Category: Analyst POV

TSM and ASML reported very different quarters, casting mixed messages on the semiconductor sector. ASML reduced its 2025 revenue and gross margin outlook

Cerebras, backed by prominent VCs and gearing up for an IPO, faces scrutiny over alarming customer concentration, with 95% of hardware sales attributed to one client, G42. The deal, led by Citigroup instead of traditional banking giants, raises concerns due to the CEO's past involvement

Tesla now leads S&P 500 stock options trading with 17%, driven by Q3 deliveries on Oct 2nd and the Robotaxi event on Oct 10th.

ASC 606 changes how companies recognize revenue by focusing on performance obligations. Learn how modeling RPOs and cRPOs can help forecast future growth for companies like Oracle and ServiceNow.

Discover key financial concerns within Super Micro Computer Inc (SMCI) for FY2024, including plummeting gross margins, ballooning accounts receivables, and negative free cash flow. Dive into these yellow flags highlighted using Daloopa's comprehensive data, amidst weak earnings, a Hindenburg short report, and filing delays.

Explore the key drivers and risks ahead of NVIDIA’s earnings, including AI spending trends, potential product delays, and the company’s long-term growth outlook.

By now, many of you have heard about or experienced the recent Crowdstrike (CRWD) outage. This event has raised several questions about the potential impact on Crowdstrike’s financials. Here, we delve into the details and consider the implications.

Starbucks (SBUX) reports a disastrous Q2 with a 6% revenue miss and 4% decline in same-store sales. Despite trading at multi-year lows, new initiatives and a Goldman Sachs buy rating offer hope for recovery.

Two analysts show how they use Daloopa data in different ways. One reviews the comprehensive data sheets to gain quick insights. The other uses Daloopa data to go super deep and compare to peers.

One size does not fit all: Retrofitting your own unique model.