ER: DDOG& NBIS

ShayBoloor
08-07

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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