Podcast Episodes
Back to SearchCRM Stock: HOLD Call - $2.7B of the Profit Was a Private Markup Q2 FY2027
Salesforce (CRM) Q2 FY2027 — Shares rose 22.6% to $252.05 the next session - the best day of the whole twelve-month tape - opening 11.9% higher on an…
1 month, 2 weeks ago
MRVL Stock: The 59 Million Shares Marvell Gave Google - Q2 FY2027
Marvell Technology (MRVL) Q2 FY2027 — Shares fell 10.3% to $216.62 the next session, gapping down 6.7% at the open and never trading back - the sessi…
1 month, 2 weeks ago
SNPS Stock: The 19% Segment That Turned - Q3 FY2026 Earnings
Synopsys (SNPS) Q3 FY2026 — Shares rose 13.4% to $464.89 the next session, the best day of the year, then handed 41% of it back to close at $442.61. …
1 month, 2 weeks ago
CRWD Stock: CrowdStrike Q2 FY2027 Earnings - A Flawless Quarter At 37x Revenue
CrowdStrike (CRWD) Q2 FY2027 — Shares jumped 20.5% to $227.96 the next session - their best day of the year - then eased to $218.40. Revenue grew 26%…
1 month, 2 weeks ago
WDAY Stock: Workday’s AI Sells, But The Order Book Grew 8% - Q2 FY2027
Workday (WDAY) Q2 FY2027 — Shares gapped down, reversed, and closed up 5.8% at $204.72 the next session. AI drove more than 25% of new ACV. Total sub…
1 month, 2 weeks ago
OKTA Stock: Operating Profit Doubled, Margin Didn’t Move - Q2 FY2027
Okta (OKTA) Q2 FY2027 — Shares jumped 28.6% to $172.91 the next session, then eased to $166.23. Reported operating income more than doubled to $107M …
1 month, 2 weeks ago
RBRK Stock: Rubrik Grew Revenue 38% And Its Billings 19% - Q2 FY2027
Rubrik (RBRK) Q2 FY2027 — Shares fell 13.1% to $93.05 the next session, after running 43% into the print. Revenue grew 38%, subscription ARR 33%, the…
1 month, 2 weeks ago
PLAB Stock: Photronics Beat, But $503M Of Its Cash Sits In Joint Ventures - Q3 FY2026
Photronics (PLAB) Q3 FY2026 — Shares rose 3.2% to $30.25 on the print, then slid to $27.73 by Friday's close. Adjusted EPS beat a cut bar by 24% - bu…
1 month, 2 weeks ago
ADSK Stock: Autodesk Grew Revenue 16% And Its Order Book 2% - Q2 FY2027
Autodesk (ADSK) Q2 FY2027 — Shares fell 3.7% to $260.66 the next session, after rising 6.2% into the print. Revenue grew 16%, billings 10%, current R…
1 month, 2 weeks ago
Veeva (VEEV) Q2 FY2027 Earnings: HOLD Call - A 15% Pop On A 2-Cent Raise
Veeva Systems (VEEV) Q2 FY2027 — Q2 FY2027 (three months to 31 July 2026): revenue $928.0M, +17.6% YoY; adjusted operating profit $415.9M at a 44.8% …
1 month, 2 weeks ago