With 3Q earnings mostly underway save for a few notable cloud companies like Crowdstrike (CRWD) and Zscaler (ZS), Sheraz Mian joins Oliver to break down the quarter’s results. Mian says it was an overall strong quarter of earnings. By historical standards the rate of companies that beat on EPS and sales results were high but remained below what we saw in the first half of the year when easier comparisons were a factor. While on the down side Mian says there were some disconcerting trends in management commentary concerning margins and expenses.
30 Nov 2021