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Hudson Labs

Research Notes & Thematic Analysis

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

AMD Q3 2026 Earnings Preview: Revenue, Guidance, Key Drivers
AMD

AMD Q3 2026 Earnings Preview: Revenue, Guidance, Key Drivers

AMD projects $13.1B Q3 2026 revenue, led by Data Center and AI. Find out what matters most in AMD's latest earnings preview.

Arista Networks Q3 2026 Earnings Preview: ANET Results Preview
ANET

Arista Networks Q3 2026 Earnings Preview: ANET Results Preview

Arista Networks (ANET) aims for $3.33B Q3 2026 revenue after a record quarter. See guidance, growth drivers, and what to watch next.

ARM Q2 2027 Earnings Preview: ARM Revenue and Outlook
ARM

ARM Q2 2027 Earnings Preview: ARM Revenue and Outlook

ARM Holdings (ARM) Q2 2027 earnings preview: revenue seen up 22% YoY, driven by cloud AI and AGI CPU demand. Smartphone segment remains weak.

Booking Q3 2026 Earnings Preview: BKNG Revenue, Guidance, Outlook
BKNG

Booking Q3 2026 Earnings Preview: BKNG Revenue, Guidance, Outlook

Booking Holdings (BKNG) Q3 2026 earnings preview covers revenue estimates, guidance, and what to watch for in the upcoming report.

ConocoPhillips Q3 2026 Earnings Preview: COP Results Preview
COP

ConocoPhillips Q3 2026 Earnings Preview: COP Results Preview

ConocoPhillips (COP) Q3 2026 earnings preview: consensus sees $18.1B revenue and $2.68 EPS. Key factors include production, guidance, and shareholder returns.

CVS Q3 2026 Earnings Preview: CVS Revenue, EPS, Guidance
CVS

CVS Q3 2026 Earnings Preview: CVS Revenue, EPS, Guidance

CVS Health Q3 2026 earnings preview: guidance raised, segment trends, and key factors to watch for CVS (CVS).

Enbridge Q3 2026 Earnings Preview: ENB Results and Guidance
ENB

Enbridge Q3 2026 Earnings Preview: ENB Results and Guidance

Enbridge (ENB) Q3 2026 earnings preview covers consensus estimates, guidance reaffirmation, and main growth factors to watch.

McDonald's Q3 2026 Earnings Preview: MCD Results Preview
MCD

McDonald's Q3 2026 Earnings Preview: MCD Results Preview

McDonald's Q3 2026 earnings preview: consensus sees $7.29B revenue and $3.41 EPS. Key factors include U.S. comps, value menu execution, and margin outlook.

Pfizer Q3 2026 Earnings Preview: PFE Results and Outlook
PFE

Pfizer Q3 2026 Earnings Preview: PFE Results and Outlook

Pfizer (PFE) Q3 2026 earnings preview: revenue guidance raised, non-COVID portfolio drives growth, COVID headwinds persist. See key numbers and outlook.