One of the not so well-known companies, I am open for a discussion ☑️
Entry was yesterday before earnings btw.
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36Nvidia quarterly figures + Salesforce revenue misses expectations and outlook disappoints + Cryptocurrency threatens to slide into a bear market + Amazon launches "Alexa+" with advanced AI features + Snowflake beats estimates + C3.ai loss narrows and revenue rises + EBay forecasts quarterly revenue
Nvidia $NVDA (+3.06%)quarterly figures
Salesforce revenue $CRM (+1.37%)misses expectations and outlook disappoints
Cryptocurrency $BTC (+2.84%)threatens slide into a bear market
Amazon $AMZN (+2.86%)introduces "Alexa+" with enhanced AI functions
Snowflake $SNOW (+1.7%)exceeds estimates in the 4th quarter
C3.ai $AI (+2.61%)Q3 loss narrows and revenue increases
EBay $EBAY (+1.16%)forecasts quarterly revenue
Thursday: Stock market dates, economic data, quarterly figures
09:00 CH: GDP 4Q FORECAST: +0.2% yoy/+1.6% yoy previous: +0.4% yoy/+2.0% yoy
09:00 ES: HICP and consumer prices (preliminary) February HICP PROGNOSE: +2.9% yoy previously: +2.9% yoy
10:00 EU: ECB, M3 money supply and lending January M3 money supply FORECAST: +3.8% yoy previously: +3.5% yoy
11:00 EU: Economic Sentiment Index February Eurozone Economic Sentiment PROGNOSE: 96.0 PREV: 95.2 Industrial confidence Eurozone PROGNOSE: -12.0 PREV: -12.9 Consumer confidence Eurozone PROGNOSE: -13.6 PREV: -13.6 PREV: -14.2
11:00 EU: Eurozone Business Climate Index February
11:30 BE: Consumer Prices February
13:30 EU: ECB, minutes of the Governing Council meeting of January 29/30
13:30 US: Richmond Fed President Barkin, speech at Fayetteville Cumberland Economic Development
14:30 US: GDP (2nd release) 4Q annualized PROGNOSE: +2.3% yoy 1st release: +2.3% yoy 3rd quarter: +3.1% yoy GDP deflator PROGNOSE: +2.2% yoy 1st release: +2.2% yoy 3rd quarter: +1.9% yoy
14:30 US: Initial jobless claims (week) FORECAST: 225,000 Previous: 219,000
14:30 US: New orders for durable goods January FORECAST: +2.0% yoy previous: -2.2% yoy
17:45 US: Fed Governor Bowman to speak at Fort Hays State University Robbins Banking Institute event
- Revenue: $98.8M, +26% YoY
- Net Loss: $80.2M vs $72.6M loss YoY
- Subscription Revenue: $85.7M, +22% YoY, representing 87% of total revenue
CEO Thomas M. Siebel: "In the third quarter, C3 AI achieved significant milestones — expanding our global distribution network, advancing our leadership in agentic and generative AI, and delivering total revenue reaching $98.8 million, up 26% year-over-year. We have the technology, the management team, and the global partner ecosystem — we believe we have all the elements in place to indelibly change the face of Enterprise AI."
🌱Revenue & Growth
- Total Revenue: $98.8M, +26% YoY
- Subscription Revenue: $85.7M, +22% YoY
- Professional Services Revenue: $13.1M, +64% YoY
- Subscription + Prioritized Engineering Services: $91.4M, +18% YoY
💰Profits & Financials
- GAAP Gross Profit: $58.3M, 59% margin
- Non-GAAP Gross Profit: $68.2M, 69% margin
- GAAP Net Loss per Share: $(0.62)
- Non-GAAP Net Loss per Share: $(0.12)
- Cash Balance: $724.3M in cash, cash equivalents, and marketable securities
📌Business Highlights
- Closed 66 agreements including 50 pilots, +72% YoY
- Closed 47 agreements through partner network, +74% YoY
- Microsoft partnership: 28 agreements across 9 industries, +460% QoQ
- Joint qualified opportunity pipeline with Microsoft increased +244% YoY
🔮Future Outlook
- Q4 FY2025 Revenue Guidance: $103.6M - $113.6M
- Full Year FY2025 Revenue Guidance: $383.9M - $393.9M
- Non-GAAP Loss from Operations Guidance for FY2025: $(87.0M) - $(97.0M)
Palantir soon 16-bagger in my depot. I will continue to hold. How much % are you up now?
$PLTR (+4.5%)
$AI (+2.61%)
$TEM (-6.95%)
$DDOG (+1.47%)
$SNOW (+1.7%)
$UPWK (+1.08%)
#palantir
#palantirgang
#pltrgang
#pltr
#ai
#ki
Palantir almost 14-bagger for me after only 2 years.
How much % are you up?
$PLTR (+4.5%)
$AI (+2.61%)
$DDOG (+1.47%)
$SNOW (+1.7%)
#palantir
#palantirgang
Palantir +15% after very good quarterly figures. New all-time high and 13-bagger now in my portfolio. That is #pltrgang 🤜🤛👊✊️📈🫡🚀🌕💶 $PLTR (+4.5%)
#palantir
#pltr
$AI (+2.61%)
$SNOW (+1.7%)
$DDOG (+1.47%)
$AI (+2.61%) C3 .ai reported earnings
Q2 FY2025 results ended on October 31st 2024
- Revenue: $94.3M, +29% YoY
- Net Loss: $66.0M vs $69.8M loss in Q2 2023
- Non-GAAP Loss per Share: $0.06 vs $0.13 in Q2 2023
- Gross Margin: 61% vs 56% YoY
CEO Thomas M. Siebel: "It is difficult to overstate the potential of the Microsoft–C3 AI strategic alliance. By establishing C3 AI as a preferred AI application provider on Azure and creating a Microsoft-scale go-to-market engine, we're making it easy for businesses to adopt and deploy C3 AI applications."
🌱Revenue & Growth
- Subscription Revenue: $81.2M, +22% YoY
- Professional Services Revenue: $13.2M, +94% YoY
- Subscription Revenue: 86% of total revenue
- Prioritized Engineering Services: $9.7M, +99% YoY
- Service Fees: $3.5M, +82% YoY
💰Profits & Financials
- GAAP Gross Profit: $57.8M, 61% margin
- Non-GAAP Gross Profit: $66.3M, 70% margin
- Operating Loss: $75.3M vs $79.4M YoY
- Cash Balance: $730.4M
- Free Cash Flow: -$39.5M vs -$55.1M YoY
📌Business Highlights
- Signed strategic alliance with Microsoft through March 2030
- Closed 58 agreements including 36 pilots
- 62% of agreements closed through partner network
- Closed 15 C3 Generative AI pilots
- Awarded foundational US patent for generative AI agents
- Major customer wins include ExxonMobil, Koch, Dow, Shell
🔮Future Outlook
- Q3 Revenue guidance: $95.5M-$100.5M
- Full Year Revenue guidance: $378.0M-$398.0M
- Non-GAAP Operating Loss guidance: $105.0M-$135.0M for FY2025
- Expanding Microsoft partnership for enterprise AI adoption
- Growing generative AI solutions portfolio
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