Earnings Spotlight: Broadcom (AVGO)

Earnings Spotlight: Broadcom (AVGO)

Let’s not be too cute ahead of the Q. With 5G heating up, we know which side of the line we want to be on. Key points ahead of the quarter AVGO reports F1Q2022 earnings today aftermarket. Consensus calls for $8.08 (+4% Q/Q, 23% Y/Y) on revenue of $7.6 billion (+3%...
Earnings Spotlight: Snowflake (SNOW)

Earnings Spotlight: Snowflake (SNOW)

Team Slootman has SNOW revenues racing. But no, we don’t think it deserves a SaaS valuation. Key points ahead of the quarter   SNOW reports FQ42022 earnings today aftermarket. This is a great name to watch as a proxy for cloud computing giants Amazon (AMZN),...