Reply To: Traders Market Weekly: Jobs, Inflation and PMI Pressures



Affirm (AFRM) reports Q4 (Jun) results, beats on revs, GMV increased 77% yr/yr; guides Q1 revs below consensus; guides FY23 revs below consensus… AFRM down 13.7%
Dell (DELL) beats by $0.04, reports revs in-line… DELL down 8.4%
Elastic (ESTC) beats by $0.02, beats on revs; guides OctQ EPS in-line, revs in-line; guides FY23 EPS in-line, reaffirms FY23 revs guidance; also names AWS exec as chief product officer… ESTC down 4.6%
Farfetch (FTCH) beats by $0.04, beats on revs… FTCH up 8.6%
Gap (GPS) beats by $0.10, reports revs in-line, comps of -10%; withdraws prior FY23 guidance… GPS up 9.3%
Marvell (MRVL) beats by $0.01, reports revs in-line; guides OctQ EPS in-line, revs in-line… MRVL down 2.5%
Micro Focus (MFGP) to be acquired by OpenText at a price of 532 pence per share, implying an enterprise value of approximately $6.0 billion… MFGP up 85.6%
Ulta Beauty (ULTA) beats by $0.71, beats on revs, comps of +14.4%; guides FY23 EPS above consensus, revs above consensus, raises FY23 comp guidance… ULTA up 2.9%
Workday (WDAY) beats by $0.03, beats on revs; reaffirms FY23 subscription revs… WDAY up 11.8%