In line with findings from our Inside The Buy-Side® Earnings Primer®, commentary from earnings call thus far reveal a cautiously optimistic tone among executives.

Heading into this past earnings season, our Q4’23 Inside The Buy-Side® Earnings Primer® registered a more optimistic tone overall after last quarter’s survey found sentiment ...

This week, we’re covering Materials in our Sector Beat — a must read if you’re interested in gleaning insights into broader economic indications for 2024.

Technology continues to dominate headlines and for good reason: the sector is experiencing somewhat of a renaissance. Developments in AI are hitting the market at ...

Similar to commentary we observed in our Big U.S. Banks Sector Beat, management teams continue to see consumer spending normalizing, but overall better than feared ...

In our early analysis of industrial earnings thus far, “stability” was the common tone evoked on calls — a welcomed message from one of the ...

With a wall of worry resurrected earlier in 2023 for the sector, U.S. Bank year-end earnings performances seemed more muted in comparison.

This week officially commences Q4’23 Earnings Season!

Welcome 2024 – what is sure to be another dynamic year packed with opportunities, challenges, and surprises. Today's The Big So What™ we will take ...

To garner insights into the latest trends, we analyzed the guidance practices of the S&P 500.

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At Corbin, the question is not “To provide or not to provide guidance?” but rather, “What kind of guidance should we provide?”