반응형 techstocks4 Uber (UBER) Stock Analysis: Gross Bookings vs Revenue Gap Uber Technologies (NYSE: UBER) processed $58.0 billion in gross bookings in the second quarter of 2026, up 24% year over year, while reported revenue rose only 12%. This UBER stock analysis works through where those twelve percentage points went, how a UK business model change rewrote the top line on January 2, 2026, why the trailing price-to-earnings ratio of 16.5x understates what investors ar.. 2026. 9. 11. CrowdStrike (CRWD) Stock Analysis: GAAP vs Non-GAAP Results CrowdStrike Holdings (NASDAQ: CRWD) reported second-quarter fiscal 2027 revenue of $1.47 billion, up 26 percent year over year, with annual recurring revenue of $5.84 billion and record net new ARR of $332.8 million. This CRWD stock analysis works through the gap between the company's GAAP and non-GAAP results across thirty quarters, what still sits inside the adjustments two years after the Jul.. 2026. 9. 8. Shopify (SHOP) Stock Analysis: Net Income vs. Equity Gains Shopify (NASDAQ: SHOP) grew Q2 2026 revenue 33.7% to $3.58 billion and reported net income of $1.50 billion, but $1.06 billion of that bottom line came from marking equity investments to market. This SHOP stock analysis works through what the company's own footnote asks investors to subtract, how 45 quarterly earnings releases line up when both measures are counted, why one aggregator shows oper.. 2026. 9. 7. Dell (DELL) Stock Analysis: Q2 FY2027 Earnings and Guidance Dell Technologies (NYSE: DELL) reported fiscal Q2 2027 results after the close on September 1, 2026, with revenue of $46.97 billion, up +58% year over year, and raised its full-year revenue outlook by $25 billion in a single quarter. This DELL stock analysis works through the quarter's reported numbers, the composition of the infrastructure revenue increase, the incremental operating margin that.. 2026. 9. 2. Previous 1 Next 반응형
