This Week's Confirmed Earnings

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Earnings Whisper® Score

Improving the Odds Before Earnings

The Earnings Whisper Score, from −5 to +5, measures the expectation setup ahead of a report. From Apr 2014 – Jul 2026, +5 Scores averaged +1.08% into earnings while −5 stocks averaged −0.27% — a 135-basis-point spread.

+1.08% +5 Score 11,134 events
+0.43% All others 119,037 events
+0.19% Neutral 17,578 events
−0.27% −5 Score 3,782 events

Average return, one week before the report through the open following the announcement.

−0.40% −0.20% 0.00% +0.20% +0.40% +0.60% +0.80% +1.00% +1.20% 1st Day 2nd Day 3rd Day 4th Day Gap +5 Scores All Others Neutral Scores −5 Scores
Cumulative average return by Earnings Whisper Score, Apr 2014 – Jul 2026.
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The Whisper Report®

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Underlying Job Strength

Monday, August 3, 2026
Last month’s jobs report surprised to the downside, but data and recent management commentary show continued underlying strength in the labor market.
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Top Earnings News

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The recent, most closely watched, earnings results.

DraftKings Missed Expectations, Reaffirms

Thursday, August 6, 2026 at 4:15 PM
DraftKings (DKNG) reported earnings of $0.09 per share on revenue of $1.44 billion for the second quarter ended June 2026. The consensus earnings estimate was $0.21 per share on revenue of $1.50 billion. The Earnings Whisper number was $0.19 per share. The company missed expectations by 52.63% while revenue fell 4.58% compared to the same quarter a year ago.

The company said it continues to expect 2026 revenue of $6.50 billion to $6.90 billion. The current consensus revenue estimate is $6.79 billion for the year ending December 31, 2026.

DraftKings Inc. is a digital sports entertainment and gaming company created to fuel the competitive spirit of sports fans with products that range across daily fantasy, regulated gaming and digital media.

Cloudflare Reported In-line with Expectations, Raises Guidance

Thursday, August 6, 2026 at 4:15 PM
Cloudflare (NET) reported earnings of $0.29 per share on revenue of $696.06 million for the second quarter ended June 2026. The consensus earnings estimate was $0.27 per share on revenue of $665.42 million. The Earnings Whisper number was $0.29 per share. The company reported in-line with expectations while revenue grew 35.87% on a year-over-year basis.

The company said it expects third-quarter non-GAAP earnings of approximately $0.34 per share on revenue of $736.0 million to $737.0 million. The current consensus earnings estimate is $0.32 per share on revenue of $721.25 million for the quarter ending September 30, 2026. The company said it expects 2026 non-GAAP earnings of $1.25 to $1.26 per share on revenue of $2.864 billion to $2.870 billion. The company's previous guidance was earnings of $1.19 to $1.20 per share on revenue of $2.805 billion to $2.813 billion, and the current consensus earnings estimate is $1.19 per share on revenue of $2.82 billion for the year ending December 31, 2026.

Cloudflare’s suite of products protect and accelerate any Internet application online without adding hardware, installing software, or changing a line of code.

Applied Optoelectronics Beat Expectations, Guides Earnings Below Estimates

Thursday, August 6, 2026 at 4:10 PM
Applied Optoelectronics (AAOI) reported earnings of $0.06 per share on revenue of $191.92 million for the second quarter ended June 2026. The consensus earnings estimate was $0.01 per share on revenue of $191.13 million. The Earnings Whisper number was $0.03 per share. The company beat expectations by 100.00% while revenue grew 86.42% on a year-over-year basis.

The company said it expects third quarter non-GAAP earnings of $0.11 to $0.26 per share on revenue of $255.0 million to $290.0 million. The current consensus earnings estimate is $0.28 per share on revenue of $270.30 million for the quarter ending September 30, 2026.

Applied Optoelectronics Inc is a vertically integrated provider of fiber-optic networking products, for three networking markets: cable television, fiber-to-the-home and internet data center such as components, sub-assemblies and modules, among others.

The Drift

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Upcoming Earnings

The Most Anticipated Earnings Releases for the Week of August 3, 2026

August 1, 2026
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This week the earnings machine roars back to life, and if the mood music is any guide, technology is once again the star of the show. Palantir headlines a crowded stage where the crowd is leaning decidedly optimistic, and it is joined by a chorus of chip and hardware names like SanDisk, Advanced Micro Devices, Arista Networks and Western Digital, all of which are walking in with the wind at their backs after strong finishes to last quarter. Options traders are bracing for fireworks in some of these names, with several capable of swinging ten percent or more in a single session, so buckle up. Not everyone gets a warm welcome, though. Eli Lilly and Novo Nordisk, the twin titans of the weight loss craze, are drawing a surprisingly frosty reception despite their blockbuster reputations, and Pfizer continues to fight an uphill battle for investor affection. Even SpaceX makes a rare appearance on the earnings calendar, a reminder that the rocket business now commands as much attention as the boardroom.
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Recent Positive Earnings

HIPO 4.3% since the report 4.7% above its post-earnings high