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Wall St Engine
RT @wallstengine: In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.
Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
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RT @wallstengine: In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.
Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 27, 2025)
$SPY +2.07% 🟩
$QQQ +2.35% 🟩
$DJI +1.78% 🟩
$IWM +2.54% 🟩
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S&P 500 Closing Bell Heatmap (May 27, 2025)
$SPY +2.07% 🟩
$QQQ +2.35% 🟩
$DJI +1.78% 🟩
$IWM +2.54% 🟩
S&P 500 Opening Bell Heatmap (May 27, 2025)
$SPY +1.20% 🟩
$QQQ +1.44% 🟩
$DJI +0.95% 🟩
$IWM +1.46% 🟩 tweet
Wall St Engine
$OKTA Q1 Earnings Highlights
🔹 Revenue: $688M (Est. $680.3M) 🟢; +12% YoY
🔹 Non-GAAP EPS: $0.86 (Est. $0.77) 🟢
🔹 Subscription Revenue: $673M; +12% YoY
Full-Year Guidance:
🔹 Non-GAAP EPS: $3.23–$3.28 (Est. $3.21) 😐
🔹 Revenue: $2.85B–$2.86B (Est. ~$2.85B) 🟡; +9%–10% YoY
🔹 Non-GAAP Operating Income: $710M–$720M (25% margin)
🔹 Free Cash Flow Margin: ~27%
Q2 Guidance:
🔹 Non-GAAP EPS: $0.83–$0.84 (Est. $0.77) 🟢
🔹 Revenue: $710M–$712M (Est. ~$704M) 🟢
🔹 cRPO: $2.20B–$2.205B; +10%–11% YoY
🔹 Non-GAAP Operating Income: $183M–$185M (26% margin)
🔹 Free Cash Flow Margin: ~19%
Q1 Customer Metrics & Backlog:
🔹 RPO: $4.08B; +21% YoY
🔹 cRPO: $2.23B; +14% YoY
Other Key Q1 Metrics:
🔹 Non-GAAP OI: $184M; +38% YoY
🔹 Non-GAAP EPS: $0.86 (vs. $0.65 YoY) 🟢
🔹 Operating Cash Flow: $241M; Free Cash Flow: $238M (35% margin)
CEO Todd McKinnon:
🔸 "Q1 delivered record operating profit and robust free cash flow. Despite an uncertain macro, demand for identity security remains strong across workforce, customer, and AI-driven use cases."
🔸 "We're focused on profitable growth and innovation in delivering the only modern, unified identity security platform."
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$OKTA Q1 Earnings Highlights
🔹 Revenue: $688M (Est. $680.3M) 🟢; +12% YoY
🔹 Non-GAAP EPS: $0.86 (Est. $0.77) 🟢
🔹 Subscription Revenue: $673M; +12% YoY
Full-Year Guidance:
🔹 Non-GAAP EPS: $3.23–$3.28 (Est. $3.21) 😐
🔹 Revenue: $2.85B–$2.86B (Est. ~$2.85B) 🟡; +9%–10% YoY
🔹 Non-GAAP Operating Income: $710M–$720M (25% margin)
🔹 Free Cash Flow Margin: ~27%
Q2 Guidance:
🔹 Non-GAAP EPS: $0.83–$0.84 (Est. $0.77) 🟢
🔹 Revenue: $710M–$712M (Est. ~$704M) 🟢
🔹 cRPO: $2.20B–$2.205B; +10%–11% YoY
🔹 Non-GAAP Operating Income: $183M–$185M (26% margin)
🔹 Free Cash Flow Margin: ~19%
Q1 Customer Metrics & Backlog:
🔹 RPO: $4.08B; +21% YoY
🔹 cRPO: $2.23B; +14% YoY
Other Key Q1 Metrics:
🔹 Non-GAAP OI: $184M; +38% YoY
🔹 Non-GAAP EPS: $0.86 (vs. $0.65 YoY) 🟢
🔹 Operating Cash Flow: $241M; Free Cash Flow: $238M (35% margin)
CEO Todd McKinnon:
🔸 "Q1 delivered record operating profit and robust free cash flow. Despite an uncertain macro, demand for identity security remains strong across workforce, customer, and AI-driven use cases."
🔸 "We're focused on profitable growth and innovation in delivering the only modern, unified identity security platform."
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Wall St Engine
According to the FT, $NVDA's suppliers have resolved rack-level issues tied to its Blackwell servers, clearing the way for broader GB200 shipments. Production had been delayed by cooling, software, & interconnect bugs, but vendors like Foxconn and Dell say ramp-up is now underway https://t.co/wp6H8MEjtX
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According to the FT, $NVDA's suppliers have resolved rack-level issues tied to its Blackwell servers, clearing the way for broader GB200 shipments. Production had been delayed by cooling, software, & interconnect bugs, but vendors like Foxconn and Dell say ramp-up is now underway https://t.co/wp6H8MEjtX
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The All-In Podcast
Palo Alto Networks CEO Nikesh Arora's Hardcore Acquisition Strategy: "Welcome to your new boss."
@nikesharora at last year's All-In Summit:
"I have some funny stories. I got a guy who says, 'Oh, great. We're buying a company in cloud security. I'm the senior vice president of Blockchain, Cloud, and AI.'"
"I'm like, 'Great. Welcome to your new boss.'"
"He's like, 'What do you mean?'"
"I said, 'That's the guy you're gonna work for.'"
"He's like, 'We just bought his company?'"
"I said, yeah, he kicked your ass with low resources out there in the market."
"You're gonna learn something from him. Welcome to your boss!"
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Palo Alto Networks CEO Nikesh Arora's Hardcore Acquisition Strategy: "Welcome to your new boss."
@nikesharora at last year's All-In Summit:
"I have some funny stories. I got a guy who says, 'Oh, great. We're buying a company in cloud security. I'm the senior vice president of Blockchain, Cloud, and AI.'"
"I'm like, 'Great. Welcome to your new boss.'"
"He's like, 'What do you mean?'"
"I said, 'That's the guy you're gonna work for.'"
"He's like, 'We just bought his company?'"
"I said, yeah, he kicked your ass with low resources out there in the market."
"You're gonna learn something from him. Welcome to your boss!"
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Dimitry Nakhla | Babylon Capital®
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.”
— Warren Buffett 🗣️
Let’s assume $FICO traded for 30x NTM EPS, do you think it would’ve reacted the same? Unlikely https://t.co/q2hG2PYmsL
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“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.”
— Warren Buffett 🗣️
Let’s assume $FICO traded for 30x NTM EPS, do you think it would’ve reacted the same? Unlikely https://t.co/q2hG2PYmsL
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