Markets and Investing
Earnings season
quarterly results and guidance
- Episodes
- 69
- Share
- 7.4%
- Shows
- 43
- Net sentiment
- +0.22
Up from 4.4% of episodes in the weeks before; net sentiment was +0.30.
Bullish 19Mixed 33Neutral 11Bearish 6
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 19
- Strong free cash flow and margin expansion outweigh the post-earnings selloff, making the stock look undervalued.Netflix Prints $11B Cash. Why Did the Stock Crash to $65? · Deep Values · Oct 22
- Revenue of about £2.5m and adjusted EBITDA loss of £4.4m beat market expectations for a fifth straight year.Gelion beats FY26 forecasts as £2m Mitsui deal and EV partnership target FY27 revenue · Proactive - Interviews for investors · Oct 21
- Half-year results show UK EBITDA growth outpacing sales and guidance reaffirmed, supporting the investment case.ANGLING DIRECT PLC - Half year results for the six months ended 31 July 2026 · Investor Meet Company - Audio Archive · Oct 20
- Guests expect strong cloud growth and healthy advertising, supporting upbeat earnings expectations for big tech.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Strong SpaceX and Meta reports lifted sentiment, with Meta's capex guidance seen as positive.Nasdaq Pops 1.1%, Fueled By SpaceX Earnings: Salesforce, ADI, Qualys In Focus · Stock Market Today With IBD · Oct 21
- Analysts are raising 2026 earnings estimates for energy companies, which look set to surge before expected declines in 2027.Oil Stocks: Values or Traps? · Value Investor · Oct 23
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- Earnings beats broad and solid, though momentum is decelerating and oil costs are a headwind.Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook · UBS On-Air: Market Moves · Oct 23
- Results beat market consensus on EBITDA, cash and income, which management emphasizes as a positive surprise.GELION PLC - Final results for the year ended 30 June 2026 · Investor Meet Company - Audio Archive · Oct 22
- Quarterly revenue, free cash flow, and customer metrics showed strong growth and accelerating demand.Datadog Stock: Is It Too Late to Buy This AI Winner? · Going Public With Ross Mandell · Oct 22
- Quarterly results show 31% revenue growth and improved adjusted EBITA margins versus last year.PENSIONBEE GROUP PLC - Q3 2026 Results for the quarter ending 30 September 2026 · Investor Meet Company - Audio Archive · Oct 21
- Oil majors expected to post record profits as prices rebound from earlier lows.#288: Diesel Prices, Oil Majors, Tax Benefits & Field Updates on Oil & Gas Rundown · The Jay Young Show · Oct 21
- Results beat upgraded expectations with better gross margin and EBITDA slightly above forecasts.IXICO CEO on strong FY26 - revenue up 28% and cash at £10.4m as TechBio strategy gathers pace · Proactive - Interviews for investors · Oct 20
- Meta beat with record revenue and strong guidance, though Tesla's autos declined.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Strong results and guidance upgrades from major US companies support the earnings-driven outlook.the call: Thursday 22 October · The Call from ausbiz · Oct 22
- SpaceX beat expectations and DSV reported strong growth, though share reactions were mixed.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Meta, Tesla, and Netflix report soon; he sees fundamentals supporting them despite earnings-driven volatility.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- Veeva beat its own guidance on revenue and earnings per share and kept growing subscription revenue.Veeva Systems (VEEV) Up 77%: What We Learned · The 7investing Podcast · Oct 23
- Trailing earnings per share grew about 61% over the past year, pushing trailing P/E lower.U.S. Stocks Might Not Be as Expensive as You Think · Money for the Rest of Us · Oct 21
- Upcoming earnings from Netflix, Meta, Tesla and others are framed as potential catalysts that usually lift the market when decent.The Option Block 1509: Race Cars, Top Hats and Cleveland Cliffs..Oh My! · The Options Insider Radio Network · Oct 19
Bearish 6
- Production misses and downgrades across several ASX companies weigh on sentiment and share prices.the call: Tuesday 20 October · The Call from ausbiz · Oct 20
- Netflix revenue growth slowed to a three-year low and guidance was cut, disappointing investors.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
- Netflix guidance was weak and revenue growth slowed for a fourth straight quarter.Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons · The Compound and Friends · Oct 20
- Meta's cash-flow-negative results triggered a steep drop and industry-wide selling.Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel · InvestTalk · Oct 22
- Netflix's earnings call revealed an advertising revenue miss and admitted engagement problems.Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything · Sharp Tech · Oct 23
- Quoting options through earnings is difficult and has produced severe mispricings for some market makers.The Crypto Rundown 243: Are you Hyped to Trade Nvidia Options on HYPE? · The Options Insider Radio Network · Oct 20
Mixed 33
- Hosts weigh strong guidance and organic growth against margin pressure and cost headwinds at each company.Navigating Retail and Defense in 2026 · The Market Edge · Oct 23
- GE and GM beat estimates but raised guidance was limited, implying softer fourth quarters.GE & GM Earnings and Deals, Deals, Deals · Motley Fool Hidden Gems Investing · Oct 20
- Capital One reports tonight; big bank results showed solid credit but rising expenses limiting EPS upside.CNBC Investing Club: Cramer’s Morning Take on Apple 10/20/26 · Squawk on the Street · Oct 20
- Upcoming big-tech reports could swing AI sentiment, but cash burn and reaction reversals make outcomes uncertain.Mixed Signals With Big Earnings Due; CrowdStrike, Ethos, CSX, Microsoft In Focus · Stock Market Today With IBD · Oct 23
- Hosts weigh strong results against weak stock reactions, with expectations varying widely across companies.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- Bank misses like Bank of America contrasted with resilient results; Tesla and Alphabet earnings are ahead.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
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- Strong SpaceX results contrast with Netflix weak guidance and upcoming Meta and Western Digital reports.SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26 · The Exchange · Oct 21
- Earnings have been strong but growth is expected to slow, with breadth narrowing into 2027.Beta Out, Quality In: Positioning for the Next Market Cycle · What's Next For Markets · Oct 25
- Mixed results: strong beats at Meta and SpaceX offset weak growth at Tesla and Netflix.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- IBM beat revenue but kept guidance flat, implying a weak fourth quarter; Lam beat but stock fell.Did IBM Just Tell the Truth About AI? · Motley Fool Hidden Gems Investing · Oct 22
- Meta revenue rose strongly but faced charges; Tesla profit fell short of expectations, giving a mixed picture.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
- Recent results and guidance drive views on Elders, GrainCorp, AGL and 4DMedical.the call: Monday 18 October · The Call from ausbiz · Oct 19
- GM and GE beat estimates yet fell on guidance and slowing service outlook.GM Tanks Despite Earnings Beat, Walmart Takes On Costco · The Rundown · Oct 20
- Meta's record revenue and IBM's beat contrast with negative free cash flow and stock declines.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
- Meta sold off despite record revenue; IBM rallied on stronger-than-expected results.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Hyperscaler results will show whether CapEx converts into revenue and free cash flow.Why Investors Are Reducing AI Exposure · The Markets · Oct 23
- Trading updates and profit warnings produce both sharp selloffs and rebounds across small caps.2518: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott · The Vox Markets Podcast · Oct 23
- Early beat rates are above average, but AI-related concerns add uncertainty to results.Can Bonds Still Do Their Job? · On Investing · Oct 23
- Deal timing lumpiness drove a wide FY27 EBITDA guidance range, reflecting uncertainty in signing and go-live dates.BEEKS FINANCIAL CLOUD GROUP PLC - Final Results for the year ended 30 June 2026 (FY26) · Investor Meet Company - Audio Archive · Oct 21
- Netflix's solid but slowing quarter drew a muted market reaction, with guidance lighter for the year.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Earnings reactions from SpaceX, Netflix and Intuitive Surgical diverged sharply.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Heavy earnings this week are a key market driver, with growth concentrated in AI and semiconductors.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Strong top-line results at SpaceX and Meta contrast with weak owner earnings and cash flow.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- Meta and Nasdaq earnings beat metrics but stock reactions diverged, with Nasdaq rising and Meta falling.Tech Stocks Hit, Yields Plunge As AI Trade Fizzles: NetApp, Amgen, Nasdaq In Focus · Stock Market Today With IBD · Oct 22
- Upcoming reports from Meta, Valero and others will test expectations; outcomes uncertain.Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · Halftime Report · Oct 21
- Record revenue and sharply reduced losses were offset by continued losses and lumpy order intake.ITM POWER PLC - Preliminary Results for the year ended 30 April 2026 · Investor Meet Company - Audio Archive · Oct 19
- Strong reported earnings growth is partly inflated by supplier margins and amortization accounting.AI Earnings Up 57%, Cash Payouts at a 20-Year Low | Stock Market · Deep Values · Oct 25
- SpaceX posted a first profitable quarter, but much of net income came from other income and accounting items.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
- Guidance changes at NextDC and Atlas Arteria drove stock moves, with mixed outlooks elsewhere.the call: Wednesday 21 October · The Call from ausbiz · Oct 21
- Delta reported strong revenue offsetting fuel, while low-cost and less premium-heavy carriers face bankruptcy risk.Air Cargo Unpacked: Peak Season, Wartime Costs · The Freight Buyers' Club · Oct 20
- GM beat Q3 expectations and raised cash flow outlook, yet shares fell; Netflix results loom with heavy expectations.10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · Squawk on the Street · Oct 20
- Meta earnings showed record engagement and ad growth but negative free cash flow and a stock drop.An Economy So Good No One Can Live In It with Jill Schlesinger · The Compound and Friends · Oct 23
- Mixed reactions, with AT&T weak and Meta modestly up after hours, leave direction uncertain.Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · InvestTalk · Oct 21
Neutral 11
- Host tracks options flow around several earnings reports, including SpaceX, Tesla and Netflix results.The Hot Options Report: 10-21-2026 · The Options Insider Radio Network · Oct 22
- Host previews after-hours earnings for Netflix and SpaceX and tracks their early price reaction.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
- Discussion centres on the quarterly report and cash position rather than broader results.Beetaloo Energy nears first gas at Carpentaria · Proactive - Interviews for investors · Oct 21
- Margins and profitability trends of the Mag 7 are assessed from reported financials, without a clear market call.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Futures trading around earnings and after-hours news is presented as a use case.Talk Your Book: Investing in Single Stock Futures · Animal Spirits · Oct 24
- Tesla's Q3 earnings call is cited as a source for Optimus production and timeline statements.Tesla Optimus vs Agility Robotics Digit: A Deep 2026 Warehouse Readiness Test · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 22
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- Volume pressure in the CPG industry is mentioned as the backdrop for the need to restore growth.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
- Discussed only in passing as profitability and margin focus, not as earnings results.Private Equity in Q3 2026: Holds Stretch as the Deal Market Waits · Private Equity Podcast: Karma School of Business · Oct 21
- Brief mention of upcoming disclosure of studies and permit updates in coming weeks.Scorpio Weighs Gold Wedge Underground Restart After Higher Grade Drilling · Mining Stock Daily · Oct 21
- Brief mention of Amazon's rally on a Morgan Stanley upgrade, with no earnings focus.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Trading updates and earnings beats are cited as catalysts for several holdings.2514: The Exchange with Richard Penny of Oberon Investments · The Vox Markets Podcast · Oct 19
Around it
Companies named
Shows that covered it most
- Investor Meet Company - Audio Archive5
- The Options Insider Radio Network5
- The Call from ausbiz4
- Stock Market Today With IBD4
- Deep Values4
- Motley Fool Hidden Gems Investing3
Travels with
Themes in the same episodes, against chance.
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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