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My call was right, and Azure did the work.
I called a small $MSFT beat, and it beat bigger. EPS $4.89 vs $4.71 expected. Revenue $92.3B vs $90.58B expected.
Azure grew 48%, clearing the 44-45% bar. It jumped 4% after hours, then fell about 1% today so far. AI spend still needs to turn into cash.
$MSFT reports after the close today. Wall Street expects $4.71 EPS and $90.58B revenue.
Azure is the line I am watching, so 44-45% growth is the bar and the $50B -plus spend is the catch. Even a beat can drop on that spend.
My prediction below 👇
What did you think the market cared about most here, the beat or the Azure number? earnings.deepvaluereports.co…
$AMZN reports after the close today
Wall Street expects $2.01 EPS and $202.11B revenue, AWS $45.42B
I am watching AWS growth holding near 37%... because that is where the AI spend debate lives
Risk: a soft holiday guide hurts even on a beat
My prediction below 👇
My call: a small beat, AWS holds near 37%, and the spend talk fades for a night
What are you watching closest tonight, AWS growth or the holiday guide?
Full earnings breakdown here: earnings.deepvaluereports.co…
🚨 $GOOGL Q3 FY2026 Earnings Report is OUT!
Revenue (ex-TAC) of $111.2B vs. $111.64B est. 🔴
EPS of $2.12 vs. $2.94 est. 🔴
Free cash flow of -$9.07B 🔴
Heavy AI spending is the swing factor to watch.
🚨 $MSFT Q1 FY2027 Earnings Report is OUT!
Revenue of $92.28B vs. $90.58B est. 🟢
EPS of $4.89 vs. $4.71 est. 🟢
Cloud strength drove the beat, but big AI spending keeps expectations high.
$MSFT reports after the close today. Wall Street expects $4.71 EPS and $90.58B revenue.
Azure is the line I am watching, so 44-45% growth is the bar and the $50B -plus spend is the catch. Even a beat can drop on that spend.
My prediction below 👇
$MSFT reports after the close today. Wall Street expects $4.71 EPS and $90.58B revenue.
Azure is the line I am watching, so 44-45% growth is the bar and the $50B -plus spend is the catch. Even a beat can drop on that spend.
My prediction below 👇
My call: a small beat, but Azure is what moves it. If Azure clears 45%, the spend talk fades for a night. What number are you watching closest tonight, Azure growth or the spend?
Full earnings breakdown here: earnings.deepvaluereports.co…
$GEV beat both, EPS $4.81 vs $4.03 est
Revenue $12.64B vs $11.99B est
Guidance got raised to $46.5 - 47.5B and it still fell about 1% so far today
I think that tells you what the market cared about
Risk: the move is still intraday, so it could turn
Why it fell below 👇
My take: a beat on both lines and a raised guide still fell, so the market wanted more than a beat
What did you think the market cared about most here?
Full earnings breakdown here → earnings.deepvaluereports.co…
Full undervalued list here: deepvaluereports.com/underva…
🚨 $KO Q3 FY2026 Earnings Report is OUT!
🟢 Revenue of $13.35B vs. $12.93B est.
🟢 EPS of $0.91 vs. $0.87 est.
🟢 Free cash flow of $11.4B year to date
🟢 FY26 comparable EPS growth of at least 11%
Risk: flat North America volume could weigh on growth.
🚨 $SOFI Q3 FY2026 Earnings Report is OUT!
🟢 Revenue of $1.37B vs. $1.26B est.
🟢 EPS of $0.18 vs. $0.17 est.
🟢 FY26 adjusted net revenue guide of $5.04B
🟢 2027 outlook of $6.4B revenue and $0.90 EPS
Risk: tech platform revenue fell 24% year over year.
🚨 $BOH Q3 Earnings Report is OUT!
Revenue of $200.11M vs. $203.16M est. 🔴
EPS of $1.49 vs. $1.52 est. 🔴
Risk: both top and bottom lines missed, even as margins improved
🚨 $VZ Q3 Earnings Report is OUT!
Revenue of $34.31B vs. $34.81B est. 🔴
EPS of $1.31 vs. $1.27 est. 🟢
Free cash flow of $7.8B
FY26 guidance: adjusted EPS raised to $5.04-$5.06
Risk: equipment revenue fell 9% and the stock still dropped 3.5%
🚨 $VLO Q3 Earnings Report is OUT!
Revenue of $46.10B vs. $37.39B est. 🟢
EPS of $23.90 vs. $21.28 est. 🟢
Operating cash flow of $6.93B
Risk: refining margins tripled this quarter but they are cyclical - they may not hold into Q4
🚨 $AAL Q3 Earnings Report is OUT!
Revenue of $16.34B vs. $16.20B est. 🟢
EPS of -$0.28 vs. -$0.28 est. 🟡
FY26 guidance: adjusted loss of $1.00-$1.60/share
Risk: fuel expense jumped 67.5% and that is eating the recovery
10x Stock Signals | Fundamental Analysis | Trends retweeted
$DAL guidance
December-quarter Rev. was expected to grow approximately 20% YoY on roughly 3% capacity growth
December-quarter adj. EPS was expected in a range of $1.15 to $1.65, with an operating margin of 7% to 9%
Full-year 2026 adj. EPS guidance was reduced to $5.10–$5.60 from the prior $6.50–$7.50 outlook
Full-year pretax profit was expected to be approximately $4.50B
Full-year free cash flow was expected to be approximately $2.50B
