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Earnings

A collection of 4 issues

Netflix Q4 2025 Earnings & follow-up portfolio actions

In the earlier transaction post and earnings season article, I laid out my plans for $NFLX pre and post earnings. Premium Subscribers would have gotten an email notification of my transaction moves last night pre-earnings. In this article, I cover * Netflix's Latest Q4 2025 Earnings Analysis * Growth Catalysts

Trump Greenland Portfolio Stance & January Earnings Season Stock Opportunities

In this article, I share briefly, * My Investing Stance on Trump's Greenland Tariffs * Stock Opportunities I'm looking for during this month's Earnings Season and my portfolio positioning going into Market Open tonight (🔒Unlock with premium tier:) Greenland Tariffs Over the last few days, Trump

Earnings: Amazon Q3 - 1 Yellow flag spotted

Actual vs Estimates: Actual Analyst Estimates (Median) Conclusion Revenues (Billions) 180.17 177.91 Beat by 1.27% EPS 1.95 1.568 Beat by 24.34% The headline EPS beat includes, pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC. as

Earnings: Meta Q3

Actual vs Estimates: * EPS missed due to 1 time USD15.93bn tax charge from 1 Big Beautiful Bill Act. * Without 1 time tax, diluted EPS would have increased by $6.20 to $7.25 (Beating estimates). Ad impressions Delivered & Average Price per ad: Source: fiscal.ai * Worldwide Ad impressions