๐ Earnings Call Coverage
Recent recaps. Upcoming dates.
AI-synthesised summaries of recent earnings results, plus the calendar of upcoming reports across all 14 markets we cover. Every recap cites its sources.
Filter by market
๐ Recent earnings recaps
18 recapsHSBC Q1 Pre-Tax Profit Misses at $9.4B on Wider Credit Losses
The Quick Take * HSBC Q1 2026 pre-tax profit came in at $9.4B, marginally below analyst consensus estimates * Miss driven by wider-than-expected credit losses, signalling potential deterioration in loan quality * No analyst or institutional commentary cited in available coverage; broader reaction not yet reported * Full-year credit loss trajectory and management guidance on provisions will be key near-term focus * As Europe's largest lender with major Asia/HK exposure, HSBC results are a b
May 7, 2026
Pinterest Surges 17% on Earnings Beat and Strong Forward Guidance
The Quick Take * Pinterest stock surged 17% following a Q1 2026 earnings beat with strong forward guidance issued * Company cut nearly 15% of its workforce and reduced office space in January 2026 to redirect resources into AI * Analyst/institutional response not detailed in available coverage, but 17% single-session surge signals strong buy-side approval * AI investment push post-restructuring positions Pinterest for potential revenue and engagement growth in coming quarters * Pinterest's
May 7, 2026
AXT Inc. Hits All-Time Highs on InP Demand Surge and Capacity Expansion Plans
The Quick Take * AXTI surged to new all-time highs in Q1 2026, driven by strong Indium Phosphide (InP) substrate demand * Stock reached record price levels following earnings beat, signaling robust investor confidence in compound semiconductors * No specific analyst price target changes cited, but forward outlook described as strong by source * AXT plans capacity expansion for InP production to meet accelerating demand โ key growth catalyst ahead * InP substrates are critical for datacom/A
May 6, 2026
Applied Optoelectronics (AAOI) hits all-time high ahead of earnings
The Quick Take * AAOI shares surged to an all-time high ahead of its upcoming earnings report, per Yahoo Finance * The pre-earnings rally signals strong bullish momentum and investor optimism in the optical components maker * No analyst or institutional commentary was cited in available coverage; sentiment driven by price action alone * Earnings release is the next major catalyst โ results will test whether the record stock price is justified * AAOI supplies optical transceivers used in AI
May 5, 2026
Roblox Shares Plunge After Cutting Full-Year and 2026 Bookings Guidance
The Quick Take * Roblox cut both its full-year and 2026 bookings guidance, triggering a sharp share price decline * Shares plunged on May 1 following the guidance reduction, reflecting significant investor concern * No analyst or institutional response detail available from the single source article * Investors will closely watch Roblox's next earnings release and any revised guidance commentary * A US gaming/metaverse platform guidance cut signals caution for Asian gaming stocks and globa
May 5, 2026
US Markets Surge April 30 Despite Mixed Big Tech Earnings
The Quick Take * US equity markets posted broad gains on April 30 despite a mixed set of Big Tech earnings results * Markets surged higher, suggesting investors focused on positives within tech earnings rather than disappointments * Big Tech earnings were described as a 'mixed bag,' indicating some companies beat while others missed expectations * Investors will watch for remaining Q1 earnings and any macro data releases heading into May to sustain momentum * A US equity rally driven by te
May 4, 2026
Apple Q2 FY2026 Earnings Beat Estimates; Revenue Reaches $111B
The Quick Take * Apple Q2 FY2026 revenue hit $111B, surpassing Wall Street estimates per Yahoo Finance report * Market reaction data not available in source; stock movement post-earnings unreported at time of publication * No analyst or institutional commentary included in the single available source at this time * Earnings beat signals continued demand resilience for Apple products and services heading into Q3 FY2026 * Apple's $111B quarter has global supply chain implications, particular
May 4, 2026
S&P 500 & Nasdaq 100 Hit Record Highs Fuelled by Strong Tech Earnings
The Quick Take * S&P 500 closed up +0.29% and Nasdaq 100 surged +0.94% to record highs, while Dow fell -0.31% * June E-mini S&P futures rose +0.19% and Nasdaq futures also advanced, signalling continued momentum * Solid tech-sector earnings drove the Nasdaq 100 to a fresh all-time high, per multiple sources * Earnings optimism is expected to sustain rally momentum into the next reporting cycle * Record US equity highs typically lift Asian markets at open; tech-heavy indices like Nikkei and
May 4, 2026
AIG Q1 Profit Surges as Catastrophe Losses Fall Sharply
The Quick Take * AIG's quarterly profit surged significantly, driven by a steep decline in catastrophe-related losses * Market reaction to the earnings beat likely positive for AIG shares, though specific price movement not confirmed * No analyst or institutional commentary cited in available coverage; broader insurance sector may re-rate upward * Lower cat losses signal potential for improved full-year underwriting margins if trend continues into Q2 2026 * Global reinsurers and Asian insu
May 4, 2026
BNP Paribas Shares Fall as Higher Provisions Overshadow Earnings Beat
The Quick Take * BNP Paribas reported higher profit driven by retail growth and asset management integration, beating earnings estimates * Shares slid after heavier-than-expected loan loss provisions dimmed the earnings beat, weighing on investor sentiment * No specific analyst or institutional response details available from single source; market reaction signals concern over credit quality * Elevated provisioning levels will be closely watched in upcoming quarters as a signal of European
May 4, 2026
Sandisk Stock Hits Record High After Crushing Fiscal Q3 Earnings Estimates
The Quick Take * Sandisk (SNDK) significantly beat analyst estimates for fiscal Q3 2026, driving shares to an all-time record high * Stock surged to record heights on Friday following the earnings announcement, reflecting strong investor reaction * Analyst estimates were 'crushed' per reporting, suggesting a substantial beat across key metrics * Forward momentum hinges on sustained memory-chip demand; investors will watch Q4 guidance closely * A strong Sandisk print signals robust NAND fla
May 4, 2026
Roku Surges After Q1 Earnings Beat on Ad and Subscription Growth
The Quick Take * Roku smashed Q1 estimates driven by better-than-expected advertising and subscription revenue growth * Roku stock rose on Friday following the earnings beat, reflecting strong investor sentiment * Analyst/institutional response not detailed in available coverage, but market reaction was sharply positive * Continued ad market recovery and streaming platform consolidation will be key drivers to watch in Q2 * Roku's ad revenue strength signals resilience in US digital adverti
May 4, 2026
Caterpillar's IBD Composite Rating Jumps to 98 After Q1 Earnings
The Quick Take * Caterpillar's IBD SmartSelect Composite Rating surged from 93 to 98 following Q1 earnings, signalling strong relative strength * The rating jump to 98 โ near the maximum of 99 โ places CAT among the top 2% of all tracked stocks by IBD * No analyst price-target revisions or institutional commentary were included in the single source covering this event * A Composite Rating at 98 often precedes breakout moves; traders will watch for CAT to clear near-term technical resistance
May 4, 2026
Bloom Energy Stock Surges 27% After Q1 Beat; Analysts Warn of Correction
The Quick Take * Bloom Energy stock surged 27% following a Q1 earnings beat, per investing.com analysis published May 1, 2026 * The 27% single-session surge signals strong market approval of Q1 results, one of the largest moves in the stock's recent history * Analyst caution is flagged in the headline, with a correction warned as likely following the outsized post-earnings rally * Forward risk: the sharp rally sets up potential near-term profit-taking or technical pullback as correction ris
May 3, 2026
Hyperscaler AI capex to hit $725B in 2026 as Magnificent 7 earnings surge
The Quick Take * Hyperscaler capital expenditure is set to reach $725 billion in 2026, driven by surging AI infrastructure spend * Magnificent 7 earnings season is revealing a broad-based acceleration in AI-related investment commitments * No specific analyst downgrades reported; tone of coverage is strongly bullish on AI infrastructure theme * Capex trajectory implies sustained multi-year buildout of data centers, GPUs, and AI networking equipment * Asian semiconductor and data-center har
May 3, 2026
Bloom Energy Stock Surges 27% on Strong AI Data Center Pipeline
The Quick Take * Bloom Energy stock surged 27% following earnings, driven by a reportedly 'robust' AI-related pipeline * The sharp single-day rally signals strong market conviction in Bloom's positioning as an AI power infrastructure play * Analysts are reportedly taking note of the company's AI data center opportunity, per Barron's/Yahoo Finance coverage * Forward momentum hinges on Bloom converting its AI pipeline into contracted revenue and delivery milestones * Asia angle: Rising AI da
May 3, 2026
Twilio Surges 18% After Hours on Strong Q1 Beat and Raised 2026 Guidance
The Quick Take * Twilio Q1 results beat both earnings and revenue estimates, driving an 17.86% after-hours surge * Stock jumped ~18% in overnight trading โ one of the largest single-session moves for TWLO in recent quarters * No analyst/institutional commentary cited in available coverage; reaction is market-driven post-earnings * Full-year 2026 guidance raised and Q2 growth projected higher, signalling sustained revenue acceleration * Twilio's cloud-communications platform serves global e
May 3, 2026
GE HealthCare Shares Slide After Earnings Miss and Guidance Cut
The Quick Take * GE HealthCare reported earnings that missed analyst estimates, triggering a share price decline * Shares fell following the dual negative catalyst of an earnings miss and a lowered full-year outlook * No analyst or institutional response details were available in the sourced article * Lowered guidance signals management expects continued headwinds in coming quarters * As a major medical imaging and diagnostics supplier, weakness may pressure Asian healthcare equipment peer
May 3, 2026
๐ Reporting next 14 days
Full calendar โAAM
Mon, May 11
ABCL
Mon, May 11
ABCP
Mon, May 11
ACM
Mon, May 11
ACNT
Mon, May 11
ADAP
Mon, May 11
AGEN
Mon, May 11
AGRO
Mon, May 11
AGSS
Mon, May 11
AIMD
Mon, May 11
AKRO
Mon, May 11
ALBT
Mon, May 11
How earnings call coverage works
When a company reports earnings, our editorial system synthesises the announcement, management commentary, analyst reactions, and price movement into a structured recap with sentiment indicators and source citations. Recaps are written by the desk editor whose beat covers the company (e.g., banking earnings โ Sarah Williams, Asia tech โ Anjali Mehta). Read the methodology for our full process.