Transmedics $TMDX 🫀
Announces 2024 Q3 earnings‼️
Achieving significant growth, but falling below market estimates 📉
Stock price drops by 24% in after-hours trading 💦
🔸 FY24 Q3 Performance
❌EPS: $0.12 (compared to expected -$0.17)
❌Revenue: $0.109 billion (compared to expected -$-0.006 billion)
📈Revenue growth rate: +64% year-on-year
🔸FY24 full-year guidance (unchanged)
❌Revenue: $0.425 billion-$-0.445 billion (compared to expected -$-0.009 billion)
Revenue growth rate: +76-84% year-on-year.
Financial Highlights
Gross profit margin: 56% (61% in the same period last year).
Operating expenses: $56.9 million (last year $69 million).
Net profit: $4.2 million (profit margin 3.9%).
Cash balance: $0.3 billion 30.1 million dollars.
Business Progress
Number of owned aircraft: 18 (as of September 2024).
Expansion of the usage of OCS™ (Organ Care System).
Continued growth across all 3 organs (heart, lungs, liver).
Revenue from logistics services is also growing steadily.
Continued active investment in research and development.
🔸 Long-term outlook
✔️Until 2028...

Cadence Design Systems Inc CDNS
Announces 2024 Q3 earnings‼️
Excellent earnings significantly surpassing market expectations✨
Stock price up by 5.8% in after-hours trading🚀
🔸 FY24 Q3 Performance
EPS: $1.64 (financial estimates comparison +$0.20)
Revenue: $1.215 billion (financial estimates comparison +$0.035 billion)
Revenue Growth Rate: +19% Y/Y
Operating Margin: 45% (year-on-year comparison +4%)
FY24 Full Year Guidance (upward revision)
EPS: $5.87-$5.93 (estimated $5.89)
Revenue: $4.61 billion-$4.65 billion (estimated $4.63 billion)
Operating Margin: 42-43%
Order backlog: $5.6 billion
Contract revenue for the next 12 months: $2.9 billion
Business Highlights
Cadence AI: Achieved rapid growth with tripled revenue compared to the previous year
System Design & Analysis: Revenue increased by 47% year-on-year
IP Business: Revenue increased by 59% year-on-year
Function Verification: Revenue increased by 22% year-on-year
Key Achievements
JedAI, an AI optimization and big data analysis platform, is spreading smoothly.
✔️ Circle...

The Q2 financial results for the fiscal year 2025 have been announced!!
With a strong earnings report that exceeds market expectations,
Guidance also revised upward 📈
The stock price is down 5.9% after hours
Check the details in this tweet👇
🔸FY25 Q2 Performance
⭕️EPS: $0.68 (exceeding estimates by +$0.04)
⭕️Revenue: $30.04 billion (exceeding estimates by +$1.3 billion)
📈Revenue growth rate: +122% Y/Y
🔸FY25 Q3 guidance
⭕️Revenue: $32.5 billion±2% (estimated +$0.7 billion)
📈Revenue growth rate: +79% Y/Y
🔸Segmented revenue (Q2)
📈Datacenter: $26.3 billion (+154% Y/Y, +16% Q/Q)
📈Gaming: $2.9 billion (+16% Y/Y, +9% Q/Q)
📈Professional visualization: $0.454 billion (+20% Y/Y, +6% Q/Q)
📈Automobiles: $0.346 billion (+37% Y/Y, +5% Q/Q)
🔸Highlights
✔️Continued rapid growth in the datacenter division, benefiting from the AI boom
✔️Strong demand for Hopper-generation GPUs
Next-generation Blackwell GPU...

Nu Holdings $NU 💳
2024 Q2 financial results have been announced ‼️
Even if you make a mistake in sales 💦
Demonstrating tremendous growth and increased profitability 📈
🔸 FY24 Q2 Achievements
⭕️ EPS: $0.12 (compared to expected+$0.02)
📈 EPS Growth: +100% Y/Y
❌ Sales: $2.85 billion (compared to forecast -0.05 billion dollars)
📈 Sales Growth: +52.5% Y/Y
🔸 Key Metrics
✔️ Number of customers: 0.1 billion 4.5 million people (+25% compared to the same period last year)
✔️ Average Monthly Customer Price (ARPAC): $11.2 (+30% YoY)
✔️ Customer Activation Rate: 83.4% (record high)
✔️ Deposit balance: $25.2 billion (+64% YoY)
✔️ Credit card loan balance: $18.9 billion (+49% YoY)
🔸 Highlights
✔️ Rapid expansion of customer base: 5.2 million quarterly growth
✔️ Covers 56% of the adult population in Brazil
✔️ Net increase of 1.2 million people in Mexico and surpassed 1 million in Colombia
✔️ Core product penetration: 42 million credit cards, 78 million digital accounts
✔️ Net interest rate revenue (NII) compared to the same period last year...

2024 Q2 financial results have been announced ‼️
Even if profits fall short of expectations,
The full-year outlook for e-commerce was revised upward 📈
The stock price has risen 8% 🚀
🔸 FY24 Q2 Achievements
❌ EPS: $0.14 (compared to forecast - $0.04)
⭕️ Sales: $38.1 billion (+$0.9 billion compared to forecast)
📈 Sales Growth Rate: +23% Y/Y
🔹 Shopee business (e-commerce)
🔸 Q2 Results
📈 GMV: $23.3 billion (+29.1% Y/Y)
📈 Number of orders: 2.5 billion (+40.3% Y/Y)
📈 Sales: $2.8 billion (+33.7% Y/Y)
🔸 FY24 full year guidance (revised upward)
⭕️ GMV growth rate: Mid-20% (previously in the late 10% range)
📈 Adjusted EBITDA is expected to become profitable from Q3
🔹 Digital entertainment business (Garena)
📈 Bookings: $5.37 billion (+21.1% Y/Y)
📉 Sales: $4.36 billion (-17.7% Y/Y)
📈 Quarterly active users: 0.648 billion people (+19.0% Y/Y)
📈 Quarterly Billing Users: 52.5 million people (+21.7% Y...

The Q2 financial results for 2024 have been announced‼️
While recording EPS and revenue above market expectations,
revised down the full-year outlook 💦
The stock price fell by 2.4% after hours 📉
🔸 FY24 Q2 Performance
⭕️EPS: $4.67 (Estimated +$0.12)
⭕️Revenue: $43.2 billion (Estimated +$0.47 billion)
📈Revenue growth rate: +0.6% year on year
🔸FY24 full-year guidance (downward revision)
⭕️Revenue growth rate: +2.5% to +3.5% (previously +1%)
⭕️Existing store revenue: -3% to -4% (previously -1%)
EPS: -1% to -3% (previously +1%)
Q2 Highlights
✔️Existing store revenue: -3.3% (-3.6% USA)
✔️Customer transaction volume: -1.8% year-on-year
✔️Average customer unit price: $88.90 (-1.3% year-on-year)
✔️Operating margin: 15.1% (-0.3 points year-on-year)
🔸Key Factors
Decrease in consumer demand due to high interest rates and economic uncertainty
Delay of a large-scale residence renovation project.
Contribution to revenue from the acquisition of SRS Distribution ($1.3 billion).
CEO Ted Decker's comment "...

Monday.com (MNDY)
The Q2 financial results for 2024 have been announced‼️
With a strong earnings report that exceeds market expectations,
Full-year outlook also revised upwards ✨
Stock price up 10% after hours 🚀
🔸 FY24 Q2 Performance
⭕ EPS (non-GAAP): $0.94 (financial estimates comparison: +$0.38)
⭕ Revenue: $0.236 billion (financial estimates comparison: +$0.007 billion)
📈 Revenue growth rate: +34.4% year-on-year
🔸 FY24 full year guidance (revised upward)
⭕ Revenue: $0.956 billion-$0.961 billion (previously $0.942 billion-$0.948 billion)
📈 Revenue growth rate: +31-32% year-on-year
🔸 Key Performance Indicators
📈 Number of paid customers (10 users or more): 57,203 (+15% Y/Y)
📈 Number of paid customers (ARR $50,000 and above): 2,713 (+43% Y/Y)
📈 Number of paid customers (ARR $100,000 and above): 1,009 (+49% Y/Y)
📊 Revenue retention rate: 110%
📊 Revenue retention rate (10 users or more): 114%
📊 Net dollar-based retention rate (ARR $50,000 and above): 114%
📊 Net dollar-based retention rate (ARR $100,000 and above): 114%
🔸Highlights...