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Was This Well Telegraphed Enough? Recapping Robinhood's Actuals vs. Consensus
The sell side analysts that contribute to Consensus always screw this name up with any semblance of market volatility - on the upside, estimates are…
 • Consensus Media
Buying and Selling Guide for Thursday's Earnings: Toast, DraftKings, Pinterest, Coinbase, Applied Materials, Airbnb, Expedia, Dutch Bros…
Relative winners and losers over the last quarter, followed by particular names of note, concluding with a spreadsheet containing setup tables for all…
 • Consensus Media
A Dog in Heat: Recapping Datadog's Actuals vs. Consensus
A more than solid print from Datadog, with upside improving as you move down the 4Q table culminating in 10% billings upside:
 • Consensus Media
Turning the Beat Around? Recapping Spotify's Actuals vs. Consensus
A solid set of results from Spotify, but I’m not sure that this is quite enough to fully break the downtrend.
 • Consensus Media
Buying and Selling Guide for Wednesday's Earnings: Shopify, Unity, AppLovin, T-Mobile, Cisco, HubSpot, and Many More
Relative winners and losers over the last quarter, followed by particular names of note, concluding with a spreadsheet containing setup tables for all…
 • Consensus Media
Buying and Selling Guide for Tuesday's Earnings: Datadog, Robinhood, Spotify, Oscar, Upstart, Cloudflare, Lyft, Zillow, Ferrari, and Many…
Relative winners and losers over the last quarter, followed by particular names of note, concluding with a spreadsheet containing setup tables for all…
 • Consensus Media
Focus Earnings Setups for the Week Ahead (4/4): CoreWeave, Applied Materials, Cisco, Arista Networks, Generac, T-Mobile, Ferrari, and Rivian
How to judge positioning into earnings of note for the week ahead
 • Consensus Media
Focus Earnings Setups for the Week Ahead (3/4): Unity, Datadog, Monday.com, Cloudflare, HubSpot, Zillow, Pinterest, and Twilio
How to judge positioning into earnings of note for the week ahead
 • Consensus Media
Focus Earnings Setups for the Week Ahead (2/4): Robinhood, Coinbase, DraftKings, Fiserv, Toast, Expedia, Lyft, and SharkNinja
How to judge positioning into earnings of note for the week ahead
 • Consensus Media
Focus Earnings Setups for the Week Ahead (1/4): AppLovin, Spotify, Roku, Airbnb, Instacart, Dutch Bros, McDonald's, and Coca-Cola
How to judge positioning into earnings of note for the week ahead
 • Consensus Media
Buying and Selling Guide for Monday's Earnings: Monday.com, Onsemi, Upwork, Apollo, Pagaya, and Many More
Relative winners and losers over the last quarter, followed by particular names of note, concluding with a spreadsheet containing setup tables for all…
 • Consensus Media
Earnings Setups for Friday: AutoNation, Centene, Biogen, Under Armour, and a Few More
Relative winners and losers over the last quarter, followed by particular names of note, concluding with a spreadsheet containing setup tables for all…
 • Consensus Media
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