Co-Analyst Research

Research Notes & Thematic Analysis

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

ARM Q1 2026 Earnings Preview: ARM Revenue and Outlook

ARM Holdings (ARM) Q1 2026 earnings preview highlights 20% revenue growth, AGI CPU ramp, and strong data center momentum.

BBVA Q2 2026 earnings preview highlights $3.3B net income consensus and strong loan growth in Mexico and Spain.

Bristol Myers Squibb Q2 2026 earnings preview: guidance, consensus, and key growth drivers including Eliquis and Camzyos.

Chevron (CVX) is expected to post a sharp Q2 2026 earnings rebound, with revenue forecast at $59.7B and strong production growth.

Coca-Cola (KO) Q2 2026 earnings preview highlights $13.1B revenue estimate, EPS growth, and key factors to watch this quarter.

Enbridge (ENB) Q2 2026 earnings preview covers guidance, consensus estimates, and key growth drivers. Find out what to watch this quarter.

Equinix (EQIX) Q2 2026 earnings preview: double-digit revenue growth expected, with strong AI and cloud demand driving results.

Exxon Mobil (XOM) Q2 2026 earnings preview highlights a sharp rebound in revenue and EPS, with focus on upstream recovery and cost discipline.

Fortinet (FTNT) Q2 2026 earnings preview: revenue guidance raised, strong AI and SASE demand, and tough year-over-year comps.