Eugene Ng

Eugene Ng@EugeneNg

CrowdStrike $CRWD 2Q27 Earnings - Rev $1.4b +26% ↗️🟢 - GP $1.1b +27% ↗️🟢 margin 74.6% +97 bps ✅ - NG EBIT $372m +46% ↗️🟢 margin 25.3% +346 bps ✅ - EBIT -$33m ⤴️🟢 margin -2.3% +676 bps ✅ - NG Net Inc $323m +36% ↗️🟢 margin 22.0% +165 bps ✅ - Net Inc $5m ⤴️🟢 margin 0.4% https

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Eugene Ng@EugeneNg

Pro Medicus $PME FY26 Earnings - Rev A$270.8m +23% ↗️🟢(+28% FXN) - GP A$270.4m +23% ↗️🟢 margin 99.9% -1 bps ↘️🔴 - Underlying EBITDA $204.2m +24% ↗️🟢 margin 75.4% +65 bps ✅ - EBIT A$377.5m* +131% ⤴️🟢 margin 139.4% +6538 bps ✅ - Underlying EBIT A$196.1m +24% ↗️🟢 (+31% FXN) https

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Eugene Ng@EugeneNg

https://t.co/KWTNHQNEvK 2Q26 Earnings - Rev ¥346.4b -3% ↘️🔴 - GP ¥59.3b +5% ↗️🟡 margin 17.1% +124 bps ✅ - Adj EBITDA ¥7.9b +165% ⤴️🟢 margin 2.3% +145 bps ✅ - EBIT ¥5.9b +426% ⤴️🟢 margin 1.7% +139 bps ✅ - NG Net Inc ¥8.9b +21% ↗️🟢 margin 2.6% +50 bps ✅ - Net Inc ¥8.7b http

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Eugene Ng@EugeneNg

Nu Holdings $NU 2Q26 Earnings - Gross Revenue $5.9b +56% ↗️🟢 - Rev $5.5b +50% ↗️🟢 - Rev (Interest Income) $4.8b +52% ↗️🟢 - Rev (Fee & Comm Income) $752m +39% ↗️🟢 - GP $2.3b +52% ↗️🟢 margin 42.6% +36 bps ✅ - EBIT $1.2b +41% ↗️🟢 margin 22.4% -155 bps ↘️🔴 - Net Inc $1.1b

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Eugene Ng@EugeneNg

Adyen 1H26 Earnings - Rev €1.3b +19% ↗️🟢 (+21% FXN) - EBITDA €642m +18% ↗️🟢 margin 49.2% -48 bps ↘️🔴 - EBIT €564m +17% ↗️🟢 margin 43.3% -84 bps ↘️🔴 - Net Inc €544m +13% ↗️🟡 margin 41.8% -223 bps ↘️🔴 - FCF €553m +17% ↗️🟢 margin 42.5% -92 bps ↘️🔴 Revenue by Type -

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Eugene Ng@EugeneNg

Tencent 0700 2Q26 Earnings - Rev ¥204.8b +11% ↗️🟡 - GP ¥118.4b +13% ↗️🟡 margin 57.8% +92 bps ✅ - Adj EBITDA ¥91.4b +7% ↗️🟡 margin 44.6% -152 bps ↘️🔴 - NG EBIT ¥75.6b +9% ↗️🟡 margin 36.9% -60 bps ↘️🔴 - EBIT ¥67.3b +12% ↗️🟡 margin 32.9% +28 bps ✅ - NG Net Inc ¥68.4b +9%

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Eugene Ng@EugeneNg

Sea Limited $SE 2Q26 Earnings - Rev $7.8b +48% ↗️🟢 - GP $3.6b +47% ↗️🟢 margin 45.6% -24 bps ↘️🔴 - Adj EBITDA $917m +11% ↗️🟡 margin 11.8% -399 bps ↘️🔴 - EBIT $650m +33% ↗️🟢 margin 8.4% -92 bps ↘️🔴 - Net Inc $458m +11% ↗️🟡 margin 5.9% -199 bps ↘️🔴 - OCF $1.5b -7% ↘️🔴 https://t

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Eugene Ng@EugeneNg

The Trade Desk $TTD 2Q26 Earnings - Rev $715m +3% ↗️🟡(< $750m +8% guide) - Adj EBITDA $241m -11% ↘️🔴 margin 33.7% -527 bps ↘️🔴 - EBIT $102m -13% ↘️🔴 margin 14.2% -262 bps ↘️🔴 - NG Net Inc $158m -22% ↘️🔴 margin 22.0% -723 bps ↘️🔴 - Net Inc $64m -29% ↘️🔴 margin 9.0% -398

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close