EARNINGS UPDATE Archives

Earnings Update – Affirm (AFRM) more than affirms. Sometimes fin techs actually work!; Bill (BILL) – another complexity that is spooking investors post Halloween; Veeva (VEEV) – a nice opportunity for the patient

There have been lots of earnings the past few days, and some other news as well. Now, if only ChatGPT was up to the task…I have to confess as enthused as I am about GenerativeAI, it sometimes can compose the most peculiar sentences. I actually had to try to explain to it the difference between…

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Earnings Update – Prospects better than expected-Earnings rising significantly – Stock price still at bargain levels

Shift 4 reported its results this morning. The share price reaction has been relatively modest as those things go, although the shares, after wavering in the pre-market, are now up a few percent. In terms of revenue growth: the reported number was 23%. This number was constrained by a few hundred basis points because of…

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