Earnings360 Newsletter for 12/9/2024

Earnings360 Newsletter for 12/9/2024
Oracle, MongoDB, Casey's General Stores & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The Claude IPO’s hidden crypto winner (ad)
Claude AI IPO… the crypto play nobody sees
Forget the valuation for a moment… Up to $2 trillion. Potentially the largest IPO in history. Yes. All of that is true and all of that matters.

But zoom out and look at what’s underneath the Anthropic IPO this month…

Every share of a listing that size has to be cleared and settled. And the institution that settles the U.S. stock market, the DTCC, is moving that work onto one crypto network. It’s running a pilot there with more than 30 firms right now.
 
Click here to see our #1 crypto for the Anthropic IPO.tc pixel
Top Earnings News
Lululemon Surges On Q3 Report: Analysts Step in To Support Market
3 Utility Stocks That Will Benefit from Less Regulation
Elon's AI hit 2,000 targets in 96 hourstc pixel 
Ulta Stock Rally: Is There Still Room for More Upside?

Monday, December 9 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$11.84($0.1560)Reports after close$91.02 million$94.34 million28.8%→
AI C3.ai$11.84($0.1560)Reports after close - $94.34 million→
BRZE Braze$45.75($0.01)Reports after close$148.21 million$152.10 million22.7%→
CASY Casey's General Stores$680.19$4.29$4.85$0.56$4.03 billion$3.95 billion-2.9%→
HQY HealthEquity$102.47$0.7070$0.59($0.1170) - $300.43 million→
MDB MongoDB$352.96$0.68$1.16$0.48$497.39 million$529.40 million22.3%→
MTN Vail Resorts$151.56($4.99)($4.61)$0.38$251.45 million$260.28 million.7%→
ODC Oil-Dri Corporation Of America$71.24 - $0.5625 - - $127.95 million→
ORCL Oracle$130.50$1.48$1.47($0.01)$14.12 billion$14.06 billion8.6%→
PL Planet Labs PBC$13.45($0.10)($0.07)$0.03 - $61.27 million→
TOL Toll Brothers$145.96$4.34$4.63$0.29$3.17 billion$3.33 billion10.4%→
$46 billion is waiting on December 11 (ad)
The Pentagon wants 46 billion dollars for a sovereign AI Arsenal, bigger than Golden Dome and 20 times its Maven request, the system used in the Iran strikes.

A stopgap law has frozen that funding until December 11. The Pentagon has already named whose AI the Arsenal runs on, and that AI depends on one small company.

Dylan Jovine, founder of Behind the Markets, expects a major share of that funding to reach this company once the freeze lifts.
 
Get positioned before December 11 reveals the name.tc pixel

Friday, December 6 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
DOOO BRP$61.61$0.50$0.85$0.35 - - →

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