The hottest Earnings Substack posts right now

And their main takeaways
Category
Top Business Topics

New Year JPM Thoughts

ASeq Newsletter • 29 implied HN points • 06 Jan 26
💼 Business Earnings
  1. Illumina’s clinical business is strengthening while overall revenue is flat-to-down, and the company will likely report modest results without launching new sequencing instruments.
  2. Oxford Nanopore probably won’t surprise before the new CEO starts in March, since recent gains looked driven by financial restructuring and price increases rather than clear instrument growth.
  3. PacBio has made technical progress and landed some population sequencing wins, but recent quarterly declines and doubts about reaching profitability by 2027 make acquisition rumors understandable yet unlikely.

Market Movers - 8 December 2023

The Wolf of Harcourt Street • 339 implied HN points • 08 Dec 23
💰 Finance Earnings
  1. MercadoLibre reported a record-breaking Black Friday with an 80% increase in Gross Merchandise Volume.
  2. Evolution has started a buyback program, repurchasing its own shares.
  3. NIO delivered a record number of vehicles in Q3 2023 but faces pricing pressure and lower margins.

10X Full Year

ASeq Newsletter • 21 implied HN points • 12 Jan 26
💰 Finance Earnings
  1. 10X published preliminary full-year results on Jan 12, 2026.
  2. Excluding patent litigation revenue, total revenue matched the expectations set in Q3.
  3. The full report and details are behind a paywall and available only to paid subscribers.
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Oxford Nanopore Full Year/Layoffs

ASeq Newsletter • 21 implied HN points • 12 Jan 26
💼 Business Earnings
  1. The full-year trading update largely matched the first-half results and showed no major surprises.
  2. Revenue grew about 12% from H1 to H2, but some of that appears seasonal or tied to one-off pricing and financing, so underlying growth is likely around that level.
  3. Cash on hand is down to £302 million, which at the current burn rate gives roughly a three-year runway.

More data center spending and an IPO!

Alex's Personal Blog • 65 implied HN points • 11 Nov 25
💼 Business Earnings
  1. Companies are investing heavily in data centers, indicating strong demand for AI technology. This spending shows that businesses see long-term value in cloud infrastructure.
  2. Two AI companies, OpenAI and Anthropic, are taking different paths in their growth strategies. OpenAI is focusing on consumer and enterprise markets, while Anthropic is targeting mostly business customers.
  3. Klook, a travel and experience booking service, is planning to go public in the US after recovering from the pandemic. Its profitability and growth in gross transaction value make it an interesting investment opportunity.

Daily Chartbook #296

Daily Chartbook • 1886 implied HN points • 07 Oct 23
💰 Finance Earnings
  1. Global food prices have steadied at a two-year low.
  2. Global GDP growth in Q3 has been solid, driving earnings growth into positive territory.
  3. Used car prices saw a 1.0% increase in September compared to August.

CK Hutchison update (1 HK)

Asian Century Stocks • 353 implied HN points • 07 Sep 23
💰 Finance Earnings
  1. CK Hutchison is facing inflation pressures due to weak Euro, high inflation, and high-interest rates.
  2. The company is transitioning towards becoming more asset-light through selling assets and share buybacks to increase return on equity.
  3. Potential factors affecting CK Hutchison's future performance include interest payment repricing, margin rebounds, and growth in the retail segment.

Microsoft's worst week in years; Google also stumbles

Achee Alpha • 6 implied HN points • 08 Feb 26
💰 Finance Earnings
  1. Microsoft's stock plunged despite solid revenue because investors doubt its AI strategy and fear AI will compress software profit margins.
  2. Microsoft's consumer AI products have fallen behind competitors and only a small share of Office users have adopted Copilot, suggesting businesses don't yet see enough value.
  3. Big cloud players are pouring money into AI infrastructure and investors are demanding clear paths to profit, which has put pressure on companies like Microsoft and Google amid heavy capex and uncertain monetization.

Investing Update: Mag 7 Dethroned or Dormant?

Spilled Coffee • 16 implied HN points • 17 Jan 26
💰 Finance Earnings
  1. Markets pulled back slightly as rising yields and Fed Chair uncertainty outweighed strong chip earnings, but year-to-date returns remain positive and Bitcoin, gold, and small-caps were up.
  2. Breadth is improving — all 11 S&P sectors are back above their 200-day averages, more stocks are above both their 50- and 200-day lines, and the share of weak stocks is shrinking.
  3. Tech has been essentially flat for about four months, raising the question whether the Mag 7 mega-cap stocks are permanently dethroned or simply dormant as earnings and guidance season unfolds.

Did Oracle Just Pop The AI Bubble?

QTR’s Fringe Finance • 31 implied HN points • 11 Dec 25
💰 Finance Earnings
  1. Oracle’s stock has plunged about 40% over the last three months, signaling a big shift in investor sentiment.
  2. A recent earnings miss acted like a warning shot, suggesting the company isn’t meeting high expectations tied to AI performance.
  3. Traders are watching Oracle closely today for signs that this could mark a broader cooling of the AI-driven market rally.

Market Movers - 20 October 2023

The Wolf of Harcourt Street • 319 implied HN points • 20 Oct 23
💰 Finance Earnings
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.

Thoughts on SentinelOne

Hard Mode by Breaking SaaS • 275 implied HN points • 03 Jun 23
💼 Business Earnings
  1. Reporting accurate ARR metrics is crucial for SaaS companies' credibility.
  2. Having a proper forecasting methodology and CRM setup is essential for financial success.
  3. Investor confidence in a company can be greatly impacted by unexpected changes in reported metrics.

Daily Chartbook #259

Daily Chartbook • 1493 implied HN points • 15 Aug 23
💰 Finance Earnings
  1. Weakest Links are increasing due to higher costs of capital.
  2. No more interest rate hikes expected due to slowing core inflation.
  3. Inflation has shown soft patches in the past but usually leads to sharp accelerations.

Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Mule’s Musings • 115 implied HN points • 25 Jul 25
💰 Finance Earnings
  1. Earnings reports for several companies are being discussed, highlighting financial performance. It's important to pay attention to how these companies are doing financially.
  2. The author feels they missed an opportunity with AEHR, showing that timing can be crucial in investments. Learning from past mistakes is important for future decisions.
  3. Monitoring earnings from major companies like TSMC and Google can give insights into market trends. Keeping track of these trends can help make better investment choices.

Daily Chartbook #232

Daily Chartbook • 1388 implied HN points • 08 Jul 23
💰 Finance Earnings
  1. Jefferies' indicator shows decline in lending vs. GDP
  2. Atlanta Fed's GDP estimate for Q2 increased to 2.1%
  3. Different measures show varying views on excess savings running out

#Trending: 2Q23 Space SPAC Earnings Scorecard

Case Closed • 216 implied HN points • 03 Oct 23
💰 Finance Earnings
  1. When analyzing space SPAC earnings, focus on capital management, scaling efficiency, and solvency metrics.
  2. Evaluate companies based on trends over multiple quarters to understand their financial health.
  3. Different space SPAC companies showcase varying financial positions and strategies, with some focusing on future growth, while others are racing towards profitability.

Daily Chartbook #197

Daily Chartbook • 1388 implied HN points • 16 May 23
💰 Finance Earnings
  1. Food commodity prices are easing from record highs.
  2. European Commission upgraded inflation and growth forecasts for EU.
  3. US supply chain stress tracker fell, putting downward pressure on goods prices.

NVIDIA 2025 Q4 Financials

More Than Moore • 233 implied HN points • 27 Feb 25
💼 Business Earnings
  1. NVIDIA is seeing huge success, with its revenue and profits growing significantly. Their Q4 revenue reached $39.3 billion, which is a 78% increase from last year.
  2. Most of NVIDIA's growth comes from their data center business, which accounts for over 90% of their revenue. They are becoming primarily a data center company with strong sales of AI training hardware.
  3. While the gaming sector is struggling a bit, NVIDIA's automotive division is booming, having achieved 103% growth in Q4. Their self-driving technology is driving this success.

Apple’s #2 Business Keeps Growing

CIRP - Apple Report • 98 implied HN points • 07 Feb 24
💼 Business Earnings
  1. Apple's Services segment is growing faster than other segments like iPad, Mac, Wearables, Home, and Accessories.
  2. 60% of Apple customers pay for expanded iCloud storage, making it a popular service.
  3. Apple Music has the highest penetration among Apple's media services, showing strong competition in this sector.

Earnings: Optics(COHR, FN, LITE), Soitec, IFX, SWKS, ONTO, ENTG

Mule’s Musings • 173 implied HN points • 12 Feb 25
💰 Finance Earnings
  1. The earnings reports for companies in the optics sector, such as COHR and FN, are being discussed. This means their financial performance is being analyzed.
  2. Soitec, IFX, SWKS, ONTO, and ENTG are also mentioned, indicating they are part of the earnings updates. These companies are likely in the tech or semiconductor industry.
  3. This information is geared towards paid subscribers, suggesting a focus on a niche audience interested in detailed financial insights.

Illumina @ JPM - Sustainable Growth

ASeq Newsletter • 7 implied HN points • 14 Jan 26
💰 Finance Earnings
  1. Illumina has shifted its business mix so roughly 60% of revenue now comes from clinical customers.
  2. That clinical pivot is already helping drive a return to revenue growth, with the company reporting growth in Q4.
  3. Even if research sales continue to decline, the scale of clinical growth should be enough to bring overall revenue back into growth based on straightforward calculations.

Playing, fast and slow

SuperJoost Playlist • 119 implied HN points • 09 Nov 23
💼 Business Earnings
  1. Companies moving slow can surprise as big innovators, like Roblox and Nintendo
  2. Cutting staff might not improve game quality in the long run
  3. Legal battles in the gaming industry are teaching valuable lessons

Vibe Check: Google and Amazon. Earnings: IoT(SMTC, NOD, SLAB,PI), RMBS, AMD

Mule’s Musings • 141 implied HN points • 09 Feb 25
💼 Business Earnings
  1. Google and Amazon are being assessed for their performance and outlook. People are paying attention to how these companies are doing.
  2. The earnings report includes various companies related to the Internet of Things like SMTC and AMD. These companies are important to keep an eye on for future trends.
  3. This is the first part of a weekly summary about company earnings. Expect to see more updates on financial performances soon.

The Bear Cave #158

The Bear Cave • 863 implied HN points • 26 Feb 23
💰 Finance Earnings
  1. New activist reports highlighted issues with pharmaceutical, power tool, and biopharmaceutical companies
  2. Recent resignations of notable executives from various corporations were disclosed
  3. Earnings to watch for upcoming week include companies like Playtika Holding Corp and eXp World Holdings

The Bear Cave #157

The Bear Cave • 863 implied HN points • 19 Feb 23
💰 Finance Earnings
  1. New activist reports were published on companies like Etsy and Goosehead Insurance, highlighting issues like counterfeit goods and financial practices.
  2. Recent resignations of notable executives from companies like Bally's Corp and Rocket Companies Inc were disclosed, signaling leadership changes.
  3. Upcoming earnings to watch include reports from companies like Coinbase and Planet Fitness, with previous investigations uncovering various issues.

1/23/2024: Netflix Earnings Beat Expectations

depression2022 • 58 implied HN points • 24 Jan 24
💼 Business Earnings
  1. Netflix earnings beat expectations: Revenue and subscriber growth exceeded predictions.
  2. Netflix's efforts to combat account sharing and increase subscription fees have proven successful in boosting profits.
  3. Netflix making strategic investments, such as acquiring exclusive rights to WWE's Raw, to expand its content offerings and enhance growth.

Finding the Sweet Spot: Nvidia's Goldilocks Quarter

Mule’s Musings • 295 implied HN points • 22 Feb 24
💼 Business Earnings
  1. Nvidia's quarterly results exceeded expectations, with significant revenue growth in the Datacenter segment despite challenges like China's revenue dropping to almost zero.
  2. Nvidia achieved its highest gross margin ever, despite expectations that it would decrease in the future, hinting at potential pricing strategies for new products like B100.
  3. Nvidia is facing supply constraints but anticipates strong demand for upcoming products like B100, suggesting promising revenue growth opportunities and potential bottlenecks in the networking industry.

Elevance Health's 2022 earnings are in, outperforms Wall Street expectations

HEALTH CARE un-covered • 199 implied HN points • 25 Jan 23
💰 Finance Earnings
  1. Elevance Health did really well in 2022, exceeding what Wall Street expected for their earnings. Their stock prices went up, even when many other companies were struggling.
  2. Most of Elevance's profit came from government programs like Medicaid and Medicare Advantage, not from selling insurance to individuals or businesses. These programs are where they made the most money.
  3. The company's pharmacy business, CarelonRX, also saw significant profit growth. This shows that owning a pharmacy service is becoming very important for insurance companies.

Earnings, capex, and models, oh my!

Alex's Personal Blog • 98 implied HN points • 30 Jan 25
💼 Business Earnings
  1. Microsoft is doing well with cloud services and AI, showing growth and strong investments to meet demand.
  2. Meta is balancing costs well while investing in AI, which is helping them maintain profitability despite other losses.
  3. Tesla is focusing on long-term growth with self-driving technology and new robotics, which some investors find promising despite slow car sales.

You’re eligible to earn USDC by creating content 👀

Ronin’s Newsletter • 36 implied HN points • 19 Jul 25
🔮 Crypto Earnings
  1. The Ronin Creator Rumble is a contest where creators can win up to $2,000 in USDC every week by making content about Ronin. It's open to anyone, not just program members!
  2. To join, you can either place in the Top 25 on the cookie.fun leaderboard or submit original video content through a form. It's a fun way to get recognized for your creativity.
  3. Your content should be original and positive, focusing on Ronin's ecosystem like games or products. Get creative and share your videos on social media for a chance to win!