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App Economy Insights
$CRM Salesforce Q1 FY26 (ending April):
• Current RPO +12% Y/Y to $29.6B.
• Revenue +8% Y/Y to $9.8B ($80M beat).
• Operating margin 18% (+1pp Y/Y).
• Non-GAAP EPS $2.58 ($0.03 beat).
FY26 guidance:
• Revenue +8-9% to ~$41.2B ($0.5B raise).
• Operating margin 22%. https://t.co/9p0us2QKYB
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$CRM Salesforce Q1 FY26 (ending April):
• Current RPO +12% Y/Y to $29.6B.
• Revenue +8% Y/Y to $9.8B ($80M beat).
• Operating margin 18% (+1pp Y/Y).
• Non-GAAP EPS $2.58 ($0.03 beat).
FY26 guidance:
• Revenue +8-9% to ~$41.2B ($0.5B raise).
• Operating margin 22%. https://t.co/9p0us2QKYB
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Wall St Engine
$ELF Beauty Q4 Earnings Highlights
🔹 Revenue: $332.65M (Est. $327.5M) 🟢
🔹 Adj EBITDA: $81.4M (Est. $74.5M) 🟢
🔹 Gross Margin: 71%
🔸 Not Providing a FY26 Outlook due to the Wide Range of Potential Outcomes Related to Tariffs
Strategic Update:
🔸 e.l.f. Beauty announced a definitive agreement to acquire rhode in a $1 billion deal, marking a major expansion into celebrity-backed skincare.
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$ELF Beauty Q4 Earnings Highlights
🔹 Revenue: $332.65M (Est. $327.5M) 🟢
🔹 Adj EBITDA: $81.4M (Est. $74.5M) 🟢
🔹 Gross Margin: 71%
🔸 Not Providing a FY26 Outlook due to the Wide Range of Potential Outcomes Related to Tariffs
Strategic Update:
🔸 e.l.f. Beauty announced a definitive agreement to acquire rhode in a $1 billion deal, marking a major expansion into celebrity-backed skincare.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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RT @DimitryNakhla: Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Wall St Engine
$HPQ Q2'25 Earnings Highlights
🔹 Revenue: $13.2B (Est. $13.07B) 🟢; +3.3% YoY
🔹 Adj. EPS: $0.71 (Est. $0.79) 🔴; -13% YoY
🔹 Free Cash Flow: -$95M (vs. $500M YoY) 🔴
FY25 Guidance:
🔹 Adj. EPS: $3.00 – $3.30 (Prior: $3.45 – $3.75) 🔴
🔹 Free Cash Flow: $2.6B – $3.0B
Q3 Guidance:
🔹 Adj. EPS: $0.68 – $0.80
Q2 Personal Systems:
🔹 Revenue: $9.0B; +7% YoY
🔹 Consumer PS: +2% | Commercial PS: +9%
🔹 Units: Total +6% (Consumer -2%, Commercial +11%)
Q2 Printing:
🔹 Revenue: $4.2B; -4% YoY
🔹 Supplies: -5% | Hardware Units: +1%
Management Commentary:
🔸 CEO: “Strong Commercial PS growth. Rapid response to regulatory shifts and manufacturing expansion.”
🔸 CFO: “EPS cut reflects macro uncertainty and trade-related costs. Mitigation expected to offset by Q4.”
🔹 Returned $373M to shareholders (Dividends + Buybacks)
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$HPQ Q2'25 Earnings Highlights
🔹 Revenue: $13.2B (Est. $13.07B) 🟢; +3.3% YoY
🔹 Adj. EPS: $0.71 (Est. $0.79) 🔴; -13% YoY
🔹 Free Cash Flow: -$95M (vs. $500M YoY) 🔴
FY25 Guidance:
🔹 Adj. EPS: $3.00 – $3.30 (Prior: $3.45 – $3.75) 🔴
🔹 Free Cash Flow: $2.6B – $3.0B
Q3 Guidance:
🔹 Adj. EPS: $0.68 – $0.80
Q2 Personal Systems:
🔹 Revenue: $9.0B; +7% YoY
🔹 Consumer PS: +2% | Commercial PS: +9%
🔹 Units: Total +6% (Consumer -2%, Commercial +11%)
Q2 Printing:
🔹 Revenue: $4.2B; -4% YoY
🔹 Supplies: -5% | Hardware Units: +1%
Management Commentary:
🔸 CEO: “Strong Commercial PS growth. Rapid response to regulatory shifts and manufacturing expansion.”
🔸 CFO: “EPS cut reflects macro uncertainty and trade-related costs. Mitigation expected to offset by Q4.”
🔹 Returned $373M to shareholders (Dividends + Buybacks)
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Wall St Engine
RT @wallstengine: Anthropic's CEO Amodei:
AI could wipe out half of all entry-level white-collar jobs — and spike unemployment to 10-20% in the next one to five years.
AI companies & government need to stop "sugar-coating" what's coming
It sounds crazy, and people just don't believe it. https://t.co/PiDBCuEzL9
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RT @wallstengine: Anthropic's CEO Amodei:
AI could wipe out half of all entry-level white-collar jobs — and spike unemployment to 10-20% in the next one to five years.
AI companies & government need to stop "sugar-coating" what's coming
It sounds crazy, and people just don't believe it. https://t.co/PiDBCuEzL9
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Investing visuals
$NVDA Q1 Earnings 🚨
• Revenue $44.1B vs Est. $38.1B
• EPS $0.81 vs Est. $0.75
AI eats the world. https://t.co/3bsOYiyedR
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$NVDA Q1 Earnings 🚨
• Revenue $44.1B vs Est. $38.1B
• EPS $0.81 vs Est. $0.75
AI eats the world. https://t.co/3bsOYiyedR
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Wall St Engine
$NVDA | NVIDIA Q1'26 Earnings Highlights:
🔹 Adj. EPS: $0.81 (Est. $0.75) 😐; Excl. H20 charge: $0.96
🔹 Revenue: $44.1B (Est. $43.29B) 🟢; UP +69% YoY
🔹 Adj. Gross Margin: 61.0% (Est. 71%) 😐; Excl. H20 charge: 71.3%
Q2'26 Outlook:
🔹 Revenue: $45.0B ±2% (Est. $45.5B) 🟡
🔸 Outlook reflects ~$8.0B H20 revenue impact due to export controls
🔸 Additional $2.5B in H20 revenue unable to be shipped in Q1
Q1 Segment Performance:
🔹 Data Center Revenue: $39.1B (Est. $39.22B) 😐; UP +73% YoY
🔹 Automotive Revenue: $567M (Est. $579.4M) 🔴; UP +72% YoY
🔹 Networking Revenue: $4.96B (Est. $3.45B) 🟢
🔹 Compute Revenue: $34.16B (Est. $35.47B) 🔴
Other Key Q1 Metrics:
🔹 Adj. Operating Income: $23.28B (Est. $27.15B) 🔴; UP +29% YoY
🔹 Adj. Operating Expenses: $3.58B (Est. $3.63B) 🟢; UP +43% YoY
🔹 R&D Expenses: $3.99B (Est. $4.07B) 🟢; UP +47% YoY
🔹 Free Cash Flow: $26.14B; UP +75% YoY
🔹 Diluted EPS Ex-H20 Charge: $0.96
CEO Commentary:
🔸 Jensen Huang:
"Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine’ designed for reasoning— is now in full-scale production. Global demand for NVIDIA’s AI infrastructure is incredibly strong."
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$NVDA | NVIDIA Q1'26 Earnings Highlights:
🔹 Adj. EPS: $0.81 (Est. $0.75) 😐; Excl. H20 charge: $0.96
🔹 Revenue: $44.1B (Est. $43.29B) 🟢; UP +69% YoY
🔹 Adj. Gross Margin: 61.0% (Est. 71%) 😐; Excl. H20 charge: 71.3%
Q2'26 Outlook:
🔹 Revenue: $45.0B ±2% (Est. $45.5B) 🟡
🔸 Outlook reflects ~$8.0B H20 revenue impact due to export controls
🔸 Additional $2.5B in H20 revenue unable to be shipped in Q1
Q1 Segment Performance:
🔹 Data Center Revenue: $39.1B (Est. $39.22B) 😐; UP +73% YoY
🔹 Automotive Revenue: $567M (Est. $579.4M) 🔴; UP +72% YoY
🔹 Networking Revenue: $4.96B (Est. $3.45B) 🟢
🔹 Compute Revenue: $34.16B (Est. $35.47B) 🔴
Other Key Q1 Metrics:
🔹 Adj. Operating Income: $23.28B (Est. $27.15B) 🔴; UP +29% YoY
🔹 Adj. Operating Expenses: $3.58B (Est. $3.63B) 🟢; UP +43% YoY
🔹 R&D Expenses: $3.99B (Est. $4.07B) 🟢; UP +47% YoY
🔹 Free Cash Flow: $26.14B; UP +75% YoY
🔹 Diluted EPS Ex-H20 Charge: $0.96
CEO Commentary:
🔸 Jensen Huang:
"Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine’ designed for reasoning— is now in full-scale production. Global demand for NVIDIA’s AI infrastructure is incredibly strong."
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App Economy Insights
$NVDA NVIDIA Q1 FY26 (April quarter).
• Revenue +12% Q/Q to $44.1B ($0.8B beat).
• Gross margin 61% (-13pp Q/Q).
• Operating margin 49% (-12pp Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).
Q2 FY26 guidance:
• Revenue $45.0B ($0.7B miss). https://t.co/bDQxPDBAPE
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$NVDA NVIDIA Q1 FY26 (April quarter).
• Revenue +12% Q/Q to $44.1B ($0.8B beat).
• Gross margin 61% (-13pp Q/Q).
• Operating margin 49% (-12pp Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).
Q2 FY26 guidance:
• Revenue $45.0B ($0.7B miss). https://t.co/bDQxPDBAPE
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