# earnings report (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover earnings report. Page: Feed: --- ## [AI"s Bar Mitzvah Moment: From Hype & Hope to Business Questions!](https://aswathdamodaran.blogspot.com/2026/08/ais-bar-mitzvah-moment-from-hype-hope.html) _2026-08-20 · Aswath Damodaran · Musings on Markets_ In a world where AI enters almost every conversation, it takes effort to remember that its breakout moment was less than four years ago, when, on November 30, 2022, ChatGPT was unveiled to the public. I know! I know! Artificial intelligence has been around a lot longer, with a history tracing back to the birth of the computer age. I am old enough to remember IBM's Deep Blue, a machine powerful… ## [A company whose entire business model orbits the Moon](https://stonksandwhatnot.substack.com/p/a-company-whose-entire-business-model) _2026-08-16 · Stonks and Whatnot · Stonks and Whatnot_ Analyzing Intuitive Machines after their latest earnings report ## [The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction!](https://aswathdamodaran.blogspot.com/2026/08/the-situational-awareness-blow-up.html) _2026-08-11 · Aswath Damodaran · Musings on Markets_ Earlier this year, I was asked what I thought about Leopold Aschenbrenner and I admitted that I knew little about him other than what I had read about him, more in social media, than in the press - that he was a 25-year-old wunderkind who had started at OpenAI but had left to start a hedge fund. That hedge fund, built entirely around a bet that AI would pay off big time and near term, buying… ## [Space is so hot right now: My take on Firefly Aerospace](https://stonksandwhatnot.substack.com/p/space-is-so-hot-right-now-my-take) _2026-08-09 · Stonks and Whatnot · Stonks and Whatnot_ Analyzing FLY before earnings on 8/11 ## [Is My Stock Footage Good Enough for BlackBox? Results are in!](https://brutallyhonestmicrostock.com/2026/08/07/is-my-stock-footage-good-enough-for-blackbox-results-are-in/) _2026-08-07 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ A few weeks ago, following my Dutch Sunday Roast with Hugo Kurk, I came away with several things to think about, one of them being his suggestion that I should apply to BlackBox as a stock footage contributor. So I did. Read on to the end and I’ll show you the result of my application. ## [Rocket Lab is building the next space empire](https://stonksandwhatnot.substack.com/p/rocket-lab-is-building-the-next-space) _2026-08-04 · Stonks and Whatnot · Stonks and Whatnot_ Analyzing RKLB before the ER on 8/10 ## [July 2026 Earnings Report – Porto, Korean BBQ and Alamy’s Latest Insult](https://brutallyhonestmicrostock.com/2026/08/03/july-2026-earnings-report-porto-korean-bbq-and-alamys-latest-insult/) _2026-08-03 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Welcome to my July 2026 Brutally Honest Earnings Report, where the long-term goal remains unchanged: trying to cover all my gear and travel costs entirely through stock income. ## [Information Timing and Release: The Gaming of Guidance!](https://aswathdamodaran.blogspot.com/2026/07/information-timing-and-release-gaming.html) _2026-07-29 · Aswath Damodaran · Musings on Markets_ I am a lapsed academic, insofar as I have not submitted a paper for publication in more than two decades, but to acquire academic status, I did have to earn a PhD in the distant past. My doctoral dissertation , which like most doctoral theses is little noted and long forgotten, was completed in 1984 and focused on how the frequency of and delays in the release of information plays out in stock… ## [Rockets, $1.5 trillion, and AI compute: analyzing SpaceX and the post-IPO selloff](https://stonksandwhatnot.substack.com/p/rockets-15-trillion-and-ai-compute) _2026-07-29 · Stonks and Whatnot · Stonks and Whatnot_ Elon Musk never seizes to amaze me on every level. ## [The water wars are coming: you want to be bullish on these companies for our Mad Max: Fury Road future](https://stonksandwhatnot.substack.com/p/the-water-wars-are-coming-you-want) _2026-07-24 · Stonks and Whatnot · Stonks and Whatnot_ Analyzing two water-themed companies: Veolia and Select Water Solutions ## [Never miss a game (Sponsored)](https://crawlproof.com/a/m97Z8HzmPzRE) _2026-07-24 · **Sponsored**_ Follow any team; get an hour and one-minute web and email reminders. ## [Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!](https://aswathdamodaran.blogspot.com/2026/07/country-risk-drivers-measures-and.html) _2026-07-15 · Aswath Damodaran · Musings on Markets_ I am a creature of habit in my personal and professional life, and in the context of the content that I post online, there is a ritual that I follow with my data updates. I start the year with my general data update online , and follow up with a series of posts where I examine the implications of this data for investing and corporate finance. Since 2008, I have also done annual update papers on… ## [Alamy’s New Olympic Event: The Commission Cut](https://brutallyhonestmicrostock.com/2026/07/13/alamys-new-olympic-event-the-commission-cut/) _2026-07-13 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Alamy is raising the threshold for its 40% Gold commission from $250 to $3,000, pushing many active contributors into the new 20% Silver tier. Using my own earnings, I examine what the change means in practice and why it feels like another turn of the microstock hamster wheel. ## [It's hot out: why I am bullish on Carrier Global Group](https://stonksandwhatnot.substack.com/p/its-hot-out-why-i-am-bullish-on-carrier) _2026-07-07 · Stonks and Whatnot · Stonks and Whatnot_ I don’t consider myself “old” per se, but I also do not consider myself young anymore either. ## [The Dutch Sunday Roast Review: Hugo Kurk Takes Aim at My Stock Portfolio](https://brutallyhonestmicrostock.com/2026/07/06/the-dutch-sunday-roast-review-hugo-kurk-takes-aim-at-my-stock-portfolio/) _2026-07-06 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Hugo Kurk gave my stock photography portfolio the Dutch Sunday Roast treatment: direct, practical, and occasionally painful. Here are my thoughts on his advice, what I agree with, what I don’t, and the changes I’m already making. [Listen](http://videos.files.wordpress.com/ZzknS251/dji_20260522173719_0681_d.mp4) ## [Getty and Shutterstock Merger Falls Through: What It Means for Stock Contributors](https://brutallyhonestmicrostock.com/2026/07/04/getty-and-shutterstock-merger-falls-through-what-it-means-for-stock-contributors/) _2026-07-04 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Well, that was short-lived. The proposed Getty Images and Shutterstock mega-merger is dead, and the stock photography industry remains exactly where it was before: fragmented, under pressure, and staring nervously at the advancing AI army. So what happened, and more importantly, what does it mean for contributors? ## [June 2026 Earnings Report: Rio, AI Payments and a Promising Start at Amazing Aerial](https://brutallyhonestmicrostock.com/2026/06/30/june-2026-earnings-report-rio-ai-payments-and-a-promising-start-at-amazing-aerial/) _2026-06-30 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Welcome to my June 2026 Brutally Honest Earnings Report, where the long-term goal remains unchanged: trying to cover my gear and travel costs entirely through stock income. I’ve just come back from six weeks in Rio de Janeiro on what I’d call a working holiday. It was a much-needed break: some winter sun, time with family, a bit of shooting, and plenty of World Cup atmosphere in the background.… ## [SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences!](https://aswathdamodaran.blogspot.com/2026/06/indexology-index-mechanics-and.html) _2026-06-18 · Aswath Damodaran · Musings on Markets_ Over the last few weeks, attention has (rightly) been focused on three potentially trillion dollar companies all lined up to go public, and much of the discussion has been about what SpaceX, Anthropic and OpenAI are worth (and will be priced at). In parallel, there has been a debate about indices and index inclusion criteria, a usually bland topic, but one that has become heated on the questions… ## [Microstock Hamster Wheel: More Files, Fewer Sales, Lower Real Returns (Data Analysis from 2019-2026)](https://brutallyhonestmicrostock.com/2026/06/15/microstock-hamster-wheel-more-files-fewer-sales-lower-real-returns-data-analysis-from-2019-2026/) _2026-06-15 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Microstock is not dead, but the old model is broken. My portfolio has grown substantially since 2019, yet sales volumes have fallen, average real returns are lower, and the effort required just to stand still has become absurd. The lesson is clear: uploading more generic content to low-value agencies is no longer a strategy. The future is more selective, niche subjects, premium agencies, stronger… ## [The one company I am mega bullish on after starting a jewelry business](https://stonksandwhatnot.substack.com/p/the-one-company-i-am-mega-bullish) _2026-06-14 · Stonks and Whatnot · Stonks and Whatnot_ Building a jewelry brand from scratch and the tech that comes with it ## [The company that quietly powers 25% of the entire world just quadrupled their free cash flow](https://stonksandwhatnot.substack.com/p/the-company-that-quietly-powers-25) _2026-06-12 · Stonks and Whatnot · Stonks and Whatnot_ Taking a look at GE’s energy spinoff GEV and their impressive earnings report ## [Privacy-first AI-native browser (Sponsored)](https://crawlproof.com/a/8f5B6Gg4rFn9) _2026-06-12 · **Sponsored**_ No telemetry or ads — built on Ungoogled Chromium with a built-in AI sidebar and CLI. ## [Revisiting the SpaceX Valuation: A Post-Prospectus Update!](https://aswathdamodaran.blogspot.com/2026/06/a-weeks-ago-i-assessed-value-of-spacex.html) _2026-06-04 · Aswath Damodaran · Musings on Markets_ A few weeks ago, I assessed the value of SpaceX ahead of its initial public offering , with the admission that I was making my estimates with drabs of data, some of it coming from unofficial sources. I also promised to revisit my valuation, when the prospectus came out, and now that it has, I will examine how the information it contains has changed my view of the company and its valuation. I will… ## [May 2026 Stock Earnings Report: Rio Drone Shoots, World Cup Plans and Another Sluggish Month](https://brutallyhonestmicrostock.com/2026/06/04/may-2026-stock-earnings-report-rio-drone-shoots-world-cup-plans-and-another-sluggish-month/) _2026-06-04 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ May 2026 brought another sluggish month in stock earnings, with a total of $519 excluding pending Amazing Aerial results. In this brutally honest report, I share new drone work from Rio’s Sugarloaf Mountain, explain why floating rubbish may outsell postcard-perfect views, break down agency-by-agency earnings, and look ahead to World Cup shooting opportunities on Copacabana Beach. Let's get… ## [The battery boom is here: diving into American Battery Technology](https://stonksandwhatnot.substack.com/p/the-battery-boom-is-here-diving-into) _2026-05-31 · Stonks and Whatnot · Stonks and Whatnot_ Sometimes you stumble upon a company and the trade just clicks. ## [Planning an Epic Drone Stock Photo Shoot in Rio: Sunrise at Sugarloaf Mountain](https://brutallyhonestmicrostock.com/2026/05/27/planning-an-epic-drone-stock-photo-shoot-in-rio-sunrise-at-sugarloaf-mountain/) _2026-05-27 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ A behind-the-scenes look at planning a sunrise stock photo shoot in Rio de Janeiro, using LightTrac, Google Maps and drone restriction checks to prepare for golden-hour shots of Sugarloaf Mountain in Rio [Listen](http://videos.files.wordpress.com/QjU9MHZ4/dji_20260516185325_0225_d.mp4) ## [HIMS is sitting in the bull zone heading into earnings](https://stonksandwhatnot.substack.com/p/hims-is-sitting-in-the-bull-zone) _2026-05-11 · Stonks and Whatnot · Stonks and Whatnot_ Taking a look at the fundamental situation with analyst forecasts for the healthcare stock that faced recent controversy with FDA regulations ## [An Ode to Restraint: Lessons from the Tim Cook Legacy](https://aswathdamodaran.blogspot.com/2026/05/an-ode-to-restraint-lessons-from-tim.html) _2026-05-06 · Aswath Damodaran · Musings on Markets_ Through time, we have glorified conquerors and empire builders in politics, civic life and business, from Alexander the Great and Genghis Khan to the tech titans of today. That is no surprise, since these individuals have oversized personas and often change the course of history, but it is also true that this glorification of empire building has shortcomings. The first is the deification of these… ## [April 2026 Brutally Honest Earnings Report: Finally Picking up Regular and Varied Client Work](https://brutallyhonestmicrostock.com/2026/05/01/april-2026-brutally-honest-earnings-report-finally-picking-up-regular-and-varied-client-work/) _2026-05-01 · Alexandre Rotenberg · Alexandre Rotenberg's Brutally Honest Guide to Stock Photography & Footage_ Welcome to my April 2026 Brutally Honest Earnings Report, where the long-term goal remains the same: trying to cover my gear and travel costs solely through stock income. Speaking of travel, April was a rare month where I actually did not go anywhere and honestly it was quite nice to just chill out for a while. After months of movement, airport queues, hotel rooms, cruise ships, carrying heavy… [Listen](http://videos.files.wordpress.com/xYFA5mtj/dji_20260424164344_0073_d.mp4) ## [To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey!](https://aswathdamodaran.blogspot.com/2026/04/to-trillion-dollars-and-beyond-spacex.html) _2026-04-23 · Aswath Damodaran · Musings on Markets_ In 2001, A Space Odyssey , a movie that was well ahead of its time when it was released in 1968, Hal (the computer) famously responded to questions about his reliability with “it (mstakes) can only be attributable to human error”. I was reminded of my fallibility repeatedly as I tried to value SpaceX ahead of its initial public offering, a market debut that is shaping up as a barn-burner for three… ## [Oil, War and the Global Economy: The Market's Narrative in March 2026](https://aswathdamodaran.blogspot.com/2026/04/oil-war-and-global-economy-markets.html) _2026-04-01 · Aswath Damodaran · Musings on Markets_ Markets play an expectations game, and in March 2026, we saw the process play out, with all of its upsides and downsides. The month started with a war in the Middle East, which quickly percolated into soaring oil prices and dropping stock prices, but the overwhelming factor was uncertainty about almost every dimension of the war - how long it would last, what permanent changes to oil prices would… ## [Finding your investing lodestar: In Search of an Investment Philosophy](https://aswathdamodaran.blogspot.com/2026/03/finding-your-investing-lodestar-in.html) _2026-03-24 · Aswath Damodaran · Musings on Markets_ When uncertainty roils markets, as is the case right now, it is natural for investors to get knocked off balance, a when off-balance, to make investment decisions that they often regret later. It is during those times that it helps to have a core set of beliefs about markets, and an investment philosophy that reflects those beliefs. You may not be able to mend the damage to your portfolio, but it… ## [Reach prospects with real signals (Sponsored)](https://crawlproof.com/a/ctAY2wArsnrq) _2026-03-24 · **Sponsored**_ Find prospects talking about your problem and get context-backed moments to engage ## [The Price of Risk: An Equity Risk Premium Monologue!](https://aswathdamodaran.blogspot.com/2026/03/the-price-of-risk-equity-risk-premium.html) _2026-03-15 · Aswath Damodaran · Musings on Markets_ I start my valuation classes with a question of whether valuation is an art or a science, and I argue that it is neither; it does not have the precision that characterizes a science and unlike an art, it does come with principles that constrain you on what you can and cannot do. I describe valuation as a craft, where you learn as you value companies, and in the process, there are times where you… ## [AI Scenarios: From Doomsday Destruction to Do-Nothing Bots!](https://aswathdamodaran.blogspot.com/2026/03/ai-scenarios-from-economic-doomsday-to.html) _2026-03-04 · Aswath Damodaran · Musings on Markets_ When Chat GPT made its debut on November 30, 2022, it unleashed the hype of AI, and in the three years since, AI has taken on an outsized role not just in markets, but also in our lives. For much of the time, the AI story has been told by its advocates and its salespeople, and the companies in the AI ecosystem have benefited. Not surprisingly, given that its narrators benefit from this growth,… ## [Data Update 8 for 2026: Time for Harvesting - Dividends and Buybacks](https://aswathdamodaran.blogspot.com/2026/02/data-update-8-for-2026-time-for.html) _2026-02-24 · Aswath Damodaran · Musings on Markets_ In the data update posts this year, I have wended my way from the macro (equities collectives, the bond market and other asset classes) to the micro, starting with hurdle rates and returns in posts five and six and the debt/equity choice in my seventh post. In this post, I will look at the decision by businesses on how much cash to return to their owners, and in what form (dividends or buybacks),… ## [Data Update 7 for 2026: Debt and Taxes](https://aswathdamodaran.blogspot.com/2026/02/data-update-7-for-2026-debt-and-taxes.html) _2026-02-20 · Aswath Damodaran · Musings on Markets_ In my fifth data update , I examined hurdle rates in 2025, and in my sixth data update , I looked at the profitability and return metrics for firms. Both hurdle rates and profitability metricsmcan be affected by how much debt companies choose to have in their financing structure, and it enters explicitly into my cost of capital calculations , both through the costs of equity/debt and the mix of… ## [Data Update 6 for 2026: In Search of Profitability!](https://aswathdamodaran.blogspot.com/2026/02/data-update-6-for-2026-in-search-of.html) _2026-02-16 · Aswath Damodaran · Musings on Markets_ Crass and mercantile though this may sound, the end game for a business is to make money, and a business that fails this simple test cannot survive for long, no matter how noble its social mission, how great its products and how much it is loved by its customers and employees. In this post, I start with a defense of this mercantile objective, and argue that attempts to expand it to incorporate… ## [Data Update 5 for 2026: Risk and Hurdle Rates](https://aswathdamodaran.blogspot.com/2026/02/data-update-5-for-2026-risk-and-hurdle.html) _2026-02-05 · Aswath Damodaran · Musings on Markets_ In my first four posts, I looked at markets - equity, debt and collectibles - in the aggregate performed in 2025. In this post, I turn my attention to divergences in risk across companies, looking at alternative measures of risk, some based on prices and others at earnings, and how these differences play out in hurdle rates, a necessary ingredient for businesses trying to determine whether and how… ## [Data Update 4 for 2026: The Global Perspective!](https://aswathdamodaran.blogspot.com/2026/02/data-update-4-for-2026-global.html) _2026-02-02 · Aswath Damodaran · Musings on Markets_ If you have read my first three data updates in 2026, I won’t blame you if you skip this one, because you found them long and boring. I won't take issue with you either if you viewed them as too US-focused, because I did spend my second data update , looking at US equities, and my third , examining US treasuries and the US dollar. In this post, I widen my data analysis to look at the rest of the… ## [Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin!](https://aswathdamodaran.blogspot.com/2026/01/data-update-3-for-2026-trust-deficit.html) _2026-01-28 · Aswath Damodaran · Musings on Markets_ In my last post , I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equities during 2025. In this one, I want to focus specifically on four news stories from last year - the US announcement of punitive tariffs on the rest of the world, the downgrade of the US, the longest shutdown in US government history and unprecedented challenges to… ## [Data Update 2 for 2026: Equities get tested, and pass again!](https://aswathdamodaran.blogspot.com/2026/01/data-update-2-for-2026-equities-get.html) _2026-01-23 · Aswath Damodaran · Musings on Markets_ It was a disquieting year , as political and economic news stories shook the foundations of the post-war economic order, built around global trade and the US dollar. In fact, if you had been read just the news all through the year, and were shielded from financial markets, and been asked what stocks did during the year, you would have guessed, based on the news, that they had a bad year. You would… ## [Data Update 1 for 2026: The Push and Pull of Data!](https://aswathdamodaran.blogspot.com/2026/01/data-update-1-for-2026-push-and-pull-of.html) _2026-01-09 · Aswath Damodaran · Musings on Markets_ In my musings on valuation, I have long described myself as more of a number cruncher than a storyteller, but it is because I love numbers for their own sake, rather than a fondness for abstract mathematics. It is that love for numbers that has led me at the beginning of each year since the 1990s to take publicly available data on individual companies, both from their financial statements and from… ## [Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?](https://aswathdamodaran.blogspot.com/2025/12/trillion-dollar-market-caps-fairy-tale.html) _2025-12-03 · Aswath Damodaran · Musings on Markets_ Stock markets have always rewarded winners with large capitalizations, and with each new threshold, the questions begin anew of whether animal spirits or fundamentals are driving the numbers. A few weeks ago, Nvidia seemed unstoppable as its market capitalization crested $5 trillion, and while markets have turned skeptical since, the core questions have not gone away, and the answers come from two… ## [A Golden Year (2025): Gold's Price Surge - The Signal in the Noise!](https://aswathdamodaran.blogspot.com/2025/11/a-golden-year-2025-golds-price-surge.html) _2025-11-06 · Aswath Damodaran · Musings on Markets_ I grew up in India in a time where if you had wealth, your investment options were limited. A stock market with sparse listings, accompanied by a lack of trust in financial assets, led investors to put their wealth into tangible assets. Real estate was the most common choice but gold was a strong competitor, though investments in the latter often took the form of jewelry and ornaments. As… ## [A “Fairly Highly Valued” Market: A Fed Chair Opines on Stocks, but should we listen?](https://aswathdamodaran.blogspot.com/2025/10/a-fairly-highly-valued-market-fed-chair.html) _2025-10-06 · Aswath Damodaran · Musings on Markets_ In December 1996, Alan Greenspan used the words "irrational exuberance" to describe the stock market at the time, and those words not only became the title of Robert Shiller's cautionary book on market bubbles, but also the beginnings of the belief that central bankers had the wisdom to be market timers and the power to bend the economy to their views. I think that Greenspan's words seem… ## [The Imitation Game: Defending against AI's Dark Side!](https://aswathdamodaran.blogspot.com/2025/08/the-imitation-game-defending-against.html) _2025-08-05 · Aswath Damodaran · Musings on Markets_ A few weeks ago, I started receiving a stream of message about an Instagram post that I was allegedly starring in, where after offering my views on Palantir's valuation, I was soliciting investors to invest with me (or with an investment entity that had ties to me). I was not surprised, since I have lived with imitations for years, but I was bemused, since I don't have an Instagram account and… ## [Country Risk 2025: The Story behind the Numbers!](https://aswathdamodaran.blogspot.com/2025/07/country-risk-2025-story-behind-numbers.html) _2025-07-31 · Aswath Damodaran · Musings on Markets_ At the start of July, I updated my estimates of equity risk premiums for countries, in an semiannual ritual that goes back almost three decades. As with some of my other data updates, I have mixed feelings about publishing these numbers. On the one hand, I have no qualms about sharing these estimates, which I use when I value companies, because there is no secret sauce or special insight embedded… ## [To Bitcoin or not to Bitcoin? A Corporate Cash Question!](https://aswathdamodaran.blogspot.com/2025/07/to-bitcoin-or-not-to-bitcoin-corporate.html) _2025-07-18 · Aswath Damodaran · Musings on Markets_ In this post, I will bring together two disparate and very different topics that I have written about in the past. The first is the role that cash holdings play in a business , an extension of the dividend policy question, with an examination of why businesses often should not pay out what they have available to shareholders. In my classes and writing on corporate finance, I look at the motives…