MSFT

News of the Week

Remaining News of the Week (December 9 - 13, 2024)

During the week, I also published: 1. An article that includes: Oracle & MongoDB earnings reviews; coverage of Alphabet’s Willow release, a timely Uber

Read More

ABNB

News of the Week (December 2 - 6, 2024)

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

Read More

PYPL

Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews

Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e.  Guidance & Valuation * f.

Read More

ZS

Zscaler Earnings Review

Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release * GenAI Opportunity – Securing AI Apps:

Read More

ADBE

News of the Week (November 25 - 29, 2024)

I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the

Read More