Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: LEN.B, LEN, KEP, FPS, TCOM, KR, ADBE, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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This looks like plywood. It's not. (ad)
This looks like plywood. It's not.
AI data centers have a power problem nobody likes to talk about. A single rack of computers can now use more electricity than an entire office building.

One new chip, which looks more like a piece of plywood than a processor, delivers similar performance on a fraction of the power. Tech investing veteran George Gilder says that efficiency gap could decide who wins the next stage of AI.

Gilder has identified three companies positioned around this power breakthrough, calling them the Trillion Dollar Triangle.
 
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Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$10.49($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$159.95$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$597.36$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$348.46$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$42.62$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
CPRT Copart$29.28$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$175.89($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.32$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$121.30$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$111.96$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$77.27$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$60.74$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$20.84$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$68.47 - $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%
Collect 12 checks a year from Musk's “Shadow Grid” (ad)
Collect 12 checks a year from Musk's “Shadow Grid”
Tech giants are spending $2 billion a day on the AI buildout, the largest construction project in history. A decision Elon Musk made in June 2024 opened a new way for investors to tap into that spending.

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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$9.51($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$236.72($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$53.39 - $0.77 - $125.70$0.00
GHRS GH Research$28.26($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$49.23$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$95.14$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.54 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$8.23$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$17.87 - $0.46 - $101.04$0.00
PD PagerDuty$13.97$0.17$0.21$0.04$115.94$116.527.7%
SBCF Seacoast Banking Corporation of Florida$33.70 - $0.51 - $148.91$0.00
ZS Zscaler$197.31($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
GIII G-III Apparel Group12/8/2026Morning
AGX Argan12/3/2026Afternoon
IOT Samsara12/3/2026Afternoon
PATH UiPath12/2/2026Afternoon
AVGO Broadcom12/9/2026Afternoon
FIZZ National Beverage9/10/2026N/A
DOCU Docusign12/3/2026Afternoon
EGAN eGain11/11/2026Unknown
MOV Movado Group11/24/2026Morning
SHOE Shoe Carnival9/10/2026Morning
SKHSY Sekisui House12/3/2026Unknown
AOUT American Outdoor Brands12/8/2026Unknown
BOWL Bowlero1/1/2000Unknown
GASS StealthGas11/25/2026Unknown
KFY Korn/Ferry International12/8/2026Morning
LTRX Lantronix11/4/2026Unknown
TBHC Brand House Collective1/1/2000Morning
BRZE Braze12/8/2026Afternoon
PDEX Pro-Dex10/29/2026N/A
PL Planet Labs PBC12/9/2026Unknown
LE Lands' End12/8/2026Unknown
GWRE Guidewire Software12/3/2026Afternoon
SAIC Science Applications International12/3/2026Afternoon
TTC Toro9/3/2026Morning
NIO NIO11/24/2026Morning
SWBI Smith & Wesson Brands12/3/2026Afternoon
SAIC Science Applications International12/3/2026Morning
HOFT Hooker Furnishings9/11/2026Morning
NX Quanex Building Products9/3/2026Afternoon
KALV KalVista Pharmaceuticals8/13/2026N/A
RENT Rent the Runway9/11/2026Afternoon
ZENV Zenvia5/21/2026Afternoon
WLY John Wiley & Sons12/3/2026Morning
CRESY Cresud S.A.C.I.F. y A.11/10/2026Unknown
VBNK VersaBank12/9/2026Unknown
MEI Methode Electronics12/2/2026Morning
FCEL FuelCell Energy9/2/2026Morning
ZUMZ Zumiez12/3/2026Afternoon
WLYB John Wiley & Sons12/3/2026Unknown
DOOO BRP5/27/2026Unknown
GCO Genesco12/3/2026Unknown
HURC Hurco Companies9/4/2026Unknown
ANIX Anixa Biosciences9/9/2026Afternoon
QD Qudian3/19/2026Unknown
BRC Brady11/16/2026Morning
EWBC East West Bancorp10/20/2026Afternoon
ABM ABM Industries9/8/2026Morning
SATX SatixFy Communications1/1/2000Unknown
VIRC Virco Manufacturing9/4/2026Unknown
ORCL Oracle12/9/2026Afternoon
KEP Korea Electric Power9/21/2026Unknown
FEAM 5E Advanced Materials9/30/2026Unknown
RBRK Rubrik12/3/2026Unknown
LMNR Limoneira9/9/2026Unknown
BIOX Bioceres Crop Solutions11/12/2026Morning
NEWP New Pacific Metals1/1/2000Unknown
MTRX Matrix Service11/4/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
SKIL Skillsoft12/9/2026Unknown
AVO Mission Produce9/8/2026Unknown
KEN Kenon12/3/2026Unknown

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