Fintool.com (AI Equity Research Copilot)
@fintoolx
Followers
4K
Following
137
Media
114
Statuses
274
Equity Research Copilot: ChatGPT + SEC filings + Earnings calls Used by Artisan Partners, First Manhattan, PWC, UBS.
San Francisco
Joined April 2022
$SNOW changes its accounting practices: - Previously, Snowflake could capitalize (defer as assets) many software development costs and amortize them over time. - Now, they must expense these costs immediately until the software reaches technological feasibility. - This will
1
0
2
$PANW Update from Citi's Global TMT conference - AI is not a feature enhancement anymore. AI Secuirty is a distinct market category - CyberArk acquisition represents a major strategic pivot into identity security. This represents a core growth driver not previously emphasized in
1
0
2
$AI Double Miss on Earnings "The good news is we have completely restructured the sales and services organization, including new and highly experienced leadership across the board to ensure a return to accelerating growth and increased customer success at C3 AI, and even better,
1
0
2
$M Macy's Beat & delivered its best comparable sales growth in 12 quarters
0
0
0
$AMZN $BABA $MSFT $GOOGL QoQ Cloud Growth. Do you think BABA can maintain the momentum?
2
0
0
$NVDA earnings Rev: $46.7B up 6% QoQ – up 56% YoY Net Income: $26.4B up 41% QoQ – up 59% YoY
0
0
0
$SNOW Total Revenue: $1.14B +32% YoY FCF: $58.23M NRR: 125% Forbes Global 2000 customers: 751 up 5% YoY RPO: $6.9B 33% YoY
0
0
0
$VEEV Total Revenue: $789.1 million, up 17% year-over-year YoY Change Net Income: $200.3 million, up 17% year-over-year Diluted EPS: $1.19, up 14.4% year-over-year Operating Income: $195.9 million, up 18% year-over-year
0
0
1
$WSM Updated Guidance - Net Revenue: Raised guidance to +0.5% to +3.5% annual growth (inclusive of 53rd week impact in fiscal 2024) - Comparable Brand Revenue: Updated to +2.0% to +5.0% - Operating Margin: Reiterated guidance of 17.4% to 17.8% for fiscal 2025 - Long-term
2
0
0