ORCL
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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Earnings Review
Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots
Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e.
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AMZN
Amazon, Apple & Uber Earnings Reviews + an Intel Snapshot
Table of Contents * 1. Uber (UBER) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e. Call &
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GOOGL / GOOG
AMD, Alphabet, Visa & TransMedics Earnings Coverage
Table of Contents * 1. Quick Earnings Snapshots – Visa (V) & TransMedi … * a. Visa * b. TransMedics (TMDX) * 2. AMD (AMD) – Earnings Summary * a. Results * b. Balance
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