Enigmatig Perks on 1H Figures

Workday, Inc. (WDAY) shares have declined over the past year. Jim Cramer highlighted CEO Aneel Bhusri's optimism about new products and potential earnings acceleration. The company reported Q2 revenue of $2.65B, with subscription revenue growing 13.9% and AI-related metrics showing strong growth. However, subscription growth guidance is below high expectations, and competition and spending slowdowns pose risks. Hedge fund ownership decreased in Q2, with notable exits and high short interest.

Campbell's Co (CPB) reported Q4 2026 earnings, expecting organic sales to decline 3% with Meals & Beverages down slightly and Snacks improving. Inflation is projected at 5-6%, with EPS declining in Q1 but turning positive by Q4. The company plans $500M in cost savings and modest price increases. Snacks segment faces challenges but expects recovery in subsequent quarters. Management discussed dividend reduction and pricing strategies.

Zscaler Inc. (ZS) reported Q4 revenue of $898M, up 25% YoY, and non-GAAP EPS of $1.19, beating estimates. ARR grew 35% to $3.77B, with 17% net new ARR growth excluding acquisitions. FY27 guidance suggests slower growth (16.6-17.5%). Jim Cramer noted high short interest (5.9% of float).

Lululemon Athletica (LULU) shares fell 17.4% after Q2 earnings missed estimates, with revenue down 4% to $2.42B and comparable sales down 9%. Jim Cramer cited mismanagement, while Michael Burry noted a strong balance sheet and potential undervaluation. Hedge fund ownership declined, with 51 funds holding stakes in Q2.

John Wiley & Sons (WLY) reported Q1 earnings with research publishing demand up, submissions rising 31%, and publishing output increasing 8%. The company expects $30M in cost synergies from the Emerald acquisition by year three. AI revenue is on track to exceed $50M in fiscal 2027, with $14M recognized in Q1. Learning revenue declined 20% due to lower print sales and prior-year AI licensing revenue. Guidance was reaffirmed, including organic revenue growth of low-to-mid-single digits and adjuste

Broadcom Inc. (AVGO) reported Q3 revenue of $29.6B, EPS of $3.32, and raised AI semiconductor revenue guidance. Despite beating estimates, shares dipped due to lower-than-expected Q4 guidance and margin compression. Jim Cramer noted the stock's volatility and potential insider knowledge. Snowflake Inc. (SNOW) shares surged 21% post-earnings, showcasing AI platform adoption but reporting a net loss.