Hewlett Packard Enterprise (HPE 15.82, +0.32, +2.1%): beats by $0.10, beats on revs; guides Q2 EPS in-line, revs above consensus; guides FY23 EPS mostly above consensus; reiterates long-term ARR guidance of +35-45% annualized; acquires Axis Security, a cloud security provider; financial terms were not disclosed
ChargePoint (CHPT 9.90, -1.36, -12.1%): beats by $0.03, misses on revs; guides Q1 revs below consensus
Zscaler (ZS 118.89, -15.24, -11.4%): beats by $0.08, beats on revs; guides AprQ EPS above consensus, revs above consensus; guides FY23 (Jul) EPS above consensus, revs above consensus; sees FY23 calculated billings of 1.935-1.945 billion
Dell (DELL 39.00, -1.17, -2.9%): beats by $0.16, beats on revs; increase dividend by 12%; also names new CFO; projects Q1 (Apr) and FY24 (Jan) earnings and revs below consensus; remains committed to a long-term revenue CAGR of +3-4% and EPS CAGR of +6% plus
Marvell (MRVL 42.44, -3.79, -8.2%): misses by $0.01, reports revs in-line; guides Q1 EPS below consensus, revs below consensus
C3.ai (AI 24.77, +3.46, +16.2%): beats by $0.16, beats on revs; guides Q4 revs above consensus; guides FY23 revs above consensus; on track to become non-GAAP profitable by end of FY24 (Apr)
Broadcom (AVGO 608.56, +9.91, +1.7%): beats by $0.17, reports revs in-line; guides Q2 revs above consensus
Costco (COST 475.53, -10.16, -2.1%): beats by $0.10, reports revs in-line, adj. comparable sales growth of +6.8%