CRM
CRWD
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 &
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Earnings Review
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
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News of the Week
News of the Week (November 4 - 8, 2024)
Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade Desk Earnings Reviews. * Duolingo, Mercado
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LMND
Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots
Table of Contents * 1. Earnings Round-Up — Lemonade, Robinhood & Coinb … * a. Lemonade (LMND) * b. Coinbase (COIN) * c. Robinhood (HOOD) * 2. Meta Platforms (META) — Earnings Review
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