Sandeep Rao

1 week ago | seekingalpha.com | Sandeep Rao

May 08, 2025 10:41 AM ET, , , , , , SummaryArm Holdings plc met Q4 FY 2025 expectations with $1.24 billion in revenue and $0.55 EPS, but stock slid due to cautious Q1 2026 guidance. High valuation and geopolitical risks, particularly with China, contribute to stock volatility despite Arm's strong market position and essential IP. Arm's significant R&D investments led to substantial operating income growth, but management's reluctance to provide full-year guidance adds uncertainty.

1 week ago | seekingalpha.com | Sandeep Rao

May 06, 2025 2:05 PM ET, , SummaryPalantir Technologies Inc.'s stock dropped 13% post-Q1 earnings despite a 64.6% YTD rise, driven by valuation concerns and high concentration risk on government spending. The company’s growth projections seem heavily reliant on continued U.S. military spending, posing a risk for PLTR amid rising anti-war sentiment. Stock-Based Compensation is decreasing, suggesting stabilization in talent retention costs, but overall expenses and revenue growth are slowing.

1 week ago | seekingalpha.com | Sandeep Rao

May 05, 2025 4:56 AM ET, , , , SummaryApple's Q2 FY 2025 earnings report shows strong sales growth across regions, with notable increases in Japan, along with overall solid performance from both iPhone and Services segments. Despite a sharp drop in the stock price post-earnings release, the company's financials indicate a potential for robust bottom line growth for the current fiscal year.

1 week ago | seekingalpha.com | Sandeep Rao

May 02, 2025 9:31 AM ET, , SummaryMicrosoft Corporation reported strong Q3 FY 2025 earnings, with 12% growth in revenue and earnings per share, which was driven by corporate client services. The "Productivity and Business Processes" segment is the growth leader, contributing 43% of revenue and 54% of operating income. Gaming, despite the Activision Blizzard acquisition, contributes only 9% to the revenue, posing challenges for Microsoft's long-term gaming ambitions.

2 weeks ago | seekingalpha.com | Sandeep Rao

Apr. 28, 2025 5:59 AM ET, , , , , , SummaryTesla's Q1 2025 revenue and EPS missed expectations, yet stock surged due to increased buying activity post-earnings. Despite declining revenue and net income, Tesla's robust R&D and controlled SG&A expenses highlight its strategic focus on innovation and industry leadership. Tesla's vertical integration and upcoming lithium refinery enhance its resilience against recessionary impacts, positioning it favorably compared to other U.S. automakers.