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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

70+ Companies with Exposure to Defense Drones
AVAVKTOSLMTTDY

70+ Companies with Exposure to Defense Drones

Discover 70+ companies with major exposure to defense drones, including AeroVironment, Kratos, and Textron, with 2026 market caps and details.

Kris Bennatti·
Alphabet's $9.11 EPS Was Almost All Paper. Strip Out the $99B Gain and It's $2.48.
$GOOGL

Alphabet's $9.11 EPS Was Almost All Paper. Strip Out the $99B Gain and It's $2.48.

Alphabet (GOOGL) Q2 2026 earnings surged to $9.11 EPS, mainly from a $99B equity gain. Discover the real numbers and key drivers.

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Amazon Extended Server Life Twice, Then Reversed It. The Reason They Gave Was AI.
$AMZN

Amazon Extended Server Life Twice, Then Reversed It. The Reason They Gave Was AI.

Amazon (AMZN) reduced server useful life to 5 years in 2025, impacting AWS net income by $1.0B due to AI-driven tech changes.

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Apple Won't Break Out the Google Payment. Here's What the Filings Do Say.
$AAPL

Apple Won't Break Out the Google Payment. Here's What the Filings Do Say.

Apple (AAPL) Services revenue hit $30.98B in Q2 2026, with deferred revenue rising and regulatory risks tied to Google payments.

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A Dozen CFOs and Chief Accounting Officers Left Last Quarter. Not One Disclosed a Disagreement.

A Dozen CFOs and Chief Accounting Officers Left Last Quarter. Not One Disclosed a Disagreement.

Twelve CFOs and CAOs, including at TXN and MRVL, left in 2026 with no reported accounting disagreements. See full details and company list.

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Revenue Up 14.7%, Receivables Up 17.6%. A Screen for Cash That Hasn't Shown Up Yet.

Revenue Up 14.7%, Receivables Up 17.6%. A Screen for Cash That Hasn't Shown Up Yet.

Fastenal's Q2 2026 revenue grew 14.7% but receivables outpaced at 17.6%, highlighting a cash conversion gap. Full FAST financial analysis inside.

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Meta's Server Useful Life Went 4 to 5 to 5.5 Years. The Last Extension Was Worth $1.00 a Share.
$META

Meta's Server Useful Life Went 4 to 5 to 5.5 Years. The Last Extension Was Worth $1.00 a Share.

Meta Platforms (META) extended server useful life to 5.5 years in 2025, cutting depreciation by $2.92B and raising net income by $2.59B.

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Microsoft Extended Server Useful Life From 4 to 6 Years. Here's What It Did to Margins.
$MSFT

Microsoft Extended Server Useful Life From 4 to 6 Years. Here's What It Did to Margins.

Microsoft (MSFT) extended server useful life to 6 years, raising gross margin by 2 points in FY2024. Learn how this change affects MSFT's financials.

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Oracle Has $260B of Data Center Leases Off Its Balance Sheet. It Is Not Alone.

Oracle Has $260B of Data Center Leases Off Its Balance Sheet. It Is Not Alone.

Oracle (ORCL) has $260B in off-balance sheet data center lease commitments in 2026, far surpassing Meta, Alphabet, and Broadcom.

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