Executive summary Reddit reported a breakout Q2 2025: revenue $499.6M (-78% YoY growth), advertising revenue $465.3M (+84% YoY), GAAP net income $89.3M, adjusted EBITDA $166.7M, and record daily active uniques (DAUq) 110.4M (+21% YoY). Strong ARPU acceleration (global ARPU $4.53, +47% YoY) and improving margins drove free cash flow $110.8M and cash + marketable securities…
Executive summary Rigetti reported Q2 2025 revenue of $1.8m and a net loss of $39.7m, while completing an equity raise that brought cash, cash equivalents and short-term investments to ~$571.6m and left the company with no outstanding debt at quarter-end. Management pushed product milestones (general availability of a 36-qubit multi-chip system and a stated plan…
Executive summary Opendoor reported tangible progress toward unit economics in Q2 2025 while shrinking balance-sheet exposure: revenue of $1.57B, gross profit $128M, and the company posted its first quarter of Adjusted EBITDA profitability since 2022 (Adjusted EBITDA $23M). Inventory and purchasing activity have been deliberately cut (homes purchased down 63% YoY), reflecting a pivot to…
TL;DR Palo Alto Networks is executing a scale-at-margin cybersecurity strategy: FY-2025 revenue ≈ $9.2B (+15–16% YoY) with Next-Generation Security ARR running in the $5.6–5.8B range and gross margins roughly 73%. The company is pushing into identity and AI security via large M&A (CyberArk acquisition announced), while guided FY-2026 revenue implies mid-teens growth. Balance sheet leverage…
TL;DR ServiceNow reported a “beat-and-raise” Q2 2025: total revenue $3.215B (+22.5% YoY) and subscription revenue $3.113B (+22.5% YoY), lifted guidance for full-year subscription revenue, and doubled down on agentic AI and CRM expansion via the Moveworks acquisition. Results validate ServiceNow’s cloud-workflow + AI strategy but raise two clear tradeoffs: (1) margin upside from scale versus…
All figures, quotes and technical reads were pulled from CrowdStrike’s investor releases, SEC filings and public market-data providers at the time of writing. Verify live charts and filings before acting. Short verdict (one line) CrowdStrike is a high-growth cybersecurity platform with durable ARR expansion, improving margins and strong cash generation; fundamentals pass Profit Pencil’s growth/margin/leverage…
Short verdict (screen fit) Conclusion: NVIDIA satisfies the core fundamental filters (growth, margin, leverage). It does not satisfy the RSI 55–70 requirement at this snapshot and has recently underperformed the Nasdaq over the prior 30 days — momentum reads are neutral-to-bullish but fragile. (NVIDIA Newsroom) 1) Summary fundamentals (latest reported quarter / TTM) 2) Detailed…