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Amazon (AMZN) Q4 FY25 Earnings Call Insights: AWS putting its foot on the gas.
Key Takeaways: AI investments being monetized immediately. Supply, not demand constrained. AWS margins expanding as AI investments are delivered on.
Feb 6
1
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Amazon.com Inc (AMZN) Q4 FY25 Earnings Analysis: Capex and Guidance shocks
$200bn capex shock and Q1 OP guidance below consensus on investment led expense growth
Feb 5
2
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Paypal (PYPL) Earnings Call Insights and the inside running on the new CEO
The stock, now on lowest P/E on record and 17% FCF yield, is anticipating additional (large) downgrades. This report analyzes the earnings call and an…
Feb 5
1
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Eli Lilly & Company (LLY) Q4 FY25 Earnings Call Insights: Great performance, decelerating growth
Strong result with guidance ahead. Key risk to the stock is decelerating growth off a high base and increased pricing headwinds dragging on the…
Feb 5
2
1
Coherent Corp Q2 FY26 Earnings Call Insights: "Step function in bookings, > 4x book to bill"
Growth acceleration and record bookings with growth visibility extending into 2028
Feb 5
2
1
Alphabet Inc (GOOGL) Earnings Call Insights
Monetizing AI search, continued innovation and expansion of Gemini, rising depreciation but management pointing to expanding operating margin…
Feb 5
1
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Coherent Corp (COHR) Q2 FY26 Earnings Analysis - Double beat & guidance ahead, but is it enough?
Key Takeaways
Feb 4
1
Alphabet Inc (GOOGL) Earnings Analysis - Google Cloud and Search Acceleration
Solid Beat on Revenue and EPS with one time non cash charge bringing Op Income 3% below.
Feb 4
2
1
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AMD Q4 FY25 Earnings Analysis Report
Messy result with good guidance. Expense growth and PC/Gaming weakness in focus even as data center revenues accelerate.
Feb 4
4
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The Imminent Solid State Shift, aka "Toyota's Revenge"
How Solid State Batteries are set to upend the competitive landscape again in EVs and potential winners and losers
Feb 3
4
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Palantir (PLTR) Q4 FY25 - Still accelerating with FY25 OpInc guidance 32% above consensus
Key Takeaways
Feb 2
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Why are Gold and Silver collapsing now? Rational Bubble theory and the catalysts today
By accessing and reading this article, readers acknowledge and agree to be bound by the terms of our full legal disclaimer. The information provided…
Jan 30
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