$Snowflake(SNOW.US)$ released their latest Q1'24 results.
Share prices tumbled after the results and the stock is now in historical low territory.
So what should investors take note of?
1. Still a data lake and data warehouse dominant company
Snowflake prides itself on being a fully-managed cloud data warehouse that enables organizations to store and analyze data in real-time.
It has the know-how to help customers store, manage and analyze data across...

The most anticipated quarterly results did not disappoint.
In fact, it was a treat that no one expected.
Post results, and after-market, $NVIDIA(NVDA.US)$ shares went up 30%.
So what made the shares pop so much?
1. Partly due to good results
Where $Advanced Micro Devices(AMD.US)$falter, NVIDIA seemed to prosper. Revenue was up 19% QoQ, albeit down 13% YoY.
Data center revenues smashed records, up 14% a year ago, led by demand for generative AI and large language model...

$Zoom Video Communications(ZM.US)$, the darling stock during the pandemic, has just released its Q1'24 results.
How did the company fare?
Is it still a hypergrowth stock?
Here are some key points I gather.
1. Revenue is up only 3% YoY
Even after adjusting for foreign currency impact, revenue in constant currency is USD 1.12 billion, up 5% YoY.
Some bright spot noticed is that Enterprise revenue grew 13% YoY to USD 632 million, partially offset by a drop i...

A day after Tencent's results, we now look at $Alibaba(BABA.US)$$BABA-SW(09988.HK)$.
All I can say from big picture, is that Alibaba is facing a different set of challenge.
Where Tencent has swiftly shown recovery and improvements, Baba's struggles are different.
Here are some notes to take note of.
1. Total revenue is up 2% YoY only
Although there are bright growth sparks for International commerce, local consumer services, and Cainiao, it was all offset by a drop...

$Tencent(TCEHY.US)$$TENCENT(00700.HK)$ released another set of quarterly results that reaffirms recovery and growth.
Post-COVID and crackdown, Tencent's results has been the most promising among its China tech peers.
Here are some key points to take note of their results.
1. Continuous revival and growth shoots across all revenue segments
YoY and QoQ wise, Q1'23 results trumped over Q1'22 results and even Q4'22.
Revenue for social networks was up 6% YoY...

It depends on what kind of perspectives that you are looking at when digging deep into $Sea(SE.US)$ Q1'23 results.
No doubt the general picture is that there is growth and the company has turned EBITDA positive.
But going deeper into the finer details is where you ask more questions.
1. YoY single-digit growth topline, EBITDA positive
Growth has decelerated to just 5% for this once high and mighty growth stock.
Even though the E-Commerce (EC), Digital Financial...

The price chart of $PayPal(PYPL.US)$ does not look nice.
If you invested in the stock 5 years ago, chances are all the capital gains accrued would have now been a lost.
So is this the end of Paypal stock?
Here are some points to take note of.
1. Resulst are actually good due to huge growth in operating income
GAAP revenue grew 9% YoY to USD 7.04 billion. But the real highlight here is the operating income growth, which surged 41% to USD ...

$Palantir(PLTR.US)$ stock prices popped after they released their latest Q1'23 results.
The stock and company were previously lauded as a hypergrowth stock. It was painfully sold down after the Feds turn hawkish but has now reported a stellar set of results.
So what are the key takeaways from the company's results?
1. Achieved GAAP net profitability for 2 successive quarters
Palantir achieved a net profit of USD 17 million according to GAAP measures.
And the best news...

$Unity Software(U.US)$ released its Q1'23 results.
Share prices popped after that, but corrected downwards again.
There is a mixed bag of aspects to take note of. But overall, I would say it's a good one, with a few points to take note of.
Here are some points to take note of.
1. Revenue grew by 56% YoY with IronSource contribution
Grow Solutions was the outperformer here, with a revenue contribution of USD 313 million, growing by 101% YoY. But Create Sol...

Entertainment conglomerate $Disney(DIS.US)$ released its Q2'23 results.
And I got to be honest- This is the way.
There are still some areas of concern, but there are small and not alarming.
Here are some key points of Disney's Q2'23 results.
1. Recovery is imminent
All the drag factors present during the long battle with the pandemic are all but gone.
Revenue and operating income before taxes all posted growth, 13% and 93% YoY.
Total segment oper...