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Hudson Labs

@hudsonlabs

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linkhttp://www.hudson-labs.com calendar_today30-12-2019 20:15:18

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Costco $COST will report earnings at 4:15 PM EST on May 29. - FY25 Q2 comp sales rose 6.8%, with e-commerce up 20.9%. Growth has remained solid for eight consecutive quarters. - Competitors Walmart $WMT and Target $TGT are facing significant tariff headwinds - Look out for any

Costco $COST will report earnings at 4:15 PM EST on May 29.

- FY25 Q2 comp sales rose 6.8%, with e-commerce up 20.9%. Growth has remained solid for eight consecutive quarters.
- Competitors Walmart $WMT and Target $TGT are facing significant tariff headwinds
- Look out for any
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NVIDIA $NVDA Earnings Performance: -> NVIDIA reported Q1 fiscal 2026 revenue of $44.1 billion, marking a 12% increase from the previous quarter and a 69% increase year-over-year. -> Data Center revenue reached $39.1 billion, up 10% from Q4 and 73% from the previous year.

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$DELL to announce earnings today at 4:30 PM EST. Key points to watch out for: - Revenue guided at $22.50-$23.50 Bn for the quarter - AI revenue expected to grow at least 50% in FY26; we’d be keen to get more commentary on DELL’s AI strategy - Keep an eye out for increases in the

$DELL to announce earnings today at 4:30 PM EST.

Key points to watch out for:
- Revenue guided at $22.50-$23.50 Bn for the quarter
- AI revenue expected to grow at least 50% in FY26; we’d be keen to get more commentary on DELL’s AI strategy
- Keep an eye out for increases in the
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$BBY revenue by segment trends, side-by-side with drivers in < 5 seconds Hudson Labs AI makes reliable data extraction easy

$BBY revenue by segment trends, side-by-side with drivers in &lt; 5 seconds

Hudson Labs AI makes reliable data extraction easy
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Get ALL the data you need with a one-word query Salesforce $CRM provides RPO figures in press releases but discusses drivers in transcripts Access both in one place with Hudson Labs AI

Get ALL the data you need with a one-word query

Salesforce $CRM provides RPO figures in press releases but discusses drivers in transcripts

Access both in one place with Hudson Labs AI
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"Using large language models for every task isn’t practical due to high costs and often limited context lengths—how much information they can process at once. As these limitations ease, with longer context windows and falling compute costs, many new applications will become

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Dollar General $DG set to report FY25 Q1 earnings today at 11 AM EST, followed by Dollar Tree $DLTR on June 4, 2025, 8 AM EST. - Look out for tariff-related commentary: $DG’s management is confident that they’re well-positioned to tackle tariffs, $DLTR may face an EPS loss of

Dollar General $DG set to report FY25 Q1 earnings today at 11 AM EST, followed by Dollar Tree $DLTR on June 4, 2025, 8 AM EST.

- Look out for tariff-related commentary: $DG’s management is confident that they’re well-positioned to tackle tariffs, $DLTR may face an EPS loss of
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CrowdStrike Holdings $CRWD reports FY26 Q1 earnings today at 5:00 PM EST. Share price is already up 38% in 2025, surging 8% in the past month. - Analysts Bullish; Dominant player in the cybersecurity industry with a focus on artificial intelligence and machine learning

CrowdStrike Holdings $CRWD reports FY26 Q1 earnings today at 5:00 PM EST. Share price is already up 38% in 2025, surging 8% in the past month.

- Analysts Bullish; Dominant player in the cybersecurity industry with a focus on artificial intelligence and machine learning
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Lululemon Athletica $LULU reports Q1 2025 results on June 5, 2025, 4:30 PM EST. - Consistent margins for past 8 quarters: gross at 60.4% and net at 20.4% in Q4 2024 - US growth guided to remain modest at 5-7%, strong growth guided in China at 25-30%: Watch out for China

Lululemon Athletica $LULU reports Q1 2025 results on June 5, 2025, 4:30 PM EST.

- Consistent margins for past 8 quarters: gross at 60.4% and net at 20.4% in Q4 2024
- US growth guided to remain modest at 5-7%, strong growth guided in China at 25-30%: Watch out for China
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E-signature and digital agreement management company DocuSign $DOCU set to announce FY26 Q1 Results on June 5, 2025, 5:00 PM EST. - Subscription revenue grew 9% YoY in Q4 2024, with a healthy GAAP gross margin of 81.7% - Analysts expect revenue of $748.1M (5.4% YoY growth;

E-signature and digital agreement management company DocuSign $DOCU set to announce FY26 Q1 Results on June 5, 2025, 5:00 PM EST.

- Subscription revenue grew 9% YoY in Q4 2024, with a healthy GAAP gross margin of 81.7%
- Analysts expect revenue of $748.1M (5.4% YoY growth;