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Earnings Research Lab

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Earnings Research Lab

What are the most important earnings reports coming over the next three weeks, and why should investors care?

Verified through Aug 31, 2026 · All times ET

Original MarketGlance Research

Research Notes

Original quantitative studies and deep pre-earnings research to help investors navigate market structure and risk.

Research Note #02Market Breadth & Retest
Subscriber Research · Preview
QQQ · Market Breadth

What 63 QQQ Retests Tell Us About 5-Day and 20-Day Market Breadth

We studied more than a decade of QQQ breakdown–reclaim–retest cycles to ask whether short- and intermediate-term market participation can help distinguish a healthier retest from another breakdown.

Read Research Preview →Includes Cycle Framework Schematic
Research Note #01Pre-Earnings Study
Reporting Aug 26 · AMC
NVDA · Q2 FY2027

NVDA Before Earnings: Where Are We vs. History?

Ahead of the August 26 release (AMC), NVDA traded down -2.91% from its T-10 base to $217.56 at T-5. We compare this trajectory against the 12 most recent completed AI-era cycles to evaluate setup dynamics.

Read Research Note →Includes Normalized T-10 Path Chart

Forward-Looking Calendar

Upcoming Earnings

The earnings that matter over the next three weeks — and what the market will be watching.

WEEK 1

This Week · In Focus (Aug 31–Sep 4)

Highest Market Relevance
AVGO· Q3 FY2026
Confirmed

Broadcom

Sep 2 · AMC · After Close

Custom AI XPUs, Ethernet Networking & Infrastructure Software

Why It Matters

Broadcom spans custom AI silicon (XPU), Ethernet networking switches, and VMware software, making it critical for tracking the broadening of AI infrastructure spend beyond GPUs.

ZS· Q4 FY2026
Confirmed

Zscaler

Sep 3 · AMC · After Close

Zero-Trust Cloud Security & Enterprise Defense

Why It Matters

Cybersecurity remains one of the most resilient corporate IT budget items, with Zscaler testing zero-trust platform adoption.

LULU· Q2 FY2026
Confirmed

Lululemon Athletica

Sep 3 · AMC · After Close

Premium Activewear & Middle-Class Consumer Resilience

Why It Matters

Lululemon tests brand pricing power in premium apparel, North American store traffic trends, and international expansion momentum.

DG· Q2 2026
Confirmed

Dollar General

Sep 3 · BMO · Before Open

Low-Income Household Budgets & Value Retail

Why It Matters

Dollar General highlights household budget strain among core low-income consumers facing elevated grocery prices and living expenses.

WEEK 2

Next Week · On Our Radar (Sep 7–11)

Expected Dates · Cycle Tracking
ORCLEstimated

Oracle

Sep 9 · AMC · After Close

OCI Cloud Infrastructure & Enterprise Database Backlog

Why It Matters: Oracle Cloud Infrastructure (OCI) revenue and multi-billion AI training cluster commitments indicate durable multi-cloud infrastructure demand.
ADBEEstimated

Adobe

Sep 10 · AMC · After Close

Creative Cloud & Generative AI Monetization

Why It Matters: Adobe demonstrates whether enterprise and creator adoption of Firefly generative AI tools is converting into net new Digital Media ARR.
KREstimated

The Kroger Co.

Sep 11 · BMO · Before Open

Supermarket Bellwether & Food Inflation Trends

Why It Matters: As the largest traditional U.S. grocer, Kroger provides primary evidence on food-at-home price trends and consumer trade-down to store brands.
WEEK 3

Two Weeks Out · Early Watch (Sep 14–18)

Reporting dates may change as companies confirm their schedules.

LENEstimated Date

Lennar Corporation

Sep 16 · AMC · After Close

Theme: Lennar provides leading data on single-family home orders, rate buydown incentives, and buyer affordability.

GISEstimated Date

General Mills

Sep 16 · BMO · Before Open

Theme: General Mills offers a key read on consumer packaged foods volume elasticity and supply chain input cost stabilization.

FDXEstimated Date

FedEx Corporation

Sep 17 · AMC · After Close

Theme: FedEx parcel and freight volumes serve as a direct real-time barometer of global manufacturing and cross-border trade activity.

Permanent Research Library

Historical earnings deep dives, cycle checkups, and archive research.

MarketGlance Pro

Coming Soon

The earnings number is only the beginning.

A beat or miss tells you what happened. The harder question is what usually happened next—and whether today's setup looks familiar.

01

Historical Earnings Patterns

When similar earnings setups appeared before, did the first move hold—and what happened 1 day, 5 days, and several weeks later?

02

The $1,000 Earnings Experiment

A planned historical simulation of how $1,000 would have changed around comparable reports, including Day 1, Day 5, Day 20, drawdown, and the best and worst paths.

03

Risk / Reward After Earnings

Look beyond averages to understand the historical range: continuation, reversal, failed breakouts, gap-and-fade behavior, and downside exposure.

04

Today vs. History

Compare today's valuation, trend, and market reaction with similar historical situations—without treating history as a prediction.

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The 30-day period begins when Pro launches—not when you join the list. Planned historical research is for education and analysis, not investment advice or a prediction of future returns.

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