The hottest Earnings Reports Substack posts right now

And their main takeaways

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Top Business Topics

🔎 Alphabet: Cloud Rebounds

How They Make Money • 687 implied HN points • 02 Feb 24

💼 Business Technology Finance Cloud Computing Advertising Earnings Reports

Alphabet reported strong financial performance with growth in Cloud, YouTube, and subscriptions
Google Cloud showed significant growth and is ahead in the market competition
Key insights from Alphabet's earnings call: AI advancements, Cloud growth, YouTube's revenue contribution

Daily Chartbook #293

Daily Chartbook • 1467 implied HN points • 04 Oct 23

💰 Finance Indices Economic Indicators Financial Markets Investing Earnings Reports

Logistics Managers Index expanded at fastest rate since February.
Economic Optimism Index dropped in October for 26th consecutive pessimistic reading.
Financial conditions tightened due to various factors like higher Treasury yield and lower equity prices.

Clouded Judgement 4.28.23

Clouded Judgement • 11 implied HN points • 28 Apr 23

💼 Business Technology Finance Market Analysis Earnings Reports Investment Strategies

AWS, Azure, and Google Cloud reported Q1 results.
Azure's growth rate was better than market expectations but AWS's growth took a negative turn in April.
Cloudflare reported a disappointing quarter and lowered their full-year guidance.

Deep dive on Palantir ($PLTR)

Jonah’s Growth Stocks • 0 implied HN points • 20 Jan 24

💰 Finance Stock Analysis Investment strategy Market Data Company Overview Earnings Reports

Palantir ($PLTR) is a company with a solid financial standing and a detailed deep dive analysis available.
The stock has had fluctuations in its price and market performance.
Paid subscribers get access to in-depth insights on Palantir and other stocks through Jonah's Growth Stock Deep Dives.

Deep dive on Unity ($U)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24

💰 Finance Investing Company analysis Market Data Earnings Reports

Unity Software (ticker symbol: U) had an IPO in September 2020 with an initial price of $52.
Current stock price for Unity is $36.32 with a market cap of $13.750 billion.
The post by Jonah Lupton provides detailed information on Unity's financials and investment outlook.

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Part 2: Deep dive writeup of Nubank ($NU)

Jonah’s Growth Stocks • 0 implied HN points • 04 Mar 23

💰 Finance Stocks Investing Earnings Reports Company analysis Financial Performance

NU is a company with an IPO date of December 9, 2021, at $9.00 per share.
NU has a market cap of $23.1 billion with a 52-week high of $8.47 and a 52-week low of $3.26.
NU has positive net cash/debt of +$3.42 billion and an average analyst price target of $7.20, which is 45.7% higher than the current stock price.

Deep dive on Spotify ($SPOT)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24

💰 Finance Stocks Investment Company analysis Earnings Reports Valuation

Jonah's Growth Stock Deep Dives offers detailed insights for paid subscribers on Spotify and other investment opportunities.
Spotify ($SPOT) had an IPO in April 2018 with varying stock prices and market performance.
Deep dive content on Spotify covers aspects like business model, competitive advantages, risks, and valuation, aimed at aiding investment decisions.