Workflow
data
icon
Search documents
Buy or Sell SentinelOne Stock Ahead of Earnings?
Forbes· 2025-08-26 10:35
This photograph shows the logo of the logo of SentinelOne during the 17th edition of the "InCyber" Forum, an international cyber security event, at the Grand Palais in Lille, northern France, on April 1, 2025. The forum, which brings together the entire cybersecurity and "trusted digital" ecosystem, runs until April 3, 2025. (Photo by Sameer Al-DOUMY / AFP) (Photo by SAMEER AL-DOUMY/AFP via Getty Images)AFP via Getty ImagesSentinelOne (NYSE:S) is scheduled to report its Q2 2026 earnings on Thursday, August ...
X @Chainlink
Chainlink· 2025-08-23 14:07
Turns out Chainlink isn't just about data. https://t.co/fVH6oBLFhi ...
X @BSCN
BSCN· 2025-08-21 04:16
🤔 IS THIS THE BEST AI LAYER-1? - Is @0G_labs' focus on compute, storage and data enough to help it dominate the massive cryptoAI sector...? Find out now 👇https://t.co/CwvfSyA9jl ...
X @Chainlink
Chainlink· 2025-08-18 15:07
Chainlink's Role in Institutional Smart Contracts - Chainlink addresses key challenges in institutional smart contract transactions, including trusted data, seamless connectivity, and compliance [1][2][3] - Chainlink provides secure, high-quality data for accurate asset pricing and transfer agents [1] - Chainlink facilitates cross-chain interoperability, enabling value and data movement across networks, including public-to-private blockchain connections [2] - Chainlink enables compliance through onchain identity proofs and matching them against regulatory policies [2] Visa's e-HKD+ Pilot Program (Phase 2) - Visa's report highlights Chainlink's solutions for next-generation smart contracts in collaboration with ANZ, China AMC, and Fidelity International [1] Chainlink's Infrastructure Platform - Chainlink supports multiple data sources, cross-chain interoperability, and compliance mechanisms through a single infrastructure platform [3] - Chainlink enables efficient development and secure, scalable, and compliance-ready onchain finance applications [3]
特斯拉-电动汽车业务之困与机器人业务之得-Tesla Inc-EV Pain vs. Robo Gain
2025-07-24 05:03
Summary of Tesla Inc Earnings Call Company Overview - **Company**: Tesla Inc - **Industry**: Automotive, specifically Electric Vehicles (EVs) - **Market Cap**: $1,170,279 million as of July 23, 2025 - **Stock Rating**: Overweight - **Price Target**: $410.00 Key Financial Highlights - **2Q Results**: Slight beat with Free Cash Flow (FCF) near break-even [1][2] - **Deliveries**: FY25 deliveries forecast lowered to 1.53 million, down 14.2% year-over-year [8] - **Revenue**: FY25 revenue forecast largely unchanged at $63.4 billion [8] - **Auto Gross Margin**: FY25 Auto Gross Margin (ex-ZEV credits) increased to 13.4% [8] - **Operating Margin**: FY25 GAAP Operating Margin decreased to 2.9% [8] - **EPS**: FY25 Non-GAAP diluted EPS decreased to $1.37 from $1.58 previously [8] - **Free Cash Flow**: FY25 forecasted at ~$1 billion, up from a previous burn of ~$250 million [8] Core Insights and Concerns - **Outlook Transparency**: Tesla's outlook lacks specific targets on revenues or margins, raising concerns about future performance [6] - **Robotaxi Progress**: Limited information on the current fleet size or performance, despite ambitious expansion targets [6] - **Optimus Production**: Production ramp for Optimus pushed slightly, with a target of 1 million units annually within 5 years [6] - **Market Headwinds**: Elon Musk indicated that the next few quarters may be 'rough' due to demand changes and regulatory environment [6] - **Consensus Direction**: Likely modestly lower, especially for FY26, with updated FY25 EPS 14% lower than prior forecasts [6] Changes to Estimates - **Deliveries**: FY26 deliveries forecast lowered to 1.85 million from 1.89 million [8] - **Revenue Adjustments**: FY26 revenues slightly lower due to lower deliveries [8] - **Operating Expenses**: Increased R&D and SG&A expenses impacting margins [8] - **Free Cash Flow**: FY26 forecast lowered to $2.4 billion from $5.3 billion [8] Valuation and Price Target Methodology - **Price Target Components**: - Core Tesla Auto business valued at $76/share - Network Services at $159/share - Tesla Mobility at $90/share - Energy at $68/share - Third-party supplier at $17/share [19][24] Investment Thesis - **Growth Potential**: Tesla's capabilities in physical AI, robotics, and energy storage present significant growth opportunities beyond traditional EV business [12][13] - **Market Position**: Tesla is well-positioned in data, robotics, and manufacturing, with a strong competitive edge [12][13] - **Risk Factors**: Potential risks include competition from traditional OEMs and execution risks related to factory ramps and market recognition of service opportunities [36] Additional Insights - **Analyst Sentiment**: The consensus rating distribution shows 44% Overweight, 37% Equal-weight, and 19% Underweight [27] - **Long-term Projections**: Forecasts suggest Tesla could sell 4.6 million units by 2030 with a 25% revenue CAGR [26] This summary encapsulates the key points from Tesla Inc's earnings call, highlighting financial performance, strategic insights, and market outlook.
Databricks CEO: The agentic AI era is 'going to disrupt the whole database industry'
CNBC Television· 2025-06-12 15:30
Industry Disruption - The database technology industry has remained largely unchanged for 40 years [2] - The agentic era is expected to disrupt the entire database industry [3] AI and Database Creation - Agents are increasingly creating databases, with Neon reporting 80% of their databases created by agents [2] - Agent-created databases have seen significant growth, increasing from 30% last year to a projected 99% [2] Competitive Landscape - Lakebase aims to compete with major tech companies like Oracle, Microsoft, and Amazon in the database market [1]