Analyst Connect August 2026: News Resources For Earnings Analysis

Read the News: Resources for Forward-Looking Earnings Analysis

Ready to review a company‘s earnings report but need quick access to forward-looking nuggets of information? Our news coverage provides the content an analyst can use to add a long-term assessment.

The options:

Earnings Call Insights: These capsules provide quick access to forward-looking takeaways from an earnings report. For example, in an article detailing Cisco‘s last quarter, the Outlook section outlines what management anticipates for the coming quarter and fiscal year. The Analyst Q&A and Sentiment Analysis sections present more forward-looking details on what investors can expect for the company. And “Risks and Concerns” can add additional context for a risks section in an article.

Earnings Snapshots: These provide a quick and easy resource for double-checking numbers. The data can be useful for presenting additional analysis behind the earnings report. Cisco has this snapshot that provides both quarterly revenues and EPS along with guidance and key comments from the latest report.

Transcripts: These are helpful for adding in management comments for additional context. Transcripts (such as the latest from Intuitive Surgical) also ensure what‘s quoted in an article is accurate.

Earnings Call Presentations: These can be useful for charts, double-checking numbers, and for additional content that can be added into an earnings analysis. Sea Limited‘s presentation has charts detailing financial performance, a breakout of key segments, and financial statements.

Additional News Articles: Our news team provides a lot of content after a call. For example, there‘s this piece outlining the reaction from Wall Street analysts regarding CoreWeave‘s latest quarter. And the news doesn‘t stop earnings week. There‘s coverage of Sandisk‘s Investor Day. Developments have surfaced regarding Netflix‘s gaming future. Make sure to follow up with key developments if an article is still in the draft phase.

Look at News From Competitors/Peers: Additional resources and insight can be gained by reading news coverage from a company‘s competitors.

Make sure not to just recap the news – present your assessment of the developments, how they may impact your sentiment, and what this all means long-term for an investment. And consider reviewing content from other analysts to determine how an earnings assessment is unique compared to previous articles.

Keep in mind guidelines for earnings coverage. We will accept earnings reviews up to two weeks after release, with some exceptions. Those exceptions could include a more detailed analysis and developments that have surfaced since earnings if the analyst has in-depth knowledge of the sector and the company and if there‘s still a lot of interest in an earnings report. Earnings previews should be sent in no later than two days before the report release.

Our earnings guidelines can be found here and here.

Zero Tolerance for Plagiarism

This is an obvious statement to make, but we‘ll reiterate it here anyway: Seeking Alpha has zero tolerance for any form of plagiarism.

How do we define plagiarism?

Any content that‘s taken directly from another source without credit. This not only includes repurposed “copy and paste” text, but this also includes any paraphrasing of outside material. We also take a strict stance on using someone else‘s unique ideas without attribution.

And do not copy and paste text from an earlier article you presented without clearly identifying the text was taken from that previous article. We may take a softer approach with our feedback with this type of situation. But, to stress the point, do not repurpose content from an older article authored by yourself. You can quote material minimally from your previous article for added context, as long as it‘s clearly identified.

Make sure adequate sourcing and attribution are in place for your article. Make sure to use quotation marks when using any specific statement or sentences from someone else‘s content. Make sure to clearly identify the source. Use links to outside material to give credit to outside sources.

Plagiarism can result in a six-month suspension or a permanent ban. More on how we handle plagiarism can be found here.

Reminders on Follow-Up Coverage

We want to present reminders on our follow-up article guidelines. We‘ll take a close look at any article sent our way, including new coverage of an investment that may have been recently covered by the same analyst, especially if that analyst has a lot of knowledge of the investment or sector.

• Relevance: The follow-up is based on a material event or development after the previous article. This does not include a change in share price or changing a price target or rating. These items can be part of a larger assessment that includes any material development.

• Advancement: How does the follow-up coverage advance the investment narrative? What stands out as the sole reason (or reasons) for following up from previous coverage?

• Keep it Original: Do not use repurposed content from previous articles. Analysts can briefly quote from previous articles. Make sure what‘s presented is unique, from start to finish.

• Update the Current Article: Use the pinned comment feature for quick updates for any recent article. This can include a change in sentiment or rating.

The follow-up article should bring something new to those following the investment. Any new developments or breaking news and how those items impact an investment case will be considered by editors.

Make sure to present a note to editors outlining the reasons for follow-up coverage. Analysts also can share their ideas with editors via the submissions@seekingalpha.com email.

Our follow-up guidelines can be found here.

Bret Jensen: Why Macro Matters

Bret Jensen has written for Seeking Alpha since 2010, attracting more than 58,000 followers. Along with covering biotech and insider activity, Jensen also frequently writes about macro topics.

Recently, Jensen shared his approach to covering macro developments and the reasons why the bigger macro issues may have large impacts on the markets, most of which investors may be missing.

While big spending on AI tech and the turmoil in energy created by the conflict with Iran may have captured investor interest, there‘s one key item Jensen frets about: the deterioration of the credit and sovereign debt markets.

Jensen shares his thoughts on why macro matters in this article.

Looking Ahead to September

September will wind down the third quarter earnings season as most major companies will have already reported for this cycle. However, there are still a smattering of highly followed and large-cap companies set to report throughout the month. So far the second quarter results (for most companies) have been extremely impressive, and we‘ve seen earnings and revenue beats exceed the average quarterly reporting periods.

Seeking Alpha Earnings Calendar

Week 1 (September 1-4)

The month starts with a few key companies reporting right out of the gate. On Tuesday we expect to see reports from Dell (DELL), Palo Alto Networks (PANW), Medtronic (MDT), Credo Technology Group (CRDO), and MongoDB (MDB). Moving on to Wednesday, we see tech giant Broadcom (AVGO) leading the pack along with Snowflake (SNOW), Hewlett Packard Enterprise (HPE), and NetApp (NTAP) on the docket.

We get a little less busy with the large caps on Thursday as Ciena (CIEN), Zscaler (ZS), and Samsara (IOT) are the only three reports featuring companies with market caps above $20B. Other reports due out include Guidewire (GWRE), lululemon (LULU), Docusign (DOCU), and UiPath (PATH). There aren‘t any major companies expected to report on Friday.

Week 2 (September 7-11)

Week 2 starts with a market holiday in the United States, and markets will be closed in observance of Labor Day. The only company with a market cap above $10B reporting on Tuesday is Casey‘s General Stores (CASY). Wednesday features three companies that breach the $10B mark with their market caps – Sunbelt Rentals (SUNB), The Cooper Companies (COO), and SailPoint (SAIL). Also of note on Wednesday is the highly followed Chewy (CHWY).

Moving on to Thursday, we get our biggest report of the week in the form of Adobe (ADBE), which is the only company reporting in week 2 with a market cap over $100B. Macy‘s (M) is also expected to report on Thursday. The only notable report expected on Friday is from grocery retailer Kroger (KR).

Week 3 (September 14-18)

As we move to week 3, there’s a tremendous drop-off in the number of key companies reporting. In fact, during the first three days of the week, there are only two companies with billion-dollar market caps set to report: Kestra Medical Technologies (KMTS) on Monday and LuxExperience (LUXE) on Wednesday.

The biggest report of the week will be Lennar (LEN), and that’s due out on Thursday. Tamboran Resources (TBN) is the last company with a billion-dollar market cap reporting, and it’s due out on Friday.

Week 4 (September 21-25)

Looking out to week four, we see a few decent-sized companies reporting on Tuesday in the way of AutoZone (AZO) and TD SYNNEX (SNX). Wednesday shows General Mills (GIS) and KB Home (KBH) headlining the reports.

Thursday is by far the biggest day of the week, as we expect to hear from Costco (COST), Accenture (ACN), and Darden Restaurants (DRI). Moving on to Friday, we see Cintas (CTAS) and Carnival (CCL) on the docket.

Week 5 (September 28-30)

Rounding out September, the last few days do feature some rather large names, both in terms of market cap and most highly followed names. Micron (MU) is the biggest one of the bunch, and it‘s expected to report on Wednesday. Tuesday features names like Paychex (PAYX), McCormick & Company (MKC), and CarMax (KMX).

September Investor and Industry Events

September 1 – Baidu’s voluntary conversion to dual primary listing on HKEX is effective

September 1 – New Apple CEO takes over

September 2 – Beige Book

September 2 – Costco monthly sales report

September 7 – Barclays Global Consumer Staples Conference

September 7 – Wells Fargo Healthcare Conference

September 7 – Goldman Sachs Communacopia Technology Conference

September 8 – Jefferies Industrials Conference

September 8 – Nike annual meeting

September 8 – NY Fed Inflation Expectations report

September 9-14 – New York Fashion Week

September 10 – Uber CEO gives keynote at the Goldman Sachs Communacopia & Technology Conference

September 10 – OPEC Monthly Oil report

September 11 – WASDE report on major crops

September 11 – expected S&P 500 rebalance announcement date

September 14 – International Association for the Study of Lung Cancer World Conference

September 18 – Triple-witching date

September 21 – S&P 500 rebalance effective date

September 21 – Wells Fargo Consumer Conference

September 21 – Quantum World Congress

September 22 – Fastly Investor Day

September 24 – Trump will meet with China President Xi

September 28 – Global Gaming Expo

September 28 – Novartis Virtual Pharma Day

September 28 – Nvidia at the NetApp Insight Conference

September 28 – MongoDB Investor Day

September 29 – Denver Gold Americas Mining Forum

September 29 – Brookfield Infrastructure Partners L.P. Investor Day

September 29 – Alaska Air Investor Day

September 29 – Synopsys Investor Day

September 30 – Government funding deadline

Major Economic Reports and Events

September 1 – ISM Manufacturing, Construction Spending

September 2 – ADP Employment Change, Factory Orders

September 3 – Trade Balance, ISM Services

September 4 – August Employment Report

September 10 – PPI, Existing Home Sales

September 11 – CPI, Treasury Budget, Univ. of Michigan Consumer Sentiment

September 16 – FOMC Rate Decision, Retail Sales, NAHB Housing Market Index

September 17 – Building Permits, Housing Starts, Philadelphia Fed Index, Pending Home Sales

September 18 – Industrial Production, Capacity Utilization

September 24 – New Home Sales

September 25 – Durable Goods, Univ. of Michigan Consumer Sentiment

September 29 – S&P/Case-Shiller Housing Index, Consumer Confidence

September 30 – PCE Price Index, Personal Income, Personal Spending