Earnings
Otto Briggs
Journalist
AMPG micro
Dilution before narrative.
CloudC4 Exclusive 5
-
$AMAT: The Quarter Beat; The Capex Outlook Did Not earnings_post · 2026-08-13-AMAT · Aug 13, 4:12 PM ETApplied Materials beats consensus with $3.50 EPS; guidance signals sustained AI-driven equipment demand despite China headwinds.
-
$EVTL: EPS Beat Masks Cash Burn; $35M Raise Extends Runway to Certification earnings_post · 2026-08-13-EVTL · Aug 13, 2:39 PM ETVertical Aerospace reports Q2 profitability surprise but reveals heavy dilution and ongoing capital needs ahead of eVTOL certification.
-
$AMAT: Q3 FY26 Earnings Setup; AI Capex Durability and China Exposure in Focus earnings_pre · 2026-08-13-AMAT · Aug 13, 4:11 PM ETConsensus EPS at $3.38; market awaits guidance on AI-driven equipment demand and China revenue visibility.
-
$EVTL: H1 2026 Update & Certification Path Ahead of Q2 Print earnings_pre · 2026-08-13-EVTL · Aug 13, 2:38 PM ETVertical Aerospace raises $35M and provides H1 update; Q2 earnings due BMO with focus on burn rate and certification milestones.
-
$NMAX: Q2 Profit Swing Erases Consensus Loss earnings_pre · 2026-08-13-NMAX · Aug 13, 6:21 PM ETNewsmax reports $0.02 EPS vs ($0.03) consensus; revenue growth and margin expansion drive post-market rally.