Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Hewlett Packard Enterprise, Ciena, Credo Technology Group & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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What almost nobody noticed in Anthropic's 261-page prospectus (ad)
Free Ticker: Anthropic's silent partner could soar after record $2 trillion IPO
Anthropic's IPO prospectus just leaked, revealing 261 pages tied to a record $2 trillion valuation.

Beyond headline backers Amazon and Google, tech analyst Matt McCall has tracked a smaller partner that got in early, before most investors knew Claude existed.

Matt calls it a Second IPO opportunity and reveals its name and ticker in a free interview.
 
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Top Earnings News
Don’t Count Out CrowdStrike Yet: Key Insights from Q2 Earnings
Why Lululemon's Setback Could Be Your Next Big Win
The courts keep striking down the revenue that pays for it.tc 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$11.52($0.1320)($0.05)$0.0820$86.94 million$87.21 million20.5%→
AVAV AeroVironment$137.11$0.61$0.89$0.28$183.18 million$189.48 million24.4%→
CASY Casey's General Stores$646.27$4.54$4.83$0.29$4.15 billion$4.10 billion5.9%→
CIEN Ciena$450.40$0.26$0.35$0.09$928.31 million$942.30 million-11.8%→
CNM Core & Main$40.37$0.74$0.61($0.13)$2.05 billion$1.96 billion5.5%→
CPRT Copart$27.32$0.36$0.33($0.03)$1.07 billion$1.07 billion7.2%→
CRDO Credo Technology Group$216.55($0.03)($0.06)($0.03)$59.50 million$59.71 million→
CXM Sprinklr$5.51$0.01$0.01$0.00$194.58 million$197.21 million→
DKS DICK'S Sporting Goods$136.44$3.77$4.37$0.60$3.44 billion$3.47 billion7.6%→
DLTR Dollar Tree$118.64$1.04$0.67($0.37)$7.49 billion$7.37 billion.7%→
DSGX The Descartes Systems Group$82.82$0.43$0.40($0.03)$160.17 million$163.43 million14.0%→
HPE Hewlett Packard Enterprise$73.50$0.47$0.50$0.03$7.67 billion$7.71 billion10.1%→
HRL Hormel Foods$19.19$0.36$0.37$0.01$2.95 billion$2.90 billion-2.2%→
NWE NorthWestern$74.15 - $0.35 - - $290.50 million→
REVG REV Group$63.90$0.42$0.48$0.06$618.70 million$579.40 million-14.8%→
The Debt Crisis Trade (2026) (ad)
The Debt Crisis Trade (2026)
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defense budget. There's no way to tax our way out. No way to cut our way out. The government has exactly one move left:

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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$10.07($0.0810)($0.05)$0.0310$177.68 million$179.21 million10.3%→
ASND Ascendis Pharma A/S$229.23($1.54)($2.05)($0.51)$94.74 million$38.75 million→
FBK FB Financial$52.63 - $0.77 - - $125.70 million→
GHRS GH Research$21.11($0.23)($0.20)$0.03 - - →
GTLB GitLab$55.09$0.10$0.15$0.05$176.86 million$182.58 million30.8%→
HQY HealthEquity$92.61$0.50$0.66$0.16$284.48 million$299.93 million→
IRS IRSA Inversiones Y Representaciones$13.64 - $1.31 - - $129.87 million→
NAT Nordic American Tankers$8.47$0.07$0.10$0.03$54.34 million$66.10 million→
OCFC OceanFirst Financial$16.08 - $0.46 - - $101.04 million→
PD PagerDuty$16.15$0.17$0.21$0.04$116.52 million$115.94 million7.7%→
SBCF Seacoast Banking Corporation of Florida$31.74 - $0.51 - - $148.91 million→
ZS Zscaler$233.73($0.14)($0.05)$0.09$567.46 million$592.90 million30.3%→

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