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Alphabet (GOOGL) Q1 2026 Earnings Review

Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...

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Newest Posts

May 29, 2026

More Software Earnings Coverage

Okta, UiPath, and SentinelOne are not part of the core coverage network. Still, with software sentiment so volatile and the

May 29, 2026

MongoDB (MDB) Earnings Review

Housekeeping: * Click here to read the basics on MongoDB's business. * My Zscaler earnings review can be found here.

May 28, 2026

Snowflake (SNOW) Earnings Review

Housekeeping: * My detailed Zscaler Earnings Review can be found here. * Salesforce and MongoDB earnings reviews will come tomorrow. * Snowflake 101