Earnings Edge: Recaps

Better Than We've Grown Accustomed To: Recapping Nike Results

Consensus Media — Tue, 31 Mar 2026 20:38:35 GMT

I’m a bit surprised we’re weak here on the back of this set of results, which looks positive almost across the board. We don’t get guidance until the conference call, so maybe folks are terrified the big bad truth bombs surface there. Here’s the breakdown of actuals vs. Consensus:

Dear Lord Gary, What are you Doing! Recapping RH Results

Consensus Media — Tue, 31 Mar 2026 20:22:31 GMT

This is the single worst print I can remember from RH when taken in the context of what we saw from peers that included positive Williams-Sonoma results. What are they doing at RH other than eating caviar and Cheeseburgers American in Paris? Certainly not selling furniture. Look at these actuals vs. Consensus for 4Q and the forward guide (and please ignore the FY guide because we know that is optimistic):

Fully Washed Out? Recapping lululemon's Results

Consensus Media — Tue, 17 Mar 2026 20:31:55 GMT

We well didn’t get the positive earnings revision surprise that many were hoping for here - forward estimates will move even lower on the back of this set of results and forward guidance:

Oversold Indeed: Recapping Oracle's Actuals vs. Consensus Results

Consensus Media — Tue, 10 Mar 2026 20:30:29 GMT

Solid set of results here from Oracle that combine with a lift to 2027 revenue guidance, signaling that any delays to buildout are likely inconsequential (for now).

Here are the Actuals vs. Consensus as well as guidance comparisons to current Street expectations:

In-Line Quarter, Excellent Guide: Recapping Marvell's Actuals vs. Consensus

Consensus Media — Thu, 05 Mar 2026 21:16:04 GMT

Somewhat similar to yesterday’s Broadcom in the sense that the quarter itself is meh, but with notably large upside in the forward guidance:

In-Line Quarter but Fantastic Guide: Recapping Broadcom's Actuals vs. Consensus

Consensus Media — Wed, 04 Mar 2026 21:23:54 GMT

Not much upside in 1Q for Broadcom with both revenue and EPS essentially in-line, but take a look at where we go in 2Q:

Solid Quarter, Choppy Guide: Recapping Okta's Actuals vs. Consensus

Consensus Media — Wed, 04 Mar 2026 21:15:43 GMT

Consistent with most of the SaaS reports we’ve seen lately, the Okta quarter looks very solid but with a lot of questions in the forward guidance, concentrated in this near term margin outlook:

How is the Profit Outlook SO Bad? Recapping GitLab's Actuals vs. Consensus

Consensus Media — Tue, 03 Mar 2026 21:38:28 GMT

The quarter itself looks nice, with notable upside in billings, revenue, operating margin, and EPS, but take a look at the nastiness of the forward guidance:

A Clean Sheet but Lacking Upside: CrowdStrike Actuals vs. Consensus Recap

Consensus Media — Tue, 03 Mar 2026 21:14:50 GMT

Green across the board here for CrowdStrike, but the margin of the beats is very, very small and mostly in-line:

Jogging Instead Of Running? Recapping On Running's Actuals vs. Consensus

Consensus Media — Tue, 03 Mar 2026 12:56:33 GMT

Another solid quarter from On Running (ONON), with notable upside in revenue, margins, and EPS. The FY’26 revenue outlook, however, is upsetting investors. Take a look at the comparisons:

Are They Not Sandbagging? Recapping MongoDB's Results

Consensus Media — Mon, 02 Mar 2026 21:19:34 GMT

Something is off here - the quarter looks great, inclusive of strong billings, but the guide disappoints. Did something happen with customer retention after the close of 4Q? You’re getting a CRO departure in the release which will raise some questions.

Here’s the full breakdown of Actuals vs. Consensus for 4Q and the 1Q/FY guides:

What's Not To Love Here: Recapping Dell's Earnings

Consensus Media — Thu, 26 Feb 2026 22:09:14 GMT

Will there be any product left for either SMCI or HPE to sell? The growth rates and upside to Consensus here, at this scale, are wild:

The Bar Was So Low And It Didn't Matter At All: Recapping Duolingo's Earnings

Consensus Media — Thu, 26 Feb 2026 21:30:21 GMT

Do owls say woof? Good god this is ugly. I should’ve completely written this one off on the previously mentioned Halloween costume controversy. Everyone was short here (we highlighted a favorable setup in our preview), but it will not matter whatsoever.

How will adjusted EBITDA fall year over year in 2026? Take a look at just how red the company expects 2026 to be:

Operating Margin Guide a Question Mark? No, Just SBC Treatment Change: Recapping Nvidia Actuals vs. Consensus

Consensus Media — Wed, 25 Feb 2026 21:54:00 GMT

Don’t get me wrong, another excellent set of results with enormous upside both in percentage and dollar terms, notably the 1Q revenue figure (+7% vs. estimates):

This Also Looks Fine: Recapping Snowflake Actuals vs. Consensus

Consensus Media — Wed, 25 Feb 2026 21:36:03 GMT

A clean 4Q from Snowflake, but with a near-term profitability shortfall that swings to real upside by YE. Take a look:

This Looks Fine: Recapping Salesforce Actuals vs. Consensus

Consensus Media — Wed, 25 Feb 2026 21:17:37 GMT

If not for the big bounce in SaaS today alongside Workday’s swing higher, I have to imagine Salesforce would be positive on the back of this set of results:

The Case for Higher Materialized? Recapping Hims' Actuals vs. Consensus Earnings

Consensus Media — Mon, 23 Feb 2026 21:18:26 GMT

This Hims print isn’t nearly as bad as some expected - especially with a path to full year revenue growth of 19% (yes, I’m sure a lot of that is inorganic, but still). Take a look at the detailed breakdown of actuals vs. Consensus:

Vehicle Fire in the Center Lane! Recapping Carvana's Actuals vs. Consensus

Consensus Media — Wed, 18 Feb 2026 21:36:03 GMT

We said in our preview (Are The Wheels About to Fall Off?) to watch closely what happens to margins and cash generation in the wake of the forced disclosure of related party DriveTime’s financials. Well take a look at the major points of pain here for Carvana:

Bears United: Recapping Unity's Actuals vs. Consensus

Consensus Media — Wed, 11 Feb 2026 14:05:34 GMT

Bears will have a field day with this forward guidance miss from Unity (U). Take a look:

Holy Order Book: Recapping Vertiv's Actuals vs. Consensus

Consensus Media — Wed, 11 Feb 2026 13:34:56 GMT

Consistently solid execution from Vertiv (VRT) - does anyone do it better than these guys in the AI-buildout? Take a look at what we should expect as 2026 progresses - big inflection: