📈 Earnings Tearsheets

Total Reports
59
Companies Covered
59
Most Recent
MSFT
Ticker Headline Report Date Earnings Date
MSFT MSFT Q2 FY2026 Review: Cloud Surpasses $50B, But CapEx Surge and Margin Guidance Spook Market 2026-03-04 Unknown
CRCL CRCL Q4 2025 Review: USDC Volume Surges 247%, RLDC Margin Re-Rates +1,004 bps; Rate Headwind Persists 2026-02-25 Unknown
CNDT CNDT Q4 2025 Review: Margins Expand Sharply but Revenue Miss Persists; No 2026 Guidance 2026-02-20 Unknown
RDDT RDDT Q4 2025 Review: Ad Revenue Surges 75%; Profitability Inflects, Guidance Solid but Stock Fades 2026-02-17 Unknown
MGM MGM Q4 2025 Review: Macau and Digital Surge Offset Vegas Softness; Buybacks Accelerate 2026-02-16 Unknown
SPHR SPHR Q4 CY2025 Review: Sphere Segment Surges 62%; First Profitable Quarter Drives Massive EPS Beat 2026-02-12 Unknown
AEHR AEHR Q2 FY2026 Review: Revenue Misses, but $60-80M Bookings Outlook Sets Stage for FY27 Rebound 2026-02-03 Unknown
NET NET Q3 2025 Review: Growth Re-Accelerates to 31%; Workers AI Drives $100M+ Deal; Guidance Raised 2026-01-29 Unknown
PYPL PYPL Q3 2025 Review: Branded Checkout Accelerates; Guidance Raised on Venmo Strength; Stock Volatile on Growth Concerns 2026-01-20 Unknown
DIS DIS Q4 FY2025 Review: Parks Record Profit; Streaming Profitable; Revenue Miss Pressures Stock Despite Bullish FY26 Outlook 2026-01-20 Unknown
ADBE ADBE Q4 FY2025 Review: Record Revenue but AI Monetization Timeline Pressures Valuation; Guidance Solid 2026-01-20 Unknown
KHC KHC Q3 2025 Review: Volume Pressures Persist; Guidance Cut Again; Spin-Off on Track for 2H 2026 2026-01-20 Unknown
TSM TSM Q4 2025 Review: AI Demand Drives Record Profit; Capex Surge Signals Aggressive 2026 Build-Out 2026-01-15 Unknown
ROKU First Profitable Quarter Since 2021 2026-01-12 Unknown
TER HEADLINE: TER Q3 2025 Review: AI Demand Ignites 22% Stock Surge; Compute/Memory Drives Record Q4 Guide 2026-01-10 Unknown
NFLX HEADLINE: NFLX Q3 2025 Review: Revenue Accelerates to 17%, but Brazilian Tax Hit Crushes Margins; Thesis Intact 2026-01-10 Unknown
MU MU Q1 FY2026 Review: AI Supercycle Ignites—HBM Sold Out Through 2026, Margins Expand to 57% 2026-01-08 Unknown
IOT HEADLINE: IOT Q3 FY26 Review: First GAAP Profit, 29% Growth, but Shares Drift on Muted After-Hours Reaction 2026-01-03 Unknown
WRBY Revenue miss drives 14% intraday selloff. 2026-01-02 Unknown
CIB HEADLINE: CIB Q3 2025 Review: Profitability Surges 30% Above Estimates; ROE Hits 20.4% 2025-12-17 Unknown
EOSE HEADLINE: EOSE Q3 2025 Review: Record Revenue Doubles, but Misses Guidance; Path to Profitability Reiterated 2025-12-14 Unknown
DUOL HEADLINE: DUOL Q3 2025 Review: User Growth Accelerates, Revenue Beats, but Guidance Light Triggers 25% Selloff 2025-12-14 Unknown
TXN Primary Beat Driver 2025-12-14 Unknown
ORCL HEADLINE: ORCL Q2 FY26 Review: Cloud Backlog Surges but Revenue Miss Triggers Selloff 2025-12-11 Unknown
GEV Revenue momentum accelerating, profitability lagging: 2025-12-10 Unknown
SQM HEADLINE: SQM Q3 2025 Review: Record Lithium Volumes Drive Beat; Margins Compress on Pricing Headwinds 2025-12-10 Unknown
NWMD Primary Driver: 2025-12-05 Unknown
AKBNK AKBNK Q3 2025 Review: Loan Growth Surges 28%; NIM Rebounds but ROE Guided Lower 2025-12-05 Unknown
ZION Strong revenue beat (+2.7%) driven by NIM expansion and fee income growth 2025-12-04 Unknown
MTB Robust beat driven by margin expansion and expense discipline 2025-12-04 Unknown
TFC Beat driven by fee income surge, margin stabilization 2025-12-04 Unknown
CAT First positive revenue growth in seven quarters 2025-12-04 Unknown
UBER HEADLINE: UBER Q3 2025 Review: Record Trip Growth Powers 20% Revenue Beat; Margins Light on Q4 Guide 2025-12-04 2025-11-04
NYCB Loss narrowed significantly, beating expectations by wide margin 2025-12-04 Unknown
AAPL Services carry the narrative: 2025-12-03 2025-10-30
YPF Vaca Muerta transforms operations, but conventional decline drags results: 2025-12-03 2025-11-10
CRWV Revenue momentum explosive, but profitability path uncertain: 2025-12-03 2025-11-10
FANDF HEADLINE: FANDF FY2025 Review: Resilient 10% Earnings Growth Despite £146M UK Motor Provision; ROE Strong at 20.2% 2025-12-01 Unknown
VW HEADLINE: VW Q3 2025 Review: Tariffs and Porsche Charges Drive €1.3B Operating Loss; Margin Collapses; Guidance Cut 2025-12-01 Unknown
HD HEADLINE: HD Q3 FY25 Review: Third Straight Miss; Demand Deteriorates; Guidance Cut Again on Storm Absence 2025-12-01 Unknown
SERV HEADLINE: SERV Q3 2025 Review: Revenue Surges 210% YoY; Losses Widen on Fleet Expansion; Guidance Light 2025-11-29 Unknown
SMTC HEADLINE: SMTC Q3 FY2026 Review: Record Revenue, Margin Expansion; Guidance Light on EPS 2025-11-25 Unknown
AMBA HEADLINE: AMBA Q3 FY2026 Review: Record Revenue, Edge AI at 80%; Muted Guidance Pressures Stock 2025-11-25 Unknown
MGLU3 HEADLINE: MGLU3 Q3 2025 Review: AI Commerce Drives Conversion, Profitability Steady; Ads Surge 69% 2025-11-25 Unknown
LREN3 HEADLINE: LREN3 Q3 2025 Review: Net Income Surges 49%, CFI Drives EBITDA; Climate Headwinds Persist 2025-11-25 Unknown
MELI HEADLINE: MELI Q3 2025 Review: Revenue Accelerates, Fintech Surges; EPS Misses on FX Headwinds 2025-11-25 Unknown
CHKP HEADLINE: CHKP Q3 2025 Review: Billings Surge 20% on Emerging Tech; Tax Benefit Inflates EPS 2025-11-24 Unknown
LRCX HEADLINE: LRCX Q1 FY2026 Review: Record Revenue and Margins on AI; China Headwind Emerges 2025-11-24 Unknown
CREDITC1 HEADLINE: BAP Q3 2025 Review: ROE Hits 19.6% on NIM Expansion; Revenue Miss Overshadowed 2025-11-24 Unknown
PWR HEADLINE: PWR Q3 2025 Review: Revenue Beats on Power Infrastructure Demand; Record Backlog Drives 2026 Thesis 2025-11-24 Unknown
GBOOY HEADLINE: GBOOY Q3 2025 Review: Core Banking Robust Despite Bineo Impairment Hit; Dividend Elevated 2025-11-24 Unknown
WMMVY HEADLINE: WMMVY Q3 2025 Review: Revenue Growth Continues; Margins Compress on Investment Cycle; EPS Miss 2025-11-22 Unknown
VTMX VTMX Q3 2025 Review: Nearshoring Tailwinds Drive Margin Expansion; Debt Refinanced at Investment Grade 2025-11-22 Unknown
NU NU Q3 2025 Review: Record Profitability on Customer Growth; Stock Dips Despite Beat 2025-11-22 Unknown
VALE HEADLINE: VALE Q3 2025 Review: Iron Ore Volume Drives Beat; Base Metals Costs Decline Sharply; Upper-End Guidance Reaffirmed 2025-11-21 Unknown
FUNO HEADLINE: FUNO Q3 2025 Review: Revenue Grows 5% on Stable Occupancy; AFFO Accelerates 7% 2025-11-20 Unknown
PBR HEADLINE: PBR Q3 2025 Review: Record Production Drives EPS Beat; Capex Accelerating Despite Price Headwinds 2025-11-20 Unknown
GOOGL HEADLINE: GOOGL Q3 2025 Review: AI Delivers Historic $100B Quarter; Cloud Accelerates, CapEx Surges 2025-11-20 Unknown
DB HEADLINE: DB Q3 2025 Review: Record Profitability Driven by Trading Strength; Capital Return Accelerates 2025-11-20 Unknown
Last updated: 2026-03-05 14:43 UTC