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.
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.
Energy Transfer delivered a record-setting Q1 2026, with Adjusted EBITDA surging 20% year-over-year to $4.94 billion, driven by broad-based volume growth across NGL, crude, and midstream segments. The Partnership raised full-year 2026 Adjusted EBITDA guidance to $18.2–$18.6 billion and increased growth capital spending to $5.5–$5.9 billion, signaling accelerating execution of its infrastructure buildout.
Analysis of Eternal Q4 FY2026 earnings, focused on Blinkit’s profitability inflection, still-healthy food delivery margins, the scaling of District and Hyperpure, and whether the company can sustain rapid NOV growth while translating its widening consumer ecosystem into materially higher consolidated EBITDA.
ConocoPhillips delivered adjusted EPS of $1.89 and CFO of $5.4 billion in Q1 2026, beating expectations while returning $2.0 billion to shareholders amid Middle East supply disruptions. The company reaffirmed its 45% CFO return commitment and maintained its $7 billion free cash flow inflection target by 2029.