Earnings Insight

Earnings Insight breaks down quarterly results for US-listed companies, including revenue, EPS, margins, cash flow and management guidance. Explore what changed, the risks to watch and the business drivers behind the numbers.

Visa Q4 FY2026 earnings: net revenue $12.139 billion, adjusted diluted EPS $3.48 and 74.2 billion processed transactions

Earnings Insight

V Q4 FY2026 Earnings Analysis: Visa’s Growth Meets a Costlier Renewal Cycle

Visa beat Q4 FY2026 estimates, but client incentives and a larger renewal cycle shape the outlook. Examine…

October 29, 2026

ServiceNow Q3 2026 earnings: revenue $4.106 billion, adjusted diluted EPS $1.00 and current RPO $13.65 billion

Earnings Insight

NOW Q3 2026 Earnings Analysis: ServiceNow’s AI Growth Meets the Contract-Quality Test

ServiceNow Q3 2026 revenue rose 20.5%, but adjusted EPS missed estimates. Examine AI ACV, cRPO timing,…

October 29, 2026

Microsoft MSFT Q1 2027 earnings: revenue $92.3 billion, Azure revenue $33.2 billion with 48% growth, and adjusted EPS $4.89.

Earnings Insight

MSFT Q1 2027 Earnings Analysis: Azure’s 48% Growth Meets the AI Cash-Return Test

MSFT Q1 2027 earnings analysis: Azure grew 48% as Microsoft beat revenue and EPS estimates. Explore guidance, AI…

October 29, 2026

Alphabet Q3 2026 earnings: revenue $127.58 billion, Google Cloud revenue $30.71 billion, Cloud growth 103%, and GAAP EPS $2.12.

Earnings Insight

GOOGL Q3 2026 Earnings Analysis: Cloud’s 103% Surge Meets a Cash-Flow Reckoning

Alphabet’s Q3 2026 earnings reveal 103% Google Cloud growth, an EPS miss and negative free cash flow. Explore…

October 29, 2026

AT&T Q3 2026 earnings analysis showing revenue $32.3 billion, adjusted EPS $0.65 and free cash flow $5.0 billion.

Earnings Insight

AT&T Q3 2026 Earnings Analysis (T): Fiber Growth Meets the Cash-Flow Test

AT&T Q3 2026 earnings analysis: revenue and EPS beats, fiber economics, unchanged cash-flow targets, leverage,…

October 26, 2026

SLB Q3 2026 earnings analysis: revenue $9.449 billion, adjusted EPS $0.64 and adjusted EBITDA margin 21.9%.

Earnings Insight

SLB Q3 2026 Earnings Analysis: A Recovery Beat Meets the AI Margin Test

SLB Q3 2026 earnings analysis: a revenue and EPS beat, Q4 margin guidance, ChampionX economics, data-center…

October 26, 2026

Tesla Q3 2026 earnings analysis covering revenue, profit margins, cash flow, FSD, Robotaxi and stock valuation

Earnings Insight

TSLA Q3 2026 Earnings Analysis: Cash Flow Surprise, AI Ambitions, and a Valuation Reality Check

Tesla's Q3 2026 results delivered a modest adjusted EPS beat and a surprising return to free cash flow, but…

October 22, 2026

SPCX Q3 2026 earnings analysis of SpaceX revenue, operating margin, Starlink, Super Intelligence and capital expenditure guidance

Earnings Insight

SPCX Q3 2026 Earnings Analysis: SpaceX’s Revenue Beat Faces a $40B Capex Test

SpaceX's Q3 2026 revenue surged to $14.575 billion, beating expectations, but surging AI capex,…

October 22, 2026

META Q3 2026 earnings analysis of revenue, GAAP EPS, legal costs, AI capital expenditures and valuation risks

Earnings Insight

META Q3 2026 Earnings Analysis: Revenue Beat Masks an AI Cash-Flow Reckoning

Meta's Q3 2026 revenue beat Wall Street estimates, but a $9.89 billion legal charge, negative free cash flow and…

October 22, 2026

LRCX Q1 2027 earnings analysis covering Lam Research revenue, EPS, operating margin and next-quarter guidance

Earnings Insight

LRCX Q1 2027 Earnings Analysis: Record $8.22 Billion Revenue, but Guidance Leaves Investors Wanting More

Lam Research beat fiscal Q1 2027 revenue and EPS estimates, yet its stock fell after hours. Explore systems…

October 22, 2026

GE Aerospace Q2 2026 earnings analysis covering revenue, EPS, margins, engine aftermarket demand and stock valuation

Earnings Insight

GE Q2 2026 Earnings Analysis: A Strong Beat, a Margin Dilemma

GE Aerospace's Q2 2026 revenue and EPS topped expectations, yet shares fell 4.1%. Examine segment economics,…

October 22, 2026

RTX Q3 2026 earnings: $24.97 billion revenue, $2.26 adjusted EPS and $340 billion backlog

Earnings Insight

RTX Q3 2026 Earnings Analysis: The $340 Billion Backlog Test

RTX's Q3 2026 earnings delivered $24.97 billion in revenue and $2.26 adjusted EPS, but tariff recoveries,…

October 22, 2026

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Earnings Insight