Earnings360 Newsletter for 11/26/2024

Earnings360 Newsletter for 11/26/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Trump Just Backed Tech That Kills Nvidia’s Moat (ad)
He Predicted the iPhone in ’91. Here’s His Newest, Biggest Pick Ever.
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.

A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.
 
See the three titans behind computing's extinction eventtc pixel
Top Earnings News
What to Expect From CrowdStrike's Earnings: Market's Take
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How disciplined traders position when volatility surgestc pixel 

Tuesday, November 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADI Analog Devices$318.34$1.64$1.67$0.03$2.44 thousand$2.41 thousand-10.1%
ADSK Autodesk$238.08$2.12$2.17$0.05$1.57 thousand$1.56 thousand11.0%
AMBA Ambarella$50.54$0.04$0.11$0.07$82.65$79.0163.4%
ANF Abercrombie & Fitch$92.36$2.32$2.50$0.18$1.21 thousand$1.19 thousand14.4%
BBY Best Buy$64.55$1.30$1.26($0.04)$9.45 thousand$9.63 thousand-3.2%
BURL Burlington Stores$329.00$1.54$1.55$0.01$2.53 thousand$2.55 thousand10.5%
CDLR Cadeler A/S$24.05$0.34$0.35$0.01$0.00$0.00
DELL Dell Technologies$174.06$1.83$2.15$0.32$24.37 thousand$24.67 thousand9.5%
DKS DICK'S Sporting Goods$191.67$2.68$2.75$0.07$3.06 thousand$3.03 thousand.5%
HPQ HP$19.50$0.93$0.93$0.00$14.06 thousand$13.99 thousand1.7%
HTHT H World Group$52.21$0.67$0.58($0.09)$0.00$0.00
IREN IREN$34.77($0.11)($0.22)($0.11)$0.00$0.00
JWN Nordstrom$24.68$0.22$0.33$0.11$3.35 thousand$3.34 thousand4.6%
KSS Kohl's$12.80$0.28$0.20($0.08)$3.71 thousand$3.64 thousand-8.5%
KT KT$21.51 - $0.54 - $0.00$0.00
SJM J. M. Smucker$95.54$2.51$2.76$0.25$2.27 thousand$2.27 thousand17.2%
TEN Tsakos Energy Navigation$40.20$1.28$0.67($0.61)$0.00$0.00
URBN Urban Outfitters$64.57$0.85$1.10$0.25$1.36 thousand$1.34 thousand6.3%
VFS VinFast Auto$4.54($0.26)($0.23)$0.03$0.00$0.00
WDAY Workday$132.26$1.76$1.89$0.13$2.16 thousand$2.13 thousand15.8%
YY JOYY$58.30$0.79$1.01$0.22$0.00$0.00
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Monday, November 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
A Agilent Technologies$115.44$1.41$1.46$0.05$1.70 thousand$1.67 thousand.8%
BBWI Bath & Body Works$18.59$0.46$0.49$0.03$1.61 thousand$1.58 thousand3.1%
BLBD Blue Bird$58.63$0.73$0.73$0.00$0.00$0.00
BLBD Blue Bird$58.63$0.73$0.73$0.00$350.21$0.00
CENT Central Garden & Pet$35.81($0.22)($0.18)$0.04$669.49$707.83-10.8%
CENTA Central Garden & Pet$31.54($0.20)($0.18)$0.02$669.49$0.00
FLNC Fluence Energy$13.30$0.23$0.34$0.11$1.23 thousand$1.28 thousand82.5%
HSAI Hesai Group$20.63 - ($0.05) - $0.00$0.00
NATL NCR Atleos$43.75 - $1.77 - $1.07 thousand$0.00
NJR NewJersey Resources$55.92$0.89$0.89$0.00$395.78$406.9719.5%
SMTC Semtech$82.65$0.23$0.26$0.03$236.80$232.8917.9%
TBBB BBB Foods$36.26$0.03$0.10$0.07$0.00$0.00
WWD Woodward$371.78$1.22$1.41$0.19$855.00$810.3910.0%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
LEDS SemiLEDS4/9/2026Morning
PRE Prenetics Global6/11/2026Morning
QSG QuantaSing Group1/1/2000Morning
YI 1115/21/2026Morning
GOGL Golden Ocean Group1/1/2000Morning
BMA Macro Bank4/20/2026Afternoon
FRO Frontline5/29/2026Morning
HAFN Hafnia5/27/2026Morning
ARBE Arbe Robotics5/19/2026Morning
BOSC B.O.S. Better Online Solutions6/2/2026Morning
FLX BingEx5/21/2026Morning
CSIOY Casio Computer5/7/2026Morning
EKTAY Elekta5/27/2026Afternoon
IAALF IBC Advanced Alloys1/1/2000Afternoon
ISNPY Intesa Sanpaolo4/13/2026Afternoon
NEXCF Nextech3D.AI2/27/2026Afternoon
VSQTF Victory Square Technologies4/30/2026Afternoon
GLBS Globus Maritime6/15/2026Afternoon
ENLV Enlivex Therapeutics3/30/2026Afternoon
MNSO MINISO Group4/3/2026Morning
NAT Nordic American Tankers5/25/2026Afternoon
BNXTF BioNxt Solutions1/1/2000During Market Hours

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