Co-Analyst Research

Research Notes & Thematic Analysis

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

Disney Q4 2026 Earnings: DIS Revenue and Outlook

Walt Disney (DIS) Q4 2026 earnings preview: revenue and EPS expected up double digits, with focus on Experiences and SVOD margins.

Lowe’s Q3 2026 earnings preview covers revenue guidance, comps, and margin pressures. Find out what to watch for LOW this quarter.

Mitsubishi UFJ Financial Group (MUFG) targets JPY 2.7T net income for FY26, with revenue up 6.9%. See key earnings drivers and guidance.

Walmart Q3 2027 earnings preview: consensus revenue $187.2B, EPS $0.64, and critical factors like e-commerce growth and price investments.

Applied Materials (AMAT) Q4 2026 earnings preview: consensus expects record revenue and EPS, with focus on margin expansion and segment growth.

Petrobras (PBR) Q3 2026 earnings preview: consensus expects $32.5B revenue and strong oil production. See what to watch this quarter.

AMD projects $13.1B Q3 2026 revenue, led by Data Center and AI. Find out what matters most in AMD's latest earnings preview.

Arista Networks (ANET) aims for $3.33B Q3 2026 revenue after a record quarter. See guidance, growth drivers, and what to watch next.

ARM Holdings (ARM) Q2 2027 earnings preview: revenue seen up 22% YoY, driven by cloud AI and AGI CPU demand. Smartphone segment remains weak.