SNOW
Earnings Review
Nu & Cava Earnings Reviews
Table of Contents * 1. Nu (NU) – Detailed Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet & Credit Data * e.
Read More
NOW
Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews
Mid-week news.
Read More
OKTA
News of the Week (August 25-29, 2025)
Earnings reviews from this week: * MongoDB, CrowdStrike & Nvidia * SentinelOne Earnings reviews from this season: * Nu & Airbnb earnings reviews * Cava & On Running earnings
Read More
ABNB
News of the Week (June 2-6, 2025)
In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings
Read More