Table of Contents * 1. Adobe (ADBE) — Brief Earnings Snapshot (Review … * a. Results * b. Guidance & Valuation * c. Balance Sheet * 2. Oracle (ORCL) – Detailed Earnings Review * a. Oracle 101 * b. Demand * c. Profits * d.

A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review. * Salesforce & SentinelOne Earnings Reviews + SoFi & PayPal CFO Interviews. * Zscaler Earnings Review.

“Third quarter results, which exceeded our expectations, demonstrate the ability of our teams to be agile in a dynamic operating environment. CFO Meghan Frank a. Demand Lululemon beat revenue estimates by 1.7%

Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own app to offer rides. This is quite disappointing to me. In Waymo’s