89 ~+10% Next-Gen Security ARR $5.52B – $5.57B +31% – +32% Remaining…

Joel South · 1 year ago

Home Depot Earnings Live: Comps Drop and Tariffs In View

Live Updates Tariff Pressures Won’t Be Passed to Consumers — But It Could Hurt Margins11:41am ETTariffs are back in the spotlight, and Home Depot is preparing for real cost pressure. Management acknowledged that goods…

Joel South · 1 year ago

Pony.ai Live Earnings Coverage (May 20th)

Live Updates Pony.ai opens higher, up 5.00% 9:40am ETPony.ai, after turning in solid revenue growth figures in first quarter earnings is shooting higher to kick off the trading day. Autonomous Coverage 20 Times the…

Joel South · 1 year ago

Live Virgin Galactic (SPCE) Earnings Coverage

Live Updates First reactions 4:29pm ETAfter digesting SPCEs earnings here are my first thoughts: 1. Delta timeline update?Still aiming for 2026. No acceleration or specific test milestones shared. Execution remains long-dated. 2. FAA progress?No…

Joel South · 1 year ago

Quantum-Si (QSI) Earnings Coverage: Complete 1Q Coverage

Live Updates First earnings reaction4:30pm ETFirst reaction to QSIs earnings: 1. Product traction:Platinum Pro officially launched and shipped, but no units/revenue per customer disclosed. Adoption remains early-stage. 2. Burn rate update:Q1 net loss of…

Joel South · 1 year ago

Take-Two Interactive (TTWO) Earnings Live: Q4 2025 Preview

Live Updates First reaction to TTWOs earnings 4:32pm ETHere is my first thoughts on TTWOs earnings: 1. GTA VI monetization or launch window?Still set for FY2027 (May 2026). No monetization details yet, but timeline…

Joel South · 1 year ago

CAVA (CAVA) Earnings LIVE: Q1 Keys to Watch

Live Updates First earnings reaction for CAVA4:31pm ETAfter digesting CAVAs earnings here are my first thoughts: 1. Did same-store sales stay strong?Yes — up 10.8%, with 7.5% traffic growth. That’s a major strength signal.…

Joel South · 1 year ago

Applied Materials (AMAT) Live: Complete Earnings Day Coverage

Live Updates More Reactions 4:25pm ETAfter digesting AMATs earnings here are my first thoughts. 1. AI-related orders: Management reiterated AI computing as the “dominant driver of semiconductor innovation,” but didn’t quantify direct revenue impact…

Joel South · 1 year ago

IREN Limited (NASDAQ: IREN) Live Earnings Coverage

Live Updates AI Gains Showing Up 4:20pm ETIREN continues to set performance benchmarks in mining, with a $23 all-in hash cost against a $54 hash price, and $41k cost per Bitcoin mined vs. $93k…

Joel South · 1 year ago

USA Rare Earth (NASDAQ: USAR) Live Earnings Coverage (May 14th)

Live Updates Will we see magnet manufacturing timelines tonight? 3:21pm ETThough pre-revenue, USAR’s business model comprises three parallel value-chain verticals: Rare Earth Mining (Round Top, TX): Long-lead but strategically important Separation & Processing: A…

Joel South · 1 year ago