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2024-05-29 17:38:58 ET Summary Snowflake Inc's business growth has been slowing down over the past few quarters, putting it in a vulnerable position. The company's net revenue retention rate has dropped, and operating costs are increasing, leading to negative EBIT and disappointin...
2024-05-23 13:16:29 ET More on Datadog, JFrog, etc. Datadog, Inc. (DDOG) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference (Transcript) Datadog: It's Not Cheap, But The Best Are Rarely On Sale Datadog, Inc. (DDOG) Presents at Needham 19...
2024-05-23 10:53:58 ET Summary Snowflake Inc.'s Q1 2025 revenue outperformance continues to highlight improving consumption trends, reinforced by early observations of strong uptake for its upcoming AI/ML-focused product pipeline. The raised FY 2025 revenue guidance remains well-p...
2024-05-21 13:53:10 ET More on Snowflake Snowflake: After-Earnings Selloffs Are Common Snowflake: Growth Is Hardly Cheap, Especially With AI Stocks (Rating Upgrade) Snowflake: Too Much Revenue From Small Companies Earnings week ahead: NVIDIA, Target, Zoom Vid...
2024-05-20 16:49:18 ET Summary Sprout Social's stock has dropped by over 50% YTD after uninspiring Q1 2024 results. The company's co-founder and Chairman of the Board, Justyn Howard, will step down as CEO, and the current President, Ryan Barretto will take over. Sprout Social ...
2024-05-20 16:01:09 ET Datadog, Inc. (DDOG) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference May 20, 2024 12:30 PM ET Company Participants Olivier Pomel - CEO Conference Call Participants Mark Murphy - JPMorgan Chase & Co ...
2024-05-20 14:23:40 ET Summary The cybersecurity industry is forecasted to reach $273.5 billion in 2028 driven by the growing threat of cyber attacks due to the rise of generative AI tools. I expect SentinelOne to gain market share in the coming years due to the expected improveme...
2024-05-19 12:39:43 ET Summary Dynatrace reported strong Q4 FY24 earnings with revenue and earnings growing 23% and 36% YoY respectively. The company is winning large deals as it strengthens its partner network, while deepening adoption as vendors increasingly consolidate from poi...
2024-05-18 04:59:00 ET Few tech innovations are as important to modern organizations as the cloud. A company can rent computing power from centralized data centers (which are often managed by tech giants) and run its operations online for a fraction of the cost of building and maintaining i...
2024-05-16 15:38:13 ET Summary Project $1M is a long-term buy-and-hold portfolio that aims to turn $275K into $1M by 2025 and outperform the S&P 500. 2024 has seen a positive start to the year. What's old is new - A new addition to the portfolio is a name that has been in ...
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2024-06-27 10:45:04 ET Aurora Innovation Inc (AUR) AUR is trading UP for the last 5 days, and it at trading at $2.79 with volume of 1,962,658 and a one day change of $0.15 (5.67%). Aurora Innovation Inc has a 52-week low of 1.30 and a 52-week high of $4.81. The business's 50-day mov...
2024-06-27 05:45:00 ET The S&P 500 set a new record high in December 2023, cementing the bull market that began when the index bottomed 14 months before. It continues to climb, and a series of tailwinds could give this bull market legs for years to come. They include strong earn...
Datadog Introduces Unified OpenTelemetry Collector and Agent Experience PR Newswire New capability provides Datadog customers access to Datadog's comprehensive observability platform, while benefiting from OpenTelemetry's standards-based instrumentation NEW YORK , ...