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2023-05-05 13:42:00 ET Summary During the quarter, I gave too much credence to top down and macro data which led me to overmanage our net exposure. Sonos began as one of the largest longs at my last shop. We entered the position in September 2020 and exited the majority of the pos...
2023-04-14 23:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...
2023-04-14 03:05:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...
2023-04-06 11:14:22 ET Summary Elastic's business model is well-positioned to benefit from the massive amounts of data that need to be searched for insights. The problem is that its operations appear to be maturing, with its revenue growth rates now dramatically lower than this ti...
Launching CSPM, container workload security, and cloud vulnerability management to modernize cloud security operations Elastic (NYSE: ESTC) (“Elastic”), the company behind Elasticsearch, today announced expanded capabilities for Elastic Security including Cloud Securit...
2023-03-27 13:47:35 ET Summary Elastic's poor performance is being driven by soft customer consumption and elevated exposure to smaller organizations. Workload optimization is likely to be ongoing for at least several quarters, and the macro environment will need to improve before...
2023-03-06 01:07:26 ET Summary Despite a tough macro environment, Elastic reported better-than-expected 3Q23 earnings with solid growth in gross margin and operating margin and a slight increase in revenue. The slowdown in growth is likely due to longer sales cycles and SMB churns...
2023-03-05 09:46:41 ET Summary Shares of Elastic jumped nearly 10% after the company reported fiscal Q3 results and issued guidance. The company offered an early look at FY24 (which begins in May), promising mid/high-teens revenue growth amid significant operating margin expansion...
Summary Elastic revenues barely surpassed analyst estimates in the Q3 quarter, while Q4 guidance foreshadowed further significant slowdown. Meanwhile margins surprised to the upside, mostly resulting from headcount reduction of 13% announced in Q2. However, the most important takeaw...
Image source: The Motley Fool. Elastic (NYSE: ESTC) Q3 2023 Earnings Call Mar 02, 2023 , 5:00 p.m. ET Operator Continue reading For further details see: Elastic (ESTC) Q3 2023 Earnings Call Transcript
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Developers now have more LLMs to choose from when iterating and building production-ready RAG applications Elastic (NYSE: ESTC) announced support for Amazon Bedrock-hosted models in Elasticsearch Open Inference API and Playground . Developers now have the flexibility to ...
Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will conduct a live webcast on July 17, 10:00 AM PT. Santosh Krishnan, GM of Elastic Security will discuss Elastic’s security solution, with participation from an Elastic partner. Koji Ikeda, Sr. Resea...
A new interface enables developers to iterate and build RAG applications for A/B testing LLMs, tuning prompts and chunking data Elastic (NYSE: ESTC), the Search AI Company, announced Playground, a low-code interface that enables developers to build RAG applications using Elasticsear...