Cloud and data giants face a critical test! Salesforce and Snowflake to release earnings, weekly performance recap (Dec. 1 - Dec. 5)
A visual overview of key company performances~ This post is suitable for likes & applause in the comments.
🌟Dear fellow investors!
Over the past week, the earnings season for Chinese concept stocks has been volatile, ranging from$BABA-W (09988.HK)$$MEITUAN-W (03690.HK)$to new energy vehicle companies,$NIO Inc (NIO.US)$$Li Auto (LI.US)$and players in the intelligent driving sector such as$WeRide (WRD.US)$$Pony AI (PONY.US)$, with market sentiment swinging amid mixed bullish and bearish factors......
As the trading month of November comes to a close and we enter the first week of December, the market will see a group of leading companies in key sectors like artificial intelligence (AI), cloud computing, and cybersecurity release their earnings results!
As the trading month of November comes to a close and we enter the first week of December, the market will see a group of leading companies in key sectors like artificial intelligence (AI), cloud computing, and cybersecurity release their earnings results!The key highlights will initially focus on two cloud service giants.$Salesforce (CRM.US)$and$Snowflake (SNOW.US)$：As a pioneer of the SaaS model, Salesforce has pushed its operating profit margin to a historical high through cost control.The market is now awaiting new growth catalysts from the monetization progress of its AI products.Although its Data Cloud and AI businesses are growing rapidly, whether they can become the core engine driving a return to double-digit growth for a business of this scale—worth tens of billions of dollars—remains uncertain.Snowflake shattered market concerns about "slowing growth" with strong earnings last quarter and raised its full-year guidance. Can this performance continue to bring glory?A broader AI and data ecosystem will also be put to the test:
Cybersecurity Frontline:$CrowdStrike (CRWD.US)$and$Okta (OKTA.US)$Amid increasingly complex cybersecurity threats, their endpoint security and identity management services have become nearly indispensable for enterprises, making their performance a "barometer" of corporate security spending.
Data Infrastructure:The leading database company$MongoDB (MDB.US)$and an emerging force in data security$Rubrik (RBRK.US)$, will reveal the vibrancy of the data ecosystem from different dimensions.
At the same time,A representative semiconductor company$Marvell Technology (MRVL.US)$, as a key participant in AI chips other than NVIDIA, is closely watched for its developments in customized chips and data center networking!And$Credo Technology (CRDO.US)$As an expert in high-speed connectivity solutions,it stands to directly benefit from the enormous demand for data flow interactions within AI data centers, with both expected to jointly affirm the sustained high热度 of investment in the AI sector.
And$Credo Technology (CRDO.US)$As an expert in high-speed connectivity solutions,it stands to directly benefit from the enormous demand for data flow interactions within AI data centers, with both expected to jointly affirm the sustained high热度 of investment in the AI sector.In addition, several Canadian banks$Bank of Nova Scotia (BNS.US)$$Royal Bank of Canada (RY.US)$$Bank of Montreal (BMO.US)$and retail stocks$Macy's (M.US)$$The Kroger Co. (KR.US)$will also release their earnings, providing the market with diverse perspectives on consumer health and the interest rate environment for loans.
Which company's 'report card' are you most looking forward to? And which sector’s performance do you expect to shine? Feel free to interact and share your thoughts with us in the comments section~👇
![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] 🌟Dear fellow investors, greetings! Over the past week, the earnings performance of Chinese stocks has been volatile, ranging from$BABA-W (09988.HK)$$MEITUAN-W (03690.HK)$to new energy vehicle companies,$NIO Inc (NIO.US)$$Li Auto (LI.US)$as well as players in the intelligent driving field such as$WeRide (WRD.US)$$Pony AI (PONY.US)$, with market sentiment oscillating amid mixed bullish and bearish factors...[Smart]As the trading in November comes to an end and the first week of December begins, the market is set to welcome a group of leading companies in key sectors such as artificial intelligence (AI), cloud computing, and cybersecurity announcing their earnings! [Hey]The main highlights initially focus on two major cloud service giants.$Salesforce (CRM.US)$and$Snowflake (SNOW.US)$：As a pioneer of the SaaS model, Salesforce has pushed its operating profit margin to a historical high through cost control.The market is now awaiting new growth catalysts from the monetization progress of its AI products.Although its Data Cloud and AI businesses are growing rapidly, it remains uncertain whether they can become the core engine driving double-digit growth for a company with a market value in the tens of billions of dollars.[Thinking Face]Snowflake dispelled market concerns about "slowing growth" last quarter with strong earnings and raised its full-year guidance. Can this performance continue to bring glory? A broad...](https://nnqimage.futunn.com/sns_client_feed/999982/20251128/web-1764316493172-WmzGQU6lA0.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your radar? Hurry and join @富途業績SirLet’s track the latest earnings together and focus on@First Scene of Earnings Callsfor an up-close view of the earnings calls. Seize the opportunity to enhance your investment strategy!
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A lineup of high-profile stocks is set to release their earnings reports! How can you ensure not to miss out on the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendars
Click to learn more about corporate earnings announcement schedules:More earnings calendars[Interactive Session]
Companies set to announce their performance next week have already attracted considerable attention. Fellow investors, how do you think these companies will perform? Join in to make your predictions!🎁The Q3 earnings season is nearing its end! Did you seize the opportunity to make a profit this earnings season? What exclusive strategies or insights can you share?
Welcome fellow investors to the discussion.#Q3 earnings season awaits your 'one trade to rule them all'!# Share your trades and unlock generous rewards, including points, merchandise, and cash vouchers!
![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] 🌟Dear fellow investors, greetings! Over the past week, the earnings performance of Chinese stocks has been volatile, ranging from$BABA-W (09988.HK)$$MEITUAN-W (03690.HK)$to new energy vehicle companies,$NIO Inc (NIO.US)$$Li Auto (LI.US)$as well as players in the intelligent driving field such as$WeRide (WRD.US)$$Pony AI (PONY.US)$, with market sentiment oscillating amid mixed bullish and bearish factors...[Smart]As the trading in November comes to an end and the first week of December begins, the market is set to welcome a group of leading companies in key sectors such as artificial intelligence (AI), cloud computing, and cybersecurity announcing their earnings! [Hey]The main highlights initially focus on two major cloud service giants.$Salesforce (CRM.US)$and$Snowflake (SNOW.US)$：As a pioneer of the SaaS model, Salesforce has pushed its operating profit margin to a historical high through cost control.The market is now awaiting new growth catalysts from the monetization progress of its AI products.Although its Data Cloud and AI businesses are growing rapidly, it remains uncertain whether they can become the core engine driving double-digit growth for a company with a market value in the tens of billions of dollars.[Thinking Face]Snowflake dispelled market concerns about "slowing growth" last quarter with strong earnings and raised its full-year guidance. Can this performance continue to bring glory? A broad...](https://nnqimage.futunn.com/sns_client_feed/999982/20251128/web-1764316978362-MhxQ51ScC8.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
👏The newly upgraded 'Earnings Express' helps you stay ahead with three key features during earnings season!
![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] 🌟Dear fellow investors, greetings! Over the past week, the earnings performance of Chinese stocks has been volatile, ranging from$BABA-W (09988.HK)$$MEITUAN-W (03690.HK)$to new energy vehicle companies,$NIO Inc (NIO.US)$$Li Auto (LI.US)$as well as players in the intelligent driving field such as$WeRide (WRD.US)$$Pony AI (PONY.US)$, with market sentiment oscillating amid mixed bullish and bearish factors...[Smart]As the trading in November comes to an end and the first week of December begins, the market is set to welcome a group of leading companies in key sectors such as artificial intelligence (AI), cloud computing, and cybersecurity announcing their earnings! [Hey]The main highlights initially focus on two major cloud service giants.$Salesforce (CRM.US)$and$Snowflake (SNOW.US)$：As a pioneer of the SaaS model, Salesforce has pushed its operating profit margin to a historical high through cost control.The market is now awaiting new growth catalysts from the monetization progress of its AI products.Although its Data Cloud and AI businesses are growing rapidly, it remains uncertain whether they can become the core engine driving double-digit growth for a company with a market value in the tens of billions of dollars.[Thinking Face]Snowflake dispelled market concerns about "slowing growth" last quarter with strong earnings and raised its full-year guidance. Can this performance continue to bring glory? A broad...](https://nnqimage.futunn.com/sns_client_feed/999982/20251128/web-1764317075004-xu1smuIXdT.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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