EARNINGS WRAP — Friday, September 04 7 reported, 3 pending. Tech-heavy slate with Ciena, DocuSign, Guidewire, plus lululemon and Campbell’s. Ciena’s +22% EPS beat is the standout. lululemon’s GAAP vs

$CIEN — Ciena Corporation Adj EPS $2.11 vs $1.73 consensus, +22.1% beat. Revenue $1.7B, up 37% yoy. GAAP EPS $1.83 — clean gap, no red flags. Monster quarter. Optical networking demand is real. $GWRE — Guidewire Software Adj EPS $0.99 vs $0.94, +5.5% beat. Revenue $411.1M. GAAP EPS $0.38 — wide gap but not unusual for software. Steady execution, no fireworks. $LULU — lululemon athletica GAAP EPS $2.92 vs consensus $1.79 — but basis divergence is extreme, don’t force a beat. Revenue $2.4B, down 4.3% yoy. The GAAP number likely includes a non-operating gain. Revenue decline is the real story. $DOCU — DocuSign Adj EPS $1.16 vs $1.09, +6.9% beat. Revenue $875.7M. GAAP EPS $0.41. Solid but not spectacular. Billings and guidance will matter more. $TTC — The Toro Company Adj EPS $1.33 vs $1.31, +1.7% beat. Revenue $1.2B, flat yoy. GAAP EPS $0.81. In-line quarter. No growth, no drama. $PL — Planet Labs Adj EPS $0.02 vs -$0.02 consensus. Revenue $116.1M, up 58.1% yoy. GAAP EPS -$0.03. Revenue g

$CIEN — Ciena Corporation Adj EPS $2.11 vs $1.73 consensus, +22.1% beat. Revenue $1.7B, up 37% yoy. GAAP EPS $1.83 — clean gap, no red flags. Monster quarter. Optical networking demand is real.