Earnings Street
Analyst briefings prepared from earnings-call transcripts.
MP Materials (MP) — Q2 FY2026 Earnings Briefing
Strong execution quarter: revenue plus PPA income more than doubled YoY, Materials EBITDA +$45M YoY, a 9-figure gadolinium offtake, the heavy rare earth circuit at mechanical completion, GM magnet qualification cleared, 10X now vertical — with the financial inflection still ahead (Q4 magnet deliveries, >1,000 mt Q3 production).
September 19, 2026MP Materials (MP) — Q2 FY2026 Catalysts and Risks
Ten positive catalysts and eleven risks from the Q2 2026 call, each itemized with evidence, horizon, monitorable checkpoints, and source attribution.
September 19, 2026MP Materials (MP) — Q2 FY2026 Analyst Q&A Breakdown
All 15 analyst questions from the Q2 2026 call itemized and graded: what was answered, what was deflected, where the narratives contradict, and which five questions went completely unanswered.
September 10, 2026Adobe (ADBE) — Q3 FY2026 Earnings Briefing
Revenue of $6.76B (+13% YoY), non-GAAP EPS $6.13 (+15%), total ending ARR $27.5B (+11.2%), RPO $22.16B, and a Q3-record $2.52B operating cash flow — highlights, lowlights, and forward-looking thesis from the Q3 FY26 earnings call.
September 10, 2026Adobe (ADBE) — Q3 FY2026 Catalysts and Risks
Concrete positive catalysts and risks from the Q3 FY26 call — revenue $6.76B (+13%), EPS $6.13 (+15%), ARR $27.5B — each with evidence, horizon, monitorable signals, and source attribution.
September 10, 2026Adobe (ADBE) — Q3 FY2026 Analyst Q&A Breakdown
All 14 question entries across 12 analyst turns itemized and graded: what was answered, deflected, contradicted, and left unanswered on the Q3 FY26 call.
August 26, 2026NVIDIA (NVDA) — Q2 FY2027 Earnings Briefing
NVIDIA’s record Q2 FY2027 saw revenue more than double YoY on data center strength, while management guided a supply-constrained fiscal 2028 and reset gross-margin expectations lower on extreme memory pricing as the Vera Rubin ramp began.
August 26, 2026NVIDIA (NVDA) — Q2 FY2027 Catalysts and Risks
A catalysts-and-risks map of NVIDIA’s Q2 FY2027: the Vera Rubin ramp and contract-backed demand against a supply-constrained fiscal 2028, memory-driven margin reset, and credit exposure to balance-sheet-supported AI buyers.
August 26, 2026NVIDIA (NVDA) — Q2 FY2027 Analyst Q&A Breakdown
A forensic pass over NVIDIA’s Q2 FY2027 analyst Q&A: eight questions on supply ceilings, inference share, custom silicon, and margin math, with the clearest answers on platform economics and the softest on constraint mechanics and cash outlays.