Research Blog

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Big Tech Breathes Life into Q1 Earnings

5/05/25

This marks the second week of Q1 peak earnings season with nearly 3,400 companies expected to report.

Alphabet Sets a Positive Tone Ahead of Mega Tech Earnings Results this Week

4/28/25

All eyes will be on big tech, specifically the Magnificent 7, for signs that growth in the sector has not stalled out despite economic uncertainty that has led to whipsawing stock prices

Magnificent 7 Earnings Out this Week will Shed Light on Big Tech’s Tariff Concerns

4/22/25

Seven companies reporting this week have advanced their earnings dates: Northrop Grumman, Capital One, 3M, ResMed, CenterPoint Energy, CBRE Group and Phillips 66.

2025 Shareholder Meeting Season Is in Full Bloom, Highlighting Key Events

4/21/25

As earnings reports roll in, investors shouldn’t overlook Annual General Meetings.

Reel Relief: Escaping Economic Angst at the Movies

4/17/25

With all that’s happening with tariff uncertainty, let’s lighten the mood a bit. How does a long holiday weekend with an afternoon trip to the movies sound?

Banks Outperformed for Q1 but Strike Cautious Tone for the Rest of 2025

4/16/25

Despite the tone of uncertainty on earnings calls, our proprietary Late Earnings Report Index shows fewer late earnings dates.

Q2 2025 Investor Conference & Events Highlights

4/11/25

What happens in Q2 may determine whether the US enters a recession in 2025, so paying close attention to industry gatherings will be key as we navigate treacherous macro waters.

Q1 Earnings Season Mired in Uncertainty as Banks Begin Reporting Friday

4/10/25

Q1 earnings season is about to kick off amidst what some might consider to be the most uncertain environment for US corporations since the COVID-19 pandemic.