Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: CYBR, WAT, AMKR, ACGL, CINF, MEDP, ON, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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What comes after the AI hype phase (ad)
AI spending is accelerating — but leadership is changing
The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue.
 
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Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$11.65($0.13)($0.05)$0.08$87.21$86.9420.5%→
AVAV AeroVironment$274.35$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$658.96$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%→
CIEN Ciena$288.89$0.26$0.35$0.09$942.30$928.31-11.8%→
CNM Core & Main$56.68$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%→
COLL Collegium Pharmaceutical$46.28 - $1.26 - $135.55$0.00→
CPRT Copart$40.30$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%→
CRDO Credo Technology Group$123.41($0.03)($0.06)($0.03)$59.71$59.50→
CXM Sprinklr$5.81$0.01$0.01$0.00$197.21$194.58→
DAKT Daktronics$25.93$0.30$0.36$0.06$226.09$216.84→
DKS DICK'S Sporting Goods$202.15$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%→
DLTR Dollar Tree$123.17$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%→
DSGX The Descartes Systems Group$67.41$0.43$0.40($0.03)$163.43$160.1714.0%→
HPE Hewlett Packard Enterprise$23.94$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%→
HRL Hormel Foods$24.41$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%→
NWE NorthWestern$67.34 - $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%→
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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$8.21($0.08)($0.05)$0.03$179.21$177.6810.3%→
ASND Ascendis Pharma A/S$222.03($1.54)($2.05)($0.51)$38.75$94.74→
FBK FB Financial$61.35 - $0.77 - $125.70$0.00→
GTLB GitLab$32.46$0.10$0.15$0.05$182.58$176.8630.8%→
HQY HealthEquity$79.28$0.50$0.66$0.16$299.93$284.48→
IRS IRSA Inversiones Y Representaciones$15.90 - $1.31 - $129.87$0.00→
OCFC OceanFirst Financial$19.57 - $0.46 - $101.04$0.00→
PGRU PropertyGuru Group$6.70 - ($0.07) - $30.05$0.00→
SBCF Seacoast Banking Corporation of Florida$34.76 - $0.51 - $148.91$0.00→
ZS Zscaler$170.18($0.14)($0.05)$0.09$592.90$567.4630.3%→

Upcoming Earnings Reports

CompanyRelease DateRelease Time
IOT Samsara3/5/2026Afternoon
AVGO Broadcom3/4/2026Afternoon
SMAR Smartsheet1/1/2000Afternoon
TTC Toro3/5/2026Morning
WLY John Wiley & Sons3/5/2026Morning
PATH UiPath3/11/2026Afternoon
BRZE Braze3/26/2026Afternoon
DOCU Docusign3/12/2026Afternoon
RENT Rent the Runway1/1/2000Afternoon
SCVL Shoe Carnival3/19/2026Morning
ZUMZ Zumiez3/12/2026Afternoon
NX Quanex Building Products3/9/2026Afternoon
SWBI Smith & Wesson Brands3/5/2026Afternoon
SAIC Science Applications International3/16/2026Morning
AGX Argan3/26/2026Afternoon
NIO NIO3/20/2026Morning
MEI Methode Electronics3/4/2026Morning
TBHC Brand House Collective1/1/2000Morning
GWRE Guidewire Software3/5/2026Afternoon
HOFT Hooker Furnishings4/16/2026Morning
ZENV Zenvia2/10/2026Afternoon
FCEL FuelCell Energy3/10/2026Morning
KFY Korn/Ferry International3/10/2026Morning
MOV Movado Group4/15/2026Morning
GIII G-III Apparel Group3/12/2026Morning
FIZZ National Beverage3/5/2026N/A
PDEX Pro-Dex4/29/2026N/A
KALV KalVista Pharmaceuticals3/10/2026N/A
SKHSY Sekisui House3/3/2026Unknown
AOUT American Outdoor Brands3/5/2026Unknown
LE Lands' End3/19/2026Unknown
VBNK VersaBank3/4/2026Unknown
PL Planet Labs PBC3/19/2026Unknown
SCWX SecureWorks1/1/2000Unknown
LTRX Lantronix2/4/2026Unknown
WLYB John Wiley & Sons3/5/2026Unknown
GASS StealthGas2/20/2026Unknown
BOWL Bowlero1/1/2000Unknown
EGAN eGain2/3/2026Unknown
CRESY Cresud S.A.C.I.F. y A.2/9/2026Unknown
SAIC Science Applications International1/1/2000Afternoon
ABM ABM Industries3/11/2026Morning
BRC Brady2/20/2026Morning
ANIX Anixa Biosciences3/10/2026Afternoon
HURC Hurco Companies3/6/2026Unknown
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
DOOO BRP3/25/2026Unknown
GCO Genesco3/6/2026Unknown
EWBC East West Bancorp4/28/2026Afternoon
BIOX Bioceres Crop Solutions2/10/2026Morning
ORCL Oracle3/9/2026Afternoon
NEWP New Pacific Metals1/1/2000Unknown
KEN Kenon4/1/2026Unknown
LMNR Limoneira3/11/2026Unknown
AVO Mission Produce3/9/2026Unknown
VIRC Virco Manufacturing4/13/2026Unknown
SKIL Skillsoft4/13/2026Unknown
CVGW Calavo Growers3/11/2026Unknown
RBRK Rubrik3/12/2026Unknown
MTRX Matrix Service2/4/2026Unknown
CDMO Avid Bioservices1/1/2000Unknown
FEAM 5E Advanced Materials2/12/2026Unknown

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