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Earnings

Can a USD 5 trillion device maker beat a USD 113.3 billion revenue bar when it reports on November 2?

Memory is a core input in every iPhone, Mac and iPad. Chief Executive Tim Cook called the market a 100-year flood on memory pricing in June, and IDC puts memory costs up roughly 350 percent since last year. Apple expects costs to keep rising …

Vinay Lochav | 02 November 2026

Can a software firm that grew revenue 93 percent to USD 1.935 billion keep accelerating when it reports on November 2?

Palantir sells software platforms and deployments to governments and companies, so growth depends on turning pilots into larger multi-year contracts. In the second quarter, US commercial revenue of USD 764 million was about 94 percent of government revenue of USD 809 million, arithmetic that …

Vinay Lochav | 02 November 2026

How did a retail and cloud giant burn USD 42.4 billion of free cash flow in 12 months while its cloud arm grew 39 percent?

Key HighlightsAmazon (NASDAQ:AMZN) reported third quarter sales of USD 201.9 billion, up 12 percent, on October 29, 2026, slightly below the roughly USD 202.26 billion expected, withEarnings Per Shareof USD 1.89 against USD 1.96 expected.Amazon Web ServicesRevenuerose 39 percent to USD 46 billion withOperating …

Vinay Lochav | 02 November 2026

Why did a social platform with revenue up 53 percent lose about 25 percent in a day as search traffic fell by 1 million visits a week?

Reddit relies on search engines to send new visitors, many of whom arrive without logging in. The shareholder letter said search referral traffic was down meaningfully and that the decline was accelerating later in the quarter. Management warned that if the October pace continues, …

Vinay Lochav | 02 November 2026

Why did a gaming platform that beat bookings estimates lose about 19 percent as daily users fell 9 percent to 138 million?

Bookings are the key measure for Roblox because they capture what players spend before revenue is recognized over time. The fourth quarter guide of USD 1.89 billion to 2.00 billion implies a decline from USD 2.22 billion a year earlier. Adjusted EBITDA is guided …

Vinay Lochav | 02 November 2026

Are Regional Bank Earnings Strengthening at Financial Institutions (NASDAQ:FISI), First Business Financial Services (NASDAQ:FBIZ) and More?

All five regional banks reported third quarter 2026 results on October 29, 2026, and the common thread was a wider net interestMarginthan a year earlier. Financial Institutions (NASDAQ:FISI) reportedNet Incomeof $20.0 million, or $0.99 per diluted share, with record net interest income of $54.3 …

Vinay Lochav | 30 October 2026

Why Are Acquisition-Driven Bank Earnings Diverging at Columbia Financial (NASDAQ:CLBK), Axos Financial (NYSE:AX) and More?

Two of the five reports are clearly acquisition-driven. Columbia Financial (NASDAQ:CLBK) reported net income of $5.2 million, or $0.02 per share, and core net income of $40.6 million, or $0.16, after completing its Northfield acquisition. Axos Financial (NYSE:AX) reported net income of $129.6 million, …

Vinay Lochav | 30 October 2026

Top 5 Mortgage Finance Earnings: Rocket Companies (NYSE:RKT), PennyMac Financial Services (NYSE:PFSI) and More

The five companies are ranked here by reported third quarter 2026Net Incomeor net loss attributable to common holders, using only figures in each company's report. Bases differ slightly: Rocket Companies and PennyMac Financial Services report net income, while the three mortgage REITs report a …

Vinay Lochav | 30 October 2026

Are Specialty Lender and BDC Earnings Holding Up at Hercules Capital (NYSE:HTGC), Credit Acceptance (NASDAQ:CACC) and More?

Five specialty lenders andBusinessdevelopment companies reported results for the quarter ended September 30, 2026, and the figures were far from uniform. Hercules Capital (NYSE:HTGC) reported net investment income of $87.3 million, or $0.47 per share, and net asset value of $12.26 per share. OFS …

Vinay Lochav | 30 October 2026

Which Insurer Earnings Reports Differ Most at Erie Indemnity (NASDAQ:ERIE), CNO Financial Group (NYSE:CNO) and More?

Five insurers reported third quarter 2026 results between October 28 and October 29, 2026, and each told a different story. Erie Indemnity (NASDAQ:ERIE) reported net income of $182.0 million, or $3.48 per diluted share, and policy issuance management fee revenue of $847.0 million. CNO …

Vinay Lochav | 30 October 2026
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