Earnings Street
Analyst briefings prepared from earnings-call transcripts.
Tesla (TSLA) — Q3 FY2026 Catalysts and Risks
All nine positive catalysts and eight risks from the Tesla Q3 FY2026 call, scored against the Tesla.xlsx Overview tab: ten new themes surfaced versus the workbook, four of the workbook’s risk premises went unanswered by this call, and none were ruled stale.
October 21, 2026Tesla (TSLA) — Q3 FY2026 Analyst Q&A Breakdown
Forensic breakdown of all 24 question units on the Q3 FY2026 call: robotaxi economics answered with quarter-mapped 2027 timing, Optimus converging everywhere except the hand, and management confirming the analyst’s roughly $1 billion FSD ARR model on record.
October 20, 2026Netflix (NFLX) — Q3 FY2026 Earnings Briefing
Netflix reaffirmed 2026 guidance on improving churn while admitting view-hour growth is unsatisfying; a new content chief, ads running behind aggressive targets, and a maturing theatrical strategy frame the 2027 setup.
October 20, 2026Netflix (NFLX) — Q3 FY2026 Catalysts and Risks
Catalysts and risks from Netflix’s Q3 2026 call — India’s member engine, the Rice reset, ads at 80%+ behind target, theatrical windowing — cross-checked against the Netflix investment workbook, with one stale workbook risk flagged.
October 20, 2026Netflix (NFLX) — Q3 FY2026 Analyst Q&A Breakdown
Forensic breakdown of all 14 question units from Netflix’s Q3 2026 earnings interview: US execution concerns clustered across four analysts, three deferrals to January guidance, and the ads target admission management volunteered twice.
October 20, 2026Intuitive Surgical (ISRG) — Q3 FY2026 Earnings Briefing
ISRG beat across the board with revenue up 22% to $3B and non-GAAP EPS of $3.00, record placements and an accelerating benign push — against a deliberate 3–5% per-procedure pricing headwind and a $450M settlement in GAAP results.
October 20, 2026Intuitive Surgical (ISRG) — Q3 FY2026 Catalysts and Risks
ISRG Q3 2026 catalysts and risks: the benign price-for-volume pivot, dV5 and SP momentum, ASC and cardiac white space — against U.S. policy overhang, I&A per-procedure compression from November, China, and modular entrants, with a workbook cross-check.
October 20, 2026Intuitive Surgical (ISRG) — Q3 FY2026 Analyst Q&A Breakdown
Forensic breakdown of all 8 ISRG Q3 2026 analyst questions: EUP 2.0 timing and elasticity, U.S. procedure deceleration, ASC competition from modular entrants, force-feedback adoption, and management’s 35–40% margin anchor.
October 15, 2026TSMC (TSM) — Q3 FY2026 Earnings Briefing
TSMC cleared its Q3 guide with $46.7B revenue and lifted FY26 growth to ~44% YoY, even as 2nm and a widening overseas-fab drag press gross margins; a first-ever three-fab 3nm expansion and record capex frame a supply-constrained build-out.
October 15, 2026TSMC (TSM) — Q3 FY2026 Catalysts and Risks
Eight positive catalysts and seven risks from TSMC’s Q3 FY2026 call, cross-checked against the investment workbook: a first-ever three-fab N3 exception, N2 doubling into 2027, refused demand quantification, and the widening overseas-dilution stack.