CRUSHED Q2 EARNINGS
• Sales $827M vs Est. $791M
• EPS $0.46 vs Est. $0.41
• FCF $165M vs Est. $153M
Q3 Outlook
• Sales $849M vs. Est. $820M
• EPS $0.45 vs Est. $0.41
FY25 Outlook
• Sales $3.32B vs. Est. $3.24B
• EPS $1.82 vs Est. $1.71
Bullish for $Snowflake(SNOW)$ & $MongoDB Inc.(MDB)$
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2.
$NEBIUS(NBIS)$ delivered 😏
• Sales $105M vs. Est. $102M
• EBITDA ($21M) vs. Est. ($64M)
FY25 Outlook
• ARR: $950M vs. Est. $875M
In the process of securing more than 1 GW of power by the end of 2026 👀
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