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Dimitry Nakhla | Babylon Capital®
This will lead to interesting short-term price action and perhaps another opportunity, in the duopoly between Synopsys & Cadence Design
$SNPS $CDNS https://t.co/KqK6Su1ehS
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This will lead to interesting short-term price action and perhaps another opportunity, in the duopoly between Synopsys & Cadence Design
$SNPS $CDNS https://t.co/KqK6Su1ehS
BREAKING: President Trump has ordered US chip designers to stop selling to China, per the Financial Times. tweet
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Wall St Engine
WSJ: Elon Musk tried to block OpenAI’s massive AI data center deal in Abu Dhabi, warning G42 it wouldn’t get Trump’s approval unless his xAI firm was included.
Despite Musk’s push, Trump greenlit the $500B Stargate UAE deal with OpenAI, Nvidia, Oracle, and others. https://t.co/wLI97ysx4U
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WSJ: Elon Musk tried to block OpenAI’s massive AI data center deal in Abu Dhabi, warning G42 it wouldn’t get Trump’s approval unless his xAI firm was included.
Despite Musk’s push, Trump greenlit the $500B Stargate UAE deal with OpenAI, Nvidia, Oracle, and others. https://t.co/wLI97ysx4U
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Wall St Engine
RT @wallstengine: Robinhood $HOOD is rolling out its desktop trading platform, Robinhood Legend, to UK users starting Wednesday. https://t.co/VaBn7jZakL
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RT @wallstengine: Robinhood $HOOD is rolling out its desktop trading platform, Robinhood Legend, to UK users starting Wednesday. https://t.co/VaBn7jZakL
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 28, 2025)
$SPY -0.59% 🟥
$QQQ -0.44% 🟥
$DJI -0.58% 🟥
$IWM -1.04% 🟥
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S&P 500 Closing Bell Heatmap (May 28, 2025)
$SPY -0.59% 🟥
$QQQ -0.44% 🟥
$DJI -0.58% 🟥
$IWM -1.04% 🟥
S&P 500 Opening Bell Heatmap (May 28, 2025)
$SPY +0.13% 🟩
$QQQ +0.26% 🟩
$DJI +0.13% 🟩
$IWM -0.09% 🔳 https://t.co/hrx8tSoKpS tweet
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Wall St Engine
TESLA $TSLA IS SAID TO TARGET ROBOTAXI LAUNCH IN AUSTIN ON JUNE 12; CONDUCTED FIRST DRIVERLESS TEST ON PUBLIC ROADS THIS WEEK https://t.co/JkgZDZaSDB
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TESLA $TSLA IS SAID TO TARGET ROBOTAXI LAUNCH IN AUSTIN ON JUNE 12; CONDUCTED FIRST DRIVERLESS TEST ON PUBLIC ROADS THIS WEEK https://t.co/JkgZDZaSDB
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Wall St Engine
$CRM | Salesforce Q1 Earnings Highlights
🔹 Revenue: $9.80B (Est. $9.749B) 🟢; UP +8% YoY
🔹 Subscription & Support Revenue: $9.3B; UP +8% YoY
🔹 cRPO: $29.6B; UP +12% YoY
FY Guidance:
🔹 Adj. EPS: $11.27 – $11.33 (Est. $11.30) 🟡
🔹 Revenue: $41.0B – $41.3B (Est. $41.15B) 🟢
🔹 GAAP Operating Margin: 21.6%
🔹 Adj. Operating Margin: 34.0%
🔹 GAAP EPS: $7.15 – $7.21
🔹 Operating Cash Flow Growth: ~10–11% YoY
🔹 Free Cash Flow Growth: ~9–10% YoY
🔹 Subscription & Support Revenue Growth: ~9.5% YoY
Q2 Guidance:
🔹 Adj. EPS: $2.76 – $2.78 (Est. $2.77) 🟡
🔹 Revenue: $10.11B – $10.16B (Est. $10.135B) 🟢
🔹 cRPO Growth: ~10% YoY
Other Key Q1 Metrics:
🔹 Adj. Operating Margin: 32.3% (Est. 32.6%) 🔴
🔹 GAAP Operating Margin: 19.8%
🔹 Operating Cash Flow: $6.5B; UP +4% YoY
🔹 Free Cash Flow: $6.3B; UP +4% YoY
AI & Data Highlights:
🔸 Data Cloud & AI ARR: Over $1B; UP +120% YoY
🔸 ~60% of Q1 Top 100 Deals included AI & Data Cloud
🔸 8,000+ deals since Agentforce launch; 50% paid
🔸 Agentforce handled 750K+ support requests, cutting case volume by 7% YoY
🔸 22 trillion records ingested via Data Cloud in Q1; UP +175% YoY
🔸 Over half of Q1 Top 100 Deals included 6+ Salesforce Clouds
Strategic & Business Commentary:
🔸 CEO Marc Benioff:
"We’ve built a deeply unified enterprise AI platform—Agentforce, Data Cloud, Customer 360, Tableau, and Slack—on one trusted foundation. With Informatica acquisition pending, we aim to deliver the most complete, intelligent AI and data platform for the enterprise."
🔸 President & CFO Robin Washington:
"Our Q1 performance reflects solid execution and momentum as we capitalize on the exciting agentic AI opportunity. We remain focused on innovation, operational excellence, and maximizing customer value."
🔸 No FY26 guidance impact from Informatica acquisition expected; closing likely in early FY27.
🔸 Currency tailwind from USD weakening incorporated into updated FY26 outlook.
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$CRM | Salesforce Q1 Earnings Highlights
🔹 Revenue: $9.80B (Est. $9.749B) 🟢; UP +8% YoY
🔹 Subscription & Support Revenue: $9.3B; UP +8% YoY
🔹 cRPO: $29.6B; UP +12% YoY
FY Guidance:
🔹 Adj. EPS: $11.27 – $11.33 (Est. $11.30) 🟡
🔹 Revenue: $41.0B – $41.3B (Est. $41.15B) 🟢
🔹 GAAP Operating Margin: 21.6%
🔹 Adj. Operating Margin: 34.0%
🔹 GAAP EPS: $7.15 – $7.21
🔹 Operating Cash Flow Growth: ~10–11% YoY
🔹 Free Cash Flow Growth: ~9–10% YoY
🔹 Subscription & Support Revenue Growth: ~9.5% YoY
Q2 Guidance:
🔹 Adj. EPS: $2.76 – $2.78 (Est. $2.77) 🟡
🔹 Revenue: $10.11B – $10.16B (Est. $10.135B) 🟢
🔹 cRPO Growth: ~10% YoY
Other Key Q1 Metrics:
🔹 Adj. Operating Margin: 32.3% (Est. 32.6%) 🔴
🔹 GAAP Operating Margin: 19.8%
🔹 Operating Cash Flow: $6.5B; UP +4% YoY
🔹 Free Cash Flow: $6.3B; UP +4% YoY
AI & Data Highlights:
🔸 Data Cloud & AI ARR: Over $1B; UP +120% YoY
🔸 ~60% of Q1 Top 100 Deals included AI & Data Cloud
🔸 8,000+ deals since Agentforce launch; 50% paid
🔸 Agentforce handled 750K+ support requests, cutting case volume by 7% YoY
🔸 22 trillion records ingested via Data Cloud in Q1; UP +175% YoY
🔸 Over half of Q1 Top 100 Deals included 6+ Salesforce Clouds
Strategic & Business Commentary:
🔸 CEO Marc Benioff:
"We’ve built a deeply unified enterprise AI platform—Agentforce, Data Cloud, Customer 360, Tableau, and Slack—on one trusted foundation. With Informatica acquisition pending, we aim to deliver the most complete, intelligent AI and data platform for the enterprise."
🔸 President & CFO Robin Washington:
"Our Q1 performance reflects solid execution and momentum as we capitalize on the exciting agentic AI opportunity. We remain focused on innovation, operational excellence, and maximizing customer value."
🔸 No FY26 guidance impact from Informatica acquisition expected; closing likely in early FY27.
🔸 Currency tailwind from USD weakening incorporated into updated FY26 outlook.
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Wall St Engine
$NTNX | Nutanix Q3 Earnings Highlights
🔹 Revenue: $639M (Est. $626M) 🟢; UP +22% YoY
🔹 Annual Recurring Revenue (ARR): $2.14B; UP +18% YoY
🔹 Adj OI: $137.1M (Est. $111M) 🟢
Q4 Guidance:
🔹 Revenue: $635M – $645M (Est. $640M) 😐
🔹 Non-GAAP Operating Margin: 15.5% – 16.5%
🔹 Weighted Avg. Diluted Shares: ~297M
FY25 Outlook:
🔹 Revenue: $2.52B – $2.53B
🔹 Non-GAAP Operating Margin: ~20.5%
🔹 Free Cash Flow: $700M – $730M
Other Key Metrics:
🔹 Adj Operating Margin: 21.5%; UP +750 bps YoY
🔹 Adj. Gross Margin: 88.2%; UP +170 bps YoY
🔹 Free Cash Flow: $203.4M; UP +$125.1M YoY
🔹 Operating Cash Flow: $218.5M; UP +$122.1M YoY
🔹 Avg. Contract Duration: 3.1 years (vs. 3.0 years YoY)
Strategic Updates:
🔸 CEO Rajiv Ramaswami:
"We delivered solid Q3 results above the high end of guidance, driven by strong demand for the Nutanix Cloud Platform. Our innovation in external storage, modern applications, and AI showcases our commitment to long-term customer value."
🔸 CFO Rukmini Sivaraman:
"With 18% YoY ARR growth and strong free cash flow year-to-date, we are focused on sustainable, profitable growth."
Recent Announcements & AI Strategy:
🔸 General availability of Nutanix Cloud Infrastructure (NCI) for external storage, first supported with Dell PowerFlex.
🔸 New partnership with Pure Storage to deliver integrated mission-critical workload solutions, including AI.
🔸 Launch of Cloud Native AOS to support Kubernetes services on hyperscalers and bare-metal environments.
🔸 Release of Nutanix Enterprise AI with deep NVIDIA integration (NIM microservices, NeMo framework) to accelerate agentic AI deployments across enterprises.
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$NTNX | Nutanix Q3 Earnings Highlights
🔹 Revenue: $639M (Est. $626M) 🟢; UP +22% YoY
🔹 Annual Recurring Revenue (ARR): $2.14B; UP +18% YoY
🔹 Adj OI: $137.1M (Est. $111M) 🟢
Q4 Guidance:
🔹 Revenue: $635M – $645M (Est. $640M) 😐
🔹 Non-GAAP Operating Margin: 15.5% – 16.5%
🔹 Weighted Avg. Diluted Shares: ~297M
FY25 Outlook:
🔹 Revenue: $2.52B – $2.53B
🔹 Non-GAAP Operating Margin: ~20.5%
🔹 Free Cash Flow: $700M – $730M
Other Key Metrics:
🔹 Adj Operating Margin: 21.5%; UP +750 bps YoY
🔹 Adj. Gross Margin: 88.2%; UP +170 bps YoY
🔹 Free Cash Flow: $203.4M; UP +$125.1M YoY
🔹 Operating Cash Flow: $218.5M; UP +$122.1M YoY
🔹 Avg. Contract Duration: 3.1 years (vs. 3.0 years YoY)
Strategic Updates:
🔸 CEO Rajiv Ramaswami:
"We delivered solid Q3 results above the high end of guidance, driven by strong demand for the Nutanix Cloud Platform. Our innovation in external storage, modern applications, and AI showcases our commitment to long-term customer value."
🔸 CFO Rukmini Sivaraman:
"With 18% YoY ARR growth and strong free cash flow year-to-date, we are focused on sustainable, profitable growth."
Recent Announcements & AI Strategy:
🔸 General availability of Nutanix Cloud Infrastructure (NCI) for external storage, first supported with Dell PowerFlex.
🔸 New partnership with Pure Storage to deliver integrated mission-critical workload solutions, including AI.
🔸 Launch of Cloud Native AOS to support Kubernetes services on hyperscalers and bare-metal environments.
🔸 Release of Nutanix Enterprise AI with deep NVIDIA integration (NIM microservices, NeMo framework) to accelerate agentic AI deployments across enterprises.
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Dimitry Nakhla | Babylon Capital®
Salesforce $CRM Reports a Good Q1 🎯
✅ Rev: $9.83B vs 9.75B (est) | +8% YoY
✅ EPS: $2.58 vs $2.55 (est) | +6% YoY
☁️ Data Cloud & AI annual recurring revenue >$1B, up more than +120% YoY
⬆️ Guidance https://t.co/xZ9tBP37FL
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Salesforce $CRM Reports a Good Q1 🎯
✅ Rev: $9.83B vs 9.75B (est) | +8% YoY
✅ EPS: $2.58 vs $2.55 (est) | +6% YoY
☁️ Data Cloud & AI annual recurring revenue >$1B, up more than +120% YoY
⬆️ Guidance https://t.co/xZ9tBP37FL
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Wall St Engine
C3 $AI and Baker Hughes just extended their joint venture through June 2028. Since 2019, this partnership has brought in over $500M in revenue, deploying AI across energy giants like Shell and Exxon. Baker Hughes will now expand internal use of C3 apps like Inventory and Sustainability.
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C3 $AI and Baker Hughes just extended their joint venture through June 2028. Since 2019, this partnership has brought in over $500M in revenue, deploying AI across energy giants like Shell and Exxon. Baker Hughes will now expand internal use of C3 apps like Inventory and Sustainability.
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Wall St Engine
$SNPS | Synopsys Q2 Earnings Highlights
🔹 Adj EPS: $3.67 (Est. $3.39) 🟢
🔹 Revenue: $1.604B (Est. $1.599B) 🟢
🔹 Adjusted Net Income: $572.7M (Est. $531.1M) 🟢
Q3 Guidance:
🔹 Revenue: $1.76B – $1.79B
🔹 Adjusted EPS: $3.82 – $3.87
FY Guidance (Reaffirmed):
🔹 Revenue: $6.75B – $6.81B
🔹 Adjusted EPS: $15.11 – $15.19
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$SNPS | Synopsys Q2 Earnings Highlights
🔹 Adj EPS: $3.67 (Est. $3.39) 🟢
🔹 Revenue: $1.604B (Est. $1.599B) 🟢
🔹 Adjusted Net Income: $572.7M (Est. $531.1M) 🟢
Q3 Guidance:
🔹 Revenue: $1.76B – $1.79B
🔹 Adjusted EPS: $3.82 – $3.87
FY Guidance (Reaffirmed):
🔹 Revenue: $6.75B – $6.81B
🔹 Adjusted EPS: $15.11 – $15.19
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$S | SentinelOne Q1 Earnings Highlights
🔹 Revenue: $229M (Est. $228.34M) 🟢; UP +23% YoY
🔹 Adj EPS: $0.02 (Est. $0.02) 🟡
🔹 ARR: $948.1M; UP +24% YoY
🔹 Customers with ARR ≥ $100K: 1,459; UP +22% YoY
Q2 Guidance:
🔹 Revenue: $242M (Est. $245M) 🔴
🔹 Non-GAAP Gross Margin: ~79%
FY Guidance:
🔹 Revenue: $996M – $1.001B (Est. $1.01B) 🔴
🔹 Non-GAAP Gross Margin: 78.5% – 79.5%
🔹 Non-GAAP Operating Margin: 3% – 4%
Other Key Q1 Metrics:
🔹 Non-GAAP Gross Margin: 79% (Flat YoY)
🔹 Non-GAAP Operating Margin: -2% (vs. -6% YoY)
🔹 Operating Cash Flow Margin: 23% (Flat YoY)
🔹 Free Cash Flow Margin: 20% (vs. 18% YoY); +200 bps YoY
🔹 TTM Operating Cash Flow Margin: 5% (vs. 0% YoY)
🔹 TTM Free Cash Flow Margin: 2% (vs. -3% YoY)
🔹 Cash & Equivalents: $1.2B
Strategic Updates:
🔸 CEO Tomer Weingarten:
"Our innovation engine—spanning AI, Data, Cloud, and Endpoint—is fueling platform momentum. Singularity is leading the shift toward AI-powered security."
🔸 CFO Barbara Larson:
"We achieved record free cash flow margin and continue to scale efficiently. Our first-ever $200M share repurchase authorization demonstrates confidence in our long-term growth."
🔸 $200M Share Repurchase Program authorized by the Board.
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$S | SentinelOne Q1 Earnings Highlights
🔹 Revenue: $229M (Est. $228.34M) 🟢; UP +23% YoY
🔹 Adj EPS: $0.02 (Est. $0.02) 🟡
🔹 ARR: $948.1M; UP +24% YoY
🔹 Customers with ARR ≥ $100K: 1,459; UP +22% YoY
Q2 Guidance:
🔹 Revenue: $242M (Est. $245M) 🔴
🔹 Non-GAAP Gross Margin: ~79%
FY Guidance:
🔹 Revenue: $996M – $1.001B (Est. $1.01B) 🔴
🔹 Non-GAAP Gross Margin: 78.5% – 79.5%
🔹 Non-GAAP Operating Margin: 3% – 4%
Other Key Q1 Metrics:
🔹 Non-GAAP Gross Margin: 79% (Flat YoY)
🔹 Non-GAAP Operating Margin: -2% (vs. -6% YoY)
🔹 Operating Cash Flow Margin: 23% (Flat YoY)
🔹 Free Cash Flow Margin: 20% (vs. 18% YoY); +200 bps YoY
🔹 TTM Operating Cash Flow Margin: 5% (vs. 0% YoY)
🔹 TTM Free Cash Flow Margin: 2% (vs. -3% YoY)
🔹 Cash & Equivalents: $1.2B
Strategic Updates:
🔸 CEO Tomer Weingarten:
"Our innovation engine—spanning AI, Data, Cloud, and Endpoint—is fueling platform momentum. Singularity is leading the shift toward AI-powered security."
🔸 CFO Barbara Larson:
"We achieved record free cash flow margin and continue to scale efficiently. Our first-ever $200M share repurchase authorization demonstrates confidence in our long-term growth."
🔸 $200M Share Repurchase Program authorized by the Board.
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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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