US earnings season: How to read results and what to watch
About this Live Session
Every quarter, US companies report their financial results, giving investors an opportunity to assess how businesses are performing and what may lie ahead. But understanding earnings goes beyond looking at whether a company beat or missed expectations.
In this session, we will walk through how to read US earnings results and identify the numbers, guidance, and commentary that matter most. We will explore how investors can assess business performance, understand market reactions, and identify potential opportunities and risks during earnings season.
The session is designed to help investors develop a structured approach to reading earnings reports and make more informed investment decisions.
Key Agenda
• Why earnings season matters and what investors should look for
• How to read key metrics such as revenue, earnings, margins, and cash flow
• Understanding earnings beats, misses, and market expectations
• How to interpret forward guidance and management commentary
• What to watch beyond the headline numbers
• Understanding why a stock can rise or fall even after a strong earnings report
• Practical examples of analysing US company earnings results
• Common mistakes investors make during earnings season and how to avoid them
Speaker
Sumit Kumar, brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.
He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.
Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.