Excellent timing overview for this earnings week. COIN's Thursday aftermarket report at 5:30 PM should be fascinating given the crypto volatility we've seen this quarter. With regulatory clarity improving and trading volumes fluctuating wildly, their guidance on transaction revenue and custodial assets will be key. The fact that they're reporting alongside AAPL and AMZN could mean less immediate attention, but the fundamentals around cyrpto adoption and their diversification beyond pure trading fees deserve focus. Thanks for the detailed calendar!
Really apreciate the comprehensive breakdown of earnings across sectors this week. The HWM call timing at 10:00 AM Thursday could be particularly interesting given the aerospace sector's exposure to both commercial and defense cycles. Your point about earnings breadth beyond megacaps is spot on - industrial names like Howmet could offer clues on capex momentum that the market is overlooking.
Great comprehensive breakdown of this pivotal earnings week! I'm particularly interested in watching Howmet Aerospace on Thursday morning. Their exposure to both commercial aerospace recovery and defense modernization could make them a key data point for understanding the industrial cycle's strength. With the aerospace supply chain still catching up to demand, their margin trajectory wil be telling. Looking forward to seeing how they guide for Q4!
Excellent timing overview for this earnings week. COIN's Thursday aftermarket report at 5:30 PM should be fascinating given the crypto volatility we've seen this quarter. With regulatory clarity improving and trading volumes fluctuating wildly, their guidance on transaction revenue and custodial assets will be key. The fact that they're reporting alongside AAPL and AMZN could mean less immediate attention, but the fundamentals around cyrpto adoption and their diversification beyond pure trading fees deserve focus. Thanks for the detailed calendar!
Really apreciate the comprehensive breakdown of earnings across sectors this week. The HWM call timing at 10:00 AM Thursday could be particularly interesting given the aerospace sector's exposure to both commercial and defense cycles. Your point about earnings breadth beyond megacaps is spot on - industrial names like Howmet could offer clues on capex momentum that the market is overlooking.
Great comprehensive breakdown of this pivotal earnings week! I'm particularly interested in watching Howmet Aerospace on Thursday morning. Their exposure to both commercial aerospace recovery and defense modernization could make them a key data point for understanding the industrial cycle's strength. With the aerospace supply chain still catching up to demand, their margin trajectory wil be telling. Looking forward to seeing how they guide for Q4!