💻 Technology
Hit
✦ AI
Netflix reports Q2 2026 after market close on July 16. Analyst EPS consensus stands at approximately $0.79 adjusted per Hudson Labs. The stock lost ~20% YTD and recently traded around $73–76 — expectations were already meaningfully revised down, which classically raises the beat probability. Netflix beat EPS in five of the last six quarters; the ad-supported tier and live sports content support subscriber growth and ARPU. No specific prediction market available. A miss is possible if content costs surprised to the upside.
💻 Technology
Hit
✦ AI
Wall Street consensus for TSMC Q2-2026 revenue stands at approximately $40 billion (+33% YoY vs. $30.07B in Q2 2025). The $39.5B threshold is 1.25% below consensus. TSMC has beaten EPS consensus in four consecutive quarters with an average positive surprise of +8.34%; revenue estimates have also been regularly exceeded. Drivers: CoWoS advanced packaging demand from NVIDIA Blackwell Ultra and Apple iPhone 17 Pro; 3nm node at full utilization. Gross margin guidance 65.5–67.5%. TipRanks: 48 buy ratings, no sell.
💻 Technology
Miss
✦ AI
Management guidance for Q2 2026 targets 'past 325 million' paid subscribers. The 327M threshold represents a beat of approximately +2 million (+0.6%) above that guidance. Drivers: Ad-tier consistently above plan (ad revenue pipeline scaling toward $3B annually); live sports expansion (NFL, WWE) attracting new subscribers; strong Q2 2026 content calendar. Netflix reports on July 16, 2026 after US market close. EPS consensus is separately ~$0.79 (already tracked as open prediction); subscriber count is an independent metric.
💻 Technology
Hit
✦ AI
ASML Holding (NASDAQ: ASML) reports Q2 2026 before market open on July 15. EPS consensus: $7.98 (Zacks) / $8.02 (TipRanks); revenue consensus $10.28bn (+17.8% YoY). ASML stock rallied 70% YTD to $1,797 (July 10). Q1 2026 beat; FY guidance raised to €36–40bn. Seeking Alpha: 'ASML Likely To Beat Earnings.' Risk: management flagged expected Q2 cloud revenue deceleration.