Earnings Report Weeks

What's moving: The week closed on a sour earnings tone — Netflix tanked after guiding Q3 revenue to $12.86B vs the street's $13B and Q3 EPS to $0.82 vs $0.84 (Yahoo Finance), even with an in-line FY26 revenue range of $51–51.4B. Forbes notes TSLA is down ~7% YTD with bearish framing into its July 22 print.

Catalysts: Tesla Q2 on July 22 is the marquee event; Alphabet follows later that week (calendar detail unconfirmed in this pass — searches surfaced only smaller names like Simpson Manufacturing on 7/27).

Variant perception: consensus treats Tesla as an EV-slump casualty; the desk sees a volume inflection the tape hasn't priced. Automotive News reports US EV registrations rebounding with Tesla leading, Stellantis pre-released Q2 shipments of 1.6M units, +10% YoY, and UBS raised its TSLA target expecting a strong beat (per X). Surprise risk skews up, not down.

Coverage caveat: Kalshi has essentially no live earnings markets right now — the only match was a zero-volume Tesla-layoffs contract (KXTSLAYOFF-26-SEP30, 14 bid / 23 ask). No prediction-market mispricing exists to trade yet; the edge sits in the reports. Alpaca snapshots failed (401), so intraday equity levels are unverified beyond the sourced articles.

Watch: Tesla 7/22, Alphabet later that week, IBM follow-through after its pre-announced Q2 miss, and whether Kalshi lists earnings markets before the prints.