Reports

Every report, newest first. Each one explains a single quarter of a US-listed company.

• Q3 FY2026
  November 10, 2026Coca-ColaCoca-Cola sold more drinks, but shipments and currency made the quarter look stronger than consumption alone
• Q3 FY2026
  November 10, 2026AlphabetAlphabet’s AI push is producing Cloud profit, but the buildout is outrunning cash generation
• Q3 FY2026
  November 10, 2026JPMorgan ChaseJPMorgan’s broad growth survived lower rates, but one corner of markets supplied the flash
• Q1 FY2027
  November 10, 2026MicrosoftMicrosoft’s cloud engine is accelerating, but the infrastructure bill is rising even faster
• Q3 FY2026
  November 10, 2026Amazon.comAmazon’s profit engine accelerated, but its investment surge swallowed the cash
• Q4 FY2026
  November 10, 2026AppleApple’s iPhone rebound powered a record quarter, but the profit story is less clean
• Q4 FY2026
  November 10, 2026Micron TechnologyMicron’s extraordinary quarter came from scarce memory and extraordinary prices, not simply more chips
• Q2 FY2027
  November 10, 2026WalmartWalmart’s business strengthened, but a $2.9 billion tariff refund made the profit surge look larger
• Q2 FY2027
  November 10, 2026NVIDIANVIDIA’s AI boom is accelerating, but sustaining it now requires far bigger commitments to customers and suppliers