US earnings season: How to read results and what to watch
About this Live Session
Every quarter, thousands of companies report their financial results, making earnings season one of the most important periods for investors. While headlines often focus on whether a company "beat" or "missed" expectations, understanding what the numbers actually mean requires looking beyond the headline figures.
In this session, we will break down how to read US company earnings reports and identify the metrics that matter most. We will explore how investors evaluate revenue, profitability, guidance, and management commentary to better understand a company's performance and future outlook.
The session is designed to help investors build the confidence to interpret earnings announcements and make more informed investment decisions.
Key Agenda
• What is earnings season and why does it matter to investors
• Understanding key financial metrics such as revenue, earnings, margins, and cash flow
• How to interpret earnings beats, misses, and forward guidance
• What management commentary and conference calls can reveal about a company's outlook
• Key red flags and positive signals to watch for in earnings reports
• Practical examples of analysing US company earnings announcements
• 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.