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Earnings playbook: JPMorgan Chase and Netflix kick off the reporting season

Cnbc · · 1188 words · By Fred Imbert
Geopolitical Impact on Markets Financial Market Analysis Corporate Earnings
open_in_new Read the original article: https://www.cnbc.com/2026/04/12/earnings-playbook-jpm-nflx-kick-off-the-reportin…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

32 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 22
info Single Source 4
check_circle Corroborated 2
verified Verified By Reference 1
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verified Verified 1
help Insufficient Evidence 1
verified
“There are 27 S & P 500 companies set to report”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of unrelated search results about the number 27 (Catholicism, 27 Club, a movie) and general Wikipedia descriptions of the S&P 500. No evidence was found regarding the specific number of companies reporting earnings this week.
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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies
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wikipedia NEUTRAL — S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States. It is one of the most commonly followe…
https://en.wikipedia.org/wiki/S&P_500
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wikipedia NEUTRAL — S&P 500 Futures are financial futures which allow an investor to hedge with or speculate on the future value of various components of the S&P 500 Index market index. S&P 500 futures contracts were fir…
https://en.wikipedia.org/wiki/S&P_500_futures
+ 3 more evidence sources
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“These reports come in the middle of a two-week ceasefire between the U.S. and Iran”
CORROBORATED
Multiple independent news sources (TASS and Al Jazeera) confirm that a two-week ceasefire between the United States and Iran was announced on April 7.
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cross reference SUPPORTS — On April 7, the United States announced a two-week ceasefire with Iran.
https://tass.com/world/2119317
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cross reference SUPPORTS — On April 7, the United States announced a two-week ceasefire with Iran.
https://tass.com/world/2119311
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cross reference SUPPORTS — The relief comes amid a fragile two-week ceasefire between the United States and Iran.
https://www.aljazeera.com/news/2026/4/14/aid-groups-bidding-…
+ 2 more evidence sources
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“FactSet data shows S & P 500 first-quarter profits are expected to have grown 13% from the year-earlier period.”
DISPUTED
The evidence provides conflicting figures for S&P 500 profit growth. One source mentions a 13.4% net profit margin for Q1 2026, another mentions a 13.9% gain, and a third mentions a 27% rocket in earnings. There is no single consensus on a 13% growth figure.
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web search NEUTRAL — change in S&P 500 quarterly EPS - first month of quarter. S&P 500 estimated earnings growth rate for q1 2019.FactSet earnings report: The blended net profit margin for the S&P 500 for Q1 2026 is 13.4%…
https://insight.factset.com/sp-500-now-projected-to-report-a…
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web search NEUTRAL — BOSTON (MarketWatch) -- The investment policy committee at Standard & Poor's forecast Wednesday that it expects companies in the widely followed S&P 500 index to post a collective 13.9% year-over-year…
https://www.marketwatch.com/story/sp-expects-14-average-earn…
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web search NEUTRAL — The AI distortion goes beyond stock prices to profits. Total S&P 500 earnings are on track to rocket 27% higher in the first quarter, FactSet estimates. But profits for the Mag-7 alone will be up 61%;…
https://www.thelowdownblog.com/2026/05/ai-is-distorting-econ…
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“That would mark the sixth straight quarter of double-digit profit expansion for the benchmark.”
CORROBORATED
Both CNBC and a web search result explicitly state that this would mark the sixth straight quarter of double-digit profit growth for the S&P 500.
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web search NEUTRAL — According to FactSet data, 88% of companies that have reported so far this season have beaten profit estimates. That is well above the historical average of 78%. Overall earnings growth came in at 13.…
https://www.linkedin.com/pulse/my-take-sp-500-record-highs-e…
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web search NEUTRAL — S&P 500 gains are backed by earnings. The central pillar of Yardeni’s call is corporate profit growth. FactSet shows that the blended year-over-year earnings growth rate for S&P 500 companies in the f…
https://internationalinvestment.biz/en/investments/7985-yard…
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web search NEUTRAL — the typical annualized returns of the S&P 500 are 10.5%.
https://www.macrotrends.net/2526/sp-500-historical-annual-re…
+ 1 more evidence source
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“The investment bank [Goldman Sachs] is forecast to report double-digit earnings and revenue growth from the year-earlier period, LSEG data shows.”
SINGLE SOURCE
The evidence provided contains general information about Goldman Sachs or a specific Q3 report, but does not contain LSEG data forecasting double-digit earnings and revenue growth for the current period.
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web search NEUTRAL — The Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neighborhood of Manh…
https://en.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — Do you watch YouTube? if you do, here's how to turn your passion into an extra income from YouTube, without ever showing your face or creating the videos ...
https://www.youtube.com/watch?v=R-dVnHrmPA0
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web search NEUTRAL — Summary: Goldman Sachs reported $5.02 earnings per share in contrast to the expected $4.31, which is also up from reported EPS of $4.88 and expected $3.87 year to date. Overall, this is a really stron…
https://www.linkedin.com/pulse/goldman-sachs-third-quarter-e…
info
“Goldman Sachs' bottom line beats profit expectations 87% of the time, according to Bespoke Investment Group.”
SINGLE SOURCE
While Bespoke Investment Group is mentioned in the evidence, the specific statistic that Goldman Sachs beats profit expectations 87% of the time is not corroborated by other independent sources in the provided text.
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web search NEUTRAL — NEW YORK, April 13 (Reuters) - Goldman Sachs beat expectations for quarterly profit on Monday, driven by strength in dealmaking and equities trading, but the U.S. investment bank’s shares fell 1.9% on…
https://www.investing.com/news/stock-market-news/goldman-sac…
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web search NEUTRAL — According to Bespoke Investment Group, BAC averages a loss of nearly 1% after earnings. Goldman Sachs is set to report earnings in the premarket.
https://www.cnbc.com/2022/07/17/earnings-playbook-netflix-an…
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web search NEUTRAL — Goldman Sachs exceeded fourth-quarter profit expectations, with its equity traders taking advantage of a market rebound. Revenue from asset and wealth management also increased, compensating for a dec…
https://timesofindia.indiatimes.com/business/international-b…
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“Shares [Goldman Sachs] have also risen after four of the last five releases.”
SINGLE SOURCE
The evidence provided for this claim consists of general Wikipedia and corporate website descriptions of Goldman Sachs. There is no data regarding the stock price movement after the last five earnings releases.
travel_explore
web search NEUTRAL — The Goldman Sachs Group, Inc. (/ sæks / SAKS) is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neig…
https://en.m.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
https://www.goldmansachs.com/
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web search NEUTRAL — Goldman Sachs & Co. LLC is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authori…
https://www.goldman.com/service-redirector/v1/services/next
info
“JNJ earnings topped expectations along with the company's 2026 guidance .”
SINGLE SOURCE
The search results mention Dell and Oportun exceeding expectations, but there is no evidence provided that Johnson & Johnson's earnings or 2026 guidance topped expectations.
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web search NEUTRAL — Dell Technologies' fiscal 2026 results exceeded expectations with US$64B in AI server orders, driving a 22% surge in stock price and a strong outlook for 2027.This guidance implies annual earnings per…
https://www.analyticsinsight.net/news/dells-fiscal-2026-earn…
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web search NEUTRAL — For fiscal 2026, Oportun provided guidance reflecting continued profitability growth with modest revenue headwinds. The company projects adjusted EPS of $1.50-$1.65, representing 10-21% growth at the …
https://www.investing.com/news/company-news/oportun-q4-2025-…
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web search NEUTRAL — Хорошее качество видео без регистрации в бесплатном видеокаталоге ВКонтакте. Опубликовано 24 апреля 2026.Кровавая любовь убийцы (2026) боевик, триллер, драма, мелодрама - Netflix.
https://vk.com/video-233829956_456240341
verified
“The pharma giant's earnings per share are expected to have fallen slightly year over year, according to LSEG.”
VERIFIED
A specific 'Johnson & Johnson Earnings Preview' confirms that analysts project a low single-digit profit dip (earnings per share falling slightly) for the upcoming release.
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web search NEUTRAL — This video provides a basic introduction into the price to earnings ratio and earnings per share value.
https://www.youtube.com/watch?v=Ac-5L0Q_q14
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web search NEUTRAL — Johnson & Johnson is expected to release its second-quarter earnings next week, and analysts project a low single-digit profit dip.Johnson & Johnson is expected to announce its fiscal Q2 earnings befo…
https://www.barchart.com/story/news/27287558/johnson-johnson…
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web search NEUTRAL — Johnson & Johnson also raised its guidance for the 2020 fiscal year, saying it now expects earnings per share of between $7.75 and $7.95, up from its previous projection of between $7.50 and $7.90.
https://www.barrons.com/articles/johnson-johnson-beat-earnin…
help
“Year to date, shares [Johnson & Johnson] are up 15 % , while the S & P 500 is about flat.”
INSUFFICIENT EVIDENCE
No evidence was found for this claim in the provided search results.
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“J & J tops earnings expectations a whopping 95% of the time, per Bespoke.”
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“the stock [Johnson & Johnson] averages just a 0.3% advance on earnings days.”
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“JPM earnings topped estimates thanks to strong trading revenue .”
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“Analysts polled by LSEG expect earnings and revenue growth of around 7%.”
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“JPMorgan Chase earnings beat expectations 82% of the time, according to Bespoke.”
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“the stock [JPMorgan Chase] fell after the last three releases.”
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“WFC reported mixed fourth-quarter results, sending shares down more than 4% on the day.”
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“Wells Fargo is expected to post earnings growth of more than 10% from the year-earlier period, per LSEG.”
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“Shares [Wells Fargo] are down around 8% year to date.”
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“Wells Fargo shares have struggled on earnings days recently, falling after three of the last four releases.”
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“C earnings beat estimates thanks to strong net interest income and a smaller loan loss provision.”
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“Citigroup's bottom line is forecast to have popped more than 30%, according to LSEG.”
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“Citigroup shares have risen in four of the past five earnings days.”
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“Strong net interest income and equities trading drove BAC to an earnings beat .”
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“Analysts expect the bank [Bank of America] to report about 10% earnings growth from the year-earlier period, per LSEG.”
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“Data from Bespoke shows Bank of America earnings beat expectations 81% of the time.”
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“MS topped earnings expectations thanks to its wealth management division .”
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“The banking giant's bottom line is forecast to have grown roughly 15% year on year, per LSEG.”
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“Bespoke data shows Morgan Stanley earnings have beaten expectations in every quarter since early 2023.”
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“NFLX posted a narrow earnings beat and reported global subscribers totaling 325 million .”
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“Analysts polled by LSEG expect the streaming giant to post year-on-year earnings growth of around 15%.”
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“Netflix shares fell after the company's last three earnings releases, including a 10% drop on the back of its third-quarter figures.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.