Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Ciena, Samsara, Semtech & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Army Picks One Firm for Heavy Rare Earth Processing (ad)
80 Days Until America's Rare Earth Supply Chain Shift
China controls more than 90% of global rare earth alloy production, leverage it is using to restrict exports to the U.S.

With a January 1, 2027 deadline approaching, the Pentagon selected four companies to build critical mineral processing facilities on U.S. military bases. Only one was chosen for heavy rare earths - a Nasdaq-listed firm with an Ohio metallurgy facility under Pentagon contracts and rights to 80% of output from a major Canadian processing plant.
 
See why this rare earth stock deserves a closer look todaytc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
My public warning after 55 years of watching the marketstc pixel 
American Superconductor's Earnings Surge, Future Growth Expected
GitLab’s Weak Results Were Priced In; Time to Buy the Dip?
Birkenstock Looks Like a Fit in Any Growth-Oriented Portfolio
The Most Upgraded Stocks After the Q1 Earnings Season
Tomorrow's Stock of the Daytc pixel 
ZIM Shipping Stock Forecast, Earnings Triggers a Buy
From Discount to Discretionary: A Retail Sector Pulse Check

Thursday, June 6 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BRZE Braze$45.87($0.36)($0.35)$0.01$131.56 million$135.46 million→
CIEN Ciena$357.19$0.1540$0.27$0.1160$895.80 million$910.80 million-19.6%→
GIII G-III Apparel Group$29.55($0.05)$0.12$0.17$615.10 million$609.75 million→
IOT Samsara$43.60($0.12)($0.10)$0.02$272.51 million$280.73 million→
MTN Vail Resorts$151.50$9.94$9.54($0.40)$1.31 billion$1.28 billion→
NGL NGL Energy Partners$16.35$0.19($0.38)($0.57)$1.97 billion$1.63 billion→
PL Planet Labs PBC$14.27($0.0820)($0.10)($0.0180)$59.80 million$60.44 million→
Elon Musk… A Total Fraud? (ad)
Elon Musk… A Total Fraud?
Jeff Brown, the former tech executive who picked Nvidia in 2016 before it surged as high as 37,800 percent, just got inside Elon Musk's new Cybercab, a vehicle with no steering wheel or pedals.

In 2018, the New York Post called Musk a total fraud. Brown's latest footage shows just how far that technology has come since then.
 
Watch the Cybercab footage and judge Elon Musk's technology yourselftc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$116.42 - $0.21 - - $36.34 million→
ANIP ANI Pharmaceuticals$71.20 - $1.17 - - $106.22 million→
BF.A Brown Forman$28.99 - $0.56 - - $964 million→
BF.B Brown-Forman$28.29$0.42$0.56$0.14$1.03 billion$964 million-7.8%→
CXM Sprinklr$6.82$0.02$0.04$0.02$194.54 million$195.96 million→
GEF Greif$83.20$0.77$0.82$0.05$1.30 billion$1.37 billion4.7%→
IDT IDT$80.79 - $0.33 - - $299.64 million→
LULU lululemon athletica$105.08$2.38$2.54$0.16$2.20 billion$2.21 billion10.4%→
REVG REV Group$63.90$0.24$0.34$0.10$603.17 million$616.90 million→
RNW ReNew Energy Global$6.89($0.06)$0.02$0.08$243.45 million$297 million→
SMTC Semtech$146.06($0.17)($0.17)$0.00$200.16 million$206.11 million→
THO Thor Industries$70.13$1.89$2.13$0.24$2.73 billion$2.80 billion-4.4%→
VSXY Victoria's Secret & Co.$94.00$0.11$0.12$0.01$1.36 billion$1.36 billion-3.4%→

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