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@AlphaSenseInc Avatar @AlphaSenseInc AlphaSense

Several tech companies have recently reported strong earnings, including $AMD, $NVDA, and $MSFT, which are leaders in AI computing. The demand for AI computing is increasing exponentially, with experts predicting a significant growth in the AI compute TAM. $AMD's CEO, Lisa Su, has stated that the company's AI compute TAM is "going up" and will provide a full picture of the market soon.

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% exchanges XXXX% fashion brands XXXX% countries XXXX% currencies XXXX% social networks XXXX%

Social topic influence strong #1948, $googl #1714, ai 7.45%, business 6.38%, googl #40, $amzn #104, cash flow #514, flow 3.19%, ceo #1762, $orcl #178

Top accounts mentioned or mentioned by @rihardjarc @mjassal @sarahfhoffman @20vcfund @harrystebbings @jack1184685 @technative @nguyena65231841 @citrini7 @shanumathew93 @taubamush @f28x5 @zjxn06 @fteoath @tandioyduban @simonmahan @realjohnlaurens @stockstormx

Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Metadium (META) Snap, Inc. (SNAP) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Sprinklr, Inc. (CXM) Salesforce Inc (CRM) Synopsys, Inc. (SNPS) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Lululemon Athletica Inc (LULU) Pinterest, Inc. (PINS) Zscaler Inc (ZS) Urban Outfitters Inc (URBN) Toll Brothers, Inc. (TOL) Lattice Semiconductor Corp (LSCC) American Eagle Outfitters (AEO) UiPath, Inc. (PATH) Ulta Beauty Inc (ULTA) Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) GameStop, Corp. (GME) Bitcoin (BTC) Shake Shack Inc. (SHAK) Klarna Group (KLAR) Semtech Corp (SMTC) Dell Technologies, Inc. (DELL) Dollar Tree Inc (DLTR) HealthEquity, Inc (HQY) Docusign Inc (DOCU) ChargePoint Holdings, Inc. (CHPT) Victoria's Secret & Co. (VSCO) SailPoint Technologies Holdings, Inc. Common Stock (SAIL) Autozone Inc (AZO) Zions Bancorporation, NA. (ZION) PayPal Holdings Inc (PYPL)

Top Social Posts

Top posts by engagements in the last XX hours

"$ZS Earnings: - Revenue grows XX% year-over-year to $XXXXX million - GAAP net loss per share was$0.07 compared to$0.08in thefirst quarter of fiscal2025.Non-GAAP net income per share was $XXXX compared to $XXXX in the first quarter of fiscal 2025. - Annual Recurring Revenue ("ARR") grows XX% year-over-year to $3204 million - Deferred revenue grows XX% year-over-year to $2351.3 million - GAAP net loss of $XXXX million compared to GAAP net loss of$12.1 million on a year-over-year basis - Non-GAAP net income of $XXXXX million compared to non-GAAP net income of $XXXXX million on a year-over-year"
X Link 2025-11-25T21:06Z 30.8K followers, 3150 engagements

"$URBN Earnings: - Total Company net sales for the three months ended October XX 2025 increased XXXX% to a record $XXXX billion. - Net income for the three months ended October XX 2025 was a record $XXXXX million and earnings per diluted share were $XXXX. Net income for the nine months ended October XX 2025 was a record $XXXXX million and earnings per diluted share were $XXXX. - Total Retail segment net sales increased XXX% with comparable Retail segment net sales increasing 8.0%. The increase in Retail segment comparable net sales was driven by high single-digit positive growth in both"
X Link 2025-11-25T21:09Z 30.8K followers, 9305 engagements

"$TOL Earnings: - Net income was $XXXXX million and earnings per diluted share were $XXXX compared to net income of $XXXXX million and earnings of $XXXX per diluted share in FY 2024s fourth quarter. - Home sales revenues were $XXXX billion compared to $XXXX billion in FY 2024s fourth quarter; delivered homes were 3443 compared to 3431 in FY 2024s fourth quarter. - Pre-tax income was $XXXXX million compared to $XXXXX million in FY 2024s fourth quarter. - Home sales revenues were $XXXX billion compared to $XXXX billion in FY 2024s fourth quarter; delivered homes were 3443 compared to 3431 in FY"
X Link 2025-12-08T21:34Z 30.8K followers, 2101 engagements

"Former $NVDA employee believes that $GOOGL's TPUs are unlikely to threaten $NVDA in the short term ( $AAPL $AMZN $ARM ): - The expert explained that prior to 2021 $NVDA had no real CPU presence but with the launch of Grace the company shifted toward a vertically integrated strategy similar to $AAPL and $GOOGL owning the full hardware stack and aiming to sell complete server racks rather than standalone components. Grace CPUs are therefore designed not as general-purpose data-center processors competing with $AMD or other CPU leaders but as highly specialized processors designed for tight"
X Link 2025-12-03T17:14Z 30.8K followers, 37.7K engagements

"$CXM Earnings: - Q2 Total Revenue of $XXXXX million up X% year-over-year - Q2 Subscription Revenue of $XXXXX million up X% year-over-year - Q2 net cash provided by operating activities of $XXXX million and free cash flow of $XXXX million - Q2 GAAP net income per share diluted was $XXXX compared to net income per share diluted of $XXXX in the second quarter of fiscal year 2025. Non-GAAP net income per share diluted for the second quarter was $XXXX compared to non-GAAP net income per share diluted of $XXXX in the second quarter of fiscal year 2025. Our Q2 results reflect the continued and"
X Link 2025-09-03T11:08Z 30.6K followers, 1825 engagements

"$LSCC Earnings: - Revenue for the third quarter of 2025 was $XXXXX million with GAAP gross margin of XXXX% and GAAP net income of $XXXX per diluted share. - On a non-GAAP basis gross margin was XXXX% with net income per diluted share of $XXXX. GAAP net income and GAAP net income margin for the third quarter of 2025 were $XXX million and XXX% respectively with adjusted EBITDA of $XXXX million which is a XXXX% adjusted EBITDA margin for the third quarter of 2025. - GAAP net cash flow from operating activities for the third quarter of 2025 was $XXXX million which is a GAAP operating cash flow"
X Link 2025-11-03T21:02Z 30.6K followers, 2236 engagements

"$AEO Earnings: - Total net revenue of $XXXX billion increased X% to last year. Total comparable sales increased 4%. - Aerie comparable sales grew 11%. American Eagle comparable sales increased 1%. - Gross profit of $XXX million rose X% from $XXX million last year. The gross margin of XXXX% declined XX basis points to last year. - Diluted earnings per share of $XXXX increased XX% to last year and adjusted diluted earnings per share increased 10%. Average diluted shares outstanding were XXX million. Im extremely pleased with the significant trend change across our business reflecting decisive"
X Link 2025-12-02T21:16Z 30.6K followers, 2521 engagements

"$CXM Earnings: - Q3 Total Revenue of $219.1million up X% year-over-year - GAAP net income per share diluted was $XXXX compared to net income per share diluted of $XXXX in the third quarter of fiscal year 2025. - Non-GAAP net income per share diluted for the third quarter was $XXXX compared to non-GAAP net income per share diluted of $XXXX in the third quarter of fiscal year 2025. - Q3 Subscription Revenue of $190.3million up X% year-over-year - Q3 net cash provided by operating activities of $20.0million and free cash flow of $15.5million Our Q3 results reflect continued progress in our"
X Link 2025-12-03T12:29Z 30.6K followers, 1460 engagements

"$PATH Guidance: "Despite the incremental FX headwind from the yen we are raising guidance for the progress we've made on our operating priorities and the strength we are seeing in the business. For the fourth fiscal quarter 2026 we expect revenue in the range of $XXX million to $XXX million. This range reflects an approximately $X million headwind driven by FX rate movements since we provided guidance on our second quarter earnings call. ARR in the range of $XXXXX billion to $XXXXX billion. This range reflects an approximately $X million headwind driven by FX rate movements since we provided"
X Link 2025-12-03T23:42Z 30.7K followers, 2283 engagements

"$CRM President on the strong demand for agentic enterprise solutions: "And I think there is a really different perspective on what is really happening. This past quarter I was in X continents XX countries I talk to XXX customers many one-on-ones many one to two several dinners. And the reality is very different. There is something very large very important and I want to emphasize this I don't think we've made Marc and Robin enough justice to what is happening right now in front of us. This is -- there is a new very large secular demand trend which is the agentic enterprise. Every single"
X Link 2025-12-03T23:54Z 30.6K followers, 4215 engagements

"$ULTA Earnings: - Net sales increased XXXX% to $XXX billion compared to $XXX billion primarily due to increased comparable sales the acquisition of Space NK and net new store contribution. - Comparable sales (sales for stores open at least XX months and e-commerce sales) increased XXX% compared to XXX% driven by a XXX% increase in average ticket and a XXX% increase in transactions. - Diluted earnings per share was flat at $XXXX. - Gross profit increased XXXX% to $XXX billion compared to $XXX billion. As a percentage of net sales gross profit increased to XXXX% compared to XXXX% primarily due"
X Link 2025-12-04T21:06Z 30.6K followers, 2420 engagements

"$NFLX To Acquire $WBD Following The Separation Of Discovery Global For A Total Enterprise Value Of $XXXX Billion (Equity Value Of $XXXX Billion) "Today Netflix Inc. (the Company) and Warner Bros. Discovery Inc. (WBD) announced they have entered into a definitive agreement under which Netflix will acquire Warner Bros. including its film and television studios HBO Max and HBO. The cash and stock transaction is valued at $XXXXX per WBD share (subject to a collar as detailed below) with a total enterprise value of approximately $XXXX billion (equity value of $XXXX billion). The transaction is"
X Link 2025-12-05T12:42Z 30.6K followers, 3297 engagements

"IBM to Acquire Confluent to Create Smart Data Platform for Enterprise Generative AI "IBM (NYSE: $IBM) and Confluent Inc. (NASDAQ: $CFLT) the data streaming pioneer today announced they have entered into a definitive agreement under which IBM will acquire all of the issued and outstanding common shares of Confluent for $XX per share representing an enterprise value of $XX billion. Confluent provides a leading open-source enterprise data streaming platform that connects processes and governs reusable and reliable data and events in real time foundational for the deployment of AI.""
X Link 2025-12-08T13:02Z 30.6K followers, 2796 engagements

"$GME Earnings: - Net sales were $XXXXX million for the period compared to $XXXXX million in the prior year's third quarter. - Net income was $XXXX million for the period compared to net income of $XXXX million for the prior years third quarter. - Operating income was $XXXX million for the period compared to an operating loss of $XXXX million in the prior year's third quarter. - Bitcoin holdings were valued at $XXXXX million at the close of the third quarter. - Cash cash equivalents and marketable securities were $XXX billion at the close of the third quarter compared to $XXX billion at the"
X Link 2025-12-09T21:04Z 30.7K followers, 2448 engagements

"$SHAK Earnings: - Total revenue of $XXXXX million up XXXX% versus 2024 including $XXXXX million of Shack sales and $XXXX million of Licensing revenue. - System-wide sales of $XXXXX million up XXXX% versus 2024. - Same-Shack sales up XXX% versus 2024. - Net income attributable to Shake Shack Inc. of $XXXX million or earnings of $XXXX per diluted share. - Adjusted pro forma net income of $XXXX million or earnings of $XXXX per fully exchanged and diluted share. - Operating income of $XXXX million versus operating loss of $XXXX million in 2024"
X Link 2025-10-30T11:03Z 30.8K followers, 1937 engagements

"$FUTU Earnings: - Total revenues increased XXXX% year-over-year to HK$6402.9 million (US$822.9 million). - Total gross profit increased XXXX% year-over-year to HK$5609.2 million (US$720.9 million). - Net income increased XXXXX% year-over-year to HK$3217.2 million (US$413.5 million). - Non-GAAP adjusted net income4 increased XXXXX% year-over-year to HK$3312.5 million (US$425.7 million). - Total number of funded accounts increased XXXX% year-over-year to 3131450 as of September XX 2025. - Total number of brokerage accounts increased XXXX% year-over-year to 5605138 as of September XX 2025. Mr."
X Link 2025-11-18T12:14Z 30.8K followers, 4153 engagements

"$KLAR Powers Fair Financing Hypergrowth with $6.5bn US Agreement "Klarna the global digital bank and flexible payments provider announced today that investment funds managed by Elliott Investment Management a U.S.-based investment firm will purchase Klarnas U.S. Fair Financing loans supporting the continued expansion of this product in the United States. The companies expect to facilitate a total of $6.5bn-worth of loans over the two-year term of the agreement. The agreement enables Klarna to sell part of its existing Fair Financing portfolio and from October onwards newly originated Fair"
X Link 2025-11-18T12:15Z 30.8K followers, 2822 engagements

"$SMTC Earnings: - Record net sales of $XXXXX million representing XX% year-over-year growth - GAAP gross margin of XXXX% up from XXXX% a year ago and Non-GAAP adjusted gross margin of XXXX% up from XXXX% a year ago - GAAP operating margin of XXXX% compared to XXX% a year ago and Non-GAAP adjusted operating margin of XXXX% compared to XXXX% a year ago - GAAP diluted loss per share of $XXXX compared to a diluted loss per share of $XXXX a year ago and Non-GAAP adjusted diluted earnings per share of $XXXX compared to $XXXX a year ago "Our strong results this quarter reflect returns on our"
X Link 2025-11-24T21:08Z 30.8K followers, 1672 engagements

"$A Earnings: - Revenue of $XXXX billion for the fourth quarter ended October XX 2025 exceeding revenue guidance and representing growth of XXX% reported and up XXX% on a core basis compared with the fourth quarter of 2024. - GAAP net income of $XXX million; earnings per share (EPS) of $XXXX up XX% from the fourth quarter of 2024. - Non-GAAP net income of $XXX million; EPS of $XXXX up X% from the fourth quarter of 2024. We enter FY26 with confidence and momentum. Agilent is uniquely positioned to lead in life-sciences and diagnostics for years to come said Agilent President and CEO Padraig"
X Link 2025-11-24T21:12Z 30.8K followers, 1801 engagements

"$DELL Earnings: - Record third-quarter revenue of $XXXX billion up XX% year over year - Diluted earnings per share (EPS) of $XXXX up XX% year over year and record third-quarter non-GAAP diluted EPS of $XXXX up XX% - Cash flow from operations of $XXX billion In the third quarter we delivered record Q3 revenue of $XX billion record Q3 profitability strong cash generation and above-trend capital return of $XXX billion said David Kennedy chief financial officer Dell Technologies. FY26 will be another record year and were raising our AI shipment guidance to roughly $XX billion up over XXX% year"
X Link 2025-11-25T21:10Z 30.8K followers, 9101 engagements

"$DLTR Earnings: - Net sales: $XXX billion - Diluted Earnings per Share (EPS) from Continuing Operations of $XXXX - Adjusted Diluted EPS from Continuing Operations of $XXXX - Dollar Tree Same-Store Net Sales +4.2% - Introducing Fourth Quarter Fiscal 2025 Outlook: X% to X% Comparable Store Net Sales Growth and $XXXX to $XXXX Adjusted EPS from Continuing Operations Our multi-price strategy drove strong momentum across our business in the third quarter and helped deliver an all-time record Halloween season. Todays Dollar Tree is a preferred destination for a wide range of shoppers whether they"
X Link 2025-12-03T12:28Z 30.8K followers, 1344 engagements

"$HQY Earnings: - Revenue increased X% to $322.2million. - Net income per diluted share rose to $XXXX from $XXXX one year ago and non-GAAP net income per diluted share increased XX% to $XXXX. - Total HSA Assets grew XX% to $34.4billion. - Returned $93.7million to shareholders through stock repurchases. "HealthEquity delivered a record third quarter for fiscal 2026 with net income of $52million XX% growth in Adjusted EBITDA and XX% growth in non-GAAP net income per share reflecting our teams focus on helping members better save spend and invest for health" said Scott Cutler President and CEO of"
X Link 2025-12-03T21:05Z 30.8K followers, 1373 engagements

"$DOCU Earnings: - Revenue was $XXXXX million a X% year-over-year increase including approximately XXX% positive impact from foreign exchange rates. Subscription revenue was $XXXXX million a X% year-over-year increase. Professional services and other revenue was $XXXX million a XX% year-over-year decrease. - Non-GAAP net income per diluted share was $XXXX on XXX million shares outstanding compared to $XXXX on XXX million shares outstanding in the same period last year. - Billings were $XXXXX million a XX% year-over-year increase including approximately XXX% positive impact of foreign currency"
X Link 2025-12-04T21:07Z 30.8K followers, 2646 engagements

"$CHPT Earnings: - Revenue. Third quarter revenue was $XXXXX million up X% from $XXXX million in the prior years same quarter. Networked charging systems revenue for the third quarter was $XXXX million up X% from $XXXX million in the prior years same quarter. Subscription revenue was $XXXX million up XX% from $XXXX million in the prior years same quarter. - Net Income/Loss. Third quarter GAAP net loss was $XXXX million down XX% from $XXXX million in the prior year's same quarter. Additionally non-GAAP pre-tax net loss was $XXXX million down XX% from $XXXX million in the prior year's same"
X Link 2025-12-04T21:09Z 30.8K followers, 1803 engagements

"$VSCO delivered exceptional Q3 2025 results with X% sales growth and XX% earnings growth driven by successful brand repositioning the viral Fashion Show and strong customer acquisition across all brands while raising full-year guidance despite tariff headwinds. Key Financial Results: - Net sales of $XXXX billion up X% year-over-year with X% comparable sales growth exceeding guidance - Adjusted gross margin expanded XXX basis points to XXXX% significantly above guidance by XXX basis points - Adjusted operating income reached breakeven versus guidance of $35-55 million loss and prior year loss"
X Link 2025-12-05T15:36Z 30.8K followers, 1848 engagements

"$SAIL Earnings: - Total ARR was $1040 million an increase of XX% year-over-year. SaaS ARR was $XXX million an increase of XX% year-over-year. - Total revenue was $XXX million an increase of XX% year-over-year. Subscription revenue was $XXX million an increase of XX% year-over-year. - GAAP operating loss was $(42) million or (15)% of revenue compared to $(24) million or (10)% of revenue in fiscal Q3 2025. Adjusted income from operations was $XX million or XX% of revenue compared to $XX million or XX% of revenue in fiscal Q3 2025. "Our fiscal third quarter marked a significant milestone for"
X Link 2025-12-09T13:03Z 30.8K followers, 1454 engagements

"$AZO Earnings: - Net sales of $XXX billion - Operating profit decreased XXX% to $XXXXX million. Net income for the quarter was $XXXXX million compared to $XXXXX million in the same period last year while diluted earnings per share were $XXXXX compared to last year at $XXXXX. I would like to thank our AutoZoners for delivering another quarter of strong sales growth. Our Domestic and International businesses performed well throughout the quarter as we continue to execute on our growth initiatives. We were especially pleased to open53 netnew stores globally in the quarter and we plan"
X Link 2025-12-09T13:05Z 30.8K followers, 1694 engagements

"$CBRL Earnings: - Total revenue was $XXXXX million. Compared to the prior year first quarter total revenue decreased 5.7%. - Comparable store restaurant sales decreased XXX% over the prior year quarter and comparable store retail sales decreased 8.5%. - GAAP earnings (loss) per diluted share were ($1.10) and adjusted earnings (loss) per diluted share were ($0.74). - GAAP net income (loss) was ($24.6) million compared to the prior year quarter GAAP net income of $XXX million. - Adjusted EBITDA was $XXX million compared to the prior year quarter adjusted EBITDA1 of $XXXX million. Cracker Barrel"
X Link 2025-12-09T21:08Z 30.8K followers, 2252 engagements

"$CRM Earnings: - Third quarter revenue of $XXXX billion up X% Y/Y and X% in CC - EPS: $XXXX - Third quarter GAAP operating margin of XXXX% and non-GAAP operating margin of XXXX% - Third quarter operating cash flow of $XXX billion up XX% Y/Y and free cash flow of $XXX billion up XX% Y/Y - Third quarter subscription & support revenue of $XXX billion up XX% Y/Y and X% in CC - Current remaining performance obligation of $XXXX billion up XX% year-over-year ("Y/Y") and in constant currency ("CC") - Remaining performance obligation of $XXXX billion up XX% Y/Y - Raises full year FY26 operating cash"
X Link 2025-12-03T21:04Z 30.8K followers, 2026 engagements

"$RH's Q3 2026 earnings call highlighted strong revenue growth amid challenging market conditions with management emphasizing long-term strategic investments in international expansion hospitality and new product collections despite near-term margin pressures from tariffs and investment costs. Key Financial Results: - Revenue growth of X% in Q3 and XX% on a 2-year basis demonstrating industry-leading performance - Adjusted operating margin of XXXX% was below the XXXX% midpoint of guidance due to higher-than-forecasted tariff expenses and opening costs - Adjusted EBITDA of XXXX% with $83"
X Link 2025-12-11T23:53Z 30.8K followers, 2041 engagements

"$ZION Earnings: - Net earnings applicable to common shareholders for the third quarter of 2025 of $XXX million or $XXXX per diluted common share - Net interest income was $XXX million up X% - Loans and leases were $XXXX billion up X% - NIM was XXXX% compared with XXXX% Harris H. Simmons Chairman and CEO of Zions Bancorporation commented "We're pleased with the Company's core earnings which included XX% growth in pre-provision net revenue over the prior year period and XX% on an adjusted basis. The net interest margin increased XX basis points over the prior year period while customer-related"
X Link 2025-10-20T20:13Z 30.8K followers, 23.2K engagements

"$FVRR Earnings: - Revenue in the third quarter of 2025 was $XXXXX million compared to $XXXX million in the third quarter of 2024 an increase of XXX% year over year. - Non-GAAP net income in the third quarter of 2025 was $XXXX million or $XXXX basic non-GAAP net income per share and $XXXX diluted non-GAAP net income per share compared to $XXXX million non-GAAP net income or $XXXX basic non-GAAP net income per share and $XXXX diluted non-GAAP net income per share in the third quarter of 2024. With AI continuing to run through every facet of the business our commitment to driving AI"
X Link 2025-11-05T12:12Z 30.8K followers, 1923 engagements

"Former $PYPL employee believes innovation and simplicity will define $PYPL's relevance over the next 3-5 years ( $AAPL $GOOGL $ADYEN ): - The expert highlights that while $ADYEN leads in the enterprise space Stripe's partner-friendly pricing model which offers wholesale rates and margin flexibility made it highly scalable and attractive. They emphasize that $PYPL's strong brand recognition strategic acquisitions like Braintree and transparent pricing were key differentiators. The expert believes merchants and partners values $PYPL's simplicity and trust especially compared to competitors with"
X Link 2025-11-11T15:49Z 30.8K followers, 4126 engagements

"$VEEV Earnings: - Total revenues for the third quarter were $XXXXX million up from $XXXXX millionone year ago an increase of XX% year over year. Subscription services revenues for the third quarter were $XXXXX million up from $XXXXX million one year ago an increase of XX% year over year. - Third quarter net income was $XXXXX million compared to $XXXXX million one year ago an increase of XX% year over year. Non-GAAP net income for the third quarter was $XXXXX million compared to $XXXXX million one year ago an increase of XX% year over year. - For the third quarter fully diluted net income per"
X Link 2025-11-20T21:06Z 30.8K followers, 2872 engagements

"NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design "NVIDIA (NASDAQ: $NVDA) and Synopsys Inc. (NASDAQ: $SNPS) today announced an expanded strategic partnership to revolutionize design and engineering across industries. R&D teams from the semiconductor industry to aerospace automotive industrial and beyond face significant engineering challenges including increasing workflow complexity escalating development costs and time-to-market pressure. This expanded partnership will integrate the strengths of NVIDIA's AI and accelerated computing with Synopsys'"
X Link 2025-12-01T13:34Z 30.8K followers, 2940 engagements

"$CRDO delivered record Q2 2026 results with XXX% year-over-year revenue growth driven by AI cluster buildouts while announcing three new multibillion-dollar growth pillars that significantly expand their total addressable market beyond $XX billion. Financial Guidance and Outlook: - Q3 revenue guidance of $335-345 million up XX% sequentially at midpoint - Q3 non-GAAP gross margin expected between 64-66% - Q3 non-GAAP operating expenses expected between $68-72 million - Fiscal 2026 outlook includes more than XXX% year-over-year growth with mid-single digit sequential revenue growth leading into"
X Link 2025-12-01T23:24Z 30.8K followers, 4097 engagements

"$NVDA's CFO Colette Kress took the stage at the $UBS Global Technology & AI Conference. She tackled the AI bubble debate headon pointing to strong demand drivers competitive edges and growth ahead. ".it's a very interesting discussion as a lot of words really focusing on some very interesting thoughts regarding the supposed AI bubble. No that's not what we see. What we see is X to X different major transitions happening in the market. And we've talked about these transitions in history that says first. Let's not forget the need to transition to accelerated computing most of all of workloads"
X Link 2025-12-02T18:14Z 30.8K followers, 3258 engagements

"$AVAV Earnings: - Record second quarter revenue of $XXXXX million up XXX% year-over-year; with BlueHalo contributing $XXXXX million and legacy revenue of $XXXXX million up XX% year-over year - Non-GAAP adjusted EBITDA for the second quarter of fiscal 2026 was $XXXX million and non-GAAP earnings per diluted share were $XXXX as compared to $XXXX million and $XXXX respectively for the second quarter of fiscal 2025. - Net loss for the second quarter of fiscal 2026 was $(17.1) million or $(0.34) per diluted share as compared to net income of $XXX million or $XXXX per diluted share in the"
X Link 2025-12-09T21:09Z 30.8K followers, 4314 engagements

"$ORCL Earnings: - Q2 Remaining Performance Obligations $XXX billion up XXX% in USD - Q2 GAAP Earnings per Share up XX% to $XXXX Non-GAAP Earnings per Share up XX% to $XXXX - Q2 Total Revenue $XXXX billion up XX% in USD and up XX% in constant currency - Q2 Cloud Revenue (IaaS plus SaaS) $XXX billion up XX% in USD and up XX% in constant currency - Q2 Cloud Infrastructure (IaaS) Revenue $XXX billion up XX% in USD and up XX% in constant currency - Q2 Cloud Application (SaaS) Revenue $XXX billion up XX% in both USD and constant currency - Q2 Fusion Cloud ERP (SaaS) Revenue $XXX billion up XX% in"
X Link 2025-12-10T21:07Z 30.8K followers, 13.8K engagements

"$SNPS Earnings: - GAAP net income for the fourth quarter of fiscal year 2025 was $448.7million or $XXXX per diluted share compared to $XXXXX million or $1.79per diluted share for the fourth quarter of fiscal year2024. GAAP net income for fiscal year 2025 was $1.336billion or $8.07per diluted share compared to $1.442billion or $XXXX per diluted share for fiscal year 2024. - On a non-GAAP basis net income for the fourth quarter of fiscal year 2025 was $XXXXX million or $XXXX per diluted share compared to non-GAAP net income of $XXXXX million or $XXXX per diluted share for the fourthquarter of"
X Link 2025-12-10T21:08Z 30.8K followers, 3933 engagements

"$AVGO CEO on backlog product demand and customer tooling: ".what we said is correct that as of now we have $XX billion of backlog in place secured of XPUs switches DSPs lasers for AI data centers that we anticipate shipping over the next XX months. And obviously this is as of now I mean we fully expect more bookings to come in over that period of time. And so don't take that $XX billion as that's the revenue that we ship over the next XX months. We're just saying we have that now and in that bookings has been accelerating. And frankly we see that bookings not just in XPUs but in switches DSPs"
X Link 2025-12-11T23:50Z 30.8K followers, 3523 engagements

"$LULU CFO on demand trends: "I would say in terms of U.S. demand the quarter progressed pretty much as we expected. We did come in line with our Q3 expectation. The best month was August the softest month was October but that was planned just based on some activities last year and did come in overall in line with expectation. In terms of quarter-to-date we're really pleased and saw a strong Thanksgiving period result. We have seen some pullback in demand post Thanksgiving in terms of traffic. We've reflected that in our guidance. And then in terms of the longer picture we are as we mentioned"
X Link 2025-12-11T23:55Z 30.8K followers, 2017 engagements

"Interview with industry expert on $ORCL's performance in current market conditions ( $MSFT $SAP ) - The expert projects 10-15% growth in $ORCL-related business next quarter compared to the same period last year citing increased opportunities and stronger market activity. He notes that the pipeline for the next three to six months is meeting and slightly exceeding expectations driven by favorable market dynamics. - According to the expert $ORCL's license and subscription pricing have risen slightly YoY primarily due to higher costs and adjustments in subscription and acquisition models though"
X Link 2025-11-18T14:55Z 30.8K followers, 2960 engagements

"$LI's Q3 2025 earnings call revealed a challenging quarter with significant strategic pivots as the company announced a return to entrepreneurial management while facing delivery pressures and recall costs but outlined ambitious plans for embodied AI and full-stack technology development. - Total revenues of RMB XXXX billion in Q3 2025 down XXXX% year-over-year and XXX% quarter-over-quarter - Vehicle sales revenue of RMB XXXX billion decreased XXXX% year-over-year and XXXX% quarter-over-quarter primarily due to lower vehicle deliveries - Q4 2025 delivery guidance between 100000 to 110000"
X Link 2025-11-26T13:47Z 30.8K followers, 1856 engagements

"$TLYS Earnings: - Total net sales were $139.6million a decrease of 2.7%. Total comparable net sales including both physical stores and e-commerce ("e-com") increased by 2.0%. - Net loss improved to $1.4million or $XXXX per share from $XXXX million or $XXXX per share last year representing an improvement of $XXXX million or $XXXX per share compared to last year. Weighted average shares were XXXX million for both periods. - Net sales from physical stores were $XXXXX million a decrease of 0.9%. The Company ended the third quarter with XXX total stores a decrease of XX stores or XXX% compared to"
X Link 2025-12-03T21:09Z 30.8K followers, 1455 engagements

"$PVH Earnings: - Revenue: Increased X% to $XXXXX billion compared to the prior year period and exceeded guidance of flat to increase slightly. Decreased less than X% on a constant currency basis in line with guidance of a slight decrease. - GAAP basis: $XXXX. Results include $XX million of pre-tax restructuring costs and other tax related impacts which have been excluded from the Companys results on a non-GAAP basis. - Non-GAAP basis: $XXXX exceeded guidance of $XXXX to $XXXX. Stefan Larsson Chief Executive Officer commented In the third quarter we exceeded our guidance across reported"
X Link 2025-12-03T21:17Z 30.8K followers, 1783 engagements

"$IOT Earnings: - Revenue: $XXX million - Non-GAAP net income per share diluted: $XXXX - Ending ARR of $XXXXX billion representing XX% year-over-year growth in actuals and in constant currency - 2990 customers with ARR over $100000 including an increase of XXX in Q3 a quarterly record Samsara had another strong quarter of durable and efficient growth ending Q3 with $XXXX billion in ARR said Sanjit Biswas CEO and co-founder of Samsara. Our momentum is driven by our partnership with some of the worlds largest and most complex physical operations organizations. We delivered a milestone large"
X Link 2025-12-04T21:12Z 30.8K followers, 3021 engagements

"$BJ Earnings: - Revenue: $XXX billion - Earnings per diluted share of $XXXX and adjusted earnings per diluted share of $XXXX - Comparable club sales increased by XXX% year-over-year - Comparable club sales excluding gasoline sales increased by XXX% year-over-year with a two-year stack of XXX% - Membership fee income increased by XXX% year-over-year to $XXXXX million Our business continues to perform well in a volatile environment and we are maintaining an unwavering focus on what matters most: taking care of families who depend on us said Bob Eddy Chairman and Chief Executive Officer BJs"
X Link 2025-11-21T12:14Z 30.8K followers, 1940 engagements

"$ANF Earnings: - Record third quarter net sales of $XXX billion up X% from last year 12th consecutive quarter of growth - Net sales growth led by Americas up X% EMEA up X% partially offset by X% decline in APAC - Operating margin of XXXX% with earnings per diluted share of $XXXX exceeding outlook range - Narrows full-year outlook to net sales growth of X% to X% net income per diluted share of $XXXXX to $XXXXX Fran Horowitz Chief Executive Officer said We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with X% growth to last year. Hollister"
X Link 2025-11-25T12:37Z 30.8K followers, 3380 engagements

"$ADSK Earnings: - Third quarter revenue grew XX percent as reported and on a constant currency basis to $XXXX billion - Non-GAAP EPS: $XXXX We're defining the AI revolution for design and make empowering customers with new task workflow and system automations and capturing shared value through subscription consumption and outcomes-based business models that blend human and machine capabilities" said Andrew Anagnost Autodesk president and CEO. "Autodesk is building the future and creating long-term value for our customers the industries that shape the world and shareholders. We delivered"
X Link 2025-11-25T21:08Z 30.8K followers, 1780 engagements

"$CRDO Earnings: - Revenue of $XXXXX million grew by XXXX% quarter over quarter and XXXXX% year over year - GAAP diluted net income per share of $XXXX and non-GAAP diluted net income per share of $XXXX - GAAP gross margin of XXXX% and non-GAAP gross margin of XXXX% - GAAP operating expenses of $XXXXX million and non-GAAP operating expenses of $XXXX million - GAAP net income of $XXXX million and non-GAAP net income of $XXXXX million Bill Brennan Credos President and Chief Executive Officer stated In the second quarter Credo delivered revenue of $XXXXX million an increase of XX% sequentially and"
X Link 2025-12-01T21:07Z 30.8K followers, 30.5K engagements

"$SIG Earnings: - Sales of $XXX billion up $XXXX million or XXX% to Q3 of FY25. - Same store sales ("SSS") up XXX% to Q3 of FY25. - Adjusted operating income of $XXXX million up from $XXXX million in Q3 of FY25. - Diluted earnings per share ("EPS") of $XXXX compared to $XXXX in Q3 of FY25. The current quarter diluted EPS includes $XXXX of restructuring charges. - Adjusted diluted EPS of $XXXX compared to $XXXX in Q3 of FY25. Signets Grow Brand Love strategy delivered X% same store sales growth led by Kay Zales and Jared which reflects our continued focus on our largest brands. Our balanced"
X Link 2025-12-02T12:07Z 30.8K followers, 1470 engagements

"$OKTA Earnings: - Total revenue was $XXX million an increase of XX% year-over-year. Subscription revenue was $XXX million an increase of XX% year-over-year. - RPO or subscription backlog was $XXXXX billion an increase of XX% year-over-year. cRPO which represents subscription backlog expected to be recognized over the next XX months was $XXXXX billion up XX% compared to the third quarter of fiscal 2025. - Non-GAAP net income was $XXX million compared to non-GAAP net income of $XXX million in the third quarter of fiscal 2025. Non-GAAP diluted net income per share was $XXXX compared to non-GAAP"
X Link 2025-12-02T21:29Z 30.8K followers, 2943 engagements

"Industry expert details how both $GOOGL and $ORCL are gaining significant market share ( $AMZN $MSFT ): - The expert emphasizes that their overall public cloud business grew XX% YoY in Q4 2025 driven primarily by the surge in AI and compute-intensive workloads continued cloud-native modernization and increasing adoption of hybrid and multi-cloud architectures. Sentiment toward cloud growth remains strong and among the major platforms he noted that $GOOGL is currently growing the fastest fueled by its momentum in AI/ML workloads and modern data architectures. - The expert expects 25-30% YoY"
X Link 2025-12-09T15:21Z 30.8K followers, 7459 engagements

"$PL Earnings: - Third quarter revenue increased XX% year-over-year to a record $XXXX million. - Third quarter GAAP net loss per share was ($0.19) and non-GAAP net loss per share was ($0.00). - Percent of recurring annual contract value (ACV) for the third quarter was 97%. We delivered a strong third quarter marked by continued momentum in the business accelerated revenue growth and excellent progress on our profitability goals. Were seeing strong traction with our AI-enabled global monitoring solutions demonstrated by our recent award under the NGAs Luno B program and expansion with NATO."
X Link 2025-12-10T21:09Z 30.8K followers, 4978 engagements

"$COST Earnings: - Net sales for the first quarter increased XXX percent to $XXXXX billion from $XXXXX billion last year. - Net income for the quarter was $2001 million $XXXX per diluted share compared to $1798 million $XXXX per diluted share last year. This years results included a tax benefit of $XX million $XXXX per diluted share related to stock-based compensation which last year was $XXX million $XXXX per diluted share"
X Link 2025-12-11T21:17Z 30.8K followers, 2375 engagements

"$PSTG CEO on memory price inflation and gross margins: ".I think many of the analysts who have followed us for many years have come to understand is that in our market which has a very dynamic pricing environment prices are set at the time of purchase and we compete with other vendors many of whom are cost-plus vendors. And as such the pricing of our systems tends to float more with commodity pricing. What that means is that it -- it tends -- the commodity pricing tends to be a lesser effect on our gross margins and frankly a greater effect on the overall market that is when prices are higher"
X Link 2025-12-02T23:50Z 30.8K followers, 5356 engagements

"$SNOW Earnings: - Revenue for the quarter was $XXXX billion representing XX% year-over-year growth. - Product revenue of $XXXX billion in the third quarter representing XX% year-over-year growth - Net revenue retention rate of XXX% - XXX customers with trailing 12-month product revenue greater than $X million - Net loss per share attributable to Snowflake Inc. common stockholdersbasic and diluted: -$0.87 Snowflake delivered another strong quarter with product revenue of $XXXX billion up XX% year-over-year and remaining performance obligations totaling $XXXX billion up XX% year-over-year said"
X Link 2025-12-03T21:08Z 30.8K followers, 2547 engagements

"Interview with industry expert on $SNAP's current positions in highly competitive advertising industry ( $META $GOOGL ): - The expert explains that recent budget cuts due to economic conditions and lower sales have impacted social partner spending but emphasizes that $SNAP remains a strong and growing channel consistently included in campaigns. He notes that automation on $SNAP has been slower but recently improved with the introduction of campaign-level budget optimization reducing manual work and signaling innovation on the platform. - The expert highlights plans for his company to remain"
X Link 2025-12-08T15:06Z 30.8K followers, 4855 engagements

"$YEXT Earnings: - Revenue of $XXXXX million - EPS basic of $XXXX or non-GAAP EPS of $XXXX - Adjusted EBITDA of $XXXX million resulting in an - Adjusted EBITDA margin of XX% - ARR of $XXXXX million"
X Link 2025-12-08T21:09Z 30.8K followers, 1904 engagements

"$CGNT Earnings: - Q3 FYE26 Revenue was $XXXXX million up approximately XXXX% compared to the same period last year. - Q3 FYE26 GAAP operating income was $XXX million compared to an operating loss of $XXX million in the same period last year. - Q3 FYE26 GAAP Net loss was $XXX million compared to a net loss of $XXX million in the same period last year. The higher loss this quarter was primarily driven by increased tax expenses and foreign exchange impacts. - Q3 FYE26 Non-GAAP operating income was $XXX million compared to operating income of $XXX million in the same period last year. Our strong"
X Link 2025-12-09T13:07Z 30.8K followers, 1393 engagements

"Industry expert explains why $META still leads the digital ad market ( $GOOGL $SNAP $PINS ): - According to the expert $META's Advantage+ tools were the main reason the client increased their ad spend in Q4 2025. These tools performed very well boosting the client's confidence and encouraging them to use more of $META's advertising options. The team also experimented with features such as value optimization and value rules to make the ads even more efficient and better targeted by $META's algorithms. - The expert expects $META's Q1 2026 spending to increase relative to Q1 2025 driven by"
X Link 2025-12-10T15:03Z 30.8K followers, 6613 engagements

"$ADBE Earnings: - Adobe achieved record revenue of $XXXX billion in its fourth quarter of FY2025 which represents XX% year-over-year growth as reported and in constant currency. Diluted earnings per share was $XXXX on a GAAP basis and $XXXX on a non-GAAP basis. - GAAP operating income in the fourth quarter was $XXXX billion and non-GAAP operating income was $XXXX billion. GAAP net income was $XXXX billion and non-GAAP net income was $XXXX billion. - Digital Media segment revenue was $XXXX billion which represents XX% year-over-year growth as reported and in constant currency. - Record cash"
X Link 2025-12-10T21:10Z 30.8K followers, 2995 engagements

"An industry expert states that $GOOGL is the most aggressive on AI-related pricing as it seeks to win large enterprise clients ( $AMZN $MSFT $ORCL ): - The expert noted that Q4 2025 public cloud growth is hindered by a series of high-profile outages. $AMZN experienced an incident in October 2025 and $MSFT had a significant incident earlier that took down services such as Microsoft XXX and OneDrive. These disruptions made customers more cautious about reliability and more selective about which workloads they move to the cloud. At the same time the market has matured and most enterprises are"
X Link 2025-12-11T16:58Z 30.8K followers, 6968 engagements

"$LULU Earnings: - Net revenue increased X% to $XXX billion. - Comparable sales increased X% or X% on a constant dollar basis. - Diluted earnings per share were $XXXX compared to $XXXX in the third quarter of 2024. - Gross profit increased X% to $XXX billion and gross margin decreased XXX basis points to 55.6%. - On December X 2025 the board of directors approved a $XXX billion increase to the Company's stock repurchase program. Including this increase as of December XX 2025 the Company had approximately $XXX billion remaining authorized on its stock repurchase program. Calvin McDonald Chief"
X Link 2025-12-11T21:09Z 30.8K followers, 5603 engagements

"Interview with an industry expert on $SNAP's current strategic position in the Ad sector ( $GOOGL $META $PINS $RDDT ): - The expert expects to increase client participation in $SNAP next quarter driven primarily by a desire to reduce overreliance on $META and improve media mix diversification. While $METAcontinues to deliver strong short-term performance the expert believes every platform has a ceiling and that incremental growth is more likely to come from expanding beyond a single dominant channel. - According to the expert total $SNAP ad spending in 2025 is expected to increase by"
X Link 2025-12-12T15:33Z 30.8K followers, 2234 engagements