Earnings
Owen Hart
Journalist
DAL F consumer
Consumer and transport demand. A beat is not a thesis.
CloudC4 Exclusive 6
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$MSGS: The Knicks Title Quarter Is in; The Rangers Deal Is Next earnings_post · 2026-08-13-MSGS · Aug 14, 3:24 AM ETFourth-quarter sales were $278.7 million, up 37 percent. Playoff money did the lift. The Rangers split is aimed at the end of October.
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$NMAX: Margins Carried the Beat. Sales Did Not Grow earnings_post · 2026-08-13-NMAX · Aug 13, 6:23 PM ETNewsmax swung to $0.02 EPS vs ($0.03) est; revenue growth stalled, limiting upside despite profit surprise.
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$CLBT: Masked by Revenue Miss and Soft Q3 Outlook earnings_post · 2026-08-13-CLBT · Aug 13, 2:33 PM ETCellebrite beats on EPS but misses on revenue; Q3 guidance signals slowing momentum in digital intelligence.
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$DAL: Summer Yield Discipline Offsets Insider Selling Pressure stock · DAL · Aug 12, 2:20 PM ETDelta maintains premium positioning with strong unit revenue trends, while recent insider activity tests technical support levels.
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$MSGS: Knicks Championship Lifts Q4 EPS to $1.16 earnings_pre · 2026-08-13-MSGS · Aug 13, 3:11 PM ETMadison Square Garden Sports beats consensus by 76% on NBA Finals win and revenue growth.
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$CLBT: Revenue Miss; Q3 Outlook Soft earnings_pre · 2026-08-13-CLBT · Aug 13, 2:31 PM ETCellebrite reported a $0.11 EPS beat but revenue fell short; Q3 guidance signals near-term headwinds despite strong cash generation.