Earnings Whispers - February 4, 2026

Summary for Tuesday, February 3, 2026

Having trouble viewing email?

A summary of guidance and results for the day, with a list of top surprises
Having trouble viewing email? Click here to view online.

The 3-Day A.I. Advantage Winning Traders Use

alt

When NVDA moves, most traders see one chart. Our A.I. sees the hidden connections.

While you're analyzing one market, VantagePoint's patented artificial intelligence is tracking the invisible web of global forces moving beneath it, calculating correlations no human could process, forecasting price action 3 days ahead with up to 87.4% proven accuracy.

This is the A.I. edge over 47,000 traders have relied on since 1991.

Most trading software shows you where the market was. VantagePoint's dual-patented technology reveals where it's going by analyzing the global markets that are influencing your trades.

The question isn't whether this analysis works. It's whether you're trading with it or against it.

Discover Your 3-Day Advantage →

Top Earnings News

Advanced Micro Devices Beat Expectations

Logo for Adv Micro DevicesAdvanced Micro Devices (AMD) reported earnings of $1.53 per share on revenue of $10.27 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $1.32 per share on revenue of $9.65 billion. The Earnings Whisper number was $1.33 per share. The company beat expectations by 15.04% while revenue grew 34.11% on a year-over-year basis.

The company said it expects first-quarter revenue of $9.50 billion to $10.10 billion, and non-GAAP gross margins of 55%, which calculates to earnings of $0.93 to $1.10 per share. The current consensus earnings estimate is $1.22 per share on revenue of $9.33 billion for the quarter ending March 31, 2026.

“2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” said Dr. Lisa Su, AMD chair and CEO. “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”

Advanced Micro Devices Inc is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.

Chart for Adv Micro Devices

Positive Guidance

Lumentum Guides Above Estimates

Logo for Lumentum Holdings Inc.Lumentum Holdings Inc. (LITE) said it expects third quarter non-GAAP earnings of $2.15 to $2.35 per share on revenue of $780.0 million to $830.0 million. The current consensus earnings estimate is $1.46 per share on revenue of $691.33 million for the quarter ending March 31, 2026.

Lumentum is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide.

Chart for Lumentum Holdings Inc.

View All Guidance


Negative Guidance

Graphic Packaging Guides Below Estimates

Logo for Graphic Packaging International Corp.Graphic Packaging International Corp. (GPK) said it expects 2026 earnings of $0.75 to $1.15 per share on revenue of $8.40 billion to $8.60 billion. The current consensus earnings estimate is $1.79 per share on revenue of $8.54 billion for the year ending December 31, 2026.

Graphic Packaging Holding Co together with its subsidiaries is engaged in providing paper-based packaging solutions to food, beverage and other consumer products companies.  The Company is a producer of folding cartons in the United States.

Chart for Graphic Packaging International Corp.

Other Top Guidance Announcements

VRNSVaronis Sees Earnings Below Estimates, but Guides Revenue Above
EGHT8x8 Guides Above Estimates
SIMOSilicon Motion Sees Revenue Above Estimates
CRUSCirrus Logic Guides Above Estimates
COLMColumbia Sportswear Sees Earnings Above Estimates
ENPHEnphase Energy Sees Revenue Above Estimates
ITGartner Guides Below Estimates
EGANeGain Raises Guidance, but Remains In-line with Estimates
ATKRAtkore Reaffirms
MRKMerck Provides Guidance
ATIATI Sees 2026 Earnings Above Estimates
PYPLPayPal Guides Below Estimates

Amazon's $794M Bombshell: Nvidia's Secret Partner Revealed

alt

Amazon has quietly poured $144 million into a secretive AI chip company, and committed to buying a staggering $650 million of their product. Why? Because this obscure startup holds the key to unleashing the full potential of Nvidia's revolutionary Blackwell chip. Discover the company at the heart of the AI arms race.

Positive Surprise

Varonis Systems Beat Expectations

Logo for Varonis Systems IncVaronis Systems (VRNS) reported earnings of $0.08 per share on revenue of $173.37 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.03 per share on revenue of $168.53 million. The Earnings Whisper number was $0.02 per share. The company beat expectations by 300.00% while revenue grew 9.37% on a year-over-year basis.

The company said it expects a first quarter non-GAAP loss of $0.06 to $0.05 per share on revenue of $164.0 million to $166.0 million. The current consensus earnings estimate is $0.05 per share on revenue of $163.79 million for the quarter ending March 31, 2026. The company said it expects 2026 non-GAAP earnings of $0.06 to $0.10 per share on revenue of $722.0 million to $730.0 million. The current consensus earnings estimate is $0.34 per share on revenue of $717.32 million for the year ending December 31, 2026.

Varonis Systems Inc is engaged in providing software platform that allows enterprises to map, analyze, manage & utilize its unstructured data. It offers human-generated data including word processing documents, spreadsheets, & presentations.

Chart for Varonis Systems Inc

View All Earnings


Negative Surprise

Matthews International Missed Consensus Estimates

Logo for Matthews Intl CorpMatthews International (MATW) reported a loss of $0.19 per share on revenue of $284.76 million for the fiscal first quarter ended December 2025. The consensus earnings estimate was $0.05 per share on revenue of $285.00 million. The company missed consensus estimates by 480.00% while revenue fell 29.14% compared to the same quarter a year ago.

Matthews International Corporation is a designer, manufacturer and marketer principally of memorialization products and brand solutions.

Chart for Matthews Intl Corp

A calendar showing logos of companies scheduled to report earnings on the next business day.

Uber Technologies is Expected to Beat Estimates

Logo for Uber Technologies, Inc.Uber Technologies (UBER) is confirmed to report earnings on Wednesday, February 4, 2026 at approximately 6:55 AM ET. The consensus earnings estimate is $0.79 per share on revenue of $14.29 billion, respresenting 19.5% year-over-year revenue growth, and the Earnings Whisper ® number is $0.95 per share. Investors are 29.4% bearish going into the company's earnings release. Option traders are pricing in a 7.3% move on earnings and the stock has averaged a 5.9% move in recent quarters.

Chart for Uber Technologies, Inc.

View Full Calendar


A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


You have received this email because you signed up for an account at Earnings Whispers with the email address:

Unsubscribe   |   Privacy Policy


© 1998 - 2026  Earnings Whispers ®