Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: BSAC, DAL, PEP, GIS, STZ, NKE, FDXF, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Hidden on Tesla's filing: A $12 billion "super startup" (ad)
Hidden on Tesla's filing: A $12 billion "super startup"
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon Musk has been quietly building inside the company — one that has nothing to do with cars, robots, space, or AI.

Blackstone calls the underlying opportunity a $23 trillion market. On July 22, Elon is expected to go public with it. Former hedge fund manager Adam O'Dell says he already knows what's coming — and is sharing the name and ticker of one of his top picks to play it, free.
 
Watch Adam O'Dell's full briefing and claim your free ticker nowtc pixel
Top Earnings News
Don’t Count Out CrowdStrike Yet: Key Insights from Q2 Earnings
Why Lululemon's Setback Could Be Your Next Big Win
4 Stocks That Could Soar Under Trump’s New Tariffstc pixel 
Don’t Overlook Campbell Soup: Here’s What Could Drive Its Stock

Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$8.96($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$144.58$0.61$0.89$0.28$189.48$183.1824.4%
BASE Couchbase$24.51($0.09)($0.06)$0.03$51.60$51.1119.7%
CASY Casey's General Stores$819.83$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$461.12$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$45.92$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$35.23 - $1.26 - $135.55$0.00
CPRT Copart$27.51$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$257.79($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.48$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$218.07$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$124.91$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$72.07$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$48.45$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$24.73$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$72.71 - $0.35 - $290.50$0.00
REVG REV Group$63.90$0.42$0.48$0.06$579.40$618.70-14.8%
VRNT Verint Systems$20.51$0.53$0.49($0.04)$210.17$212.81.0%
Follow the $200 billion (ad)
What is Washington teasing about this new chip?
The government just committed $200 billion to building computer chips on American soil - one of the largest technology bets in U.S. history.

George Gilder, who has tracked technology signals for over 40 years, believes Washington just tipped its hand. He says this move points to a coming shift in computing that could leave today's machines behind - and most investors have already moved past the headline.
 
See the signal George Gilder is reading before the market catches ontc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$7.31($0.08)($0.05)$0.03$179.21$177.6810.3%
ASHTY Ashtead Group$254.61$3.85$3.88$0.03$2.54 thousand$2.74 thousand
ASND Ascendis Pharma A/S$270.45($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$56.64 - $0.77 - $125.70$0.00
GHRS GH Research$26.51($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$32.42$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$94.40$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.44 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$6.17$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$19.11 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$32.92 - $0.51 - $148.91$0.00
ZS Zscaler$139.27($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AOUT American Outdoor Brands9/3/2026Unknown
AVGO Broadcom9/3/2026Afternoon
AGX Argan9/3/2026Afternoon
BOWL Bowlero1/1/2000Unknown
BRZE Braze9/3/2026Afternoon
CRESY Cresud S.A.C.I.F. y A.5/7/2026Unknown
DOCU Docusign9/3/2026Afternoon
EGAN eGain9/3/2026Unknown
FCEL FuelCell Energy9/8/2026Morning
GIII G-III Apparel Group9/3/2026Morning
GWRE Guidewire Software9/3/2026Afternoon
HOFT Hooker Furnishings9/10/2026Morning
IOT Samsara9/3/2026Afternoon
KALV KalVista Pharmaceuticals8/13/2026N/A
FIZZ National Beverage9/3/2026N/A
GASS StealthGas8/25/2026Unknown
KFY Korn/Ferry International9/8/2026Morning
LE Lands' End9/8/2026Unknown
LTRX Lantronix8/26/2026Unknown
MEI Methode Electronics9/8/2026Morning
MOV Movado Group8/27/2026Morning
PATH UiPath9/3/2026Afternoon
PDEX Pro-Dex9/3/2026N/A
PL Planet Labs PBC9/14/2026Unknown
RENT Rent the Runway9/16/2026Afternoon
SAIC Science Applications International9/3/2026Morning
SAIC Science Applications International9/3/2026Afternoon
NIO NIO9/1/2026Morning
NX Quanex Building Products9/3/2026Afternoon
SCVL Shoe Carnival9/3/2026Morning
SKHSY Sekisui House9/3/2026Unknown
SWBI Smith & Wesson Brands9/3/2026Afternoon
TBHC Brand House Collective1/1/2000Morning
TTC Toro9/3/2026Morning
VBNK VersaBank9/3/2026Unknown
WLY John Wiley & Sons9/3/2026Morning
WLYB John Wiley & Sons9/3/2026Unknown
ZENV Zenvia5/21/2026Afternoon
ZUMZ Zumiez9/3/2026Afternoon
ABM ABM Industries9/3/2026Morning
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
GCO Genesco8/27/2026Unknown
HURC Hurco Companies9/4/2026Unknown
EWBC East West Bancorp7/21/2026Afternoon
DOOO BRP5/27/2026Unknown
BRC Brady9/3/2026Morning
ANIX Anixa Biosciences9/10/2026Afternoon
AVO Mission Produce9/14/2026Unknown
BIOX Bioceres Crop Solutions9/8/2026Morning
CVGW Calavo Growers6/8/2026Unknown
FEAM 5E Advanced Materials9/30/2026Unknown
KEN Kenon8/27/2026Unknown
KEP Korea Electric Power8/7/2026Unknown
LMNR Limoneira9/8/2026Unknown
MTRX Matrix Service9/8/2026Unknown
NEWP New Pacific Metals1/1/2000Unknown
RBRK Rubrik9/8/2026Unknown
VIRC Virco Manufacturing9/4/2026Unknown
SKIL Skillsoft9/8/2026Unknown
ORCL Oracle9/8/2026Afternoon

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