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@SergeyCYW Sergey

Several tech companies have recently reported strong quarterly earnings, showcasing growth and advancements in AI and cloud computing. Notable performers include $GOOGL with a record $XXXXX billion revenue, $MSFT with XX% year-over-year revenue growth, and $NOW with a XXXX% year-over-year revenue increase. Additionally, $META and $MELI also reported significant revenue growth, with $META's revenue accelerating to XX% year-over-year and $MELI's revenue rising XX% year-over-year to $XXX billion.

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Followers: XXXXX #

X Week XXXXX +1.10%
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Social Influence

Social category influence stocks #3949 finance #6187 technology brands XXXXX% cryptocurrencies XXXXX%

Social topic influence ai #5992, cash flow #47, flow #1340, strong #3093, $iot #4, $crwd #16, $adbe #29, $zs #14, adobe #250, $snow #21

Top accounts mentioned or mentioned by @wisemancap @stocksavvyshay @carbonfinancex @stayinginvested @patientinvestt @investingvisual @dividendtalks @crismo999 @ok_surf @bhavustoks @deepdiveecon @lukacapital @shipaloneceo

Top assets mentioned Helium IOT (IOT) Crowdstrike Holdings Inc (CRWD) Adobe, Inc. (ADBE) Zscaler Inc (ZS) Snowflake, Inc. (SNOW) MongoDB, Inc. (MDB) Palantir (PLTR) Rubrik, Inc. (RBRK) Veeva Systems, Inc. (VEEV) monday.com Ltd. Ordinary Shares (MNDY) CoreWeave, Inc. (CRWV) GitLab Inc. Class A Common Stock (GTLB) Datadog Inc (DDOG) Cloudflare, Inc. (NET) Sea Limited (SE) Palo Alto Networks Inc (PANW) Trade Desk, Inc. (TTD) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) TeraWulf Inc. (WULF) Salesforce Inc (CRM) Cream (CRM) Shopify Inc (SHOP) MercadoLibre Inc (MELI) Axon Enterprise, Inc. (AXON) Duolingo, Inc. Class A Common Stock (DUOL) Now Coin (NOW) Applied Blockchain, Inc. Common Stock (APLD) Cipher Mining Inc. Common Stock (CIFR) CyberArk Software Ltd. (CYBR) Okta Inc (OKTA) Confluent, Inc. Class A Common Stock (CFLT)

Top Social Posts

Top posts by engagements in the last XX hours

"Key points from $IOT Samsara Third Quarter 2025 Earnings Call: Financial Performance: Samsara ended Q3 FY26 with $1.75B ARR (+29% YoY) and $105M net new ARR its strongest in seven quarters. Revenue grew XX% to $416M. The company reached GAAP profitability expanded non-GAAP operating margin to XX% (+9 pts YoY) delivered XX% gross margin and achieved XX% FCF margin. NRR held at XXX% and $100K+ customers accounted for XX% of total ARR. Fleet Management: Fleet remained the core growth engine powered by Video Safety Telematics and AI Multi-Cam. Wins included a top U.S. home-improvement retailer"
X Link 2025-12-05T15:59Z 9765 followers, 2449 engagements

"Key points from $VEEV Veeva Systems Third Quarter 2025 Earnings Call: Financial Performance: Q3 revenue reached $811M with non-GAAP operating income of $365M both above guidance. FY26 outlook raised on early deal timing and strength in R&D SMB Crossix and services. Subscription margin stable and slightly up YoY; free cash flow strong with $10B+ cash balance. Vault CRM: Over XXX live deployments (115); XX of top XX pharma standardizing X building custom Salesforce solutions. CRM now XX% of revenue vs XX% two years ago reducing concentration risk. Attach potential includes Service Center"
X Link 2025-11-21T15:03Z 9765 followers, 2489 engagements

"Portfolio Update Nov : -XXXX% YTD: +11.4% Cumulative: +129.7% Holdings: X. $DDOG XXXX% X. $SNOW XXXX% X. $CRWD XXXX% X. $NET XXX% X. $SHOP XXX% X. $MELI XXX% X. $MDB XXX% X. $NOW XXX% X. $AXON XXX% XX. $MNDY XXX% XX. $ZS XXX% XX. $IOT XXX% XX. $APP XXX% XX. $DUOL XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2% (since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"
X Link 2025-12-01T11:02Z 9765 followers, 3245 engagements

"$CRWV Is Down XX% Heres How CoreWeave Actually Prints Money CoreWeave earns by selling high-performance AI cloud infrastructure GPU capacity and managed software services to hyperscalers enterprises and AI-native builders. The model is simple in theory but brutal to execute in practice: deploy the fastest compute keep utilization high and convert scarcity into pricing power. Heres a clear look at how the company actually makes money and what Q3 showed.🧵👇"
X Link 2025-12-01T12:29Z 9764 followers, 5702 engagements

"$CRWV Is Down XX% from ATH CoreWeaves model is straightforward: build the fastest AI cloud keep GPUs fully utilized and turn scarce compute into high-margin revenue. Q3 proved the engine is working. Revenue hit $1.4B up XXX% YoY. Backlog surged to $55.6B. Demand is not easing. Its accelerating. Margins are rising with scale. Adjusted operating income reached $217M at a XX% margin. Adjusted EBITDA climbed to $838M at a XX% margin helped by stronger utilization of GB200/GB300 clusters under Mission Control. One question hangs over the story: interest expense jumped to $311M. Can CoreWeaves cash"
X Link 2025-12-02T16:08Z 9765 followers, 1491 engagements

"Is the Neo Cloud boom already showing cracks beneath the surface Despite record growth sector momentum looks fragile. $CRWV is down -XX% from its 52-week high $WYFI -XX% $IREN -XX% $NBIS -XX% $CIFR -XX% $APLD -XX% and $WULF -9%. Volatility signals growing skepticism about durability and dilution risk. The build-out story is still historicAI infrastructure spending is compounding faster than any other segment in techbut the pace invites risk. Power scarcity vendor concentration around NVIDIA and capital intensity measured in tens of billions per year have stretched balance sheets. When a"
X Link 2025-12-10T11:54Z 9765 followers, 2422 engagements

"Adobe $ADBE Q4'25 Results: $6194.0M rev (+10.5% YoY +3.4% QoQ) beat est by XXX% GM (89.5% +0.5 PPs YoY) Operating Margin (36.5% +1.6 PPs YoY) FCF Margin (50.5% -XXX PPs YoY)🟡 Net Margin (30.0% -XXX PPs YoY)🟡 EPS* $XXXX beat est by XXX% *non-GAAP Segment Revenue Digital Media $4620M rev (+11.5% YoY XXXX% Gross Margin) ➡Digital Experience $1520M rev (+8.9% YoY XXXX% Gross Margin)🟡 Digital Experience Subscription $1410M rev (+11.5% YoY)🟢 Publishing and Advertising $60M rev (-7.7% YoY XXXX% Gross Margin)🟡 Key Metrics RPO $22.52B (+12.8% YoY)🟢 Billings $6690M (+12.3% YoY)🟢 Total Digital"
X Link 2025-12-11T03:29Z 9765 followers, 2866 engagements

"Adobe $ADBE Revenue by Segments"
X Link 2025-12-11T11:28Z 9764 followers, XX engagements

"Adobe $ADBE Segments"
X Link 2025-12-11T11:28Z 9765 followers, XX engagements

"Adobe $ADBE OpEx"
X Link 2025-12-11T11:28Z 9765 followers, XX engagements

"Adobe $ADBE Dilution"
X Link 2025-12-11T11:28Z 9765 followers, XXX engagements

"Synopsys Q325: AI Tailwinds Drive Record Growth Amid Cost Pressure $SNPS posted another quarter of strong top-line growth with revenue up XXXX% YoY to $2.26B landing slightly above estimates. Gross profit jumped XX% with margins expanding to XX% reflecting strong pricing discipline and Ansys integration benefits. EBITDA margin improved by nearly X points to XX% signaling the early payoff of operational synergy efforts. RPO surged XX% to $11.4B and recurring revenue reached XX% of total sales solidifying the companys shift toward predictable high-margin software income. The Ansys acquisition"
X Link 2025-12-11T11:57Z 9765 followers, 1042 engagements

"Thoughts on Adobe Earnings Report $ADBE: 🟢 Positive Revenue: Q4 revenue $6.19B up XXXX% YoY beating estimates by 1.5%; FY25 revenue $23.77B up XX% YoY. Margins: Gross margin rose to XXXX% (+0.5 PPs YoY); operating margin expanded to XXXX% (+1.6 PPs YoY). EPS: Non-GAAP EPS $XXXX beating estimates by 2.2%; FY25 non-GAAP EPS $XXXXX up XX% YoY. Cash Flow: Operating cash flow exceeded $10B; FCF margin strong at 50.5%. Digital Media: Revenue $4.62B (+11.5% YoY); ARR $19.2B (+11.5% YoY); freemium MAUs up XX% to 70M+. Digital Experience Subscription: Revenue $1.41B (+11.5% YoY) with strong ARR"
X Link 2025-12-11T12:33Z 9765 followers, 1222 engagements

"Neo Clouds Breakout Moment: The Fastest Infrastructure Boom of the AI Era Analysts expect NTM revenue growth of +551% for $NBIS (Nebius Group) +179% for $WYFI (WhiteFiber) +131% for $CRWV (CoreWeave) +107% for $IREN (Iris Limited) +73% for $WULF (TeraWulf) +65% for $CIFR (Cipher Mining) and +52% for $APLD (Applied Digital). Growth is no longer theoretical. It is visible in revenue curves pipeline disclosures and multi-gigawatt power commitments. Market estimates now stretch from $XX billion in 2024 to more than $XXX trillion by 2034. Synergy sees $XXX billion by 2030. GPU scarcity sits at the"
X Link 2025-12-11T13:02Z 9765 followers, 19.8K engagements

"Key points from $ADBE Adobe Fourth Quarter 2025 Earnings Call: Financial Performance: Adobe closed FY25 with $23.77B revenue (+11% YoY) GAAP EPS of $XXXXX and non-GAAP EPS of $XXXXX (+14% YoY). Operating cash flow exceeded $10B. Q4 revenue was $6.19B (+10% YoY). Total ARR reached $25.2B (+11.5% YoY) with FY26 net new ARR guided to $2.6B (10.2% growth). Digital Media: Digital Media revenue hit $17.65B (+11% YoY) with ARR at $19.2B (+11.5%). Generative credit usage tripled QoQ freemium MAUs rose XX% to 70M+ and integrations with ChatGPT and Copilot expanded reach. The challenge is maintaining"
X Link 2025-12-11T13:57Z 9765 followers, XXX engagements

"$S SentinelOne Management comments on the earnings call. Platform Growth: Broad-Based Performance Tomer Weingarten CEO Our Q2 performance was broad based with strong contributions from new customer additions expansion with existing accounts and increased adoption of our AI and data solutions. Flex Licensing: Transforming Adoption Tomer Weingarten CEO We've launched SentinelOne Flex a major step forward in how customers adopt the platform. The reception is outstanding with an eight-figure deal validating the model. Purple AI: Surging Momentum Tomer Weingarten CEO Purple AI continues to"
X Link 2025-08-29T16:00Z 9734 followers, 2463 engagements

"Samsara Strengthens AI and Connected Operations Leadership $IOT Samsara is tightening its grip on the connected operations market with new AI breakthroughs strategic public sector partnerships and measurable safety gains across global fleets. The company signed Software Licensing Program contracts with the State of California giving public agencies streamlined access to its connected operations platform. The tools help reduce fuel waste enhance safety and automate compliance. Fleet managers can now replace manual testing through CTC Manager saving significant technician hours. On the"
X Link 2025-10-29T11:56Z 9738 followers, 2180 engagements

"Arista Networks $ANET delivers record Q3 results driven by AI-fueled growth Revenue hit $2.31B up XXXX% YoY with gross margin expanding to 65%. Operating income soared XX% YoY to $986M pushing operating margin to 45%. EPS came in at $XXXX beating estimates. Profitability remains elitefree cash flow margin at XX% underscores a disciplined asset-light model that converts earnings into cash with precision. Growth momentum is anchored in the AI infrastructure buildout. Demand from cloud titans and enterprise clients is accelerating as multi-planar network architectures become essential for"
X Link 2025-11-05T03:45Z 9750 followers, 3844 engagements

"How $SE Sea Limited Makes Money: Profitable Growth With Discipline Sea Limited pulled in nearly $6B in Q3 revenue rising XX% year over year and XX% sequentially. Operating margin reached X% up over three points from last year showing how tight execution and scale are feeding profitability. E-commerce drives the machine contributing over XX% of total revenue. Shopees $4.3B top line was powered by stronger marketplace monetizationad revenue jumped XX% and take rates climbed sharply. Meanwhile SeaMoney its fintech arm surged XX% to nearly $1B with a $7.9B loan book and rock-solid XXX% NPL ratio."
X Link 2025-11-12T14:00Z 9752 followers, 1229 engagements

"$SE Sea Limited Revenue By Type E-Commerce Revenue ➡$4294.8M rev (+34.9% YoY XXXX% of Rev) 🟡 Operating Margin (2.6% +3.7 PPs YoY) Digital Financial Revenue ➡$989.9M rev (+60.8% YoY XXXX% of Rev) Operating Margin (25.1% -XXX PPs YoY) Digital Entertainment Revenue ➡$653.0M rev (+31.2% YoY XXXX% of Rev) 🟡 Operating Margin (47.4% -XXX PPs YoY) Other Services ➡$48.4M rev (+55.6% YoY XXX% of Rev) 🟢 Operating Margin (-55.8% -XXXX PPs YoY)"
X Link 2025-11-12T15:00Z 9753 followers, 1345 engagements

"$AMAT Applied Materials posts a clean beat with firm margin control and a credible 2026 setup Margins held up impressively in Q3 even as revenue dipped. Gross margin came in at roughly XX% up XX bps YoY and operating margin held near 28%. EPS grew double digits. Cash generation stayed strong with over $2B in quarterly FCF. Management continues to lean into R&D which shows up in both the P&L and the product pipeline. Growth dynamics point to a company positioning itself for the next wave of spending. Leadership in DRAM HBM advanced packaging and new transistor architectures is translating into"
X Link 2025-11-14T04:14Z 9746 followers, 1749 engagements

"The Most Promising High-Growth Stocks to Watch During a Market Pullback: AI: - $PLTR - $GOOGL - $SNOW - $ORCL Semiconductors: - $TSM - $NVDA - $AMD - $AVGO Cybersecurity: - $NET - $RBRK - $CRWD - $PANW E-commerce: - $SHOP - $MELI - $AMZN - $SE Fintech: - $DLO - $NU - $ADYEN - $SOFI"
X Link 2025-11-14T12:18Z 9746 followers, 3585 engagements

"Global-E $GLBE Q3'25 Earnings Preview Consensus Estimates: Revenue $217800M (+23.8% YoY) EPS $XXXX (+152.0% YoY) If $GLBE beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +28.0% YoY Management Guidance: Q3'25 $XXX - $221M guide (+23.6% YoY) $XXX - $972M FY guide (+25.7% YoY) raised by 0.48%"
X Link 2025-11-17T15:31Z 9736 followers, 2598 engagements

"$ESTC Elastic Q325: Strong Growth Firmer Margins Cloud Momentum Elastic just delivered another quarter that shows a company finding its stride in the AI-search era. Revenue climbed XX% YoY to $423M and gross margin held firm at 75%. Operating efficiency is moving in the right direction with operating margin improving more than nine points YoY. Cash generation followed the same trend pushing free-cash-flow margin above 20%. Elastic Cloud remained the engine growing XX% YoY and now representing more than half of total revenue. Large-deal activity continues to accelerate supported by platform"
X Link 2025-11-21T03:58Z 9735 followers, 2412 engagements

"Thoughts on Veeva Systems Earnings Report $VEEV: 🟢 Positive Revenue $811.2M (+16.0% YoY +2.8% QoQ); EPS* $XXXX (+4.6% vs est); Operating Margin* XXXX% (+1.5 pp YoY); GM* XXXX% (+0.3 pp YoY) Subscription revenue $682.5M (+17.5% YoY); Sub GM* XXXX% (+0.4 pp YoY) Q425 guide $807$810M (+12.2% YoY); FY guide $3166$3169M (+15.3% YoY) both raised Net margin XXXX% (+2.5 pp YoY); S&M*/Rev XXXX% (-0.3 pp) R&D*/Rev XXXX% (-0.6 pp) G&A*/Rev XXX% (-0.3 pp) Net new ARR $93.26M (+19.1% YoY); RDI XXXX (+0.16 YoY)* Strategic wins: Vault CRM 14/20 top pharma eCTMF 20/20 Vault CRM live XXX (external: 115);"
X Link 2025-11-21T12:28Z 9737 followers, 2116 engagements

"Cybersecurity Stocks Are Crashing But Is This the Buying Opportunity From 52-week highs: $CRWD XXXX% $CYBR XXXX% $ZS XX% $PANW XXXX% $NET XXXX% $FTNT XXXX% $RBRK XXXX% $OKTA XXXX% $S 43.7%. The cybersecurity market remains one of the fastest-growing segments in tech with a $220270B TAM in 2025 and long-term estimates pointing to $350435B by 2030 and $500B+ before 2032. Industry CAGR expectations cluster between X% and XX% through the decade. Key risks persist: pricing pressure in commoditized categories accelerating vendor consolidation rapid attacker innovation (especially in AI and"
X Link 2025-11-24T12:56Z 9739 followers, 4612 engagements

"$CRWD CrowdStrike redefined endpoint security with its cloud-native Falcon platform using behavioral analytics and AI to protect workloads at scale. Trading at XXXX forward P/S with XXXX% growth expected supported by deep telemetry and a modular subscription model that drives high-margin cross-sell. Recognized as a Leader in the 2025 IDC MarketScape with R&D at XX% of revenue. The outage recovery introduces execution risk but Goldman Sachs stays bullish given consolidation tailwinds favoring vendors with rich data ecosystems"
X Link 2025-11-24T12:56Z 9735 followers, XXX engagements

"$CYBR CyberArk leads privileged access and identity security trading at XXXX forward P/S with strong integration across enterprise identity stacks and high switching costs. Zero-trust and regulatory mandates boost demand. Competition grows as platforms bundle identity capabilities and cloud-native PAM challengers emerge. Palo Alto Networks is acquiring CyberArk for $25B with shareholder approval secured"
X Link 2025-11-24T12:56Z 9734 followers, XXX engagements

"Zscaler $ZS Q3'25 Earnings Preview Consensus Estimates: Revenue $773M (+23.1% YoY) EPS $XXXX (+11.7% YoY) If $ZS beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +25.4% YoY Management Guidance: Q3'25 $XXX - $774M guide (+23.1% YoY) $3265 - $3284M FY guide (+22.5% YoY)"
X Link 2025-11-24T16:28Z 9738 followers, 1807 engagements

"Zscaler $ZS Q3'25 Results: $788.1M rev (+25.5% YoY +9.6% QoQ) beat est by XXX% GM* (79.9% -XXX PPs YoY)🟡 Operating Margin* (21.8% +0.5 PPs YoY) FCF Margin (52.4% +6.0 PPs YoY)🟢 Net Margin (-1.5% +0.5 PPs YoY) EPS* $XXXX beat est by 11.6%🟢 *non-GAAP Key Metrics DBNR XXX% (114% LQ) ARR $3.20B (+25.5% YoY +189 net new ARR)🟢 RPO $5.93B (+34.5% YoY)🟢 Customers 3754 $100k+ customers (+18.6% YoY +260)🟢 XXX $1M+ customers (+19.3% YoY +34) Regional Breakdown United States $427.1M rev (+33.8% YoY XX% of Rev) EMEA $212.3M rev (+14.1% YoY XX% of Rev) APAC $120.5M rev (+21.2% YoY XX% of Rev) Other"
X Link 2025-11-26T03:37Z 9738 followers, 2274 engagements

"Thoughts on Zscaler Earnings Report $ZS: 🟢 Positive Revenue $788M (+26% YoY* +10% QoQ) beat guidance; EPS $XXXX (+11.6% vs est). ARR $3.2B (+26% YoY); RPO $5.9B (+35% YoY); Net New ARR $276M (+96% YoY). Free Cash Flow Margin XX% (+6 pts YoY) achieving Rule-of-78. Operating Margin XXXX% (+0.5 pts YoY) despite higher R&D and expansion investments. AI Security ARR +80% YoY exceeding FY26 goal of $400M three quarters early; expected to surpass $500M. Zero Trust Everywhere enterprises exceeded XXX three quarters ahead of target. Z-Flex $175M TCV (+70% QoQ) driving longer contracts and larger"
X Link 2025-11-26T12:08Z 9738 followers, 3401 engagements

"Workday Posts Solid Q3 With Strong Margins And Steady Subscription Growth $WDAY Workday rolled into Q325 with a clean combo of double-digit top-line expansion and surprisingly strong profitability. Subscription revenue climbed XXXX% to $2.24B keeping the growth engine well above industry averages. Total revenue hit $2.43B slightly ahead of expectations while gross margin held a sturdy 76%. Operating income jumped XX% YoY pushing operating margin to XX% GAAP and XXXX% non-GAAP. Cash generation impressed as well with free cash flow reaching $550M and a XX% margin. The margin setup continues to"
X Link 2025-11-26T12:27Z 9733 followers, 1900 engagements

"Key points from $ZS Zscaler Third Quarter 2025 Earnings Call: Financial Performance: Revenue hit $788M (+26% YoY +10% QoQ) beating guidance. ARR reached $3.2B (+26%) RPO $5.9B (+35%) with XX% current. Gross margin was XXXX% (vs. XXXX% last year). Operating expenses rose XX% YoY to $458M; operating margin improved to 21.8%. Free cash flow margin reached 52%. The company achieved a Rule-of-78 and ended with $3.3B in cash. Platform Growth: AI Security Zero Trust Everywhere and Data Security now total $1B ARR growing faster than legacy ZIA/ZPA ($2B ARR). Zscaler has XXX customers above $1M ARR"
X Link 2025-11-26T15:03Z 9738 followers, 1814 engagements

"$MNDY Down XX% from 52w high but execution remains strong Mondays Q3 showed resilience across key metrics. Revenue rose XXXX% year over year while free cash flow margin hit 29.1%a strong balance between growth and profitability. Net dollar retention among large customers reached XXX% a healthy sign of expanding usage and stickiness. Customer momentum continues to accelerate. Clients spending over $100k grew XXXX% and those above $500k surged 73.3%. Larger accounts are clearly deepening their commitment driving operating leverage as adoption widens. The company was again recognized as a Leader"
X Link 2025-11-27T11:33Z 9735 followers, 1687 engagements

"How $SE Sea Limited Makes Money: Marketplace Monetization Financial Services Scale and a Reaccelerating Gaming Engine Seas model is firing across all three pillars. Shopee drives the majority of revenue through marketplace fees advertising and value-added logistics delivering $4.3B in e-commerce revenue and XX% growth in core marketplace monetization. Margins improved as operating discipline took hold pushing group operating margin to X% and operating cash flow margin above 31%. Digital Financial Services continues to scale with high-velocity PayLater adoption and a loan book now at $7.9B"
X Link 2025-11-27T11:59Z 9751 followers, 2447 engagements

"How Grab Makes Money: Ecosystem Scale High-Frequency Usage and Expanding Financial Services $GRAB Grabs Q3 showed a business leaning into product-led growth and disciplined operating leverage. Revenue reached $XXX million up XX percent year over year. Almost half of that turns into gross profit with gross margin rising to XX percent. Profitability continues improving as operating income doubled and net income reached $XX million. Mobility and deliveries both posted double-digit GMV growth while financial services expanded revenue by XX percent. Margins are heading in the right direction."
X Link 2025-11-28T13:03Z 9749 followers, 2030 engagements

"$ZS Zscaler Deepens Its Push Into AI Security and Expanding Mobile/IoT Threat Defense Zscalers latest research underscored the scale of threat escalation. Android malware jumped XX% with XXX malicious Play Store apps reaching 42M installs. Critical infrastructure remains under pressure as the energy sector saw a XXX% surge in attacks. IoT malware concentrated heavily in Manufacturing and Transportation each representing XXXX% of observed activity. The US continued to dominate global IoT malware traffic at XX% while mobile attacks clustered around India the US and Canada. The threat landscape"
X Link 2025-11-28T13:28Z 9738 followers, 1665 engagements

"$IOT Samsara Shows Expanding ROI Across Safety Compliance and AI-Driven Fleet Operations Samsaras recent deployments highlight growing operational impact. CLEAN Linen & Workwear reported a XX% collision reduction XX% MPG improvement and an XX% lift in fleet safety scores a clear indicator of how deeply the platform is embedding into customer workflows. U.S. trucking fleets now benefit from turn-by-turn restriction-aware navigation designed to curb the roughly 15000 annual bridge strikes with integrated Hours-of-Service visibility reinforcing the value of tool consolidation. Smart Compliance"
X Link 2025-11-28T15:31Z 9741 followers, 1176 engagements

"@DividendTalks $DUOL looks attractive at these levels"
X Link 2025-11-30T13:47Z 9735 followers, 1596 engagements

"Customer concentration once cast a long shadow. Microsoft represented a majority of 2024 revenue with two customers making up 77%. Reduced service usage by Microsoft raised concerns about reliance and delivery risk. Even so backlog concentration is falling fast. The largest customer now represents XX% of backlog down from XX% at the start of the year. A broader enterprise mix is emerging. CrowdStrike Rakuten and NASAs Jet Propulsion Laboratory are already running critical workloads on the platform"
X Link 2025-12-01T12:29Z 9749 followers, XXX engagements

"Momentum across the AI cloud remains strong. Meta OpenAI and a sixth hyperscaler signed new agreements. CoreWeave became the only cloud provider submitting MLPerf inference results on GB300. A new interruptible-capacity structure with NVIDIA improves utilization by reselling unused compute while protecting economics. Managed software is scaling rapidly as well. AI Object Storage crossed $100M ARR in its first full quarter aided by zero egress fees and cost-optimized performance. Acquisitions like OpenPipe Marimo and Monolith deepen the software stack and broaden addressable markets"
X Link 2025-12-01T12:29Z 9745 followers, XXX engagements

"GitLab $GTLB Q3'25 Earnings Preview Consensus Estimates: Revenue $239M (+21.8% YoY) EPS $XXXX (-13.0% YoY) If $GTLB beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +26.7% YoY Management Guidance: Q3'25 $XXX - $239M guide (+21.7% YoY) $XXX - $942M FY guide (+23.7% YoY)"
X Link 2025-12-01T14:57Z 9752 followers, 4313 engagements

"Snowflake $SNOW Q3'25 Earnings Preview Consensus Estimates: Revenue $1180M (+31.1% YoY) EPS $XXXX (+20.0% YoY) If $SNOW beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +31.9% YoY Management Guidance: Q3'25 $1125 - $1130M guide (+25.2% YoY) $4395M FY guide (+26.9% YoY) raised by 1.62%"
X Link 2025-12-02T13:00Z 9738 followers, 2711 engagements

"Key points from $MDB MongoDB Third Quarter 2025 Earnings Call: Financial Performance: MongoDB reported Q3 FY26 revenue of $628M (+19% YoY) above guidance with $123M non-GAAP operating income (20% margin) $115M net income ($1.32 EPS) and $140M free cash flow. Gross margin was XX% (vs. XX% last year) due to higher Atlas mix. Total cash and investments reached $2.3B. Atlas Growth: Atlas revenue rose XX% YoY to $471M (75% of total) with stable consumption and strong enterprise demand. Net ARR expansion was XXX% total customers exceeded 62500 and $100K+ customers grew XX% YoY to 2694. Releases of"
X Link 2025-12-02T15:29Z 9747 followers, 1119 engagements

"CrowdStrike $CRWD Q3'25 Results: $1234M rev (+22.2% YoY +5.6% QoQ) beat est by XXX% GM* (78.4% +0.5 PPs YoY) Operating Margin* (21.4% +2.1 PPs YoY) FCF Margin (24.0% +1.2 PPs YoY) Net Margin (-2.8% -XXX PPs YoY)🟡 EPS* $XXXX beat est by 2.1%🟢 non-GAAP Revenue By Segments Subscription ➡Subscription Revenue $1169M (+21.4% YoY)🟡 GM (80.6% +0.6 PPs YoY) Professional Services Professional Services Revenue $66M (+38.3% YoY) GM* (38.9% +4.8 PPs YoY) Key Metrics ARR $4.92B (+22.5% YoY +265 net new ARR)🟢 RPO $7.90B (+46.3% YoY) Billings $1463M (+31.4% YoY)🟢 Customer Engagement with Multiple"
X Link 2025-12-03T03:30Z 9735 followers, 1128 engagements

"Okta leans into AI-driven identity with improving profitability and a stronger outlook $OKTA Margins moved in the right direction across the board. Gross margin reached XX% with steady expansion. Operating margin hit X% up more than five points YoY. Free cash flow margin climbed to XX% powered by disciplined spend and healthier sales productivity. Revenue grew XXXX% ahead of expectations with subscription revenue rising XXXX% and professional services accelerating. Guidance for both Q4 and FY25 came in above sell-side estimates reflecting confidence in pipeline quality and stabilization in"
X Link 2025-12-03T03:43Z 9749 followers, 1847 engagements

"Thoughts on CrowdStrike Earnings Report $CRWD: 🟢 Positive Revenue rose to $1.23B (+22% YoY +5.6% QoQ) beating estimates by 1.7%; EPS $XXXX beat expectations by 2.1%. Net new ARR reached a record $265M (+73% YoY) driving ARR to $4.92B (+22.5% YoY). Operating margin expanded to XXXX% (+2.1 ppts YoY) and free cash flow margin to XX% (+1.2 ppts YoY). Billings increased XX% YoY to $1.46B; RPO surged XX% YoY to $7.9B. Subscription gross margin improved to XX% total GM 78%; demonstrates operating leverage. Falcon Flex ARR exceeded $1.35B (+200% YoY); re-Flex customers doubled sequentially. Cloud"
X Link 2025-12-03T12:27Z 9737 followers, 1436 engagements

"$UBER launched a robotaxi service in downtown Dallas using autonomous vehicles developed by $NBIS Avride operating across a nine-square-mile zone with safety drivers and standard UberX-tier pricing. Avrides system uses XX cameras X lidars and X radars building on its U.S.-based autonomous platform that also powers Uber Eats delivery robots. The rollout adds to Ubers 20+ autonomous partnerships including recent deployments with WeRide in Abu Dhabi and depot operations for Waymo as Uber targets autonomous operations in 10+ cities next year"
X Link 2025-12-03T12:55Z 9738 followers, 1634 engagements

"Key points from $CRWD CrowdStrike Third Quarter 2025 Earnings Call: Financial Performance: Net new ARR rose XX% YoY to $265M beating targets and lifting total ARR to $4.92B (+23% YoY). Revenue reached $1.23B (+22% YoY) with $1.17B from subscriptions and $65.5M from services. Non-GAAP operating income hit $264.6M (21% margin) and free cash flow was $295.9M (24% margin). Cash from operations reached $397.5M with $4.8B on hand. Incident-related costs totaled $26.2M cutting FCF by $53M. Falcon Platform: The single-sensor single-console model fueled growth through new certifications deeper"
X Link 2025-12-03T15:03Z 9735 followers, 1010 engagements

"Key points from $GTLB GitLab Third Quarter 2025 Earnings Call: Financial performance: Revenue hit $244M in Q3 FY26 (+25% YoY) beating guidance. Non-GAAP operating income was $43.7M (18% margin) gross margin XX% and FCF $27.2M (11.1% margin). Cash and investments reached $1.2B with incident-related costs reducing FCF by $53M. DevSecOps Platform: AI-driven code growth boosted CI pipelines deployments and releases by 3545% YoY with strong per-seat activity for $5K+ ARR customers. Security shifted earlier in the lifecycle via new scanning features driving XXX% NRR and XX% SaaS growth. Public"
X Link 2025-12-03T15:56Z 9746 followers, 1600 engagements

"Snowflake $SNOW Q3'25 Results: $1213M rev (+28.7% YoY +5.9% QoQ) beat est by XXX% GM* (72.6% -XXX PPs YoY)🟡 Operating Margin* (10.8% +4.6 PPs YoY) FCF Margin (9.4% +1.1 PPs YoY) Net Margin (-24.0% +10.4 PPs YoY) EPS* $XXXX beat est by 16.7%🟢 non-GAAP Product ➡Product Revenue $1158M (+28.7% YoY)🟡 GM (75.9% -XXX PPs YoY) Key Metrics NDR XXX% (-2 PPs YoY PPs QoQ) RPO $7.88B (+38.3% YoY)🟢 RPO $3.78B (+32.7% YoY)🟢 ➡Billings $1367M (+28.0% YoY)🟡 Data sharing XXXX% (+1.0 PPs QoQ) ➡3546 Marketplace Listings (+20.4% YoY +146) Customers 12621 customers (+18.9% YoY +559) ➡688 $1M+ customers"
X Link 2025-12-04T03:23Z 9738 followers, 1908 engagements

"Salesforce $CRM Q3'25 Results: $10259.0M rev (+8.6% YoY +0.2% QoQ) missed est by -0.1%🔴 GM (78.0% +0.3 PPs YoY) Operating Margin (21.3% +1.3 PPs YoY) FCF Margin (21.2% +2.4 PPs YoY) Net Margin (20.3% +4.2 PPs YoY)🟢 EPS* $XXXX beat est by XXXX% *non-GAAP Segment Revenue Subscription and support $9726M rev (+9.5% YoY XXXX% Gross Margin) Professional services $533M rev (-5.7% YoY -XXXX% Gross Margin)🟡 Key Metrics RPO $59.50B (+12.1% YoY)🟢 cRPO $29.40B (+11.4% YoY)🟢 Subscription Revenue by Type ➡Sales $2297M rev (+8.4% YoY)🟡 Service $2495M rev (+9.0% YoY)🟢 Platform and Other $2180M rev"
X Link 2025-12-04T03:41Z 9737 followers, 3124 engagements

"Thoughts on Snowflake Earnings Report $SNOW: 🟢 Positive Revenue: Q3 revenue reached $1.213B (+28.7% YoY +5.9% QoQ) beating estimates by 2.8%. Product revenue: $1.158B (+28.7% YoY) with XXXX% gross margin. Operating margin: Improved to XXXX% (+4.6 pps YoY); FCF margin rose to XXX% (+1.1 pps YoY). EPS: $XXXX beating estimates by 16.7%. RPO: $7.88B (+38.3% YoY); cRPO $3.78B (+32.7% YoY). Customer growth: Total 12621 (+18.9% YoY); XXX customers spending $1M+ annually (+26.9% YoY). AI traction: AI influenced XX% of bookings; Snowflake Intelligence adopted by 1200 customers; Cortex AI hit $100M"
X Link 2025-12-04T12:30Z 9738 followers, 1073 engagements

"@Wiseman_Cap Long $MNDY. 👍"
X Link 2025-12-04T13:31Z 9736 followers, XXX engagements

"Samsara $IOT Q3'25 Earnings Preview Consensus Estimates: Revenue $399M (+23.9% YoY) EPS $XXXX (+71.4% YoY) If $IOT beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +30.4% YoY Management Guidance: Q3'25 $XXX - $400M guide (+23.9% YoY) $1574 - $1578M FY guide (+26.2% YoY) raised by 1.48%"
X Link 2025-12-04T14:02Z 9753 followers, 2645 engagements

"Key points from $SNOW Snowflake Third Quarter 2025 Earnings Call: Financial Performance: Snowflake delivered XX% YoY product revenue growth to $1.16B and raised FY guidance to $4.446B (+28%). RPO climbed XX% YoY to $7.88B. Gross margin hit XXXX% and operating margin expanded to XX% (+450 bps). FCF margin was XX% and liquidity totaled $4.4B after $233M in buybacks. A brief hyperscaler outage caused a minimal $12M revenue impact. Cortex AI: Cortex AI reached a $100M run rate a quarter early acting as a model-agnostic gateway for foundation models SQL AI and agent workflows. Adoption is strong"
X Link 2025-12-04T14:56Z 9746 followers, 2773 engagements

"Key points from $CRM Salesforce Third Quarter 2025 Earnings Call: Financial performance: Salesforce posted Q3 FY26 revenue of $10.26B (+9% YoY) with subscription revenue up XX% and non-GAAP operating margin at 35.5%. CRPO reached $29.4B (+11%) and total RPO nearly $60B (+12%). OCF was $2.3B (+17%) and FCF $2.2B (+22%). Full-year revenue outlook is $41.45$41.55B (+910%) with FY26 non-GAAP margin guided to XXXX% and expected revenue re-acceleration in 1218 months. Data platform: Salesforce expanded its three-layer data architecture (Informatica Data XXX MuleSoft) toward $10B annualized revenue"
X Link 2025-12-04T16:04Z 9743 followers, 1346 engagements

"Samsara $IOT Q3'25 Results: $416.0M rev (+29.2% YoY +6.3% QoQ) beat est by XXX% GM* (77.8% +0.2 PPs YoY) Operating Margin* (19.2% +8.7 PPs YoY)🟢 FCF Margin (13.4% +3.7 PPs YoY) Net Margin (1.9% +13.6 PPs YoY)🟢 EPS* $XXXX beat est by 25.0%🟢 non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ARR $1.75B (+29.4% YoY +105 net new ARR)🟢 ➡Billings $430M (+26.9% YoY)🟡 Customers 2990 $100k+ customers (+30.5% YoY +219)🟢 Operating expenses S&M/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-2.5 PPs YoY) Quarterly Performance Highlights Net New ARR $105M"
X Link 2025-12-05T04:11Z 9741 followers, 1716 engagements

"@Wiseman_Cap Long $IOT"
X Link 2025-12-05T11:52Z 9736 followers, XXX engagements

"Samsara $IOT OpEx"
X Link 2025-12-05T12:02Z 9736 followers, XXX engagements

"Samsara $IOT Dilution"
X Link 2025-12-05T12:02Z 9741 followers, XXX engagements

"Thoughts on Samsara Earnings Report $IOT: 🟢 Positive Revenue $416.0M up XXXX% YoY and XXX% QoQ beat estimates by 4.2%. ARR $1.75B up XXXX% YoY with $105M net new ARR marking the strongest growth in seven quarters. GAAP profitability achieved for the first time; non-GAAP operating margin XXXX% up XXX ppts YoY. Gross margin XXXX% FCF margin XXXX% both improving YoY. Net margin XXX% up XXXX ppts YoY signaling strong cost discipline. EPS $XXXX beat estimates by 25%. $100K+ customers 2990 (+30.5% YoY) $1M+ customers XXX (+57.7% YoY). S&M R&D G&A expenses as a share of revenue decreased by XXX 2.0"
X Link 2025-12-05T13:26Z 9741 followers, 1860 engagements

"Key points from $RBRK Rubrik Third Quarter 2025 Earnings Call: Financial Performance: Rubrik delivered record subscription ARR of $1.35B (+34% YoY) and $94M in net new ARR its highest ever. Subscription revenue rose XX% to $336M; total revenue hit $350M (+48%). Normalized revenue growth was XX% after adjusting for $25M in cloud-transition material rights. Non-GAAP gross margin improved to XX% and subscription ARR contribution margin reached +10% (+12001400 bps YoY). Free cash flow surged to $77M vs. $16M last year. Cash and securities totaled $1.6B offset by $1.1B in convertible debt. Data"
X Link 2025-12-05T14:59Z 9748 followers, 1493 engagements

"$IREN Delivers Fifth Straight Quarter of Record Revenue While Shares Sit XX% Off Highs Q3 revenue reached $240M rising XX% sequentially and XXX% year-over-year as AI cloud demand broadened and GPU output continued to scale. Adjusted EBITDA of $92M held firm even with a $33M payroll tax surge that flowed through due to share price appreciation. Cost growth reflected heavier depreciation from new infrastructure and higher equity-linked compensation. Cash closed October at $1.8B reinforced by a $1B zero-coupon convertible and incremental GPU financing. Management laid out a clear funding path"
X Link 2025-12-05T15:14Z 9734 followers, XXX engagements

"Key points from $S SentinelOne Third Quarter 2025 Earnings Call: Financial Performance: SentinelOne reported Q3 revenue of $259M (+23% YoY) with international revenue up XX% and ARR growing XX% on $54M net new ARR. RPO increased XX% to $1.3B. Margins expanded sharply: gross margin XX% operating margin +7% net income margin XX% and FCF margin 6%. FY26 revenue guidance was raised to $1.001B (+22% YoY). Singularity Platform: The platform continued strong PMF with XX% of bookings from non-endpoint modules. Large wins included a Fortune XXX endpoint consolidation and an eight-figure U.S. federal"
X Link 2025-12-05T15:33Z 9748 followers, 2612 engagements

"SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart as it"
X Link 2025-12-06T12:30Z 9735 followers, 1101 engagements

"The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40"
X Link 2025-12-07T12:27Z 9738 followers, 1303 engagements

"Lets look at SaaS valuations: X. EV/Sales relative to forward growth. EV/Sales alone means nothing. A high multiple isnt expensive if growth is strong and a low multiple isnt cheap if growth is collapsing. The metric only becomes useful when paired with NTM revenue expectations. Forward growth is the real driver because it reflects future potential not trailing performance. It also allows clear comparison across peers and the broader software landscape. Across the XX SaaS software companies I track including $CRWD $PLTR $NET $SNOW $NOW $SHOP $DUOL $APP and the hyperscalers the median EV/Sales"
X Link 2025-12-08T11:02Z 9735 followers, XXX engagements

"For the top XX fastest-growing SaaS companies the median EV/Sales multiple is XXXXX paired with XXXX% NTM revenue growth"
X Link 2025-12-08T11:02Z 9735 followers, XX engagements

"Focusing on the Dollar-Based Net Retention Rate (DBNRR) this metric is crucial for SaaS companies as it reflects customer loyalty and product stickiness. It measures the revenue retained from existing customers over a specific period accounting for upgrades downgrades and churn. The median DBNRR among the SaaS companies I track is XXX% up from XXX% in Q1. Among the highest performers $PLTR lead with XXX% and $SNOW with XXX% followed closely by $AXON at 124%. At the median level are $DDOG $MDB $RBRK at XXX% and $NET $GTLB at 119%. Just below the median but still solid are $ZS $IOT at XXX% and"
X Link 2025-12-09T12:56Z 9749 followers, XX engagements

"Lets compare R&D and S&M expenses. Prioritizing R&D over S&M is advantageous especially for product-led growth companies. Investing in advanced technology and product functionality allows companies to attract and retain customers organically reducing dependence on expensive marketing campaigns. A stronger product fuels word-of-mouth referrals enhances customer loyalty lowers acquisition costs and increases lifetime value. When examining R&D and S&M expenses among SaaS companies some of the companies that spend more on R&D than on S&M include $DDOG $TEAM and $VEEV"
X Link 2025-12-09T12:56Z 9743 followers, XX engagements

"The SaaS Magic Number is a pivotal metric used to evaluate the efficiency of sales and marketing investments within SaaS companies. It offers investors and managers a clear view of how effectively a company is converting its sales and marketing spend into revenue growth which is particularly crucial for businesses that follow a subscription-based model. In the SaaS industry customer acquisition costs are typically high but lead to prolonged revenue streams. 🟢Magic Number 0.75: $PLTR $AXON $VEEV $DDOG $NET $ZS. 🟠Magic Number 0.5: $NET $CRWD $IOT $ZS $HUBS $MNDY $S $TEAM $CFLT. 🔴Magic Number"
X Link 2025-12-09T12:56Z 9753 followers, XX engagements

"Regarding non-GAAP Operating Margins the highest performers are $PLTR at XX% and $VEEV at 45%. Next with strong operating margins are $PANW $NOW above 30%. Companies still in earlier growth stages include $S with X% and $RBRK with X% operating margin"
X Link 2025-12-09T12:56Z 9753 followers, XXX engagements

"Next lets examine Stock-Based Compensation (SBC) relative to company revenues. SBC is a critical tool for SaaS companiesessential for attracting and retaining top talent while aligning employee interests with the long-term success of the business. However it requires thoughtful management as excessive SBC can lead to shareholder dilution and negatively impact earnings per share both of which are key factors for investors assessing a company's financial health and long-term potential. There are significant differences in SBC as a percentage of revenue across the industry. For example $SNOW and"
X Link 2025-12-09T12:56Z 9751 followers, XX engagements

"A crucial factor for shareholders is dilution. Lets examine the changes in the Weighted-Average Number of Common Shares (Basic) over the last quarter. The most significant dilution occurred at $MDB with an increase of +10.0% $RBRK at XXX% followed by $CFLT at +6.7% $PLTR at +5.7% and $S at +5.0%a level of dilution that raises serious concerns. Also showing elevated dilution were $ZS $PANW $GTLB $AXON $DDOG and $MNDY above +3.0%. For high-growth companies more reasonable levels of dilution were observed at $IOT $SNOW $CRWD $HUBS and $NET all ranging from XXX% to 2.0%. Companies that have kept"
X Link 2025-12-09T12:56Z 9749 followers, XXX engagements

"Full Sector Analysis:"
X Link 2025-12-10T11:54Z 9749 followers, XXX engagements

"Thoughts on The Trade Desk Earnings Report $TTD: 🟢Positive Revenue $739M (+17.7% YoY +6.5% QoQ); beat by +3.0% Adj. EBITDA margin XXXX% (+2.0pp YoY); Operating margin XXXX% (+0.4pp YoY) Net margin XXXX% (+3.3pp YoY); EPS $0.45; beat by +2.3% Cash & investments $1.4B; no debt Q425 guide $840M (+13.4% YoY); beat by +1.1% Customer retention XX% OpEx ratios lower: S&M XXXX% (0.9pp) R&D XXXX% (1.0pp) G&A XXXX% (1.1pp) SBC/Rev XX% (2.2pp QoQ); diluted shares XXX% YoY CTV XX% mix; Kokai default 85%; performance lifts: CPA XX% CPU Reach XX% CTR +94% OpenPath scaling; Hearst fill X rev +23%; CPMs up"
X Link 2025-11-07T11:58Z 9754 followers, 2943 engagements

"Key points from $TTD The Trade Desks Third Quarter 2025 Earnings Call: Financial Performance: Q3 2025 revenue reached $739M up XX% YoY (22% excluding U.S. political spend). Adjusted EBITDA was $317M (43% margin). Net income was $221M ($0.45/share). Operating cash flow hit $225M and free cash flow $155M. The company ended with $1.4B in cash and no debt. Operating expenses ex-SBC rose XX% to $457M. CTV Growth: CTV accounted for about half of total spend driven by Decision CTV and AI-powered Kokai integrations like OpenPath and Open Ads. Partnerships with Disney and other premium publishers"
X Link 2025-11-07T13:56Z 9755 followers, 3710 engagements

"CrowdStrike $CRWD Q3'25 Earnings Preview Consensus Estimates: Revenue $1213M (+20.1% YoY) EPS $XXXX (+23.7% YoY) If $CRWD beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +22.2% YoY Management Guidance: Q3'25 $1208 - $1218M guide (+20.1% YoY) $4750 - $4806M FY guide (+20.8% YoY)"
X Link 2025-12-01T12:28Z 9760 followers, 1716 engagements

"Mission Control is acting as the force multiplier. It unifies self-built and partner-run data centers into a single fleet sustaining utilization at an industry-leading level. Active power reached 590MW contracted capacity hit 2.9GW and an eight-site U.S. expansion plus a U.K. buildout pushed geographic breadth further. Looking ahead revenue guidance for 2025 sits at $5.05$5.15B. CapEx is projected at $12$14B as deployments accelerate into 2026. Financing remains accessible with $14B raised this year and no major maturities until 2028. Management is positioning the company for an era in which"
X Link 2025-12-01T12:29Z 9754 followers, XXX engagements

"Thoughts on Salesforce Earnings Report $CRM: 🟢 Positive Revenue grew +8.6% YoY to $10.26B with non-GAAP EPS $XXXX beating estimates by 14%. Operating margin expanded +1.3 pps YoY to XXXX% Net margin rose +4.2 pps YoY to XXXX% and FCF margin improved to XXXX% (+2.4 pps). Subscription & Support revenue increased +9.5% YoY to $9.73B with XXXX% gross margin. RPO reached $59.5B (+12.1% YoY) cRPO at $29.4B (+11.4% YoY) signaling strong future growth. Platform & Other revenue surged +19.5% YoY to $2.18B driven by Data XXX and Agentforce expansion. Operating cash flow rose +17% YoY to $2.3B free"
X Link 2025-12-04T13:33Z 9754 followers, 1057 engagements

"SentinelOne $S Q3'25 Results: $259M rev (+22.9% YoY +6.9% QoQ) beat est by XXX% GM* (78.5% -XXX PPs YoY)🟡 Operating Margin* (6.8% +11.9 PPs YoY)🟢 FCF Margin (6.1% +12.1 PPs YoY) Net Margin (-23.3% +13.9 PPs YoY)🟢 EPS* $XXXX beat est by 40.0%🟢 non-GAAP Key Metrics RPO $1.30B (+34.1% YoY)🟢 Billings $282M (+36.7% YoY)🟢 ➡ARR $1.06B (+22.8% YoY +54 net new ARR)🟡 Customers ➡1572 $100k+ customers (+20.0% YoY +59) Operating expenses S&M/Revenue XXXX% (-9.9 PPs YoY) R&D*/Revenue XXXX% (-0.3 PPs YoY) G&A*/Revenue XXXX% (-2.8 PPs YoY) Quarterly Performance Highlights Net New ARR $54M (+0.4%"
X Link 2025-12-05T03:53Z 9760 followers, 2996 engagements

"Let's examine SaaS companies* valuations by analyzing the Forward EV/Gross Profit (GAAP) multiple relative to their projected NTM revenue growth. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
X Link 2025-12-06T14:30Z 9754 followers, 1137 engagements

"Next let's discuss margins starting with Gross Margin non-GAAP. For $AXON the Gross Margin is XX% but specifically for Software & Services it's 74%. The highest Gross Margins are seen at $MNDY XX% and $GTLB 89%"
X Link 2025-12-09T12:56Z 9765 followers, XXX engagements

"For Q3 2025 the highest Free Cash Flow (FCF) margin was reported by $PANW at XX% followed by $ZS at XX% and $PLTR at 46%. Other strong performers included $CRWD $MDB $VEEV $MNDY $DDOG and $GTLB all with FCF margins above 20%"
X Link 2025-12-09T12:56Z 9765 followers, XXX engagements

"Lets examine how SaaS companies performed relative to their initial revenue forecasts for Q3 2025. Leading by a wide margin $PLTR delivered the largest revenue beat at XXX% followed by $MDB with a XXX% beat. Next were $RBRK (4.8%) $DDOG (4.1%) and $IOT (4.0%). Other notable outperformers included $NET $HUBS $SNOW $VEEV $GTLB $TEAM $ZS $CFLT and $CRWD with revenue beats ranging from XXX% down to 1.3%. Smaller but still meaningful outperformance came from $MNDY $S and $NOW each exceeding their forecasts by roughly 1.0%. $PANW also exceeded its revenue forecastthough only by 0.2%"
X Link 2025-12-10T15:01Z 9765 followers, 1175 engagements

"Adobe $ADBE Q4'25 Earnings Preview Consensus Estimates: Revenue $6102M (+8.8% YoY) EPS $XXXX (+11.9% YoY) If $ADBE beat estimates by XXX% (same as last quarter) Q4'25 Revenue Growth will be +10.4% YoY Management Guidance: Q4'25 $6075 - $6125M guide (+8.8% YoY) $23650 - $23700M FY guide (+10.1% YoY) raised by 0.42%"
X Link 2025-12-10T16:17Z 9765 followers, 3832 engagements

"Adobe $ADBE Digital Media ARR"
X Link 2025-12-11T11:28Z 9765 followers, XX engagements

"Thoughts on SentinelOne Earnings Report $S: 🟢 Positive Revenue $259M (+22.9% YoY +6.9% QoQ) beat estimates by 1.1%. Operating margin +6.8% expanded XXXX PPs YoY showing clear operating leverage. Free cash flow margin XXX% (+12.1 PPs YoY) confirmed sustained profitability. EPS $XXXX exceeded estimates by XX% reflecting higher efficiency. Billings $282M (+36.7% YoY) and RPO $1.3B (+34.1% YoY) signaled robust demand visibility. S&M/Revenue XXXX% (-9.9 PPs YoY) showed improving sales efficiency. International revenue +34% now XX% of total diversifies growth. Purple AI attach rate XX% record"
X Link 2025-12-05T12:56Z 9765 followers, 3114 engagements

"The Price/Sales/Growth (PSG) metric is a valuable valuation tool used to evaluate software companies offering a detailed perspective that goes beyond traditional price-to-sales (P/S) ratios by incorporating the growth aspect of the business. This metric is particularly relevant in the software industry where companies often command high P/S ratios driven by expectations of rapid growth from scalable operations. The PSG ratio is instrumental in determining whether a high P/S ratio is justified based on the companys actual growth trajectory. The chart includes the most popular stocks: $CRWD"
X Link 2025-12-07T14:32Z 9766 followers, 23.3K engagements

"Big Data Leaders: Whos Actually Winning the 2025 AI Super-Cycle Margins and growth trends across big data and AI infrastructure continue to strengthen. $PLTR posts exceptional leverage with triple-digit Rule of XX $SNOW expands consumption and AI-driven bookings $DDOG accelerates across observability and security $MDB scales Atlas with rising profitability and hyperscalers pull forward multi-year demand tied directly to enterprise AI workloads. Revenue backlog and operating income momentum across $MSFT $GOOGL $AMZN $ORCL and $IBM point to an AI cycle moving far beyond early adoption. Yet a"
X Link 2025-12-09T11:33Z 9765 followers, 3328 engagements

"@StockSavvyShay Strong Q4 from $ADBE"
X Link 2025-12-11T03:31Z 9765 followers, 1367 engagements

"Full Earnings Analysis:"
X Link 2025-12-11T13:57Z 9765 followers, XXX engagements

"CoreWeave revenue up XXX% YoY but shares sit XX% below all-time highs $CRWV continues to lead the AI infrastructure build-out with Q3 2025 revenue reaching $XXX billion up XXX% year over year powered by surging demand from AI labs enterprises and hyperscalers. The companys adjusted EBITDA margin hit XX% while operating income climbed to $XXX million showing rare profitability strength at this scale. Backlog expansion remains unmatched$55.6 billion in total commitments the largest in the industry signaling deep structural demand for compute capacity. Yet the markets verdict remains cautious."
X Link 2025-12-11T15:03Z 9765 followers, 1111 engagements

"TeraWulf pivots from crypto to AI infrastructure stock up XXX% YTD $WULF transformation into an AI infrastructure player is accelerating. Q3 2025 revenue rose X% sequentially to $XXXX million with early HPC leases already contributing $XXX million. The companys shift from mining to high-performance compute now rests on long-term investment-grade contracts backed by Googlemarking a full strategic reset with institutional credibility. Margins are expanding: Adjusted EBITDA jumped XX% QoQ to $XXXX million while new lease agreements could generate $XXX million in annual revenue and $XXX million"
X Link 2025-12-11T16:02Z 9765 followers, XXX engagements