Keeping It Simple

[eastunder]

Earnings 5/14/26

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

CRM 5-27 A

PD 5-28 A

ULTA 6-2 A

CRWD 6-3 A

_____________________________________________________________________________________________________________________________

Figma, Inc. (FIG) reported earnings of $0.10 per share on revenue of $333.44 million for the first quarter ended March 2026. The consensus earnings estimate was $0.06 per share on revenue of $316.12 million. The Earnings Whisper number was $0.06 per share. The company beat expectations by 66.67%.The company said it expects second quarter revenue of $348.0 million to $350.0 million and 2026 revenue of $1.422 billion to $1.428 billion. The company's previous guidance was 2026 revenue of $1.366 billion to $1.374 billion. The current consensus revenue estimate is $330.27 million for the quarter ending June 30, 2026 and revenue of $1.37 billion for the year ending December 31, 2026.

Krispy Kreme (DNUT) reported a loss of $0.07 per share on revenue of $367.03 million for the first quarter ended March 2026. The consensus estimate was a loss of $0.04 per share on revenue of $355.20 million. The company missed consensus estimates by 75.00% while revenue fell 2.17% compared to the same quarter a year ago.The company said it expects 2026 revenue of $1.25 billion to $1.35 billion. The current consensus revenue estimate is $1.40 billion for the year ending December 31, 2026.

Peloton Interactive (PTON) reported earnings of $0.05 per share on revenue of $630.90 million for the fiscal third quarter ended March 2026. The consensus earnings estimate was $0.07 per share on revenue of $614.95 million. The company missed consensus estimates by 28.57% while revenue grew 1.11% on a year-over-year basis.The company said it expects fiscal 2026 revenue of $2.42 billion to $2.44 billion. The company's previous guidance was revenue of $2.40 billion to $2.44 billion, and the current consensus revenue estimate is $2.43 billion for the year ending June 30, 2026.

Rocket Companies (RKT) reported earnings of $0.15 per share on revenue of $2.94 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.23 per share on revenue of $2.72 billion. The Earnings Whisper number was $0.16 per share. The company missed expectations by 6.25% while revenue grew 183.53% on a year-over-year basis.
The company said it expects second quarter revenue of $2.702 billion to $2.90 billion. The current consensus revenue estimate is $2.97 billion for the quarter ending June 30, 2026.

RingCentral (RNG) reported earnings of $1.20 per share on revenue of $644.20 million for the first quarter ended March 2026. The consensus earnings estimate was $1.17 per share on revenue of $642.81 million. The Earnings Whisper number was $1.19 per share. The company beat expectations by 0.84% while revenue grew 5.25% on a year-over-year basis.The company said it expects second quarter non-GAAP earnings of $1.15 to $1.17 per share on revenue of $648.0 million to $653.0 million. The current consensus earnings estimate is $1.24 per share on revenue of $651.02 million for the quarter ending June 30, 2026. The company also said it expects 2026 non-GAAP earnings of $4.85 to $5.01 per share on revenue of $2.62 billion to $2.64 billion. The current consensus earnings estimate is $4.85 per share on revenue of $2.63 billion for the year ending December 31, 2026.

Airbnb (ABNB) reported earnings of $0.26 per share on revenue of $2.68 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.31 per share on revenue of $2.62 billion. The Earnings Whisper number was $0.34 per share. The company missed expectations by 23.53% while revenue grew 17.87% on a year-over-year basis.The company said in its shareholders letter it expects second quarter revenue of $3.54 billion to $3.60 billion and 2026 revenue of $13.465 billion to $14.261 billion. The company's previous guidance was 2026 revenue of at least $13.465 billion. The current consensus revenue estimate is $3.48 billion for the quarter ending June 30, 2026 and revenue of $13.73 billion for the year ending December 31, 2026.

Block (XYZ) reported earnings of $0.71 per share on revenue of $6.06 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.68 per share on revenue of $6.11 billion. The Earnings Whisper number was $0.75 per share. The company missed expectations by 5.33% while revenue grew 4.94% on a year-over-year basis.The company said in its shareholders letter it expects second quarter non-GAAP earnings of approximately $0.86 per share. The current consensus earnings estimate is $0.81 per share for the quarter ending June 30, 2026. The company also said it expects 2026 non-GAAP earnings of approximately $3.85 per share. The current consensus earnings estimate is $3.64 per share for the year ending December 31, 2026.

Opendoor Technologies (OPEN) reported a loss of $0.18 per share on revenue of $720.00 million for the first quarter ended March 2026. The consensus estimate was a loss of $0.06 per share on revenue of $665.17 million. The Earnings Whisper number was a loss of $0.08 per share. The company missed expectations by 125.00% while revenue fell 37.55% compared to the same quarter a year ago.The company said it expects second quarter revenue of approximately $900.0 million. The current consensus revenue estimate is $1.22 billion for the quarter ending June 30, 2026.

SoundHound AI (SOUN) reported a loss of $0.06 per share on revenue of $44.20 million for the first quarter ended March 2026. The consensus estimate was a loss of $0.04 per share on revenue of $42.71 million. The Earnings Whisper number was a loss of $0.02 per share. The company missed expectations by 200.00% while revenue grew 51.72% on a year-over-year basis.The company said it continues to expect 2026 revenue of $225.0 million to $260.0 million. The current consensus revenue estimate is $232.73 million for the year ending December 31, 2026.

Trade Desk (TTD) reported earnings of $0.28 per share on revenue of $688.86 million for the first quarter ended March 2026. The consensus earnings estimate was $0.32 per share on revenue of $679.26 million. The Earnings Whisper number was $0.33 per share. The company missed expectations by 15.15% while revenue grew 11.82% on a year-over-year basis.The company said it expects second quarter revenue of at least $750.0 million. The current consensus revenue estimate is $774.01 million for the quarter ending June 30, 2026.

Nextdoor Holdings, Inc. (NXDR) reported a loss of $0.03 per share on revenue of $61.67 million for the first quarter ended March 2026. The consensus estimate was a loss of $0.05 per share on revenue of $58.40 million. The company beat consensus estimates by 40.00%

American Bitcoin (ABTC) reported a loss of $0.08 per share on revenue of $62.12 million for the first quarter ended March 2026. The consensus earnings estimate was $0.01 per share on revenue of $74.85 million. The company missed consensus estimates by 900.00%.
Supermicro (SMCI) reported earnings of $0.84 per share on revenue of $10.24 billion for the fiscal third quarter ended March 2026. The consensus earnings estimate was $0.62 per share on revenue of $12.36 billion. The Earnings Whisper number was $0.60 per share. The company beat expectations by 40.00% while revenue grew 122.68% on a year-over-year basis.The company said it expects fourth quarter non-GAAP earnings of $0.65 to $0.79 per share on revenue of $11.00 billion to $12.50 billion. The current consensus earnings estimate is $0.67 per share on revenue of $11.66 billion for the quarter ending June 30, 2026.

Upstart (UPST) reported a loss of $0.03 per share on revenue of $308.21 million for the first quarter ended March 2026. The consensus earnings estimate was $0.43 per share on revenue of $289.36 million. The Earnings Whisper number was $0.46 per share. The company missed expectations by 106.52% while revenue grew 44.45% on a year-over-year basis.The company said it continues to expect 2026 revenue of approximately $1.40 billion. The current consensus revenue estimate is $1.40 billion for the year ending December 31, 2026.

Amazon.com (AMZN) reported earnings of $1.56 per share on revenue of $181.52 billion for the first quarter ended March 2026. The consensus earnings estimate was $1.60 per share on revenue of $177.84 billion. The Earnings Whisper number was $1.82 per share. The company missed expectations by 14.29% while revenue grew 16.61% on a year-over-year basis.The company said it expects second quarter revenue of $194.0 billion to $199.0 billion. The current consensus revenue estimate is $188.34 billion for the quarter ending June 30, 2026.

Advanced Micro Devices (AMD) reported earnings of $1.37 per share on revenue of $10.25 billion for the first quarter ended March 2026. The consensus earnings estimate was $1.29 per share on revenue of $9.84 billion. The Earnings Whisper number was $1.36 per share. The company beat expectations by 0.74% while revenue grew 37.85% on a year-over-year basis.The company said it expects second quarter revenue of $10.90 billion to $11.50 billion. The current consensus revenue estimate is $10.52 billion for the quarter ending June 30, 2026.

Strategy (MSTR) reported a loss of $38.25 per share on revenue of $124.30 million for the first quarter ended March 2026. The consensus estimate was a loss of $3.41 per share on revenue of $124.60 million. The company missed consensus estimates by 1,021.70% while revenue grew 11.92% on a year-over-year basis.

Transocean (RIG) reported a loss of $0.03 per share on revenue of $1.08 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.07 per share on revenue of $1.03 billion. The Earnings Whisper number was $0.09 per share. The company missed expectations by 133.33% while revenue grew 19.32% on a year-over-year basis.The company said it expects second quarter revenue of $930.0 million to $970.0 million and 2026 revenue of $3.80 billion to $3.90 billion. The company's previous guidance was 2026 revenue of $3.80 billion to $3.95 billion. The current consensus revenue estimate is $951.73 million for the quarter ending June 30, 2026 and revenue of $3.85 billion for the year ending December 31, 2026.

Palantir Technologies (PLTR) reported earnings of $0.33 per share on revenue of $1.63 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.28 per share on revenue of $1.54 billion. The Earnings Whisper number was $0.32 per share. The company beat expectations by 3.13% while revenue grew 84.71% on a year-over-year basis.The company said it expects second quarter revenue of $1.797 billion to $1.801 billion and now expects 2026 revenue of $7.65 billion to $7.662 billion. The company's previous guidance was 2026 revenue of $7.182 billion to $7.198 billion. The current consensus revenue estimate is $1.66 billion for the quarter ending June 30, 2026 and revenue of $7.23 billion for the year ending December 31, 2026.

Shopify (SHOP) reported earnings of $0.27 per share on revenue of $3.17 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.33 per share on revenue of $3.08 billion. The Earnings Whisper number was $0.36 per share. The company missed expectations by 25.00% while revenue grew 34.32% on a year-over-year basis.The company said it expects second quarter revenue of approximately $3.42 billion. The current consensus revenue estimate is $3.39 billion for the quarter ending June 30, 2026.

Leonardo DRS (DRS) reported earnings of $0.26 per share on revenue of $846.00 million for the first quarter ended March 2026. The consensus earnings estimate was $0.21 per share on revenue of $817.61 million. The Earnings Whisper number was $0.24 per share. The company beat expectations by 8.33% while revenue grew 5.88% on a year-over-year basis.The company said it expects 2026 earnings of $1.26 to $1.30 per share on revenue of $3.90 billion to $3.975 billion. The company's previous guidance was earnings of $1.20 to $1.26 per share on revenue of $3.85 billion to $3.95 billion, and the current consensus earnings estimate is $1.27 per share on revenue of $3.91 billion for the year ending December 31, 2026.

PayPal (PYPL) reported earnings of $1.34 per share on revenue of $8.35 billion for the first quarter ended March 2026. The consensus earnings estimate was $1.27 per share on revenue of $8.12 billion. The Earnings Whisper number was $1.31 per share. The company beat expectations by 2.29% while revenue grew 7.21% on a year-over-year basis.The company said in its earnings presentation it expects second quarter earnings of approximately $1.27 per share and continues to expect 2026 earnings of $5.18 to $5.36 per share. The current consensus estimate is earnings of $1.34 per share for the quarter ending June 30, 2026 and earnings of $5.31 per share for the year ending December 31, 2026.

DigitalOcean (DOCN) reported earnings of $0.44 per share on revenue of $257.91 million for the first quarter ended March 2026. The consensus earnings estimate was $0.26 per share on revenue of $250.06 million. The Earnings Whisper number was $0.33 per share. The company beat expectations by 33.33% while revenue grew 22.40% on a year-over-year basis.The company said it expects second-quarter non-GAAP earnings of $0.20 to $0.23 per share on revenue of $272.0 million to $274.0 million. The current consensus earnings estimate is $0.23 per share on revenue of $261.06 million for the quarter ending June 30, 2026. The company said it expects 2026 non-GAAP earnings of $1.10 to $1.20 per share on revenue of $1.130 billion to $1.145 billion. The company's previous guidance was earnings of $0.75 to $1.00 per share on revenue of $1.075 billion to $1.105 billion, and the current consensus earnings estimate is $0.99 per share on revenue of $1.10 billion for the year ending December 31, 2026.

Rivian Automotive (RIVN) reported a loss of $0.66 per share on revenue of $1.29 billion for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.83 per share on revenue of $1.26 billion. The Earnings Whisper number was a loss of $0.75 per share. The company beat expectations by 12.00% while revenue fell 25.84% compared to the same quarter a year ago.

Apple (AAPL) reported earnings of $2.01 per share on revenue of $111.18 billion for the fiscal second quarter ended March 2026. The consensus earnings estimate was $1.92 per share on revenue of $109.01 billion. The Earnings Whisper number was $2.01 per share. The company reported in-line with expectations while revenue grew 16.60% on a year-over-year basis.

Roku (ROKU) reported earnings of $0.57 per share on revenue of $1.25 billion for the first quarter ended March 2026. The consensus earnings estimate was $0.34 per share on revenue of $1.20 billion. The Earnings Whisper number was $0.41 per share. The company beat expectations by 39.02% while revenue grew 22.36% on a year-over-year basis.

Twilio (TWLO) reported earnings of $1.50 per share on revenue of $1.41 billion for the first quarter ended March 2026. The consensus earnings estimate was $1.27 per share on revenue of $1.34 billion. The Earnings Whisper number was $1.31 per share. The company beat expectations by 14.50% while revenue grew 20.00% on a year-over-year basis.The company said it expects second quarter non-GAAP earnings of $1.27 to $1.32 per share on revenue of $1.42 billion to $1.43 billion. The current consensus earnings estimate is $1.29 per share on revenue of $1.39 billion for the quarter ending June 30, 2026.

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.
_______________________________________________________

MU
ORCL