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Big Tech is spending heavily to build AI capacity. Three of Microsoft, Meta, Alphabet and Amazon reported negative free cash flow in Q3, yet next-day share reactions varied widely. After those calls, analysts raised 2027 capex estimates by $53B and cut free cash flow estimates by $49B. All four guided to more spending. What will the spending deliver, and when will it reach cash flow? $MSFT $META $GOOGL $AMZN We got the AI GAME: Guidance | Actuals | Models | Estimates. #BigTech #AI #InSyncAnalytics #Earnings

Wall Street faces a packed earnings week, and the results could set the tone for the AI trade heading into year-end. What to watch from Nov 2-6: AI spending, data center growth, cloud growth, consumer demand and forward guidance, and whether earnings can justify lofty valuations. Which company’s result are you watching most closely? 👇 $AAPL $PLTR $AMD $QCOM $MCD #InSyncAnalytics #Earnings #AI #EarningsSeason #Stocks

Five straight beats. 21% → 93% growth in nine quarters. $PLTR reports Monday Nov 2 after the close. Street expects 85% growth on $2.18B revenue. Will Palantir do it again? #Palantir #PLTR #Earnings

@AnthropicAI filed its S-1 on 26 October 2026, disclosing $11.56B in 2Q26 revenue and $974M in operating income. The filing also lays out $637B in compute agreements against $131.7B in cash and short-term investments—raising important questions about funding, capacity, and future profitability. 🔖 Swipe through the carousel for key insights from InSync's Anthropic pre-IPO model. Download the full model here: lnkd.in/gnVTDn7J #Anthropic #IPO #FinancialModeling #AI #EquityResearch #ConsensusEstimates #Technology $ANT

Amazon reports Thursday. The Street expects AWS’s operating profit to nearly double by 2027, from $45.6B in 2025 to $90.8B. That is 63% of Amazon’s operating profit, up from 57%, and 65% by 2028. A year ago the Street had AWS at half of 2027 profit. Thursday’s test is AWS: Street revenue $45.6B after June’s $42.2B, operating income $17.1B after $16.6B. We got the AI GAME: Guidance | Actuals | Models | Estimates. #Amazon $AMZN #AWS #Earnings #EquityResearch #InSyncAnalytics

Alphabet reports Wednesday. In a year, the Street’s 2027 @Google Cloud operating income estimate tripled, from $20.0B to $64.9B. But Alphabet’s 2027 capital spending estimate tripled too, from $102.7B to $308.5B, while its free cash flow estimate went from +$102.3B to minus $30.1B. Wednesday’s bar: Q3 Cloud operating income expected at $9.99B, after $8.81B in June. We got the AI GAME: Guidance | Actuals | Models | Estimates. #Alphabet $GOOGL #GoogleCloud #Q3Earnings #Earnings #EquityResearch #InSyncAnalytics

The Earnings Countdown Is On: From Microsoft, Alphabet, and Amazon to Visa, Intel, and Reddit, major companies are preparing to report their latest quarterly results. Here are the key earnings dates to watch from October 26-30. Which company’s results are you watching most closely? Follow us for quick updates and sharp insights! $MSFT $GOOGL $AMZN $RDDT #InSyncAnalytics #Earnings #Markets #EarningsSeason #Stocks

Reddit’s next growth story is not just more users. It is how much revenue each US daily user brings in.   The Street expects US daily users to grow about 5% a year to 2028, and revenue per US daily user to more than double: $34.93 in 2025, $73.22 expected for 2028.   Thursday’s test: revenue expected $883.8M against Reddit’s $860M to $870M forecast.   We got the AI GAME: Guidance | Actuals | Models | Estimates.   #Reddit $RDDT #Earnings #EquityResearch #Company #InSyncAnalytics   

Pre-built Models with Near Real-time KPI-level Granular Estimates (Entitlement-based) InSync gives buyside analysts pre-built Excel models that update the moment earnings hit, so you can spend your time on analysis. Built for and by the buyside, backed by our hybrid AI-powered technology. Request a trial: hello@insyncanalytics.com #financialmodeling #equityresearch #earningsupdate #fintech #consensus #estimates #investmentresearch

Spotify has beaten its operating income guide four quarters running, by less each time: EUR 97M, 81M, 55M, 25M. Thursday’s guide: EUR 670M. The Street is close to Spotify’s guide across all five lines. Shares moved over 10% at 5 of the last 8 results. We got the AI GAME: Guidance | Actuals | Models | Estimates. #Spotify #SPOT #Earnings #EarningsUpdate

Lam has beaten the middle of its own revenue guide at eight straight results, by 1.5% to 3.4%. Wednesday’s guide: $7.7B to $8.5B. The Street: $8.14B, 0.5% above the middle. At nine straight results, Lam’s next-quarter guide midpoint was above the last InSync consensus reading for that quarter before the call. We got the AI GAME: Guidance | Actuals | Models | Estimates. #LamResearch #LRCX #Earnings #Semiconductors #InSyncAnalytics

Meta’s 2027 capex consensus is up 87% in a year. Its 2027 EPS consensus is down. Revenue revisions have grown every year. Operating income revisions have slowed every year. What changes when Meta reports Wednesday? Three checks, each against a number, on the card. We got the AI GAME: Guidance | Actuals | Models | Estimates. #Meta #Earnings #Capex #AI #ConsensusRevisions #InSyncAnalytics

Schneider Electric raised its 2026 guide in July. The Street is already above it. On 30 July, Schneider raised its organic revenue growth guide to +10% to +13%. InSync Consensus now stands at +13.8%, above the top of the range. For Q3, consensus is +14.5%, against +9.0% a year ago. Will management raise the bar again? #SchneiderElectric #Q3Earnings #Consensus #EquityResearch #InSyncAnalytics

Your team's time is too valuable for manual spreadsheets. Skip the admin. Get to the insights. Get Pre-built models, comps, and fundamentals — powered by InSync Consensus estimates. All delivered across your existing workflow channels. We got GAME. Guidance | Actuals | Models | Estimates. For more information get in touch hello@insyncanalytics.com #Buyside #Finance #FinancialAnalytics #Modelbuilding

Q3 Earnings season kicks off this week and these companies are reporting, including the mega caps. We’ll be breaking down KPIs, EPS, reported vs. estimates, and guidance after results. Follow us on your favorite social media platforms for quick updates, sharp insights and analysis: linktr.ee/insyncanalytics #Q3Earnings #EarningsSeason #InSyncAnalytics

$LVMH’s biggest division returned to growth in Q2. Now the Street expects a decline. Fashion & Leather Goods organic growth was +1% in Q2, after seven consecutive negative quarters. For Q3, InSync Consensus fell from +1.6% on 9 September to −0.9% on 7 October. Will the recovery last? LVMH reports Q3 revenue on October 12th. #LVMH #ConsensusRevisions #InSyncAnalytics

$LULU guided below InSync consensus: -1.1% → -3.2% → -5.3%. FY2027 revenue consensus: $12.24B → $10.31B, now below FY2026's $10.44B. Q2 revenue missed by $42M; Q3 + Q4 consensus fell $525M. #GuidanceVsStreet #ConsensusData

$SNOW InSync fiscal 2027 revenue consensus revisions: +2.61% → +3.27% → +3.46%. Historical benchmark: +1.90% from Mar 2022 to Dec 2025. Earlier exception: +5.61% in Dec 2021. Latest InSync vintage: 17 Sep 2026. $SNOW #InSyncData #RevisionHistory

At InSync, we track growth for a living. This is the chart we're proudest of. For 34+ years, Children's Hope India has helped children move from poverty to prosperity through education, nutrition, health care, and career support. More than 350,000 children and families have been served so far. We're grateful to be a small part of that story. 🔗 childrenshopeindia.org #InSyncAnalytics #ModelBuilding #ChildrensHopeIndia