CrowdStrike Earnings Review with WorkDay & Dell Earnings Snapshots Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday * Results: * Balance Sheet: * Guidance & Valuation: * 2. CrowdStrike (CRWD) – Detailed Earnings Review * a.
News of the Week (November 18 - 22) Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101 * b. Demand * c. Profits & Margins * d. Balance
Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day 1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics by about 1%. * Beat revenue estimates by 6%. E-commerce beat by 6%; digital
