The Minutes of Brad Gerstner on guidance https://minutesof.com/brad-gerstner/on/guidance/ Everything Brad Gerstner has said on guidance: 3 verbatim quotes between June 2023 and May 2024, each with a timestamp and a link to the recording it came… en Mon, 31 Aug 2026 13:08:59 +0000 Gerstner states 54% of software companies missed guidance expectations, worst quarter since 2022. https://minutesof.com/q/b2bbb499-8d40-4b22-9d72-7a5aea426a96/ https://minutesof.com/q/b2bbb499-8d40-4b22-9d72-7a5aea426a96/ “54% of software companies disappointed in the quarter. And that's the worst quarter I think we've had since 2022 in terms of their view as to the future.” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 guidance Gerstner reports Super Micro raised full-year guidance 40% to $14 billion. https://minutesof.com/q/c4c67273-d35e-4757-8f4a-833be3e588dd/ https://minutesof.com/q/c4c67273-d35e-4757-8f4a-833be3e588dd/ “Super Micro took their full year guide up after the bell today by 40%. 40% to $14,000,000,000.” — CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 guidance Gerstner notes Nvidia revised Q2 datacenter guidance from $7 billion to $11 billion, defying negative expectat https://minutesof.com/q/5c50291b-f319-4934-9ce1-3f5787b4c4a6/ https://minutesof.com/q/5c50291b-f319-4934-9ce1-3f5787b4c4a6/ “People thought data center revenues this year were gonna be negative, and they just revised their guide from 7,000,000,000 in q two to to 11,000,000,000 in q two.” — All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 guidance