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4 articles tagged #earnings. See all tags →
Amazon, Google, Meta, and Microsoft guided to roughly $725 billion of 2026 capex, up 77% in a year. Some of them show you the revenue on the other side of the spend. Some of them call ROI 'a very technical question' and change the subject. The earnings call is where the tell shows up.
Netflix beat Q1 2026 on revenue and earnings, generated $5.1 billion of free cash flow, and still closed down 9.7% on April 17 on soft Q2 margin guidance. Every prior 'Netflix is finished' moment was a multi-year buying opportunity, and the 2026 setup is the strongest it has been in a decade.
Most investors look at the wrong metrics during earnings season. Here's the framework for reading software company results the way institutional analysts actually do it.
Most retail investors get their financial information from headlines. The actual filings, transcripts, and investor presentations are public, free, and a lot more useful. Here’s where they live.