MSFT
Microsoft Corporation
Microsoft Corporation (MSFT) Earnings Review
Microsoft Corporation posted EPS of $4.74 versus the $4.24 consensus (a 11.81% surprise) on revenue of $90.01B; whether it changed the thesis depends…
Aug 10, 2026 · 5 min read
TGMCharts Research
Earnings reviews
Quarterly financial reviews anchored to TTM growth, margins, cash-flow conversion, and valuation context.
12 notes · 9 companies
Evidence base: 72 sourced chart exhibits, with claim-level links to the underlying TGMCharts metrics.
Earnings review
AMD
Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. (AMD) Earnings Review
Advanced Micro Devices, Inc. posted EPS of $1.66 versus the $1.61 consensus (a 3.21% surprise) on revenue of $11.54B; whether it changed the thesis…
Aug 10, 2026 · 5 min read
WMT
Walmart Inc.
Walmart Inc. (WMT) Earnings Review
Walmart Inc. posted EPS of $0.66 versus the $0.66 consensus (a 0.19% surprise) on revenue of $177.75B; whether it changed the thesis depends on the…
Aug 10, 2026 · 5 min read
COST
Costco Wholesale Corporation
Costco Wholesale Corporation (COST) Earnings Review
Costco Wholesale Corporation posted EPS of $4.93 versus the $4.92 consensus (a 0.14% surprise) on revenue of $70.53B; whether it changed the thesis…
Aug 10, 2026 · 5 min read
CRM
Salesforce, Inc.
Salesforce, Inc. (CRM) Earnings Review
Salesforce, Inc. posted EPS of $3.88 versus the $3.13 consensus (a 24.07% surprise) on revenue of $11.13B; whether it changed the thesis depends on…
Aug 10, 2026 · 5 min read
MCD
McDonald's Corporation
McDonald's Corporation (MCD) Earnings Review
McDonald's Corporation posted EPS of $3.38 versus the $3.32 consensus (a 1.77% surprise) on revenue of $7.10B; whether it changed the thesis depends…
Aug 10, 2026 · 5 min read
NVDA
NVIDIA Corporation
NVIDIA Corporation (NVDA) Earnings Review
NVIDIA Corporation posted EPS of $1.87 versus the $1.77 consensus (a 5.54% surprise) on revenue of $81.61B; whether it changed the thesis depends on…
Aug 10, 2026 · 5 min read
AVGO
Broadcom Inc.
Broadcom Inc. (AVGO) Earnings Review
Broadcom Inc. posted EPS of $2.44 versus the $2.40 consensus (a 1.74% surprise) on revenue of $22.19B; whether it changed the thesis depends on the…
Aug 10, 2026 · 5 min read
ADBE
Adobe Inc.
Adobe Inc. (ADBE) Earnings Review
Adobe Inc. posted EPS of $5.96 versus the $5.81 consensus (a 2.50% surprise) on revenue of $6.62B; whether it changed the thesis depends on the…
Aug 10, 2026 · 5 min read
MCD
McDonald's Corporation
McDonald's Corporation (MCD) Earnings Review
McDonald's Corporation posted EPS of $2.83 versus the $2.74 consensus (a 3.11% surprise) on revenue of $6.52B; whether it changed the thesis depends…
Jul 3, 2026 · 5 min read
AMD
Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. (AMD) Earnings Review
Advanced Micro Devices, Inc. posted EPS of $1.37 versus the $1.29 consensus (a 5.82% surprise) on revenue of $10.25B; whether it changed the thesis…
Jul 3, 2026 · 5 min read
MSFT
Microsoft Corporation
Microsoft Corporation (MSFT) Earnings Review
Microsoft Corporation posted EPS of $4.27 versus the $4.06 consensus (a 5.22% surprise) on revenue of $82.89B; whether it changed the thesis depends…
Jul 3, 2026 · 7 min read
Topic FAQ
Do quarterly reviews use news?
No. They use stored TGMCharts fundamentals and avoid unsupported event or causal claims.
When do quarterly reviews become stale?
A note is corrected or withdrawn when the growth, margin, cash-flow, or valuation data behind it no longer supports it.