kerem@ai-investor:~$ $ earnings --calendar --review
Earnings
Upcoming watchlist earnings and actual-vs-expected review of recent prints.
Upcoming (Next 7 Days)
| Ticker | Date | In |
|---|---|---|
| SMCI | 2026-08-11 | 1d |
| CSCO | 2026-08-12 | 2d |
| AMAT | 2026-08-13 | 3d |
Post-Earnings Review
DIS
reported 2026-08-05
1. REVENUE: not stated in search results (one result notes a slight revenue shortfall but provides no specific numbers).
2. GUIDANCE: not mentioned. One result indicates investors are watching for updated guidance, but the text does not specify if it was raised, maintained, or lowered.
3. KEY TAKEAWAY: Disney shares rose over 5% because adjusted earnings per share beat estimates by 11%, driven by growth in domestic theme parks and streaming, despite a minor revenue miss and macroeconomic uncertainty.
2. GUIDANCE: not mentioned. One result indicates investors are watching for updated guidance, but the text does not specify if it was raised, maintained, or lowered.
3. KEY TAKEAWAY: Disney shares rose over 5% because adjusted earnings per share beat estimates by 11%, driven by growth in domestic theme parks and streaming, despite a minor revenue miss and macroeconomic uncertainty.
LLY
reported 2026-08-05
REVENUE: not stated in search results
GUIDANCE: raised. The company increased its full-year 2026 revenue outlook to $85–$87 billion, up from the previous guidance of $82 billion.
KEY TAKEAWAY: Eli Lilly delivered a significant earnings beat with an 8.9% stock price surge, driven by surging sales of Mounjaro and Zepbound, which facilitated the upward revision in financial guidance and reinforced strong buy ratings based on pipeline progress including Retatrutide and EBGLYSS.
GUIDANCE: raised. The company increased its full-year 2026 revenue outlook to $85–$87 billion, up from the previous guidance of $82 billion.
KEY TAKEAWAY: Eli Lilly delivered a significant earnings beat with an 8.9% stock price surge, driven by surging sales of Mounjaro and Zepbound, which facilitated the upward revision in financial guidance and reinforced strong buy ratings based on pipeline progress including Retatrutide and EBGLYSS.
COP
reported 2026-08-06
1. REVENUE: not stated in search results
2. GUIDANCE: not mentioned
3. KEY TAKEAWAY: ConocoPhillips beat earnings expectations with a reported EPS of $3.24 versus estimates around $2.92-$2.96, driving a significant 9.46% stock price increase despite the specific revenue figures not being detailed in the provided text.
2. GUIDANCE: not mentioned
3. KEY TAKEAWAY: ConocoPhillips beat earnings expectations with a reported EPS of $3.24 versus estimates around $2.92-$2.96, driving a significant 9.46% stock price increase despite the specific revenue figures not being detailed in the provided text.
BRK-B
reported 2026-08-08
1. REVENUE: not stated in search results
2. GUIDANCE: not mentioned
3. KEY TAKEAWAY: The earnings beat was driven by investment gains and buybacks, with a notable $23.5 billion stock buying spree including a $10 billion Alphabet private placement, though the stock price dipped slightly despite Wall Street generally favoring the report.
2. GUIDANCE: not mentioned
3. KEY TAKEAWAY: The earnings beat was driven by investment gains and buybacks, with a notable $23.5 billion stock buying spree including a $10 billion Alphabet private placement, though the stock price dipped slightly despite Wall Street generally favoring the report.
UBER
reported 2026-08-05
1. REVENUE: In line with expectations (stated in result #2).
2. GUIDANCE: Lowered. Q3 guidance was slightly below expectations (result #2).
3. KEY TAKEAWAY: Despite a significant 40.22% EPS surprise beating estimates, the stock showed no price reaction and fell premarket due to revenue missing growth targets and weak forward guidance, indicating investor concern over future momentum outweighing current profitability beats.
2. GUIDANCE: Lowered. Q3 guidance was slightly below expectations (result #2).
3. KEY TAKEAWAY: Despite a significant 40.22% EPS surprise beating estimates, the stock showed no price reaction and fell premarket due to revenue missing growth targets and weak forward guidance, indicating investor concern over future momentum outweighing current profitability beats.
SHOP
reported 2026-08-05
1. REVENUE: not stated in search results
2. GUIDANCE: raised. The stock surged due to strong Q3 revenue guidance mentioned in the search results.
3. KEY TAKEAWAY: Shopify beat earnings estimates with $0.42 per share and reported robust gross merchandise volume, driving a positive market reaction despite initial concerns about margin pressure from AI investments.
2. GUIDANCE: raised. The stock surged due to strong Q3 revenue guidance mentioned in the search results.
3. KEY TAKEAWAY: Shopify beat earnings estimates with $0.42 per share and reported robust gross merchandise volume, driving a positive market reaction despite initial concerns about margin pressure from AI investments.
XYZ
reported 2026-08-05
1. REVENUE: not stated in search results
2. GUIDANCE: raised. Search result 6 explicitly states that the earnings call highlights included a raised outlook alongside an AI push.
3. KEY TAKEAWAY: The positive surprise was driven by strong operational performance, specifically record profits and growth in CashApp and Square volumes, which led to an upgraded forward guidance despite the stock showing no immediate price reaction.
2. GUIDANCE: raised. Search result 6 explicitly states that the earnings call highlights included a raised outlook alongside an AI push.
3. KEY TAKEAWAY: The positive surprise was driven by strong operational performance, specifically record profits and growth in CashApp and Square volumes, which led to an upgraded forward guidance despite the stock showing no immediate price reaction.