Offshore
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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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Offshore
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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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Offshore
Video
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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Offshore
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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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Dimitry Nakhla | Babylon Capital®
RT @elexag2016: @DimitryNakhla Best advice ever .. my investment style completely changed after following and understanding ur thought process. @DimitryNakhla
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RT @elexag2016: @DimitryNakhla Best advice ever .. my investment style completely changed after following and understanding ur thought process. @DimitryNakhla
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Wall St Engine
RT @elonmusk: Starship made it to the scheduled ship engine cutoff, so big improvement over last flight! Also, no significant loss of heat shield tiles during ascent.
Leaks caused loss of main tank pressure during the coast and re-entry phase. Lot of good data to review.
Launch cadence for next 3 flights will be faster, at approximately 1 every 3 to 4 weeks.
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RT @elonmusk: Starship made it to the scheduled ship engine cutoff, so big improvement over last flight! Also, no significant loss of heat shield tiles during ascent.
Leaks caused loss of main tank pressure during the coast and re-entry phase. Lot of good data to review.
Launch cadence for next 3 flights will be faster, at approximately 1 every 3 to 4 weeks.
tweet
Wall St Engine
Today's Key Events (All EST) — 05/28/2025
04:00: Fed's Kashkari
07:00: US MBA Mortgage Applications
08:55: US Redbook YoY
10:00: Richmond Fed Comp. Index
13:00: US 5-Year Note Auction
14:00: FOMC Meeting Minutes
Before Open 👇
05:45: $VNET
06:45: Capri Holdings $CPRI
06:55: Macy's $M
07:00: DICK'S Sporting Goods $DKS
07:00: Photronics $PLAB
07:30: Abercrombie & Fitch $ANF
07:30: $MNRO
Before Open: Columbus McKinnon $CMCO
After Hours 👇
04:00: Salesforce $CRM
04:00: Nutanix $NTNX
04:05: $AI
04:05: e.l.f. Beauty $ELF
04:05: Pure Storage $PSTG
04:05: SentinelOne $S
04:05: Veeva Systems $VEEV
04:05: Agilent Technologies $A
04:05: Synopsys $SNPS
04:10: U-Haul Holding $UHAL
04:15: HP $HPQ
04:20: NVIDIA $NVDA
05:00: Noah Holdings $NOAH
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Today's Key Events (All EST) — 05/28/2025
04:00: Fed's Kashkari
07:00: US MBA Mortgage Applications
08:55: US Redbook YoY
10:00: Richmond Fed Comp. Index
13:00: US 5-Year Note Auction
14:00: FOMC Meeting Minutes
Before Open 👇
05:45: $VNET
06:45: Capri Holdings $CPRI
06:55: Macy's $M
07:00: DICK'S Sporting Goods $DKS
07:00: Photronics $PLAB
07:30: Abercrombie & Fitch $ANF
07:30: $MNRO
Before Open: Columbus McKinnon $CMCO
After Hours 👇
04:00: Salesforce $CRM
04:00: Nutanix $NTNX
04:05: $AI
04:05: e.l.f. Beauty $ELF
04:05: Pure Storage $PSTG
04:05: SentinelOne $S
04:05: Veeva Systems $VEEV
04:05: Agilent Technologies $A
04:05: Synopsys $SNPS
04:10: U-Haul Holding $UHAL
04:15: HP $HPQ
04:20: NVIDIA $NVDA
05:00: Noah Holdings $NOAH
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Wall St Engine
Japan is reportedly planning to subsidize up to ¥1 trillion ($6.94B) in U.S. chip imports from firms like Nvidia, part of trade talks aimed at narrowing the U.S.'s ¥10T deficit with Japan. Asahi says the move would support domestic buyers and ease tariff tensions ahead of Akazawa’s May 30 U.S. visit.
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Japan is reportedly planning to subsidize up to ¥1 trillion ($6.94B) in U.S. chip imports from firms like Nvidia, part of trade talks aimed at narrowing the U.S.'s ¥10T deficit with Japan. Asahi says the move would support domestic buyers and ease tariff tensions ahead of Akazawa’s May 30 U.S. visit.
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