Earnings Outlook

Hosted by Sheraz Mian

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Latest episode

Oct 2026

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About the show

Bringing you all you need to know about the current earnings season

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53 recent

October 22, 2026Episode 5314 min

What Would Blowout Q3 Earnings Results Look Like?

We discuss what would it take for companies surpass expectations this earnings season given how strong the last earnings season was.

July 23, 2026Episode 5213 min

S&P 500 Q2 Earnings: Stripping Out the Outsized Impact of Alphabet and Micron

The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading into the reporting cycle—while the overall pace of earnings growth continues to accelerate noticeably.

June 4, 2026Episode 5115 min

What Do Retail Earnings Reports Tell Us About Consumer Spending Trends?

We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.

May 14, 2026Episode 5013 min

What Does the Strong Q1 Earnings Growth Say About the Economy?

We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.

April 30, 2026Episode 4914 min

Stock Market Strength Reflects Earnings Power

The outlook for corporate earnings has received a material boost from the very strong quarterly results in the ongoing Q1 earnings season. We should keep in mind, however, that the earnings picture was fairly strong coming into this reporting cycle already.

April 17, 2026Episode 4712 min

Q1 Earnings Growth on Track to be Highest in Four Years

We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.

February 27, 2026Episode 4912 min

Tariffs, Margins and the Q4 Earnings Season

We discuss Retail sector results and the impact of tariffs on earnings and margins.

February 12, 2026Episode 4613 min

Why Have Tech Stocks Lost Their Mojo?

We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.

January 29, 2026Episode 4512 min

The Earnings Impact of Tariffs

We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture

January 15, 2026Episode 4412 min

What Are the Tailwinds for Bank Stocks?

We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.

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