Earnings Edge: Models

Updating the Sandisk Model for Earnings Drift + Investor Day; Extending through FYE’29

Consensus Media — Wed, 19 Aug 2026 18:35:00 GMT

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Here you go - Sandisk quarterly results across the full history of the spin entity, as well as forecasted results through 2029 (modeled to Consensus). We now have a tab that outlines changes in version history for major metrics.

Downloadable .xlsx below:

Is Nike Dead? A Consensus Three Statement Financial Model for Evaluation

Consensus Media — Wed, 19 Aug 2026 16:15:06 GMT

I THINK we are a long way from the Nike c-suite not knowing how to pronounce Dak Prescott’s name (RIP Donahoe), but we seemingly remain a long way from a large and sustained business performance inflection. The financial model attached provides Consensus estimates out for the next few years and allows users to tinker with each of the relevant assumptions. All of this flows into a working DCF model for you. Enjoy.

Attention Space Mafia: AST SpaceMobile (ASTS) 2029 Consensus Three Statement Financial Model

Consensus Media — Sat, 15 Aug 2026 00:39:22 GMT

By popular request, a dynamic three statement financial model for AST SpaceMobile (ASTS) forecasted to Consensus out through 2029:

The Nebius (NBIS) 2029 Consensus Three Statement Financial Model

Consensus Media — Thu, 13 Aug 2026 16:51:09 GMT

Michael Burry and Jim Chanos vs. the world! We don’t make a conclusion here, but provide with a financial model to evaluate both sides. All three financial statements included with assumption toggles and a built in DCF. Enjoy!

The Most Hated Kid on the Block: Consensus Three Statement Model for Nebius

Sun, 09 Aug 2026 02:39:51 GMT

Here you go - Nebius (NBIS) quarterly results back to 2024, as well as forecasted results through 2028 (modeled to our Consensus).

We also wire in a working DCF model. Downloadable .xlsx below:

Where Does AMD Go From Here? A Consensus Excel Model

Consensus Media — Fri, 07 Aug 2026 18:20:59 GMT

Here you go - AMD quarterly results back to 2023, as well as forecasted results through 2028 (modeled to our Consensus).

We also wire in a working DCF model. Downloadable .xlsx below:

SpaceX (SPCX) Consensus Three Statement Financial Model: Updated for 2Q Results

Consensus Media — Fri, 07 Aug 2026 02:55:27 GMT

Here you go - SpaceX quarterly results across history (where available), as well as forecasted results through 2029 (modeled to our Consensus).

We also wire in a working DCF model. Downloadable .xlsx below:

AppLovin (APP) Consensus Three Statement Financial Model: Updated for 2Q Results

Consensus Media — Fri, 07 Aug 2026 00:15:10 GMT

Here you go - AppLovin quarterly results across history, as well as forecasted results through 2027 (modeled to our Consensus).

We also wire in a working DCF model. Downloadable .xlsx below:

SanDisk (SNDK) Consensus Three Statement Financial Model: Updated for 4Q Results

Consensus Media — Thu, 06 Aug 2026 21:29:20 GMT

Here you go - SanDisk quarterly results across the full history of the spin entity, as well as forecasted results through 2028 (modeled to our Consensus).

We also wire in a working DCF model. Downloadable .xlsx below:

Reddit (RDDT) Consensus Three Statement Financial Model: Free to All

Consensus Media — Thu, 06 Aug 2026 18:31:50 GMT

We’re launching three statement financial models starting now, with Reddit (RDDT). Historical results (2024-2026 2Q) + forward estimates (2026 3Q-2027 4Q) in a working file that allows users to tinker with assumptions.

Please leave requests in the comments, but from here forward new models will be paywalled.

Rddt Ee 8

105KB ∙ XLSX file

Download