October 22, 2026

Tesla reported third-quarter 2026 results after market close on Oct. 21, posting non-GAAP (adjusted) diluted earnings per share of $0.48, above the roughly 44-cent analyst consensus cited in this question, though down from $0.50 a year earlier, according to Electrek and DriveTeslaCanada. Revenue was about $28.05 billion, roughly flat year over year and in line with the $28.06 billion Wall Street expected.

On a GAAP basis, profit fell more sharply: net income dropped 43% to $787 million, and operating margin slipped to 2.6%, as spending on AI projects and the Optimus robot program outpaced gross-profit growth. Gross margin still improved to 19.6%, up 160 basis points from a year earlier, and the company generated $1.53 billion in free cash flow, above expectations. Tesla delivered 486,532 vehicles in the quarter, above delivery-consensus estimates despite a slight year-over-year decline, and said its FSD (Supervised) subscriber base grew 67% to 1.74 million.

Predict Six's community voted 73% yes on this question, correctly anticipating that Tesla's adjusted earnings would clear the 44-cent bar.

Comcast reported third-quarter 2026 results on Oct. 22, posting adjusted earnings per share of $1.07, above the roughly 98-99 cent analyst consensus and clearing the bar in this question, according to CNBC and TheWrap. It marked the company's ninth straight quarter of beating Wall Street's per-share estimate. GAAP net income was $3.45 billion, or 97 cents per share, compared with $3.33 billion a year earlier.

The streaming service Peacock posted its second consecutive profitable quarter, generating $261 million in adjusted EBITDA on $1.8 billion in revenue, with paid subscribers up 17% year over year to 48 million. Results elsewhere were mixed: residential broadband and theme-park results stayed under pressure from cord-cutting and softer attendance, while Comcast's wireless business added a record 448,000 net lines. The company reaffirmed that its planned spinoff of NBCUniversal and Sky remains on track for mid-2027. Shares rose modestly after the report.

Predict Six's community voted 58% yes on this question, correctly anticipating that Comcast would clear the 98-cent bar, continuing its multi-quarter streak of beating estimates.

Meta Platforms reported third-quarter 2026 revenue of $64.60 billion, up 26% year over year, when it released results after market close on Oct. 21. That cleared the $63 billion mark in this question and came in above the top of the company's own $61 billion-to-$64 billion guidance range, according to Investing.com and Benzinga's coverage of the earnings call. Advertising remained the primary driver, with ad impressions across Meta's apps up 10% year over year and the average price per ad up 14%.

Profit told a different story. Meta booked a $9.9 billion charge tied to a multistate attorneys-general legal settlement, which pushed income from operations down 37% to $12.99 billion and left reported diluted EPS at $3.83, well below prior analyst expectations; excluding the charge, earnings were about $7.40 per share. Shares nonetheless rose in after-hours trading as investors focused on the revenue beat and on Meta's raised capital-spending outlook of $135 billion to $145 billion for continued AI infrastructure investment.

Predict Six's community voted 90% yes on this question, correctly anticipating that Meta's revenue would clear $63 billion.

Netflix reported third-quarter 2026 revenue of roughly $12.87 billion, in line with its own forecast but just short of the $12.9 billion mark in this question, according to CNBC and the Star. Revenue rose about 12% year over year, or 11% on a foreign-exchange-neutral basis.

The narrow miss on revenue came even as other metrics were strong: operating income rose 37% to about $4.46 billion, lifting operating margin to 34.6% from 28.2% a year earlier, and diluted earnings per share of $0.87 beat the roughly $0.82 analyst consensus. The bigger story in the release was forward guidance. Netflix lowered its full-year 2026 advertising-revenue outlook to about $2.7 billion from roughly $3 billion and guided fourth-quarter EPS below expectations, which outweighed the in-line revenue print and sent shares down about 5% in the following session.

Predict Six's community voted 89% yes on this question, expecting Netflix to clear $12.9 billion, but the company's reported revenue came in just under that bar, one of the larger gaps between community sentiment and the eventual outcome among today's resolutions.

Netflix reported third-quarter 2026 earnings after the market closed on Oct. 20. Shares, which had closed around $69.85 on Oct. 20, fell roughly 5% in the next session to close near $65.04 on Oct. 21, according to CNBC and Variety, touching a two-year low.

The decline came despite Netflix beating profit estimates, with diluted earnings per share of $0.87 versus the roughly $0.82 analysts expected. Investors focused instead on guidance: Netflix cut its full-year 2026 advertising-revenue forecast to about $2.7 billion from roughly $3 billion, citing a slower-than-expected ad-product rollout, and projected fourth-quarter EPS of $0.67, below the $0.73 analysts had expected.

CNBC reported that several analysts viewed the sell-off as an overreaction and recommended buying the dip, even as the stock extended a rough year for Netflix shares, which were already down sharply in 2026 heading into the report.

Predict Six's community leaned toward 'no' on this question, with only 43% expecting shares to close higher on Oct. 21 than on Oct. 20, in line with what actually happened.

IBM reported third-quarter 2026 results after the market close on Oct. 21, posting adjusted earnings per share of $2.95, above the roughly $2.87-$2.89 analyst consensus and up from $2.65 a year earlier. Revenue rose 5% year over year to $17.1 billion, driven by an 8% increase in software revenue, while consulting was flat and infrastructure grew 4%.

Despite the beat, shares fell as much as 7% in the following session after CEO Arvind Krishna told analysts that corporate customers are growing more cautious about whether their AI spending is producing measurable returns. IBM also held its full-year constant-currency revenue growth guidance at 4%-5% rather than raising it, which disappointed investors who had hoped for an upgrade. The company did lift its full-year free-cash-flow outlook, now expecting an increase of more than $1 billion year over year.

The quarter extended a pattern seen earlier in 2026, when IBM beat per-share estimates in multiple quarters while its stock still fell on investor skepticism about AI-driven growth.

Predict Six's community voted 100% yes across nine votes, correctly anticipating that IBM would clear the $2.87 bar.