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Earnings calls, dissected.
Comprehensive earnings analysis of public company calls — delivered as a buy-side ready PDF at $99 flat. Same-day delivery on the day of the call.
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$NVDANASDAQ
Q1 FY2026↑EPS Beat↑Rev Beat
NVIDIA Corporation · Report date: May 28, 2026
NVIDIA — Q1 FY2026 Earnings Analysis
Deep-dive analysis of NVIDIA's Q1 FY2026 earnings — Blackwell ramp, data centre revenue trajectory, and guidance read-throughs for the AI infrastructure supply chain.
Data Centre revenue$32.8B+89% YoY
Gross margin75.1%+30 bps
Software ARR$2.1Bcrossed run-rate
Data Centre RevenueBlackwell RampExport Controls+2 more
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$AAPLNASDAQ
Q2 FY2026↑EPS BeatRev In-Line
Apple Inc. · Report date: May 1, 2026
Apple — Q2 FY2026 Earnings Analysis
iPhone demand signals in a competitive AI device cycle, Services revenue trajectory, and management commentary on Apple Intelligence adoption and India market expansion.
Services revenue$24.2B+14% YoY
iPhone revenue$45.8B+2% YoY
Gross margin46.6%+90 bps
iPhone DemandServices RevenueApple Intelligence+2 more
$99flat · instant PDF
Same-day delivery · Buy-side ready · Instant PDF