e.l.f.(US:ELF) Youtube·2026-02-05 15:35分组1 - The software stock market is experiencing a significant sell-off, particularly affecting companies like Qualcomm and ARM Holdings, which are facing challenges due to a global memory chip shortage [2][3][4] - Qualcomm's guidance indicates weakness in the smartphone market, with expectations of this dynamic persisting into 2027, suggesting management should have better prepared investors for these challenges [2][4] - ARM Holdings is also struggling with subdued royalty sales as mobile processor sales stall, indicating a need for improved investor communication [3][4] 分组2 - Alphabet's capital expenditure (capex) guidance for the year is projected at $185 billion, significantly higher than the market's expectation of $120 billion, reflecting a strong long-term business outlook [5][6] - Despite concerns over capex, Alphabet's fundamentals remain robust, with YouTube seeing a 75% increase in podcast viewership and the Gemini app achieving 750 million monthly active users [6][7] - Alphabet's strong performance in AI and cloud growth positions it favorably in the tech landscape, contrasting with the struggles of other software companies [10][12][13] 分组3 - E.L.F. Beauty reported a 38% increase in net sales and a 79% rise in adjusted EBITDA, driven by the acquisition of Haley Bieber's cosmetics brand, Road [36][37] - The brand Road has shown exceptional growth, achieving $212 million in net sales in under three years, indicating strong consumer demand and effective marketing strategies [39][40] - E.L.F. Beauty continues to gain market share, with its core business showing healthy growth despite shipment challenges, suggesting a positive long-term outlook [47][49]