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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.

Nvidia Q2 2027 Earnings Preview: NVDA Revenue, Guidance, Key Factors
NVDA

Nvidia Q2 2027 Earnings Preview: NVDA Revenue, Guidance, Key Factors

Nvidia (NVDA) Q2 2027 earnings preview: $91B revenue guidance, 94% YoY growth, and key factors to watch including data center and Vera Rubin ramp.

Scotiabank Q3 2026 Earnings Preview: BNS Results Preview
BNS

Scotiabank Q3 2026 Earnings Preview: BNS Results Preview

Scotiabank (BNS) Q3 2026 earnings preview highlights $7.05B revenue and $1.49 EPS estimates, with strong growth across segments.

TD Bank (TD) Q3 2026 earnings preview: consensus EPS $1.71, revenue $10.8B. See key growth drivers, guidance, and year-over-year comparison.
TD

TD Bank (TD) Q3 2026 earnings preview: consensus EPS $1.71, revenue $10.8B. See key growth drivers, guidance, and year-over-year comparison.

TD Bank Q3 2026 earnings preview covers consensus estimates, guidance, and key factors to watch, including EPS, revenue, and loan growth.

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.

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.

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.

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.

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.

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.