Ken Philips3 days ago4 min readSalesforce Q3 2025 earningsSalesforce's Q3 2025 earnings call reflects a company that is firing on all cylinders. The results showcase robust revenue growth,...
Ken PhilipsNov 273 min readEarnings Assessment - Dell Technologies Q3 2025Stock Performance Context: Year-to-Date (YTD) Stock Performance: Dell's stock had surged by approximately 87% from January 1,...
Ken PhilipsNov 263 min readZoom Q3 FY 2025 EarningsZoom’s Q3 FY 2025 earnings demonstrates a company actively pivoting toward AI-driven solutions while maintaining its core strengths in...
Ken PhilipsNov 242 min readDisney Q4 2024 EarningsDisney’s Q4 2024 earnings call highlighted its resilient business model, combining streaming, parks, and content, while also navigating...
Ken PhilipsNov 232 min readHome Depot Earnings Q3 2024Home Depot’s Q3 2024 earnings report presents a mixed picture, highlighting steady growth driven by specific factors, while also...
Ken PhilipsNov 232 min readCisco Earnings Q1 2025Cisco's Q1 2025 results reveal a mixed but strategically optimistic performance, reflecting the company's efforts to navigate shifting...
Ken PhilipsNov 232 min readNvidia Earnings Q3 2025NVIDIA's Q3 2025 earnings call highlighted strong revenue growth, exceeding expectations with significant year-over-year and sequential...