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Browse Helmbeam articles tagged Earnings.
Why stocks fall after an earnings beat, or rise after a miss
A company can beat an earnings estimate and still disappoint investors on revenue, guidance, cash flow or the quality of the result. Those details can change expectations for the future and affect the share price.
YoY, QoQ and TTM: how to compare company results without mixing periods
YoY compares a period with a year earlier. QoQ compares consecutive quarters. TTM combines the latest twelve months. Each answers a different question.
How to read an earnings report: 8 checks beyond EPS
Read an earnings release alongside the previous relevant report. Check the changes in sales, profit, cash, funding and shares, then separate management's guidance from the results already reported. The eight checks below show where to look.
Is a company turning around? 7 checks beyond one good quarter
Assess a company turnaround against the problem that caused it: lost customers, unprofitable sales, too much debt or a temporary disruption. These seven checks test whether demand, margins, cash and funding support the claimed recovery, and how ownership may change along the way.
HSBC sells its Australian loan book: what changes before interim results
HSBC has agreed to sell most of its Australian retail loan book just four days before publishing its interim results. The transaction moves A$36.000bn of home and personal loans to funds managed by Blackstone and begins an 18-month wind-down of the bank's remaining Australian retail products.
Applied Digital earnings: why APLD revenue jumped 407%
Applied Digital's fiscal fourth-quarter result produced an unusually large headline: revenue reached US$258.748m, up 407% from a year earlier and 104.3% from Q3.
IBM Q2 2026 earnings: why the outlook fell to 4–5% growth
IBM's final second-quarter figures changed very little from the selected results it released eight days earlier. Revenue was US$17.162bn, Software grew 5.1%, Consulting grew 0.2% and Infrastructure fell 7.4%. Operating earnings per share remained US$2.93.
Netflix stock falls after Q2, but growth holds up
Netflix reported Q2 revenue of US$12.560 billion, 0.1% below its April forecast, while its 33.4% operating margin was 80 basis points above forecast. The company narrowed full-year revenue guidance around the same midpoint, kept its margin and advertising targets, and disclosed 2% first-half viewing-hour growth.
ASML lifts 2026 guidance as Q2 sales rise 21%
ASML lifted its 2026 sales outlook to €43–45 billion, equivalent to 31.6–37.8% growth over 2025, after second-quarter sales rose 21.3% to €9.3265 billion and gross margin reached 54.0%.
IBM's preliminary Q2 results: what changed before the full report
IBM's selected preliminary second-quarter results showed revenue up 1%, with Software growth slowing to 5% and Infrastructure falling 7%. IBM said customers shifted late-June budgets toward supply-constrained servers, storage and memory.