Earnings Review
SNOW
Snowflake (SNOW) Earnings Review
Housekeeping: * My detailed Zscaler Earnings Review can be found here. * Salesforce and MongoDB earnings reviews will come tomorrow. * Snowflake 101 (intro to the business) can
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ZS
Zscaler (ZS) Earnings Review
Other reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin & Cloudflare * Duolingo * Meta
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NVDA
Nvidia & Cava Earnings Reviews
Other reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin & Cloudflare * Duolingo * Meta
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NU
Nu Q1 2026 Earnings Review
Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin & Cloudflare * Duolingo * Meta * Lemonade
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