Nintendo 1Q26 Earnings Review
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Key Observation
Nintendo reported strong financial performance in FY26/
Quarterly Earnings (full content see substack)
In depth company earnings analysis with analysis for all company & sell-side materials
Apple 3Q25 Earnings Review
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Key Observations
Apple's performance in Fiscal 3rd
Mastercard 2Q25 Earnings Review
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Key Observation
Mastercard CEO Michael Miebach summarized that the
Ferrari 2Q25 Earnings Review
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Key Observation
In a macroeconomic environment fraught with uncertainties,
EA 1Q26 Earnings Review
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Key Observations
Electronic Arts achieved a strong start in
Visa 3Q25 Earnings Review
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Key Observation
Visa delivered strong, market-beating results in Q3
Cadence Design 2Q25 Earnings Review
A very strong beat across the board
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Key Logic
ASML 2Q25 Earnings Review
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Key Observation
ASML's 2Q25 earnings report presents