Reply To: Traders Market Weekly: Oil Caps, Sanctions and Services

#48567
Truman
Participant

Salesforce (CRM 148.46, -11.79, -7.4%): beats by $0.18, reports revs in-line; guides Q4 EPS in-line, revs below consensus; announces that Bret Taylor will step down as Vice Chair and Co-CEO, effective January 31, 2023; Marc Benioff will be Chair and CEO of the company
Splunk (SPLK 83.74, +6.06, +7.8%): beats by $0.58, beats on revs; guides Q4 revs in-line; slightly lowers FY23 Cloud ARR guidance
Box (BOX 27.44, -0.01, -0.04%): beats by $0.01, reports revs in-line; guides Q4 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs below consensus
Snowflake (SNOW 136.28, -6.62, -4.6%): beats by $0.06, beats on revs; Sees Q4 Product revenue between $535-540 mln, up 49-50% yr/yr
Okta (OKTA 62.39, +9.07, +17.0%): beats by $0.24, beats on revs; guides Q4 EPS above consensus, revs in-line
Five Below (FIVE 176.00, +15.14, +9.4%): beats by $0.14, beats on revs, comps better than expected; guides Q4 EPS above consensus, revs above consensus
Elastic (ESTC 52.19, -9.00, -14.7%): beats by $0.10, beats on revs; guides Q3 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs below consensus; also announces workforce reduction
Synopsys (SNPS 365.00, +25.46, +7.5%): beats by $0.07, reports revs in-line; guides Q1 EPS above consensus, revs above consensus; guides FY23 EPS above consensus, revs above consensus
Dollar General (DG 241.99, -13.69, -5.4%): misses by $0.22, reports revs in-line; guides Q4 EPS below consensus; reaffirms FY23 revs guidance
G-III Apparel (GIII 15.82, -5.81, -26.9%): misses by $0.49, reports revs in-line; guides FY23 EPS below consensus, reaffirms FY23 revs guidance; also extends license agreements for Calvin Klein and Tommy Hilfiger
General Electric (GE 86.20, +0.23, +0.3%): Board of Directors approves previously announced spin-off of its healthcare business; GE Healthcare expected to begin trading on Nasdaq on January 4, 2023, under the ticker “GEHC”
Costco (COST 524.24, -15.01, -2.9%): reports November adjusted comparable sales growth of 5.3%