Offshore
Photo
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
tweet
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
tweet
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.
tweet
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.
tweet
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
tweet
$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
tweet
Wall St Engine
$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.
tweet
$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.
tweet
Offshore
Photo
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
tweet
$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
tweet
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.
tweet
$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.
tweet
Offshore
Photo
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
tweet
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
tweet
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)
tweet
$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)
tweet
Offshore
Photo
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
tweet
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
tweet