Earnings hubs

TSLA

Tesla Q3'26 review & Q4'26 preview

Deliveries, production, revenue and EPS as Tesla IR printed them.

SPCX

SpaceX Q3'26 public metrics & next-quarter preview

Starlink subscribers, ARPU, Falcon and Starship counts from the filings.

Earnings & data

Earnings coverage and data trackers — quarterly results, deliveries, margins and guidance across the Musk ecosystem.

FeatureMicrosoft2026-10-29

Daily Summary 2026-10-29 — MSFT·GOOGL Earnings · TSLA Cybercab 573 · AWS 3x · FOMC Restructure

MSFT Q3 EPS $4.89 (+4% beat), Revenue $92.2B (+2% beat), +6.11%. GOOGL Q3 revenue inline but -9%: margin 31.8%, 2nd straight negative FCF, capex doubled. TSLA Cybercab 573 (+222 last week), 7x cheaper than Waymo. AWS 2028E $373.6B (Morgan Stanley, ~3x 2025). Anthropic cash $131.7B = #3 non-bank US company. Gemini 4 Carbon 96% long-context. Fed Warsh: -1 voter 2027, meetings 8→6 in 2028.

EarningsTesla2026-10-21

Tesla Q3 2026 Earnings — Adj EPS $0.48 Beats ($0.45 Est) · Revenue $28.05B · CapEx Guide Cut $25B→$20B

Tesla Q3 2026: Adj EPS $0.48 beat consensus $0.45 (+7%). Revenue $28.05B. Net income $787M (-43% YoY, mostly non-cash items). Energy segment revenue $4.6B (+50% YoY, record). CapEx annual guide cut from $25B to $20B. FSD active users surpassed 1.7M. FSD on Turo launches Oct 28.

AnalysisTesla2026-09-07

An opinion claim says Cybercab becomes material to earnings faster than Model 3 did

Opinion/prediction: Cybercab becomes material to earnings faster than Model 3. Structural case: software margins, near-zero marginal AI cost, 24/7 fleet utilization. Labeled as opinion — no confirmed quarterly segment data yet.

FeatureSPY2026-07-15

Daily Snapshot 2026.07.15 — IBM Earnings Shock + Top 9

BREAKING IBM Q2 miss −28% · CPI −0.4% · Chamath TSLA~$600 · Robotaxi 765 · GOOGL 1.6GW · TSMC $140B · JPM $16.9B · NFLX $169 · SNDK $3,100 · LCID −41.74%. More in individual reports.

AnalysisTesla2026-07-06

TSLA FSD Subscribers Hit 1.29M (+17% QoQ) — July 22 Q2 Record Earnings Expected

Tesla FSD active subscribers reached 1.29M in Q1 2026, up +17% from 1.10M in Q4 2025. SPCX target raised $190→$230. Q2 earnings July 22, est. revenue $39,098M. 'Best earnings in years' forecast.

AnalysisTesla2026-06-23

Tesla Lathrop Megafactory at Full Capacity — Q2 Energy Earnings Beat Setup

California's Lathrop Megafactory confirmed at full capacity as of Q2 2026, producing Tesla Semi trucks and Megapack energy storage. Full production signals a Q2 energy segment earnings beat and validates the thesis that Tesla's high-margin energy and services businesses are offsetting auto margin pressure.

AnalysisTesla2026-05-27

Tesla Q1 2026 Earnings — Revenue +15% but Net Loss -$4.28B, EPS -$1.27

Tesla Q1 2026: revenue $4.69B (+15.4% YoY), but total costs +64% YoY drove an operating loss of -$1.94B and net loss of -$4.28B (EPS -$1.27). Share count rose +35% YoY. FY2025 full-year net loss was -$4.94B, Tesla's largest ever. The quarter marks peak investment before robotaxi/Optimus/FSD revenue converts.