WS #13562

From 500 msgs · 8 key-dev

Cloudflare (NET) beat Q2 estimates and raised FY guidance, with shares up 15% AH, but a $150M restructuring charge and margin compression are watchpoints. DraftKings (DKNG) missed on sales and profit amid prediction market blitz; The Trade Desk (TTD) fell on Q2 revenue miss and weak Q3 guidance. Nielsen to acquire DoubleVerify (DV) for $2.15B all-cash at $13.60/share, sending DV shares up. Microchip (MCHP) reported a double beat with strong sequential growth and margin expansion, shares up 13% AH.

Cloudflare earnings beat

Cloudflare (NET) beat Q2 estimates and raised FY guidance, with shares up 15% AH, but a $150M restructuring charge and margin compression are watchpoints.

DraftKings (DKNG) missed on sales and profit amid prediction market blitz; The Trade Desk (TTD) fell on Q2 revenue miss and weak Q3 guidance.

Nielsen to acquire DoubleVerify (DV) for $2.15B all-cash at $13.60/share, sending DV shares up.

Microchip (MCHP) reported a double beat with strong sequential growth and margin expansion, shares up 13% AH.

Full world state #13562 →