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Author: Brian Gilmartin

Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk

July 26, 2025 Brian Gilmartin Leave a comment

Apologies for the delay in getting thoughts on Netflix’s (NFLX) calendar Q2 ’25 published for readers. The streaming giant, which…

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Posted in: Netflix

SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates

July 25, 2025 Brian Gilmartin Leave a comment

Both the “upside surprise” factor for Q2 ’25 SP 500 earnings and revenue estimates are very strong. As of this…

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Posted in: Weekly Earnings Update

Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction

July 22, 2025 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports their Q2 ’25 financial results after the closing bell on Wednesday night, July 23rd, 2025, with analyst…

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Posted in: GOOG, GOOGL

IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025.…

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Posted in: IBM

Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

July 21, 2025 Brian Gilmartin Leave a comment

Schwab reported their calendar Q2 ’25 financial results last Friday morning, July 18th, and it first looked like the quarter…

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Posted in: SCHW, stablecoin

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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