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Wall St Engine
Elon Musk says by the end of next year, there could be hundreds of thousands—maybe even millions—of Teslas in the U.S. running on unsupervised Full Self-Driving. https://t.co/XpEQzngUQA
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Elon Musk says by the end of next year, there could be hundreds of thousands—maybe even millions—of Teslas in the U.S. running on unsupervised Full Self-Driving. https://t.co/XpEQzngUQA
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Dimitry Nakhla | Babylon Capital®
RT @NavalQuotes247: "You get paid for being right first, and to be first, you can’t wait for consensus."
@naval
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RT @NavalQuotes247: "You get paid for being right first, and to be first, you can’t wait for consensus."
@naval
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Offshore
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App Economy Insights
🔎 Google Search is becoming a chatbot.
AI Mode is now rolling out to all US users.
• Powered by Gemini 2.5
• Compares prices, books tickets
• Pulls data from Gmail (optional)
• Deep Search & web tasks coming soon https://t.co/H8xErEHHtd
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🔎 Google Search is becoming a chatbot.
AI Mode is now rolling out to all US users.
• Powered by Gemini 2.5
• Compares prices, books tickets
• Pulls data from Gmail (optional)
• Deep Search & web tasks coming soon https://t.co/H8xErEHHtd
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “The stock market is designed to transfer money from the active to the patient.”
— Warren Buffett 🗣️
As an investor, patience isn’t just a virtue; it’s also your edge in building lasting wealth.
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RT @DimitryNakhla: “The stock market is designed to transfer money from the active to the patient.”
— Warren Buffett 🗣️
As an investor, patience isn’t just a virtue; it’s also your edge in building lasting wealth.
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Offshore
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Wall St Engine
TRUMP: WE MUST MAINTAIN OUR STATUS AS THE WORLDWIDE LEADER IN WIFI, 5G, AND 6G; WILL FREE UP SPECTRUM FOR AUCTION https://t.co/1SuGUjmFBv
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TRUMP: WE MUST MAINTAIN OUR STATUS AS THE WORLDWIDE LEADER IN WIFI, 5G, AND 6G; WILL FREE UP SPECTRUM FOR AUCTION https://t.co/1SuGUjmFBv
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Offshore
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 20, 2025)
$SPY -0.34% 🟥
$QQQ -0.33% 🟥
$DJI -0.27% 🟥
$IWM +0.07% 🟩
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S&P 500 Closing Bell Heatmap (May 20, 2025)
$SPY -0.34% 🟥
$QQQ -0.33% 🟥
$DJI -0.27% 🟥
$IWM +0.07% 🟩
S&P 500 Opening Bell Heatmap (May 20, 2025)
$SPY -0.29% 🟥
$QQQ -0.45% 🟥
$DJI -0.16% 🟥
$IWM -0.27% 🟥 - Wall St Enginetweet
Wall St Engine
$PANW | Palo Alto Networks Q3 Earnings Highlights
🔹 Revenue: $2.29B (Est. $2.277B) 🟢; UP +15% YoY
🔹 Pretax Profit: $310.5M (Est. $698.2M) 🔴
🔹 Next-Gen Security ARR: $5.1B; UP +34% YoY
🔹 Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY
Q4'25 Guidance:
🔹 Revenue: $2.49B–$2.51B (Est. $2.5B) 😐; UP +14%–15% YoY
🔹 Adj EPS: $0.87–$0.89 (Est. $0.87) 😐
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
FY25 Guidance (Updated):
🔹 Revenue: $9.17B–$9.19B (Est. $9.14B–$9.19B) 🟢; UP +14% YoY
🔹 Adj EPS: $3.26–$3.28 (Est. $3.23) 🟢
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
🔹 Adjusted Operating Margin: 28.2%–28.5%
🔹 Adjusted Free Cash Flow Margin: 37.5%–38.0%
CEO Nikesh Arora's Commentary:
🔸 "In Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing $5 billion in Next-Gen Security ARR. Our scale and platform breadth make us a leading consolidator of choice in cybersecurity."
CFO Dipak Golechha's Commentary:
🔸 "We again delivered strong top-line results within our profitable growth framework, as we continue to see our business scale well across the P&L. We look forward to executing against our targets as we close fiscal year 2025."
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$PANW | Palo Alto Networks Q3 Earnings Highlights
🔹 Revenue: $2.29B (Est. $2.277B) 🟢; UP +15% YoY
🔹 Pretax Profit: $310.5M (Est. $698.2M) 🔴
🔹 Next-Gen Security ARR: $5.1B; UP +34% YoY
🔹 Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY
Q4'25 Guidance:
🔹 Revenue: $2.49B–$2.51B (Est. $2.5B) 😐; UP +14%–15% YoY
🔹 Adj EPS: $0.87–$0.89 (Est. $0.87) 😐
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
FY25 Guidance (Updated):
🔹 Revenue: $9.17B–$9.19B (Est. $9.14B–$9.19B) 🟢; UP +14% YoY
🔹 Adj EPS: $3.26–$3.28 (Est. $3.23) 🟢
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
🔹 Adjusted Operating Margin: 28.2%–28.5%
🔹 Adjusted Free Cash Flow Margin: 37.5%–38.0%
CEO Nikesh Arora's Commentary:
🔸 "In Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing $5 billion in Next-Gen Security ARR. Our scale and platform breadth make us a leading consolidator of choice in cybersecurity."
CFO Dipak Golechha's Commentary:
🔸 "We again delivered strong top-line results within our profitable growth framework, as we continue to see our business scale well across the P&L. We look forward to executing against our targets as we close fiscal year 2025."
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