Markets and Investing
Earnings season
quarterly results and guidance
- Episodes
- 36
- Share
- 3.4%
- Shows
- 29
- Net sentiment
- +0.16
Up from 2.8% of episodes in the weeks before; net sentiment was +0.39.
Bullish 13Mixed 11Neutral 4Bearish 8
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Record quarterly profit, raised full-year EPS guidance and strong stock reaction.Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Record quarterly revenue and gross margins near 54% drove strong growth and improving net margins.Episode 104 | Can AMD Gain Ground on Nvidia? · Market News with Rodney Lake · Oct 1
- Motorola's recent quarter showed solid segment growth, buybacks and dividends supporting shareholders.Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON) · Chip Stock Investor Podcast · Sep 29
- S&P 500 profits are up about 30% and median company earnings growth is in the mid-teens, supporting stocks.The Tension Between Equities and Bonds · Thoughts on the Market · Oct 2
- Micron posted blowout results that met elevated expectations, though the stock dipped slightly.10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks · Schwab Network · Oct 1
- Intuitive Surgical's procedure growth and recent results gave the hosts confidence to add to the stock.Our Monthly Portfolio Update - September 2026 · Equity Mates Investing Podcast · Oct 4
Show 7 moreShow fewer
- Earnings growth near 20-30% is cushioning markets despite falling valuation multiples.Jurrien Timmer's global macro view – September 28, 2026 · FidelityConnects · Oct 3
- Carnival beat expectations on profit and bookings, lifting its shares sharply.What’s News in Markets: Nvidia’s Big Buyback, Cruise Comeback, Egg Glut · WSJ Your Money Briefing · Oct 3
- Aggregate earnings and forward guidance have been beating expectations this year.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Energy sector cash flows are up sharply year to date and debt has fallen, supporting shareholder returns and growth.The Energy Trade Isn’t Over, It’s Changing: What to Buy Now · In the Money with Amber Kanwar · Sep 29
- Emerging market earnings growth is expected to be very strong this year and next.Top of the Morning: Emerging Markets - Fed hikes matter, but global liquidity matters more · UBS On-Air: Market Moves · Sep 28
- Accenture beat and raised guidance, and Micron posted a blowout quarter.10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26 · Squawk on the Street · Oct 1
- Expectations for strong guidance and a possible positive surprise from Micron's upcoming report.Micron: 'We Are Absolutely in a Bubble' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 28
Bearish 8
- Proposal to move from quarterly to semiannual reporting would reduce timely disclosure and investor information.Why the SEC’s Proposal to Get Rid of Quarterly Reporting Is Bad for Investors · WSJ's Take On the Week · Oct 4
- Quarterly results fell below expectations and guidance points to further declines and no quick recovery.Nike (NKE): Slashing Dunk supply by 50% to force scarcity [Q1 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Headline EPS beat is inflated by a prior-year charge; organic revenue growth of six percent looks weak.Accenture (ACN): Emulating Palantir to save legacy consulting [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Nike missed revenue estimates and guided fiscal 2027 sharply lower, with shares falling.Nvidia Bubble; Nike Effect; Gold Prices; IBM Outlook; Broadcom Financing; Anthropic IPO; Blair Picks; United Status; Eurozone Inflation · The Daily Business & Finance Show · Oct 2
- Nike's weak revenue, China collapse and guidance cut point to a bad quarter.FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ · Chit Chat Stocks · Oct 2
- Nike's revenue miss and weak guidance dominate; panelists doubt a quick turnaround.Rate Peak or Pause?... Nike Reports Results 10/1/26 · CNBC's "Fast Money" · Oct 1
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- Hosts argue Walmart's earnings growth has been anemic while the multiple expanded, making the stock expensive.TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 1
- Nike beat on profit but missed revenue and shares fell to a 52-week low amid restructuring doubts.11AM Hour: September Jobs Below Expectations, Mortgage Rates on the Rise & Domyn CEO on AI 10/2/26 · Squawk on the Street · Oct 2
Mixed 11
- Three companies' quarterly results show growth in volume alongside pressure on margins and costs.Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Costco beat estimates but tariff refund flattered results and membership growth is slowing.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
- Recent results split: Nike guided weak and Klarna cut outlook, while Walters Kluwer and Dino Polska rallied on results.Reviewing Our Q3 - It Was Going So Well.... · Playing FTSE · Oct 4
- Strategic earnings moves show companies trading near-term revenue for long-term pricing power and leverage.Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1 · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Revenue growth remains solid but profitability, margins and EPS have disappointed.Why Synopsys Lagged Cadence (And Why It May Be Cheap) · Chip Stock Investor Podcast · Oct 1
- Recent quarterly comparable sales and margin trends show strong and weak performers.Tier Ranking 12 Discount Retail Stocks From Best to Worst · The Canadian Investor · Sep 28
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- Micron's expected 350% revenue growth is priced in, so misses or beats could move the stock sharply.Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026 · Sift Stack · Sep 29
- Strong Costco results contrast with weak Olive Garden growth and Nike's turnaround uncertainty.4 Stocks to Buy Before They Rise Further · The Morning Filter · Sep 28
- Strong earnings growth supports stocks, though expectations are high and disappointment is a risk.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- TotalEnergies and Costco results were strong but leaned on one-off factors like war-driven energy prices and tariff refunds.The Daily Allocator: Boeing's landing-software flaw, Northern Star says no, and futures turn lower · The Angus Briefing · Sep 28
- Strong Micron numbers were overshadowed by a dull call and concerns over long-term agreements.Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points · Basis Points · Oct 3
Neutral 4
- Discussion of Tesla sales results versus expectations, framed as mixed headlines with weak year-over-year declines.Morally binding agreements, CEO pay manufacture, and Vanguard’s ESG policy · Business Pants · Oct 2
- Upcoming Brookdale and C-Square reports are flagged as checkpoints for their investment theses.Is Real Estate Dead Money? This Investor Says Absolutely Not · In the Money with Amber Kanwar · Oct 1
- Quarterly results drove stock reactions to the speaker's 2005 downgrade of the chemicals sector.Episode 14: From Soviet Siberia to Wall Street: Sergey Vasnetsov's Path Into Chemicals · Altitude by Talon Podcast · Oct 1
- Earnings calls are described as major brand-building moments that shape how a company is perceived.Amazon Web Services CMO Julia White, on Why Earnings Calls Are Stories About Demand · Create or Destroy: Reimagining Marketing with Seth Matlins · Sep 29
Around it
Companies named
- Nike 8
- Micron 6
- Costco 3
- Carnival 3
- Accenture 3
- TotalEnergies1
Shows that covered it most
- Earnings Unscripted: Stock Earnings Calls & Analysis5
- Chip Stock Investor Podcast2
- In the Money with Amber Kanwar2
- Squawk on the Street2
- Brew Markets1
- 🇬🇧 Stay ahead of the markets with Swissquote1
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.
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