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Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

October 26, 2025 Brian Gilmartin Leave a comment

There seems to be some nervousness and a little worry over Amazon as it prepares to report it’s Q3 ’25…

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Posted in: Amazon, WMT

Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

October 21, 2025 Brian Gilmartin Leave a comment

Running the estimates and updating the spreadsheet last night after last week’s Q3 ’25 financial results for Charles Schwab (SCHW),…

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Posted in: SCHW

Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

October 20, 2025 Brian Gilmartin Leave a comment

Reading some of the sell-side notes coming into Netflix’s (NFLX) Q3 ’25 earnings release on Tuesday night, October 21, ’25…

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Posted in: Netflix

3rd Year in a Row of Double-Digit SP 500 Returns

October 19, 2025 Brian Gilmartin Leave a comment

With 10 weeks left in the 2025 calendar year, the SP 500 (total return) has returned +14.47% YTD, which places…

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Posted in: SP 500 annual return

SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher

October 18, 2025 Brian Gilmartin Leave a comment

Despite the worries over the regional bank credit situation this week, it didn’t seem to impact the forward estimates for…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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