ALC - Q4

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Investor Reporting

Q1’23 Trending Earnings Topics Week of May 8, 2023

Welcome back to the final weekly Earnings Topics Week of May 8 Q1’23 earnings season update on trending topics, macro trends and key management commentary. As of last Friday, May 12, 89% of S&P 500 companies had reported their quarterly earnings results. Some notable companies that reported last week were Tyson Foods, International Flavors & Fragrances, Akamai Technologies, Skyworks Solutions and Electronic Arts.

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Q1’23 Trending Earnings Topics Week of April 17, 2023 Recap

Welcome back to the first weekly edition of our Q1’23 Earnings Topics Week of April 17 recap on trending topics, macro trends and key management commentary. With a busy week of earnings that saw some major banks reporting, JPMorgan Chase & Co., Citigroup, Citizens Financial, Goldman Sachs, Huntington Bancshares, M&T Bank, Comerica, F5, and Zions Bancorporation were some of the notable names.

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Q4 22 Trending Earnings Topics Recap – Week of February 6, 2023

Welcome to the weekly edition of our Q4 22 Trending Earnings Topics on trending topics, macro trends and key management commentary. As of last Friday, 66% of the S&P500 had reported their quarterly earnings results. Philip Morris, International Flavors & Fragrances, S&P Global, Fortinet, Paycom Software & Baxter were some of the notable names that reported.

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Q4’22 Trending Earnings Topics Recap – Week of January 23, 2023

Welcome to the weekly edition of our Q4’22 earnings season update on trending topics, macro trends, and key management commentary. With another busy week of earnings, U.S. Bancorp, Western Alliance, Central Pacific Financial, PNC Financial, First Hawaiian, Heritage Financial, and Sandy Spring Bancorp were some of the notable names in the banking sector. Several high-profile tech and consumer firms also reported, including Intel, Microsoft, Southwest Airlines, McDonald’s, and ADP.

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Q4’22 Trending Earnings Topics Recap – Week of January 16, 2023

Welcome to the first weekly edition of our Q4’22 earnings season update on trending topics, macro trends, and key management commentary. With a busy first week of earnings that saw some banking companies in the S&P 500 report, Goldman Sachs, JPMorgan Chase, PNC Financial Services, M&T Bank, Fifth Third, Citizens Financial, and KeyCorp were some of the notable names. 

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Q3 22 Trending Earnings Topics Recap – Week of November 7th, 2022

Welcome to the final edition of our Q3 22 Trending Earnings Topics Recap on trending earnings topics, macro trends and key management commentary. Numerous large-cap companies reported last week, including Walt Disney, AstraZeneca, Bayer, Merck, Franco-Nevada, Mitsubishi, and Nintendo. Here are some key trending earnings topics that emerged during earnings updates over this period:

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Q3’22 Trending Earnings Topics October 31st, 2022 Weekly Recap

Welcome back to the latest edition of our Q3 2022 earnings season update on trending earnings topics October 31st 2022, weekly recap, including macro trends and key management commentary. With a busy week of earnings that saw over 25% of S&P 500 companies report, Airbnb, Starbucks, Eventbrite, Cloudflare, AMD, and Yelp were some of the notable names. Here are some key trending topics that emerged during earnings updates over this period:

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