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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 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
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