PG&E dividend history: why income continuity needs evidence
PG&E reinstated common dividends in 2023 after an earlier suspension. That history makes payment continuity an important part of the analysis.
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Cisco cash returns: a dividend date and a separate buyback test
Cisco declared $0.42 per share for October 21. Its repurchases require a different assessment from the cash dividend.
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TSMC dividend: common shares and ADRs need different checks
TSMC lists a January 7 payment for its second quarter dividend. The common share amount and an ADR cash receipt are not interchangeable.
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Microsoft dividend: the dates and the cash return test
Microsoft declared $0.98 per share payable December 10. Eligibility, taxes and the share price remain separate considerations.
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Costco results: look beneath the sales headline
Costco fiscal fourth quarter sales rose 11.2%. Adjusted comparable sales and the tariff refund help clarify the underlying result.
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NVIDIA results: growth and margins set a demanding baseline
NVIDIA reported $96.2 billion of quarterly revenue and a 75% gross margin. Future comparisons now start from a much larger base.
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Microsoft results: cloud growth must earn its investment
Microsoft fiscal 2026 revenue grew 18%. The next question is how that expansion converts into returns on infrastructure spending.
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Apple results: separate business growth from tariff refunds
Apple reported strong June quarter growth, but a tariff refund also lifted gross margin and earnings per share.
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Netflix earnings preview: revenue quality and content cash costs
Netflix plans to report on October 20. Pricing, advertising and content payments will shape the quality of its growth.
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TSMC earnings preview: test growth against the margin outlook
TSMC reports on October 15. Its published revenue and margin guidance provides a concrete starting point for the comparison.
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ASML earnings preview: bookings need a delivery timetable
ASML reports on October 14. The link between orders, shipments and customer investment will matter more than a single bookings number.
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JPMorgan earnings preview: deposits, credit and the next quarter
JPMorgan reports on October 13. Deposit costs, credit provisions and the earnings outlook deserve separate attention.
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