Topic · Gokhshtein Media
Earnings
Quarterly results, guidance, and the numbers that reprice the biggest companies in the market
30 stories · Updated 7m agoFour times a year, companies open their books and the market decides what it believes. This hub collects the Markets desk’s earnings coverage: the results, the guidance that matters more than the results, the reactions, and the read-through from one company’s quarter to its entire sector.
Coverage led by The Markets Desk
The basics · reviewed September 25, 2026
- What is earnings season?
- The period of several weeks after each calendar quarter ends when most public companies report results. Because so many companies report in a compressed window, earnings season is when the market’s view of the economy and individual sectors gets reset.
- Why can a stock fall after beating estimates?
- Because the price already reflected expectations, and what moves it is the gap between the result and what investors privately assumed, plus what the company says about the next quarter. Guidance, margins, and one line in the outlook often matter more than the headline number.
- What should readers look at beyond earnings per share?
- Revenue growth and whether it is accelerating, margins, cash flow, guidance for the coming period, and any change in capital spending or buybacks. For most companies, one or two of these are the real story and the headline per-share figure is the least informative number in the release.
Terms to know
U.S. Equities
Schwab's Record $192B NNA Masks Net Interest Revenue Miss
Charles Schwab reported third-quarter net new assets of $192.4 billion, beating estimates by 9 percent, but net interest revenue disappointed at $3.48 billion versus $3.52 billion consensus.
Ramp's $60B Valuation: Can 33% Revenue Growth Justify the Multiple?
QQQ's Nasdaq-Only Mandate Excludes $21B in Bank Earnings
Waste Management Beats Market as Q3 Earnings Approach Oct. 27
More on Earnings
Technology
Anthropic's $2 Trillion IPO Hinges on Revenue Math
U.S. Equities
Medpace's 35x Forward Multiple Faces Earnings Test
U.S. Equities
Comcast's Wireless Gamble: Q3 Earnings Will Reveal if Free Lines Convert to Revenue
Research & Analysis
S&P 500 Earnings Beat Bar Rises Sharply — Index Reprices Growth Expectations
Research & Analysis
S&P 500's Valuation Peak Demands Earnings Acceleration — Gap Between Price and Fundamentals Widens
Macro & Rates
JPMorgan FICC Revenue Misses Consensus by 10.5%, Shows Softer Institutional Demand
Research & Analysis
Nvidia, AMD Fall on Long Revenue Runway for Next-Gen AI Chips
U.S. Equities
JPMorgan, Goldman Sachs Earnings Test Bank Rally; CPI Data Approaches
Technology
Suki Closes $90M Series E, Targets $80M Revenue as Healthcare AI Scribe Market Heats Up
Voices
Matthew Sigel Projects BTDR to Reach $7 Billion in AI Cloud Revenue by FY28
U.S. Equities
Chip Weakness Drags Tech; Nvidia Down 1.3% Ahead of Earnings Season
U.S. Equities
PayPal Looks Cheap at 9x Earnings; Nike and PG&E Remain Traps
U.S. Equities
Earnings Season Opens as Oil Rallies on Middle East Tensions
U.S. Equities
Bank Earnings and CPI Data Will Test Market Rally; 10-Year Yield at 24-Year High
U.S. Equities
Micron's AI Demand Breaks the Memory Cycle; Stock Undervalued at 6x Earnings
DeFi & On-Chain
Fomo Tops Pump.fun in Daily Revenue With Hyperliquid Perps, Apple Pay Onramps
Technology
OpenAI's $50B Revenue Miss Complicates Pre-IPO Safety Crisis
Research & Analysis
Equities Rally on AI Spending Reprieve Ahead of Earnings
Research & Analysis
Social Security Insolvency in 2032 Changes Revenue Options
DeFi & On-Chain
Fomo Overtakes Pump.fun in Daily Revenue With $1.76M Friday Take
Research & Analysis
OpenAI Revenue Reporting Creates Chip Stock Noise, Not Demand Show
U.S. Equities
Wingstop Defies 'Sell' Rating as Earnings Approach
Technology
Arena Hits $3.1B Valuation on $100M Revenue Run Rate
U.S. Equities
Seanergy Maritime Trades at 50% Industry Discount as Earnings Growth Grows
U.S. Equities
PhRMA Sues Trump on Drug Price Controls; Sector Faces Earnings Risk
U.S. Equities
Andrew Hill's Midstream Play for Earnings-Driven Returns
