Key Highlights: Record Revenue: NVIDIA achieved record revenue of $35.082 billion, representing a 94% increase year-over-year and a 17% increase quarter-over-quarter, driven by robust demand for data center compute and networking platforms for AI solutions. Strong Profitability: Gross margin...

Key Highlights: Platformization Strategy: PANW continues to focus on its platformization strategy, offering integrated security solutions across network, cloud, and endpoint environments. This is reflected in the strong growth of subscription and support revenue, fueled by the adoption of their...

Key Highlights: Consolidated comparable store sales increased 3%, driven entirely by customer transactions, indicating strong customer appeal for their value proposition. “Across the Company, customer transactions drove our comp sales increases, which tells us that our values and treasure hunt...