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Joined November 2008
Your commute briefing on Q3 earnings season EPS at the aggregate & sector levels along with revenues & analysts’ expectations for CY 2026 earnings growth. From John Butters, Vice President and Senior Earnings Analyst. AI-voiced. Spotify: bit.ly/4s9irnr Apple Podcasts: apple.co/4jZggRo
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The "Magnificent 7" companies are expected to report lower earnings growth than the other 493 $SPX companies for Q4 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
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Excluding $MU and $NVDA, the Q3 earnings growth rate for $SPX falls to 20.0% from 29.0%. #earnings, #earningsinsight, bit.ly/4zF5ILQ
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The "Magnificent 7" companies excluding $NVDA and $META are expected to report lower earnings growth than the other 493 $SPX companies for Q3 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
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Heading out? Listen our to our deep dive for financial firms that want to use AI at scale. Written by Patrick Starling at @FactSet and narrated by AI. Spotify: bit.ly/4ebhoh8 Apple Podcasts: apple.co/4yS269i
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For private capital CFOs, reporting is only the starting point. Disconnected spreadsheets, manual data entry, and time-consuming reconciliations leave less time for what matters most: analyzing performance, identifying risks, and driving value. With Cobalt Portfolio Monitoring and @FactSet’s partnership with @Valutico1, CFOs can connect portfolio data across collection, performance monitoring, valuation, and reporting—with the transparency to trace every number back to its source. The result? Less time preparing data and more time driving strategy. Discover how FactSet helps private capital CFOs move beyond reporting: bit.ly/47tjuFy
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The "Magnificent 7" companies are expected to report higher earnings growth than the other 493 $SPX companies for Q3 2026. #earnings, #earningsinsight, bit.ly/4zF5ILQ
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Advisors spend their day reconciling data across disconnected tools instead of meeting with clients. Home office teams stitch together spreadsheets instead of getting a clear view of firm-wide risk and performance. Sound familiar? @FactSet connects both sides of the wealth management business—advisors and home office—on one integrated platform, with open delivery through APIs, widgets, and CRM integrations so firms can modernize without ripping out their existing tech stack. The result: less time reconciling, more time with clients, and a platform already trusted by 120,000+ global wealth management users. Read how it works 👉 bit.ly/4jz2MM4
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Between meetings, commuting, or taking a break? Listen to analysis of Q3 earnings season EPS at the aggregate & sector levels along with revenues & analysts’ expectations for CY 2026 earnings growth. Quantitative analysis written by John Butters at @FactSet & narrated by AI. Spotify: bit.ly/4s9irnr Apple Podcasts: apple.co/4jZggR
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The trailing 12-month P/E ratio for $SPX of 26.0 is above the 5-year average (24.4) and above the 10-year average (23.6). #earnings, #earningsinsight, bit.ly/4i8gOSJ
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The forward 12-month P/E ratio for $SPX is 19.0, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/4i8gOSJ
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All 11 $SPX sectors are reporting Y/Y revenue growth for Q3, led by the Information Technology sector at 41%. #earnings, #earningsinsight, bit.ly/4i8gOSJ
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Conversational portfolio construction needs three layers working together: an optimization engine, integrated data and analytics, and an LLM/agent layer to orchestrate. Read the full analysis from Georgi Mitova at @FactSet: bit.ly/4s30TJG
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10 of 11 $SPX sectors are reporting Y/Y earnings growth for Q3, led by the Energy sector at 128%. #earnings, #earningsinsight, bit.ly/4i8gOSJ
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Your commute briefing on what a firm must assemble, govern, and integrate to produce innovative and reliable business value with AI at scale. Listen here: Spotify: bit.ly/4ebhoh8 Apple Podcasts: apple.co/4yS269i
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67% of $SPX companies have beaten revenue estimates to date for Q3, which is below the 5-year average of 70% and below the 10-year average of 68%. #earnings, #earningsinsight, bit.ly/4i8gOSJ
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