Offshore
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App Economy Insights
$CRWD CrowdStrike Q1 FY26:
📊 ARR +22% Y/Y to $4.44B.
📈 Net new ARR $194M (+5% Q/Q).
• Revenue +20% to $1.1B ($10M miss).
• Non-GAAP EPS $0.73 ($0.07 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.50 ($0.05 beat). https://t.co/2chpSEyqVP
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$CRWD CrowdStrike Q1 FY26:
📊 ARR +22% Y/Y to $4.44B.
📈 Net new ARR $194M (+5% Q/Q).
• Revenue +20% to $1.1B ($10M miss).
• Non-GAAP EPS $0.73 ($0.07 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.50 ($0.05 beat). https://t.co/2chpSEyqVP
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Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 42% since. https://t.co/SvNdPpmL07
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UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 42% since. https://t.co/SvNdPpmL07
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Offshore
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Wall St Engine
$AMC is adding a new “PLATINUM SPOT” ad right before movies start, starting July 1, as part of a deal with National CineMedia. It’s a revenue-sharing move as the company tries to recover from a rough start to 2025—its weakest since 1996, excluding the pandemic. https://t.co/HHlJb6tVS5
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$AMC is adding a new “PLATINUM SPOT” ad right before movies start, starting July 1, as part of a deal with National CineMedia. It’s a revenue-sharing move as the company tries to recover from a rough start to 2025—its weakest since 1996, excluding the pandemic. https://t.co/HHlJb6tVS5
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Offshore
Video
The All-In Podcast
Miami Mayor's Three Step Formula that Made It the Happiest and Healthiest City in America
@FrancisSuarez explains:
" The formula for success is simple."
1) Keep taxes low
2) Keep people safe
3) Lean into innovation
"We were ranked the happiest city in America, the healthiest city in America."
"I lowered taxes to the lowest level in history, and we've seen 140% growth in nine years."
"So the economy is robust, we have the lowest unemployment in America, we have the highest median wage growth in America."
"Frankly, if you're happy, you're healthy and you're working, you're probably not homeless."
"And I took the city in 2009, as a councilman, out of bankruptcy."
"We decided not to raise taxes. We cut costs. We didn't let anyone go, but we had tiered salary cuts, pension reform, and we balanced our budget."
"And we had 10 years of prosperity. And that prosperity led to a tripling of the size of our government."
"So we went from a $500M government to a $1.5B government while lowering taxes."
"When you have a place where there's prosperity, and where people are investing, and where people are employed, there's not as many social problems. So they're not out there killing people."
"In the 1980s, we were one of the murder capitals of America, and we're now one of the safest big cities in America."
"This formula for success would seem simple."
"Other cities are getting it wrong. Completely backwards, right?"
"Their taxes are high, it's not safe, and they're rejecting innovation."
Thanks to our partners for making this happen:
@okx: https://t.co/FLQhEyDxlx
@circle: https://t.co/p9sT1mo502
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Miami Mayor's Three Step Formula that Made It the Happiest and Healthiest City in America
@FrancisSuarez explains:
" The formula for success is simple."
1) Keep taxes low
2) Keep people safe
3) Lean into innovation
"We were ranked the happiest city in America, the healthiest city in America."
"I lowered taxes to the lowest level in history, and we've seen 140% growth in nine years."
"So the economy is robust, we have the lowest unemployment in America, we have the highest median wage growth in America."
"Frankly, if you're happy, you're healthy and you're working, you're probably not homeless."
"And I took the city in 2009, as a councilman, out of bankruptcy."
"We decided not to raise taxes. We cut costs. We didn't let anyone go, but we had tiered salary cuts, pension reform, and we balanced our budget."
"And we had 10 years of prosperity. And that prosperity led to a tripling of the size of our government."
"So we went from a $500M government to a $1.5B government while lowering taxes."
"When you have a place where there's prosperity, and where people are investing, and where people are employed, there's not as many social problems. So they're not out there killing people."
"In the 1980s, we were one of the murder capitals of America, and we're now one of the safest big cities in America."
"This formula for success would seem simple."
"Other cities are getting it wrong. Completely backwards, right?"
"Their taxes are high, it's not safe, and they're rejecting innovation."
Thanks to our partners for making this happen:
@okx: https://t.co/FLQhEyDxlx
@circle: https://t.co/p9sT1mo502
tweet
Wall St Engine
Today's Key Events (All EST) — 06/04/2025
All day: Trump's Offer Request Deadline (Tentative)
07:00: US MBA Mortgage Applications
08:15: US ADP Employment
08:30: Fed's Bostic & Cook
09:45: US S&P Services PMI
10:00: US ISM Services PMI
14:00: Fed's Beige Book
Before Open 👇
06:30: Dollar Tree $DLTR
06:30: THOR Industries $THO
06:50: Genesco $GCO
07:00: REV Group $REVG
07:30: Sprinklr $CXM
07:30: Webster Financial $WBS
After Hours 👇
04:00: $FIVE Below
04:05: MongoDB $MDB
04:05: ChargePoint $CHPT
04:05: Verint Systems $VRNT
04:05: Planet Labs $PL
04:05: BARK $BARK
04:05: Greif $GEF
04:05: Tilly's $TLYS
04:15: $PVH
05:00: Descartes Systems Group $DSGX
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Today's Key Events (All EST) — 06/04/2025
All day: Trump's Offer Request Deadline (Tentative)
07:00: US MBA Mortgage Applications
08:15: US ADP Employment
08:30: Fed's Bostic & Cook
09:45: US S&P Services PMI
10:00: US ISM Services PMI
14:00: Fed's Beige Book
Before Open 👇
06:30: Dollar Tree $DLTR
06:30: THOR Industries $THO
06:50: Genesco $GCO
07:00: REV Group $REVG
07:30: Sprinklr $CXM
07:30: Webster Financial $WBS
After Hours 👇
04:00: $FIVE Below
04:05: MongoDB $MDB
04:05: ChargePoint $CHPT
04:05: Verint Systems $VRNT
04:05: Planet Labs $PL
04:05: BARK $BARK
04:05: Greif $GEF
04:05: Tilly's $TLYS
04:15: $PVH
05:00: Descartes Systems Group $DSGX
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Offshore
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Wall St Engine
WALMART $WMT is cutting some store jobs in Florida tied to migrant work authorization issues, following recent Supreme Court rulings. Workers at multiple locations were told they'd lose jobs without updated I-9 documents, per sources. No official comment yet from the company. https://t.co/S1ExxeLRAl
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WALMART $WMT is cutting some store jobs in Florida tied to migrant work authorization issues, following recent Supreme Court rulings. Workers at multiple locations were told they'd lose jobs without updated I-9 documents, per sources. No official comment yet from the company. https://t.co/S1ExxeLRAl
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