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- Technology
CrowdStrike reports Q1 revenue up 42% YoY to $692.6M, vs. $676.4M est., and ARR of $2.73B, a 42% YoY increase, down from a 61% growth in Q1 2023; CRWD drops 9%+ (Rohan Goswami/CNBC)
Rohan Goswami / CNBC: CrowdStrike reports Q1 revenue up 42% YoY to $692.6M, vs. $676.4M est., and ARR of $2.73B,…
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Salesforce reports Q1 revenue up 11% YoY to $8.25B vs. $8.18B est., capital expenditures up 36% YoY to $243M vs. $205M est., and Q2 revenue guidance above est. (Jordan Novet/CNBC)
Jordan Novet / CNBC: Salesforce reports Q1 revenue up 11% YoY to $8.25B vs. $8.18B est., capital expenditures up 36%…
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HP reports Q2 revenue down 21.7% YoY to $12.91B, vs. $13.07B est., Personal Systems revenue down 29% YoY to $8.18B, and Printing revenue down 5% YoY to $4.74B (Reuters)
Reuters: HP reports Q2 revenue down 21.7% YoY to $12.91B, vs. $13.07B est., Personal Systems revenue down 29% YoY to…
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HPE reports Q2 revenue up 4% YoY to $7B, vs. $7.3B est., HPC & AI revenue up 18% YoY to $840M, and Intelligent Edge revenue up 50% YoY to $1.3B (Jon Swartz/Dow Jones Newswires)
Jon Swartz / Dow Jones Newswires: HPE reports Q2 revenue up 4% YoY to $7B, vs. $7.3B est., HPC &…
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Zoom reports Q1 revenue of $1.11B, vs. $1.08B est., up 3% YoY, Enterprise revenue of $632M, up 13% YoY, and customers contributing $100K+ annually up ~23% YoY (Tiyashi Datta/Reuters)
Tiyashi Datta / Reuters: Zoom reports Q1 revenue of $1.11B, vs. $1.08B est., up 3% YoY, Enterprise revenue of $632M,…
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Cisco reports Q3 revenue up 14% YoY to $14.6B, vs. $14.4B est., net income up 6% YoY to $3.2B, and a strong Q4 sales forecast (Bloomberg)
Bloomberg: Cisco reports Q3 revenue up 14% YoY to $14.6B, vs. $14.4B est., net income up 6% YoY to $3.2B,…
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Disney Q2: Disney+ subscribers were down 2% QoQ to 157.8M, vs. 163.17M est., its second consecutive quarterly drop; ESPN+ rose 2% QoQ to 25.3M, Hulu hit 48.2M (Jennifer Maas/Variety)
Jennifer Maas / Variety: Disney Q2: Disney+ subscribers were down 2% QoQ to 157.8M, vs. 163.17M est., its second consecutive…
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Unity reports Q1 revenue up 56% YoY to $500M, vs. $480M est., a net loss of $254M, vs. $178M in Q1 2022, and Q2 revenue guidance above estimates; U jumps 10%+ (Ashley Capoot/CNBC)
Ashley Capoot / CNBC: Unity reports Q1 revenue up 56% YoY to $500M, vs. $480M est., a net loss of…
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Robinhood reports Q1 revenue up 47% YoY to $441M, vs. $425M est., net loss up 30% YoY to $511M, and MAUs up by 400K QoQ to 11.8M, vs. 15.9M in March 2022 (Bill Peters/MarketWatch)
Bill Peters / MarketWatch: Robinhood reports Q1 revenue up 47% YoY to $441M, vs. $425M est., net loss up 30%…
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Affirm Q3: revenue up 7% YoY to $381M, vs. $370M est., net loss of $205.7M, vs. $54.7M YoY, gross merchandise volume of $4.6B, up from $3.9B YoY; AFRM down 8%+ (Jeremy C. Owens/Marketwatch)
Jeremy C. Owens / Marketwatch: Affirm Q3: revenue up 7% YoY to $381M, vs. $370M est., net loss of $205.7M,…
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