TMTB Morning Wrap - TMT Breakout

May 9, 2024 · Q2 guide implies 14% growth at the mid pt, which is way below expects of ~$930M / 20%+ growth and FY guide implies 16% growth at the high end despite mgmt’s confidence …

14%
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TMTB Morning Wrap - TMT Breakout

2 weeks from now

May 9, 2024 · Q2 guide implies 14% growth at the mid pt, which is way below expects of ~$930M / 20%+ growth and FY guide implies 16% growth at the high end despite mgmt’s confidence …

tmtbreakout.com

6%
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TMTB Morning Wrap - TMT Breakout

2 weeks from now

Oct 29, 2024 · Focus mainly on the billings miss given more positive sentiment on CHKP going into the print. Billings came in at 6% vs street at 8% expects closer to high single digits/10%, …

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11%
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TMTB: Morning Wrap - TMT Breakout

2 weeks from now

Nov 7, 2024 · Approves $15B repurchase plan. Majority of beat came on strong auto & IoT revs. Stock ended up selling off a bit during the call from +11% to +7% as mgmt chose not to guide …

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2%
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TMTB Morning Wrap - TMT Breakout

2 weeks from now

Oct 21, 2024 · QQQs are down 60bps; Oil +2%, BTC -80bps. Yields ticking up again +4-5 bps across the curve. China -2% led lower by tech. Not a lot of news over the weekend on the …

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4%
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TMTB EOD Wrap - TMT Breakout

2 weeks from now

2 days ago · MS with a good IT survey this morning. I posted some snippets in my morning note. CRM +1.4% as BAML made it a top pick. TEAM +4.3%: Mizuho called out greater than usual …

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