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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |

Katılım Ekim 2017
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Q2 26 earnings starts next week: $JPM $WFC $GS $BAC $C $FAST $ERIC $AEHR $PXED $EQBK $KMTS $BLK $MS $ASML $PNC $JNJ $NRIX $CTAS $CAG $ELV $PGR $MTB $JBHT $UAL $HOMB $GSBC $KARO $TSM $CFG $IIIN $UNH $USB $MAN $GE $ABT $STT $PLD $HOVR $NFLX $AA $ISRG $FNB $CNS $WSE $IBCP
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$ASML CEO: "Our customers...continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intake remained extremely strong in H1 26"
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ASML CEO: "Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales" $ASML
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$JPM CFO: FY26 NII guidance increased to $105.5B: “In terms of the full year 2026 outlook, we now expect NII ex markets to be about $96.5 billion and total NII to be approximately $105.5 billion as a function of markets NII increasing to about $9 billion."
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$DAL CEO: "Our customers are prioritizing experiences and investing in the moments and connections that matter most to them, driving sustained strength and demand for air travel."
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IBM CEO: "...this quarter we faltered...our second-quarter results are disappointing..." $IBM: -21% PM
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Q2 26 earnings starts next week: $JPM $WFC $GS $BAC $C $FAST $ERIC $AEHR $PXED $EQBK $KMTS $BLK $MS $ASML $PNC $JNJ $NRIX $CTAS $CAG $ELV $PGR $MTB $JBHT $UAL $HOMB $GSBC $KARO $TSM $CFG $IIIN $UNH $USB $MAN $GE $ABT $STT $PLD $HOVR $NFLX $AA $ISRG $FNB $CNS $WSE $IBCP
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$JPM CFO addressed the topic of tokenization: "I think one topic which is not financially meaningful this year, but which I think is interesting and may become in the future, is the question of token expense. That is something that we're spending a bunch of time on, I think as probably pretty much everyone in corporate America is."
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Q2 26 earnings season has started:
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Citigroup CEO: "With net income up 45%, this was Citi’s best quarterly revenue in a decade with double-digit revenue growth for the firm and in four out of our five businesses" $C: -2% PM
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Google signs a fixed-price virtual power purchase agreement for 100% of the initial output from Arkansas’s Steel River Energy Center, its largest US solar-plus-storage project $GOOG $GOOGL
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Aehr Test Systems CEO: ". Record quarterly bookings, a very strong backlog, and growing demand across AI processors, silicon photonics, and power semiconductors for our wafer-level and package-level burn-in solutions..." $AEHR: +26% AH
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$GS CEO: "Even with very strong investment banking revenues this quarter, our backlog increased to its highest level in 5 years and its second highest level on record"
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$JPM CEO while responding to a question by BofA Securities Analyst Ebrahim Poonawala: "Before I answer that, I want to tell you I always enjoy reading your weekend notes. They're insightful and sometimes quite funny. Thank you for that." $BAC
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$IBM CEO: "Mythos is making people pause to say, wait how much do I need to spend on cyber? They’re pausing on new deals until they know…We don’t see our software being disrupted by ai at all"
Sara Eisen@SaraEisen

I spoke to IBM CEO Arvind Krishna about the warning today and here’s what he told me: “A few large capex deals paused near the end of the quarter. It’s not widespread. It’s mainframe and the software associated with it….Mythos is making people pause to say, wait how much do I need to spend on cyber? They’re pausing on new deals until they know…We don’t see our software being disrupted by ai at all.”

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$JPM CEO: "....the firm delivered net income of $16.9B, EPS of $6.14, and an ROTCE of 23%. Excluding the significant items, revenue was up 15% Y/Y, predominantly driven by markets revenue, higher asset management fees in AWM & CCB, higher investment banking revenue, and higher deposit and loan balances, partially offset by the impact of lower rates."
Fiscal.ai@fiscal_ai

JPMorgan just posted the largest quarterly profit of any US bank ever. $JPM

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Satya Nadella
Satya Nadella@satyanadella·
An important piece from Demis. We need more of this kind of thinking. A good reminder that the goal is a frontier ecosystem that promotes innovation and choice, while avoiding any one model drop that breaks the world!
Demis Hassabis@demishassabis

x.com/i/article/2076…

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$JPM CEO Jamie Dimon on the Q2 2026 banking industry results: "It’s getting close to as good as it gets. We just don’t know how long it’s going to last."
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Banks are doing great! $JPM CEO: "The Firm reported very strong results in the quarter...Performance was strong across the Firm, and revenue in each line of business hit a new record." $BAC CEO: "The team delivered one of our strongest quarters to date" $WFC CEO: "We generated strong second quarter results..“We saw broad-based revenue growth, with all of our operating segments generating strong revenue growth" $GS CEO: "Our record performance this quarter...Momentum has accelerated throughout our businesses" $C: "...this was Citi’s best quarterly revenue in a decade with double-digit revenue growth for the firm and in four out of our five businesses"

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