Markets and Investing
Earnings season
quarterly results and guidance
- Episodes
- 30
- Share
- 2.8%
- Shows
- 26
- Net sentiment
- +0.39
Bullish 11Mixed 10Neutral 7Bearish 2
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 11
- Earnings PMI is strong, with 89% of S&P 1500 companies showing expansion, broadening beyond megacaps.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Costco beat expectations with strong comparable sales, membership renewal and EPS growth of about 15%.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
- Earnings growth has been strong and ahead of forecasts, which is the key driver for stocks.Everyone’s Bracing for a Crash. The Economy Says Otherwise. · Wealthion · Sep 24
- Companies raising guidance and earnings growth expectations support the bull market case.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
- Global earnings growth is at record levels, with US Q3 expected around 25% and most of the index growing.Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom · Macro Hive Conversations With Bilal Hafeez · Sep 25
- Host says earnings are driving the market and expects Micron results to beat estimates.🚀 Nasdaq Hits All-Time Highs—Buy the Dip or Take Profits? | QQQ, WDC, MU, META, NVDA & AI Stocks · Daily Stock Picks · Sep 23
Show 5 moreShow fewer
- Median earnings growth near 15% and revisions breadth near cycle highs are carrying the market.Market Resilience Isn’t Complacency · Thoughts on the Market · Sep 21
- Apple services growth and margin expansion show the subscription strategy is working.The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · The Prof G Pod with Scott Galloway · Sep 21
- Costco beat top and bottom line estimates with strong comps and digital growth.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- Record earnings expected this year, with hyperscaler results supporting the AI thesis.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Strong quarterly results from Amazon, Celestica and Bank of America support the positive tone.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
Bearish 2
- Earnings estimates sit far above long-term trend and could snap back, pressuring valuations.9-21-26 What Happens When Earnings Estimates Fall Short? · The Real Investment Show Podcast · Sep 21
- Headline profit figures are distorted by one-time gains, so underlying performance looks weaker than reported.Daily Earnings: Retailers weaponize tariff checks | COST, CBRL, GIS | Sep 24 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
Mixed 10
- Adjusted EPS rose sharply, but the gain relied on a one-time tariff refund and offsetting legal items.Cracker Barrel (CBRL): The zero-growth turnaround mandate [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 24
- Revenue and profit beat, but a one-off licensing gain flatters results and the cybersecurity segment weakened.BlackBerry (BB): Building the safety brakes for physical AI [Q2 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Reported GAAP profit collapsed due to a prior-year gain, while adjusted earnings held and full-year targets were reaffirmed.General Mills (GIS): Billion-dollar yogurt distortions [Q1 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 24
- Organic growth claims, guidance walk-backs and buybacks were debated, with mixed credibility.$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital · Yet Another Value Podcast · Sep 22
- Strong earnings growth expected to slow from very high levels, still double digits.Why the Bond Market May Be the Stock Market's Biggest Risk · The Markets · Sep 25
- Aggregate earnings look strong, but gains are concentrated in tech and energy while most sectors are barely growing.The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? · Two Quants and a Financial Planner · Sep 21
Show 4 moreShow fewer
- Mixed quarterly results and guidance changes across several picks.4 Stocks to Buy Before They Bounce Back · The Morning Filter · Sep 21
- Micron results and guidance will test whether earnings act as catalysts or tests after high expectations.What will Micron's gross margin guide be? · Investing Experts · Sep 27
- Strong bank earnings growth failed to lift shares, showing weak earnings-price linkage.Running the Gauntlet! · Benny & The Squirrel · Sep 21
- Generac beat sharply with strong bookings while Fluence cut guidance and lost ground.NextEra–Dominion, Generac's $8B Amazon Deal, and the Farmer Vote · Boots on the Ground with Yann Brandt and Abby Hopper · Sep 22
Neutral 7
- Se analiza mecánicamente cómo reaccionan las acciones a los reportes de ganancias, sin un sesgo claro de dirección.El motor matemático de los inversores profesionales · Café y Finanzas - By Rancel Solutions · Sep 21
- Discussion of Costco comps and valuation, with limited earnings-season focus overall.Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE · Chit Chat Stocks · Sep 25
- Meta's sharp move is treated as the single driver of the day's sector gains.Update on a setup from Friday 🎧 #757 (Sep 21) · Not Your Advisor · Sep 21
- Discusses Solo Brands' Q2 results and Yeti's growth targets without a clear market-moving angle.The Importance of Emerging Brands, Yeti's 2030 Plan, and the Future of Watersports · Outdoor Unfiltered · Sep 21
- Covers energy company return focus and capital discipline versus production growth.Episode 13 How Energy and Power are Key Bottlenecks for the AI Boom with James West · Altitude by Talon Podcast · Sep 24
- Brief references to recent earnings results and guidance for beaten-down names.People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar · The Compound and Friends · Sep 25
Around it
Shows that covered it most
- Earnings Unscripted: Stock Earnings Calls & Analysis4
- Full Signal2
- Benny & The Squirrel1
- Café y Finanzas - By Rancel Solutions1
- Not Your Advisor1
- Outdoor Unfiltered1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial