The Quarterly Call

Alibaba Q1 2026 Earnings: AI, Cloud, and Consumption Transformation 04.09.2025 18:11 ↓

The primary focus of the discussion revolves around Alibaba's  strategic investments  in two key pillars:  AI + Cloud  and a  comprehensive consumption platform , which includes significant expansion in  quick commerce . Management highlights the  solid growth  in their cloud business, driven by  accelerated AI demand , and details the  synergies and future potential  of their integrated e-com...

Snowflake Q2 2026 Earnings: AI Drives Growth 04.09.2025 26:33 ↓

 Key topics include  strong product revenue growth, the acceleration of AI adoption within the enterprise, and strategic investments in sales and marketing . The participants address  financial metrics like product revenue, net revenue retention, and operating margins , along with  competitive dynamics and the sustainability of their core analytics market . The call highlights Snowflake's comm...

Palo Alto Networks: Q4 2025 Earnings, Cybersecurity in AI 19.08.2025 27:03 ↓

The call focuses on the company's strong financial performance, particularly its  record-breaking revenue run rate in cybersecurity  and the success of its  "platformization" strategy . A significant portion of the discussion addresses the company's  innovation in AI security  and the  strategic acquisition of CyberArk  to enhance identity security in the evolving threat landscap...

Datadog_Q2_2025__AI-Driven_Growth,_Integrated_Security,_and_a_Deep_Dive_into_Cloud_Observability 09.08.2025 29:47 ↓

Datadog_Q2_2025__AI-Driven_Growth,_Integrated_Security,_and_a_Deep_Dive_into_Cloud_Observability

Toast Q2 2025 09.08.2025 23:34 ↓

Toast Q2 2025

Block Q2 2025 09.08.2025 31:42 ↓

Block Q2 2025

DoorDash Q2 2025 Earnings 07.08.2025 23:30 ↓

DoorDash Q2 2025 Earnings

Airbnb Q2 2025 Earnings 07.08.2025 25:14 ↓

Airbnb Q2 2025 Earnings

Uber Q2 2025 Earnings 07.08.2025 27:47 ↓

Uber Q2 2025 Earnings

AMD Q2 2025 Earnings 06.08.2025 26:22 ↓

AMD Q2 2025 Earnings

Arista Networks Q2 2025 06.08.2025 20:13 ↓

Arista Networks Q2 2025

Xometry Q2 2025 Earnings 06.08.2025 30:50 ↓

Xometry Q2 2025 Earnings

MercadoLibre Q2 2025 Earnings 05.08.2025 26:54 ↓

MercadoLibre Q2 2025 Earnings

Palantir Technologies_ Q2 2025 Earnings 05.08.2025 34:29 ↓

Palantir Technologies_ Q2 2025 Earnings

Powell's Press Conference_ Monetary Policy and Economic Outlook 04.08.2025 31:55 ↓

Powell's Press Conference_ Monetary Policy and Economic Outlook

Robinhood Markets Q2 2025 Earnings 02.08.2025 23:37 ↓

Robinhood Markets Q2 2025 Earnings

QUALCOMM Q3 2025 Earnings 02.08.2025 24:54 ↓

QUALCOMM Q3 2025 Earnings

KLA Corp Q4 2025 Earnings 02.08.2025 21:42 ↓

KLA Corp Q4 2025 Earnings

Apple's Q3 2025: Record Revenue, AI, and Global Growth 01.08.2025 23:14 ↓

Apple's Q3 2025: Record Revenue, AI, and Global Growth

Amazon's Q2 2025 Earnings: AI, AWS, and Growth 01.08.2025 29:13 ↓

Amazon's Q2 2025 Earnings: AI, AWS, and Growth

Palo Alto Networks Acquires CyberArk_ Identity Security's New Era 01.08.2025 21:54 ↓

Palo Alto Networks Acquires CyberArk_ Identity Security's New Era

Arm Holdings_ Q1 2026 Earnings 31.07.2025 24:32 ↓

Arm Holdings_ Q1 2026 Earnings

Meta Q2 2025 Earnings_ AI and Superintelligence Vision 31.07.2025 36:56 ↓

Meta Q2 2025 Earnings_ AI and Superintelligence Vision

Microsoft Q4 2025 Earnings_ AI and Cloud Leadership 31.07.2025 35:46 ↓

Microsoft Q4 2025 Earnings_ AI and Cloud Leadership

Starbucks Q3 2025 Earnings: Back to Starbucks Turnaround 30.07.2025 40:13 ↓

Starbucks Q3 2025 Earnings: Back to Starbucks Turnaround