Quarterly earnings intelligence

Understand the print. Explain the move. Track the narrative.

A source-linked research dashboard for comparing reported results, guidance, stock reactions and market-environment changes across eight reporting events per company.

Current research set104earnings events
13companies
8events each
6GICS sectors
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BSXQ2 2026

A widely anticipated annual cut produced little incremental downside after a severe year-to-date derating.

GuidanceLoweredEnvironmentmixed

Next signal: Whether standalone WATCHMAN finds a bottom before new electrophysiology launches must carry the recovery.

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AIH1 2026

A real second-quarter growth beat, record backlog and above-plan margin were partly offset by weak cash conversion.

GuidanceMaintainedEnvironmentimproving

Next signal: Whether backlog start-ups convert into growth and cash while leverage normalizes.

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SIKAH1 2026

A broad Q2 acceleration drove a top-line and EBITDA beat, but management paired a higher local-currency sales range with a lower percentage-margin range while protecting the absolute EBITDA outlook.

GuidanceRaisedEnvironmentimproving

Next signal: Whether H2 price realization stays ahead of the cost curve while positive volume growth persists.

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VZQ2 2026

Churn-led subscriber growth, record margins and a broad operating-guidance increase turned the turnaround into a multi-quarter operating trend.

GuidanceSelective raiseEnvironmentimproving

Next signal: Whether positive account growth and ARPA inflection arrive without renewed subsidy intensity.

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NOKIAQ2 2026 / H1 2026

Record AI and cloud orders were offset by an optical sales miss, weak cash flow and a Q3 profit guide well below consensus; the annual raise was accounting-driven.

GuidanceMaintainedEnvironmentmixed

Next signal: The shipment ramp from new photonic capacity and the share of the backlog convertible within twelve months.

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TMUSQ2 2026

A strong reported quarter failed to clear the forward bar because only cash-flow guidance increased and the Q3 setup looked softer than expected.

GuidanceMaintainedEnvironmentmixed

Next signal: The size and duration of the Q3 account-churn increase caused by legacy rate-plan modernization.

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