Keeping It Simple

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Earnings 4/30/26

RIVN 4-30 A 1Q
AAPL 4-30 A 2Q
ROKU 4-30 A 1Q
TWLO 4-30 A 1Q

RIG 5-4 A
PLTR 5-4 A 1Q

SHOP 5-5 B 1Q
DRS 5-5 B 1Q
PYPL 5-5 B 1Q
DOCN 5-5 B 1Q
SMCI 5-5 A
UPST 5-5 A 1Q
AMZN 5-5 A 1Q
AMD 5-5 A 1Q
MSTR 5-5 A 1Q

DIS 5-6 A 2Q
NXDR 5-6 A 1Q
ABTC 5-6 A 1Q

DNUT 5-7 B
PTON 5-7 B
RKT 5-7 A
RNG 5-7 A 1Q
ABNB 5-7 A 1Q
XYZ 5-7 A 1Q
OPEN 5-7 A 1Q
SOUN 5-7 A 1Q
TTD 5-7 A 1Q

FIG 5-14 A 1Q

TGT 5-20 B
BORR 5-20 A
NVDA 5-20 A 1Q

ULTA 6-2 A

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Starbucks (SBUX) reported earnings of $0.50 per share on revenue of $9.53 billion for the fiscal second quarter ended March 2026. The consensus earnings estimate was $0.44 per share on revenue of $9.16 billion. The Earnings Whisper number was $0.44 per share. The company beat expectations by 13.64% while revenue grew 8.79% on a year-over-year basis. The company said it expects fiscal 2026 earnings of $2.25 to $2.45 per share on revenue of approximately $37.18 billion. The company's previous guidance was earnings of $2.15 to $2.40 per share on revenue of $38.30 billion or greater, and the current consensus earnings estimate is $2.31 per share on revenue of $38.16 billion for the year ending September 30, 2026.

Teradyne (TER) reported earnings of $2.56 per share on revenue of $1.28 billion for the first quarter ended March 2026. The consensus earnings estimate was $2.11 per share on revenue of $1.20 billion. The Earnings Whisper number was $2.15 per share. The company beat expectations by 19.07% while revenue grew 87.04% on a year-over-year basis.The company said it expects second quarter earnings of $1.86 to $2.15 per share on revenue of $1.15 billion to $1.25 billion. The current consensus earnings estimate is $1.95 per share on revenue of $1.19 billion for the quarter ending June 30, 2026.

Qualcomm (QCOM) reported earnings of $2.65 per share on revenue of $10.60 billion for the fiscal second quarter ended March 2026. The consensus earnings estimate was $2.56 per share on revenue of $10.62 billion. The Earnings Whisper number was $2.65 per share. The company reported in-line with expectations while revenue fell 3.46% compared to the same quarter a year ago.The company said in its full earnings release it expects third quarter non-GAAP earnings of $2.10 to $2.30 per share on revenue of $9.20 billion to $10.00 billion. The current consensus earnings estimate is $2.43 per share on revenue of $10.20 billion for the quarter ending June 30, 2026.

Chipotle Mexican Grill (CMG) reported earnings of $0.24 per share on revenue of $3.09 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.24 per share on revenue of $3.08 billion. The Earnings Whisper number was $0.25 per share. The company missed expectations by 4.00% while revenue grew 7.41% on a year-over-year basis.

Alphabet (GOOGL) reported earnings of $5.11 per share on revenue of $109.90 billion for the first quarter ended March 2026. The consensus earnings estimate was $2.64 per share. The Earnings Whisper number was $2.80 per share. The company beat expectations by 82.50% while revenue grew 21.79% on a year-over-year basis.

Intel (INTC) reported earnings of $0.29 per share on revenue of $13.58 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.01 per share on revenue of $12.26 billion. The Earnings Whisper number was $0.07 per share. The company beat expectations by 314.29% while revenue grew 7.18% on a year-over-year basis.

The company said it expects second quarter non-GAAP earnings of approximately $0.20 per share on revenue of $13.80 billion to $14.80 billion. The current consensus earnings estimate is $0.07 per share on revenue of $12.96 billion for the quarter ending June 30, 2026.

AT&T (T) reported earnings of $0.57 per share on revenue of $31.51 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.55 per share on revenue of $31.22 billion. The Earnings Whisper number was $0.58 per share. The company missed expectations by 1.72% while revenue grew 2.87% on a year-over-year basis.The company said it continues to expect 2026 earnings of $2.25 to $2.35 per share. The current consensus earnings estimate is $2.29 per share for the year ending December 31, 2026.

Boeing (BA) reported a loss of $0.20 per share on revenue of $22.22 billion for the first quarter ended March 2026. The consensus estimate was a loss of $0.95 per share on revenue of $21.87 billion. The Earnings Whisper number was a loss of $1.05 per share. The company beat expectations by 80.95% while revenue grew 13.96% on a year-over-year basis.

Tesla (TSLA) reported earnings of $0.41 per share on revenue of $22.39 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.37 per share on revenue of $21.92 billion. The Earnings Whisper number was $0.39 per share. The company beat expectations by 5.13% while revenue grew 15.78% on a year-over-year basis.

ServiceNow (NOW) reported earnings of $0.97 per share on revenue of $3.77 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.97 per share on revenue of $3.75 billion. The Earnings Whisper number was $1.02 per share. The company missed expectations by 4.90% while revenue grew 22.09% on a year-over-year basis.The company said it expects second quarter subscription revenue of $3.815 billion to $3.82 billion and now expects 2026 revenue of $15.735 billion to $15.775 billion. The company's previous guidance was 2026 subscription revenue of $15.53 billion to $15.57 billion. The current consensus revenue estimate is $3.86 billion for the quarter ending June 30, 2026 and revenue of $15.98 billion for the year ending December 31, 2026.

Keurig Dr Pepper (KDP) reported earnings of $0.39 per share on revenue of $3.98 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.37 per share on revenue of $3.83 billion. The Earnings Whisper number was $0.36 per share. The company beat expectations by 8.33% while revenue grew 9.38% on a year-over-year basis.The company said it continues to expect 2026 revenue of $25.90 billion to $26.40 billion. The current consensus revenue estimate is $26.08 billion for the year ending December 31, 2026.

Taiwan Semiconductor Manufacturing Company Limited (TSM) reported earnings of $3.49 per share on revenue of $35.90 billion for the first quarter ended March 2026. The consensus earnings estimate was $3.31 per share on revenue of $35.50 billion. The Earnings Whisper number was $3.32 per share. The company beat expectations by 5.12% while revenue grew 40.63% on a year-over-year basis. The company said it expects second quarter revenue of $39.0 billion to $40.2 billion. The current consensus revenue estimate is $39.5 billion for the quarter ending June 30, 2026.

Netflix (NFLX) reported earnings of $0.70 per share on revenue of $12.25 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.76 per share on revenue of $12.17 billion. The Earnings Whisper number was $0.80 per share. The company missed expectations by 12.50% while revenue grew 16.19% on a year-over-year basis.The company said it expects second quarter earnings of approximately $0.78 per share on revenue of approximately $12.574 billion. The current consensus earnings estimate is $0.86 per share on revenue of $12.66 billion for the quarter ending June 30, 2026. The company also said it continues to expect 2026 revenue of $50.7 billion to $51.7 billion. The current consensus revenue estimate is $51.4 billion for the year ending December 31, 2026.

Nike (NKE) reported earnings of $0.35 per share on revenue of $11.28 billion for the fiscal third quarter ended February 2026. The consensus earnings estimate was $0.29 per share on revenue of $11.29 billion. The Earnings Whisper number was $0.39 per share. The company missed expectations by 10.26% while revenue grew 0.09% on a year-over-year basis.The company said during its conference call it expects fourth quarter revenue of $10.65 billion to $10.88 billion. The current consensus revenue estimate is $11.45 billion for the quarter ending May 31, 2026.
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