Earnings
Earnings Analysis
Company earnings analysis for revenue, EPS, guidance, margins, free cash flow, expectations, and stock reactions.
Earnings calls & releasesAll Earnings Analysis
Open a company report to read the reported numbers, guidance, margins, valuation setup, and what changed after earnings.
Intel (INTC) Q1 2026 Earnings: Turnaround Revenue Beat, Margin Reset & Q2 Guidance
Intel Q1 2026 earnings analysis covering Turnaround Revenue Beat, Margin Reset & Q2 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Micron Technology (MU) Fiscal Q3 2026 Earnings: Record Memory Revenue, HBM Demand & Q4 Guidance
Micron Technology fiscal Q3 2026 earnings analysis covering Record Memory Revenue, HBM Demand & Q4 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Carnival (CCL) Q2 2026 Earnings: Record Revenue, Deposits & Yield Guidance
Carnival Q2 2026 earnings analysis covering Record Revenue, Deposits & Yield Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
BlackBerry (BB) Fiscal Q1 2027 Earnings: QNX Growth, Profitability & FY2027 Guidance
BlackBerry fiscal Q1 2027 earnings analysis covering QNX Growth, Profitability & FY2027 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
FedEx (FDX) Fiscal Q4 2026 Earnings: Stronger Q4, Freight Spin-Off & CY2026 Outlook
FedEx fiscal Q4 2026 earnings analysis covering Stronger Q4, Freight Spin-Off & CY2026 Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Darden Restaurants (DRI) Fiscal Q4 2026 Earnings: Restaurant Comps, LongHorn Strength & FY2027 Outlook
Darden Restaurants fiscal Q4 2026 earnings analysis covering Restaurant Comps, LongHorn Strength & FY2027 Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Accenture (ACN) Fiscal Q3 2026 Earnings: AI Consulting Demand, Bookings & Federal Pressure
Accenture fiscal Q3 2026 earnings analysis covering AI Consulting Demand, Bookings & Federal Pressure, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Target (TGT) Q1 2026 Earnings: Is the Turnaround Finally Working?
Target Q1 2026 earnings showed a sales rebound, positive comparable sales, and stronger guidance, but margin pressure and turnaround costs kept the TGT stock setup more complicated.
Broadcom (AVGO) Fiscal Q2 2026 Earnings: AI Semiconductor Revenue, VMware Leverage & Stock Reaction
Broadcom fiscal Q2 2026 earnings analysis covering AI Semiconductor Revenue, VMware Leverage & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
CrowdStrike (CRWD) Fiscal Q1 2027 Earnings: ARR Growth, Free Cash Flow & Cybersecurity Stock Reaction
CrowdStrike fiscal Q1 2027 earnings analysis covering ARR Growth, Free Cash Flow & Cybersecurity Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Palo Alto Networks (PANW) Fiscal Q3 2026 Earnings: Platformization, NGS ARR & Cybersecurity Outlook
Palo Alto Networks fiscal Q3 2026 earnings analysis covering Platformization, NGS ARR & Cybersecurity Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Dell Technologies (DELL) Fiscal Q1 2027 Earnings: AI Server Revenue, Raised Guidance & Stock Reaction
Dell Technologies fiscal Q1 2027 earnings analysis covering AI Server Revenue, Raised Guidance & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Hewlett Packard Enterprise (HPE) Fiscal Q2 2026 Earnings: Record Revenue, AI Infrastructure Demand & Raised Guidance
Hewlett Packard Enterprise fiscal Q2 2026 earnings analysis covering Record Revenue, AI Infrastructure Demand & Raised Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Costco Wholesale (COST) Fiscal Q3 2026 Earnings: Comparable Sales, Membership Fees & Retail Stock Reaction
Costco Wholesale fiscal Q3 2026 earnings analysis covering Comparable Sales, Membership Fees & Retail Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
lululemon athletica (LULU) Q1 2026 Earnings: Americas Weakness, Margin Pressure & Lower Outlook
lululemon athletica Q1 2026 earnings analysis covering Americas Weakness, Margin Pressure & Lower Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Okta (OKTA) Fiscal Q1 2027 Earnings: Identity Security, RPO Growth & Free Cash Flow
Okta fiscal Q1 2027 earnings analysis covering Identity Security, RPO Growth & Free Cash Flow, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
MongoDB (MDB) Fiscal Q1 2027 Earnings: Atlas Growth, AI Workloads & Raised Guidance
MongoDB fiscal Q1 2027 earnings analysis covering Atlas Growth, AI Workloads & Raised Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Snowflake (SNOW) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Snowflake fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Marvell Technology (MRVL) Fiscal Q1 2027 Earnings: AI Data Center Growth, Raised Guidance & Stock Reaction
Marvell Technology fiscal Q1 2027 earnings analysis covering AI Data Center Growth, Raised Guidance & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Salesforce (CRM) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Salesforce fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Zscaler (ZS) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Zscaler fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Workday (WDAY) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Workday fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Intuit (INTU) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Intuit fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Home Depot (HD) Q1 2026 Earnings: Results, Stock Reaction & Outlook
Home Depot Q1 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Lowe's (LOW) Q1 2026 Earnings: Results, Stock Reaction & Outlook
Lowe's Q1 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
TJX Companies (TJX) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
TJX Companies fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Walmart (WMT) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Walmart fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Cisco (CSCO) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Cisco fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
NVIDIA Q1 FY2027 Earnings: AI Factory Growth, Data Center Scale, Stock Reaction & $91B Guide
NVIDIA Q1 FY2027 earnings analysis covering revenue, Data Center growth, gross margin, Blackwell demand, guidance, stock reaction, and the market signal for AI infrastructure stocks.
AAPL FISCAL Q2 2026 Earnings: Results, Stock Reaction & Outlook
Apple fiscal Q2 2026 earnings analysis covering $111.2B revenue, $2.01 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
MSFT FISCAL Q3 2026 Earnings: Results, Stock Reaction & Outlook
Microsoft fiscal Q3 2026 earnings analysis covering $82.9B revenue, $4.27 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
AMZN Q1 2026 Earnings: Results, Stock Reaction & Outlook
Amazon Q1 2026 earnings analysis covering $181.5B revenue, $2.78 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
META Q1 2026 Earnings: Results, Stock Reaction & Outlook
Meta Platforms Q1 2026 earnings analysis covering $56.3B revenue, $10.44 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
TSLA Q1 2026 Earnings: Results, Stock Reaction & Outlook
Tesla Q1 2026 earnings analysis covering $22.4B revenue, $1.03 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
NVDA FISCAL Q4 2026 Earnings: Results, Stock Reaction & Outlook
NVIDIA fiscal Q4 2026 earnings analysis covering $68.1B revenue, $1.76 GAAP diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
GOOGL Q1 2026 Earnings: Results, Stock Reaction & Outlook
Alphabet Q1 2026 earnings analysis covering $109.9B revenue, $5.11 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
How To Analyze an Earnings Report
A table-led framework for analyzing earnings reports, including revenue growth, EPS, guidance, margins, cash flow, expectations, and stock reaction.