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Forecasts

Earnings Surprises to Expect: Alphabet, Amazon and Meta

The earnings season is approaching its peak: this week will see over 300 important EPS and revenue announcements. The companies releasing their results in the next few days are a…

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January 31, 2022
Forecasts

The Week of Big Earnings: Apple, Microsoft, Tesla and More

The big earnings week has arrived just as the market jitters are reaching a fever pitch. The EPS and revenue results of tech giants and hundreds of other companies will…

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January 24, 2022
Forecasts

Earnings Surprises to Expect: Netflix, Goldman Sachs, Unitedhealth and More

The winter holiday break is over, and with this short but busy week the Q4 earnings season begins in earnest. The floodgates of earnings releases are about to open up:…

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January 17, 2022
Forecasts

Earnings Surprises to Expect: Qualcomm, Square and Pfizer

Another massive week of earnings announcements is about to begin. We expect nearly 900 companies to post their EPS and revenue results in the first week of November, with Healthcare…

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November 1, 2021
Ideas / Our mission

Defense Against the Dark Arts in Finance: Using AI to Restore Fundamental Expectations

Promotional emails are not our favorite genre. They rarely convey deep insights. But a few weeks ago, as the Q2 earnings season was nearing its peak, we sent out one…

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October 9, 2021
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