CRWD

Earnings Review

CrowdStrike and Broadcom Earnings Reviews

Table of Contents * 1. CrowdStrike (CRWD) – Earnings Review * a. CrowdStrike 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet  * f. Guidance

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News of the Week

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.

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CRWD

CrowdStrike & MongoDB Earnings Reviews

Exploring the quarterly results of these two enterprise software firms.

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PYPL

News of the Week (September 15-19, 2025)

Covering a few investor days and another noisy week in markets.

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ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

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