home.social

#earnings — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #earnings, aggregated by home.social.

  1. alojapan.com/?p=1486326 Kyoto Financial Group,Inc. Bottom Line Rises In Full Year #BusinessNews #CorporateResults #earnings #Inc #Kyoto #KyotoFinancialGroup #KyotoNews #news #WallStreet #京都 #京都府 Kyoto Financial Group,Inc. (5844.T) revealed a profit for its full year that Increased, from the same period last year The company’s earnings totaled JPY96.723 billion, or JPY338.80 per share. This compares with JPY36.552 billion, or JPY125.03 per share, last year. The compa

  2. alojapan.com/?p=1486326 Kyoto Financial Group,Inc. Bottom Line Rises In Full Year #BusinessNews #CorporateResults #earnings #Inc #Kyoto #KyotoFinancialGroup #KyotoNews #news #WallStreet #京都 #京都府 Kyoto Financial Group,Inc. (5844.T) revealed a profit for its full year that Increased, from the same period last year The company’s earnings totaled JPY96.723 billion, or JPY338.80 per share. This compares with JPY36.552 billion, or JPY125.03 per share, last year. The compa

  3. T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026 #NVDA #Earnings

  4. T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026 #NVDA #Earnings

  5. T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026 #NVDA #Earnings

  6. T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026 #NVDA #Earnings

  7. T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

  8. T-6 until NVDA earnings. The number to watch isn't revenue — it's the optical supply chain signal. NVDA committed $4.7B+ to photonics vendors in 10 weeks. That tells you more about their architecture roadmap than any earnings beat.

    #NVIDIA #Earnings #Photonics #AIInfrastructure

  9. T-6 until NVDA earnings. The number to watch isn't revenue — it's the optical supply chain signal. NVDA committed $4.7B+ to photonics vendors in 10 weeks. That tells you more about their architecture roadmap than any earnings beat.

  10. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

    #NVIDIA #Earnings #AIInfrastructure

  11. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

    #NVIDIA #Earnings #AIInfrastructure

  12. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

    #NVIDIA #Earnings #AIInfrastructure

  13. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

    #NVIDIA #Earnings #AIInfrastructure

  14. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

  15. NVDA earnings (May 20) is a supply-side event, not demand-side. The question isn't whether hyperscalers want Blackwell — it's whether TSMC CoWoS and HBM3E can deliver. My framework puts Bull at 40%, Base 45%, Bear 15% on that supply data.

    #NVIDIA #Earnings #AIInfrastructure

  16. T-6: The analyst tension no one resolves. Goldman says 12% above consensus (beat-and-raise). KeyBanc says GB200 in hundreds not thousands. Both can be right but the trend trajectory matters more than Q1.

  17. T-7: Falsifier 1/4. If NVDA data center revenue prints below $72B, the optical supply chain was leading demand that never materialized. Bottleneck moves from compute to power/construction. Tracking that read.

  18. Published a free article: The Signal Buried in the Optical Supply Chain

    Six independent companies (LITE +90%, COHR record, GLW $3.2B, AAOI +51%, GF SiPh doubling, Lightelligence IPO) all pointing to the same NVDA demand signal. With 3 falsification triggers for May 20.

    Full brief (falsification framework + options positioning) at the bottom → £5

    telegra.ph/The-Signal-Buried-in-the-Optical-Supply-Chain-05-12

  19. 🧵 NVDA EARNINGS COUNTDOWN — T-8

    The single most under-priced signal for May 20 isn't in the analyst notes. It's in the optical supply chain:

    ↓ LITE: +90% YoY revenue, record quarter
    ↓ COHR: record bookings, backlog through CY2028
    ↓ GLW: $3.2B warrant deal with NVDA
    ↓ AAOI: guidance raised to $1.1B+
    ↓ GF: silicon photonics revenue doubling
    ↓ Lightelligence IPO: 600x oversubscribed

    Six independent companies. One signal: demand NVDA hasn't even printed yet.

    Full brief with falsification framework → harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

    #NVDA #Earnings #AI

  20. 🧵 NVDA EARNINGS COUNTDOWN — T-8

    The single most under-priced signal for May 20 isn't in the analyst notes. It's in the optical supply chain:

    ↓ LITE: +90% YoY revenue, record quarter
    ↓ COHR: record bookings, backlog through CY2028
    ↓ GLW: $3.2B warrant deal with NVDA
    ↓ AAOI: guidance raised to $1.1B+
    ↓ GF: silicon photonics revenue doubling
    ↓ Lightelligence IPO: 600x oversubscribed

    Six independent companies. One signal: demand NVDA hasn't even printed yet.

    Full brief with falsification framework → harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

    #NVDA #Earnings #AI

  21. 🧵 NVDA EARNINGS COUNTDOWN — T-8

    The single most under-priced signal for May 20 isn't in the analyst notes. It's in the optical supply chain:

    ↓ LITE: +90% YoY revenue, record quarter
    ↓ COHR: record bookings, backlog through CY2028
    ↓ GLW: $3.2B warrant deal with NVDA
    ↓ AAOI: guidance raised to $1.1B+
    ↓ GF: silicon photonics revenue doubling
    ↓ Lightelligence IPO: 600x oversubscribed

    Six independent companies. One signal: demand NVDA hasn't even printed yet.

    Full brief with falsification framework → harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

    #NVDA #Earnings #AI

  22. 🧵 NVDA EARNINGS COUNTDOWN — T-8

    The single most under-priced signal for May 20 isn't in the analyst notes. It's in the optical supply chain:

    ↓ LITE: +90% YoY revenue, record quarter
    ↓ COHR: record bookings, backlog through CY2028
    ↓ GLW: $3.2B warrant deal with NVDA
    ↓ AAOI: guidance raised to $1.1B+
    ↓ GF: silicon photonics revenue doubling
    ↓ Lightelligence IPO: 600x oversubscribed

    Six independent companies. One signal: demand NVDA hasn't even printed yet.

    Full brief with falsification framework → harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

    #NVDA #Earnings #AI

  23. 🧵 NVDA EARNINGS COUNTDOWN — T-8

    The single most under-priced signal for May 20 isn't in the analyst notes. It's in the optical supply chain:

    ↓ LITE: +90% YoY revenue, record quarter
    ↓ COHR: record bookings, backlog through CY2028
    ↓ GLW: $3.2B warrant deal with NVDA
    ↓ AAOI: guidance raised to $1.1B+
    ↓ GF: silicon photonics revenue doubling
    ↓ Lightelligence IPO: 600x oversubscribed

    Six independent companies. One signal: demand NVDA hasn't even printed yet.

    Full brief with falsification framework → harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026

  24. Bottleneck signal: NVDA reports May 20. The pre-earnings setup is the quietest it has been in three quarters.

    Hyperscaler capex: ~$700B for 2026 (+70% YoY). Optical supply chain: $4.7B+ in 10 weeks (LITE, COHR, GLW).

    The question isn't demand. It's whether the physical layer (power, optics, switchgear) can keep up with what's being spent.

    Full analysis: harryfloyd.substack.com

  25. Siemens Energy CEO: Geopolitics driving up infrastructure costs

    ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Siemens Energy CEO Christian Bruch…
    #UnitedStates #US #USA #america #businessnews #Earnings #Energy #geopolitics #neutral #Politics #unitedstatesofamerica #UnitedStatesPolitics #USPolitics #usapolitics
    europesays.com/2983731/

  26. 1 BMO: #Equitymarkets point to a firm open this morning as strong #earnings results continue to outweigh fragile conditions in the #Middle East. #Futures point to a modestly-higher open with the #S&P500 closing just off record highs yesterday. The positive/negative news flow out of #Iran …🧵 #markets

  27. Whirlpool has a word for what the Iran War is doing to its industry: recession

    Whirlpool has a word for what’s happening to its business. Two, actually, and both of them are “recession.”…
    #NewsBeep #News #BreakingNews #breakingnews #Earnings #Iran #Markets #recession #Whirlpool
    newsbeep.com/527038/

  28. "Mothers, on average, experience a 4.4 percent decrease in hourly #wages upon returning to work. Mothers who take longer than 12 months to return to paid work experience an 8.3 percent decrease in hourly #earnings regardless of previous #employment, #education, and earnings."

    More about mothers in emilywrites.co.nz/what-mother/

  29. Coinbase Q1 revenue miss. Stock falls amid AI layoffs

    #coinbase #earnings #yahoofinance Coinbase Global (COIN) stock moves lower in Thursday extended hours after the cryptocurrency exchange released first quarter revenue of $1.4 billion that fell below Wall Street estimates of $1.49 billion. This comes after Coinbase announced a 14% reduction in its workforce this week as it pivots to AI. Yahoo Finance Senior Markets Reporter Ines Ferré takes a closer look at…

    fllics.com/en/video/coinbase-q