Sitemap - 2024 - A Peek Behind the Numbers
Unpacking JFrog’s (FROG) Results: Sustainable Growth or Temporary Gains?
The Supplier Squeeze: Companies Are at It Again
Expectations Management– The Earnings Season Game
Vishay Intertechnology (VSH)- Too Early to Celebrate
EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
Dentsply Sirona’s Dental Emergency (XRAY)
Are Things Getting Better at DexCom (DXCM)?
Pentair plc (PNR)- Stealth Cuts
Accounting Is Not the Only Risk at Neogen (NEOG)
Conagra (CAG)- Old Habits Die Hard
Littelfuse. Inc. (LFUS)- The Cookie Jars Are Full
Premature Celebration for Helen of Troy (HELE)
The Conspicuous Consistency of Marvell Technology, Inc. (MRVL)
Varonis Systems (VRNS)- When Screens Just Aren’t Enough
Behind Workday’s Numbers (WDAY)
Behind Autodesk’s Numbers- (ADSK)
Manhattan Associates (MANH)- Buyback Math Doesn’t Add Up
EPAM Systems, Inc. (EPAM)- Hidden Challenges in the Path to Turnaround
Coherent Corp.(COHR)- Red Flags Still Flying in 4Q24
Dentsply Sirona Inc. (XRAY) Loses Another CFO
Vertex Inc. (VERX)- 2Q24 Earnings Quality Update
Vertex (VERX)- Four Down, One to Go
Update on Johnson Controls’ 3Q24- More Red Flags
Arrow Electronics (ARW)- How Much Fluff Was in the 62 cps Beat?
Dentsply Sirona (XRAY)- The Erosion Continues
Red Flags Behind Hubbell’s 2Q24 Numbers (HUBB)
Confluent, Inc (CFLT) 2Q24- Another Beat Wasn’t Enough
Pentair's (PNR) 2Q- What's All the Excitement About?
Behind the DexCom Crash (DXCM)
Arrow Electronics (ARW)- A Follow-up to Our Red Flag Note
Trimble Inc (TRMB)- Sometimes It’s What They Don’t Say
Helen of Troy (HELE)- Never Ignore the Flags
Behind Ubiquity’s Numbers (UI)
Behind Motorola Solutions’ Numbers (MSI)
Behind Coherent Corp’s Numbers (COHR)
Behind Arista Networks' (ANET) Numbers
Overview of Cisco’s (CSCO) 3Q24 Earnings Quality
Weakness Behind Allegro MicroSystems’ (ALGM) 4Q24 Numbers
Universal Display (OLED)- Deferred (Revenue) Gratification
Is Growth Weakening at DexCom (DXCM)?
Arrow Electronics (ARW)- Red Flag Note
Trouble at Helen of Troy (HELE)
Confluent, Inc. (CFLT)- Questioning the Quality of the 1Q24 Beat
Warning Signs Still Flashing at Mohawk (MHK)
A Peek Behind Mondelez Intl’s 1Q24 Numbers- (MDLZ)
Red Flag Note- Autoliv, Inc. (ALV)
Behind the 1Q24 Unity Software (U) Miss
Weak 1Q for Cloudflare (NET) Points to More Headwinds
Red Flag Note- Bausch + Lomb Corporation (BLCO)
Update on the Warning Signs at Johnson Controls (JCI)
IBM’s (IBM) 1Q- Another EPS Miss Posing as a Beat
Red Flag Note- Pentair plc (PNR)
Red Flag Note- Cadence Design Systems, Inc. (CDNS)
Quick Look at F5 Networks' (FFIV) Blowup
Questionable Quality of Marvell Technology’s (MRVL) 4Q Results
Red Flag Note- Autodesk, Inc. (ADSK)
Tech Red Flags Notes (CSCO, ITRI)
You’re Only as Good as Your Tools
Discretionary Revenue Recognition
Warning Signs at Johnson Controls (JCI)
A Peek Behind Okta’s (OKTA) 4Q Numbers
IBM- More Big Blue Red Flags in 4Q
Review of Coke’s (KO) 4Q and 10-K
Coca-Cola (KO)- The FX Reversal Is Looming
Texas Instruments (TXN)- Cutting Out the Middleman