Research Notes & Thematic Analysis

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

Pfizer Q2 2026 Earnings Preview: PFE Revenue and Outlook

Pfizer (PFE) Q2 2026 earnings preview: consensus revenue up 6% to $14.4B, with focus on non-COVID growth and pipeline updates.

AMD projects $11.2B Q2 2026 revenue, up 46% YoY, with Data Center and AI driving growth. See guidance, segment outlook, and key factors to watch.

Amgen (AMGN) Q2 2026 earnings preview: consensus sees $9.4B revenue, $3.75 EPS. Key growth drivers and guidance in focus.

AppLovin (APP) Q2 2026 earnings preview highlights $1.94B revenue estimate, strong YoY growth, and Axon platform launch.

Arista Networks (ANET) Q2 2026 earnings preview highlights 28% YoY revenue growth and rising AI demand. See key guidance and margin outlook.

Booking Holdings (BKNG) Q2 2026 earnings preview: guidance, consensus, and key growth drivers including U.S. and alternative accommodations.

ConocoPhillips Q2 2026 earnings preview: consensus sees $19.4B revenue and $2.82 EPS, with strong YoY growth and updated production guidance.

CVS Health Q2 2026 earnings preview: raised EPS guidance, $100B revenue consensus, and margin recovery in Health Care Benefits.

Eli Lilly (LLY) Q2 2026 earnings preview: consensus expects $20.5B revenue and $7.74 EPS. Key focus on Foundayo launch and Mounjaro performance.