CEG Q2 2026 Earnings Analysis: Beat, Raise and the Calpine Mix Shift
Constellation Energy beat Q2 2026 adjusted EPS expectations and raised guidance, but the deeper story is Calpine…
ABNB Q2 2026 Earnings Analysis: Booking Growth Reaccelerates as Airbnb Raises Guidance
Airbnb’s Q2 2026 earnings beat expectations as bookings accelerated, profitability improved and guidance rose.…
DDOG Q2 2026 Earnings Analysis: Strong Beat, AI Concentration Resets the Bar
Datadog Q2 2026 beat revenue and EPS expectations, but lower usage from its largest customer shifted attention…
NET Q2 2026 Earnings Analysis: Growth Reaccelerates as Agentic AI Demand Scales
Cloudflare’s Q2 2026 revenue accelerated 36% to $696.1 million, large-customer growth and NRR strengthened, and…
GFS Q2 2026 Earnings Analysis: AI Optical Growth Surges, but Cash Flow Tests the Rerating
GlobalFoundries Q2 2026 beat revenue and adjusted EPS expectations as AI optical networking surged, but negative…
DIS Q3 2026 Earnings Analysis: Streaming and Parks Drive the Profit Beat
Disney’s Q3 FY2026 earnings paired a small revenue miss with a decisive profit beat as streaming margins, parks…
WDC Q4 2026 Earnings Analysis: Margin Expansion Meets a Higher Valuation Bar
Western Digital beat Q4 FY2026 revenue and EPS expectations, expanded adjusted operating margin to 44.2%, and…
DASH Q2 2026 Earnings Analysis: Organic Growth and Margin Quality
DoorDash Q2 2026 earnings beat revenue and EBITDA expectations, while organic growth, DashPass economics,…
UBER Q2 2026 Earnings Analysis: Strong Core Growth, Softer Guidance and the AV Bet
Uber’s Q2 2026 showed 22% constant-currency bookings growth and 35% non-GAAP EPS growth, but softer Q3 EPS…
APP Q2 2026 Earnings Analysis: Small Miss, Big Reset
AppLovin's Q2 2026 revenue narrowly missed consensus while margins stayed exceptional. The real issue was softer…
SNDK Q4 2026 Earnings Analysis: Record Margins Meet a Guidance Test
Sandisk’s Q4 FY2026 beat was powered by pricing, datacenter growth and 84.6% margins, but softer revenue…
SHOP Q2 2026 Earnings Analysis: AI Commerce, Margin Quality and Valuation
Shopify’s Q2 2026 revenue, GMV and free cash flow beat expectations. This analysis examines AI commerce, margin…