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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.
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.