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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.

Applied Materials Q3 2026 Earnings Preview: AMAT Guidance & Preview
AMAT

Applied Materials Q3 2026 Earnings Preview: AMAT Guidance & Preview

Applied Materials (AMAT) Q3 2026 earnings preview highlights strong revenue and EPS guidance, with focus on semiconductor growth and margin sustainability.

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AI Replacing SaaS: 2026 Software Insourcing Trends
AI & Emerging TechnologiesTechPLTRResearch

AI Replacing SaaS: 2026 Software Insourcing Trends

Major software firms like Palantir and GoDaddy are shifting from third-party SaaS to AI-powered internal solutions in 2026.

Kris Bennatti·
AI-Driven Spending Reprioritization: IBM-style Commentary
IBMANETResearch

AI-Driven Spending Reprioritization: IBM-style Commentary

IBM, CDW, Arista Networks, and ServiceNow report major customer budget shifts driven by artificial intelligence infrastructure needs and expanding internal capabilities. Evidence of customer buying pattern changes tied to AI, new models, and data infrastructure.

Kris Bennatti·
IBM Q2 Earnings Release

IBM Q2 Earnings Release

IBM reported $17.2B in Q2 2026 revenue with 1% YoY growth. Explore IBM's earnings, segment performance, and EPS highlights.

Buddy Wiseman-Barker·
Pfizer Q2 2026 Earnings Preview: PFE Revenue and Outlook
PFE

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.

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AMD Q2 2026 Earnings Preview: Revenue, Guidance, Key Drivers
AMD

AMD Q2 2026 Earnings Preview: Revenue, Guidance, Key Drivers

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.

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Amgen Q2 2026 Earnings Preview: AMGN Results and Outlook
AMGN

Amgen Q2 2026 Earnings Preview: AMGN Results and Outlook

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

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AppLovin Q2 2026 Earnings Preview: APP Revenue, Guidance, Key
APP

AppLovin Q2 2026 Earnings Preview: APP Revenue, Guidance, Key

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

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Arista Networks Q2 2026 Earnings Preview: ANET Results Preview
ANET

Arista Networks Q2 2026 Earnings Preview: ANET Results Preview

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

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