Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Qualcomm Q3 2026 Earnings Preview: QCOM Revenue, Outlook

Qualcomm Q3 2026 earnings preview: revenue expected to fall 10% YoY as handset segment bottoms, with auto and IoT growth offsetting declines.

Robinhood (HOOD) Q2 2026 earnings preview: revenue expected to rise 25% YoY. Key growth drivers and guidance highlights.

Sanofi Q2 2026 earnings preview: consensus revenue $12.6B, Dupixent growth, and margin outlook for SNY.

Sony Q1 2027 earnings preview: analysts expect a 9% YoY revenue drop. Review guidance, segment performance, and key risks.

Southern Company (SO) Q2 2026 earnings preview covers revenue, EPS estimates, and key factors to watch for investors.

S&P Global (SPGI) Q2 2026 earnings preview: consensus sees $4,095M revenue, with focus on Ratings, Indices, and AI monetization.

Stryker (SYK) Q2 2026 earnings preview highlights guidance, margin recovery, and sales rebound after a cyber incident.

Trane Technologies (TT) Q2 2026 earnings preview: consensus revenue $6.19B, EPS $4.25. Key focus on backlog, margins, and segment growth.

Visa Q3 2026 earnings preview: consensus revenue $11.38B, EPS $3.19. Key growth drivers and risks for Visa (V).