AlphaSense @AlphaSenseInc
AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice) alpha-sense.com US | EU | IN Joined September 2013-
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$SYY Guidance: "We are reiterating adjusted EPS of $4.20 to $4.40. Our guidance at the midpoint assumes approximately 7% EPS growth on a year-over-year basis. Factoring in the softer overall marketplace, we also expect to end the year with net sales to be approximately $79…
$THC Guidance: "For 2024, we now expect consolidated net operating revenue in the range of $20 billion to $20.4 billion. As Saum mentioned, we are in our adjusted EBITDA outlook range by $215 million to $3.5 billion to $3.7 billion, reflecting the strong start of the year. The…
$EAT Guidance: "Brinker's annual total revenues for the current fiscal year are now expected to be in the range of $4.330 billion and $4.350 billion. Capital expenditures are currently on pace to be between $185 million to $195 million for the fiscal year. And our estimate for…
$LLY Guidance: "Given the strength we're seeing in our business and projections for continued acceleration expected in the second half of the year, we're increasing our full year revenue outlook by $2 billion on the top and bottom end of the range to be between $42.4 billion to…
$MMM Guidance: "..we expect a strong expansion in adjusted operating margins of approximately 200 to 275 basis points year-on-year, up from an estimated midpoint of 18.7% in 2023. With respect to adjusted EPS, we anticipate full year 2024 earnings in the range of $6.80 to $7.30…
$WELL Guidance: "..we updated our full year 2024 outlook for net income attributable to common stockholders to $1.48 to $1.61 per diluted share. And normalized FFO of $4.02 to $4.15 per diluted share or $4.85 at the midpoint. The incremental increase of $0.065 from prior…
$CVLT Earnings: - Total revenues were $223.3 million, up 10% year over year - Subscription revenue was $119.9 million, up 27% year over year - Income from operations (EBIT) was $18.2 million, an operating margin of 8.1% - Non-GAAP EBIT was $45.2 million, an operating margin of…
$PYPL Guidance: "For the second quarter, we expect revenue to increase approximately 6.5% at spot and 7% on a currency-neutral basis. In addition, we expect non-GAAP earnings per share to increase by a low double-digit percentage. For the full year, we continue to plan for a…
$ZBRA Guidance: "For Q2, we expect sales to decrease between 1% and 5% compared to the prior year. We entered the second quarter with a solid backlog and pipeline of opportunities, particularly for mobile computing in retail and e-commerce. This outlook assumes a modest…
$IT Guidance: "We expect Research revenue of at least $5.115 billion, which is FX-neutral growth of about 5%. First quarter results were about in line with our expectations, we updated for the stronger dollar. We expect Conferences revenue of at least $560 million, which is…
$NXPI Guidance: "..we anticipate Q2 revenue to be $3.125 billion, plus or minus about $100 million. At the midpoint, this is down 5% year-on-year and flat sequentially. We expect non-GAAP gross margin to be about 58.5% plus or minus 50 basis points, which includes approximately…
$SYY Earnings: - Gross profit increased 5.2% to $3.6 billion - EPS increased 1.2% to $0.85, compared to $0.84 in the same period last year, and adjusted EPS increased 6.7% to $0.96 - Operating income increased 3.8% to $722.0 million, and adjusted operating income increased 8.4%…
$MLCO Earnings: - Total operating revenues for the first quarter of 2024 were US$1.11 billion, representing an increase of approximately 55% from US$716.5 million for the comparable period in 2023. - Operating income for the first quarter of 2024 was US$125.4 million, compared…
$PYPL Earnings: - Q1'24 revenue increased 9% to $7.7 billion; 10% on a currency-neutral basis (FXN) - Q1'24 GAAP EPS increased 18% to $0.83; non-GAAP EPS increased 27% to $1.08 - GAAP operating margin expanded 98 basis points to 15.2%; non-GAAP operating margin expanded 84…
$GLW Earnings: - GAAP sales were $2.98 billion. Core sales were $3.26 billion. Year over year, GAAP and core sales declined by 6% and 3%, respectively. - GAAP EPS was $0.24, and core EPS was $0.38. The difference between GAAP and core EPS primarily reflected constant-currency…
$TAP Earnings: - U.S. GAAP income before income taxes of $265.4 million increased 160.5% reported. - U.S. GAAP net income attributable to MCBC of $207.8 million, $0.97 per share on a diluted basis. Underlying (Non-GAAP) diluted earnings per share ("EPS") of $0.95 per share…
$SIRI Earnings: - First Quarter 2024 Revenue of $2.16 Billion; Up 1% Year-Over-Year - Net Income of $265 Million; Diluted EPS of $0.07 - Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year - Free Cash Flow of $132 Million; Down 8% Year-Over-Year "I'm pleased to share solid…
$AMT Earnings: - Total revenue increased 2.4% to $2,834 million - Property revenue increased 3.3% to $2,804 million - Net income increased 192.6% to $922 million(1)(2)(3) - Adjusted EBITDA increased 5.2% to $1,854 million - Net income attributable to AMT common stockholders…
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6K Followers 1K Following Grew up riding the subway, running with people up in Harlem down on Broadway. Writing about money, technology and people for @WSJ. 2% troll.We are hiring a Sr. Design Systems Designer @AlphaSenseInc Over the past 5 years we've worked to build and maintain our AlphaSense design system, now it's time to take it to the next level. DM's are open! grnh.se/f1100d1c2us
If you found this insightful, feel free to share & follow, as I often post content like this. The full interview is found on AlphaSense: research.alpha-sense.com/?docid=EC-0401…
🤩 Events have the potential to be your biggest #ReviewGen channel. 🧠 Learn how best to capture #Reviews at in-person, virtual, or hybrid events—watch the full interview with @AlphaSenseInc and @Apptio, an IBM Company: bit.ly/43W5odg #EventSupport #B2B #SocialProof
@MRWahdy @AlphaSenseInc Yeah , Sentieo now AlphaSense. Makes sense. I get the emails from it. They bought Sentieo. I like it
@neverhedgecap @AlphaSenseInc Sentieo was like a repackaged Refinitiv data terminal + extra widgets (I think they had alt data) and a notebook. Alphasense is the modern “work center” for research. It replaces saving stuff in folders/pdf readers/etc. Much better than bbg for this sort of workflow
Thanks to @FortuneMagazine for including my thoughts on ASML and the company's position within the semiconductor ecosystem as AI grows. fortune.com/2024/04/18/asm… @AlphaSenseInc #AI #Semiconductors
If you found this insightful, feel free to share & follow me as I often post content like this. The full interview is found on AlphaSense:…
AlphaSense promotes its interim CMO, Heather Zynczak to Chief Marketing Officer #ChiefMarketingOfficer #Diversity #WomenInLeadership
@AlphaSenseInc @MorganStanley Would love to have Jack on my show!
@EvanKirstel @AlphaSenseInc Thanks for having me on, @EvanKirstel! Look forward to the next one!
AI Next: Investing in the Future of Tech with @AlphaSenseInc. As #AI continues to evolve, where should businesses be directing their investments to stay ahead? Is it #cloud #tech, #cybersecurity, or something else? #RSAC #CIO #Enterprise x.com/i/broadcasts/1…
If you found this insightful, feel free to share & follow me as I often post content like this. The full interview is found on AlphaSense: research.alpha-sense.com/?docid=EC-0327…
Congrats to PortCos @SteelEyeLtd and @AlphaSenseInc for being recognized by the 2024 @WatersTech Sell-Side Awards. 🤖 Best AI Technology (#surveillance & #compliance) – SteelEye 🤖 Best AI Technology (content & #research) – AlphaSense waterstechnology.com/awards-ranking…
Big news coming out of @AlphaSenseInc! Congrats to Jack Kokko and the team for surpassing $200M in ARR and doubling revenue in under 2 years📈 Great writeup on @FortuneMagazine with insights from Jack on the impact of the milestone. fortune.com/2024/04/09/gol…
@AlphaSenseInc Appoints Heather Zynczak As Chief Marketing Officer martech360.com/analytics/alph… #martech360 #newsmedia #news #marketingtechnology #artificialintelligence #analytics #AlphaSense
Exciting news! I joined @alphasense as #CMO because of its limitless potential & unmatched AI platform, but even more excited about our growth trajectory - crossing $200M ARR & doubling revenue in <2 yrs. Read the exclusive interview: bit.ly/4cPnJfW
AlphaSense Appoints Heather Zynczak as Chief Marketing Officer, Doubles Revenue in Less Than Two Years ow.ly/THj950Rbp81 #marketing #martech #technology
I’m joining @AlphaSenseInc as #CMO! Everything I could want in a next step: •Groundbreaking platform & AI✅ •Skyrocketing growth✅ •Visionary exec team ✅ Excited for once-in-a-lifetime journey! prnewswire.com/news-releases/…
Fewer mentions of DEI in earnings calls: