We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Quarterly Reports to Watch This Week: NFLX, PEP, TSM
Key Takeaways
The Q1 earnings season kicks into a much higher gear this week.
Outside of the big banks, NFLX, PEP, and TSM all reflect notable reports to watch.
The 2026 Q1 earnings season is nearly in full swing, with a wide variety of companies expected to report results in the coming weeks. Expectations remain positive, though geopolitical concerns bring uncertainty surrounding the actual results.
Outside the big banks, this week’s docket includes several notable companies, including Netflix (NFLX - Free Report) , PepsiCo (PEP - Free Report) , and Taiwan Semiconductor (TSM - Free Report) . TSM and PEP will report before the open on April 16th, whereas NFLX is slated to deliver its results after the close on the same day. Let’s take a closer look at estimates heading into the releases.
Netflix Bounces Back
Netflix has continued to protect its leading streaming position by doubling down on original content, introducing new revenue streams such as ad-supported membership tiers, and supporting live sports events.
The company’s shares have been a rollercoaster over the past year, initially tumbling before entirely reversing course following the announcement that it had backed out of its intended acquisition of WBD, refusing to match Paramount's offer.
Shares are up more than 35% since the announcement, with the stock also now sporting a favorable Zacks Rank #2 (Buy). As shown below, EPS estimates for the upcoming release have remained stable over recent months, while other periods have seen their estimates tick higher.
Image Source: Zacks Investment Research
Revenue expectations have followed a similar stable path over recent months, with estimates suggesting 15% EPS growth on 15% higher sales. Shares aren’t overly stretched relative to its history, with the current 30.5X beneath the 32.6X five-year median. Still, the multiple does reflect a 43% premium relative to the S&P 500.
PepsiCo Profitability Remains Key
PepsiCo shares popped on its latest set of better-than-expected results, with improved operational efficiencies leading to 15% year-over-year EPS growth. The stock has since given back most of the post-earnings gains, though favorable commentary surrounding margins and tariffs could easily deliver momentum for shares again.
Shares remain up nearly 9% on the year, though, with positive reactions coming in each of its last three quarterly releases. Similar to NFLX above, revisions for the quarter to be reported have largely been stable, as shown below.
Image Source: Zacks Investment Research
Revenue revisions have seen small positivity, with PEP still expected to deliver 5.8% YoY sales growth on 4.7% higher earnings. The expected sales growth rate reflects a decent acceleration relative to recent periods, with the expected earnings growth rate also outsized relative to what’s been delivered over recent years.
TSM Keeps Enjoying Momentum
TSM shares have continued to deliver outperformance in 2025 given its critical role in the semiconductor industry, gaining 21% compared to a flat YTD performance from the S&P 500.
TSM’s EPS outlook remains nicely bullish across the board, with revenue expectations also showing the same trajectory. The current consensus estimates for the upcoming release reflect 55% earnings growth on 40% higher sales, continuing its recent growth momentum amid the AI frenzy.
Image Source: Zacks Investment Research
It’s reasonable to expect that the company will continue to forecast a favorable demand environment given its critical standing within the chip industry, with shares seeing favorable post-earnings reactions across its last three quarterly releases.
Putting Everything Together
The 2026 Q1 earnings season is kicking into a much higher gear this week, and outside of the big banks, several notable companies are on the reporting docket, including Taiwan Semiconductor (TSM - Free Report) , Netflix (NFLX - Free Report) , and PepsiCo (PEP - Free Report) .
For Netflix, keep an eye out for its ad-supported tier momentum and overall success within its live sports foray, whereas PepsiCo’s reaction will likely be driven by its profitability picture. Taiwan Semiconductor’s critical role in the chip industry will again be on display, with the AI frenzy helping out its demand picture in a big way.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
3 Quarterly Reports to Watch This Week: NFLX, PEP, TSM
Key Takeaways
The 2026 Q1 earnings season is nearly in full swing, with a wide variety of companies expected to report results in the coming weeks. Expectations remain positive, though geopolitical concerns bring uncertainty surrounding the actual results.
Outside the big banks, this week’s docket includes several notable companies, including Netflix (NFLX - Free Report) , PepsiCo (PEP - Free Report) , and Taiwan Semiconductor (TSM - Free Report) . TSM and PEP will report before the open on April 16th, whereas NFLX is slated to deliver its results after the close on the same day. Let’s take a closer look at estimates heading into the releases.
Netflix Bounces Back
Netflix has continued to protect its leading streaming position by doubling down on original content, introducing new revenue streams such as ad-supported membership tiers, and supporting live sports events.
The company’s shares have been a rollercoaster over the past year, initially tumbling before entirely reversing course following the announcement that it had backed out of its intended acquisition of WBD, refusing to match Paramount's offer.
Shares are up more than 35% since the announcement, with the stock also now sporting a favorable Zacks Rank #2 (Buy). As shown below, EPS estimates for the upcoming release have remained stable over recent months, while other periods have seen their estimates tick higher.
Image Source: Zacks Investment Research
Revenue expectations have followed a similar stable path over recent months, with estimates suggesting 15% EPS growth on 15% higher sales. Shares aren’t overly stretched relative to its history, with the current 30.5X beneath the 32.6X five-year median. Still, the multiple does reflect a 43% premium relative to the S&P 500.
PepsiCo Profitability Remains Key
PepsiCo shares popped on its latest set of better-than-expected results, with improved operational efficiencies leading to 15% year-over-year EPS growth. The stock has since given back most of the post-earnings gains, though favorable commentary surrounding margins and tariffs could easily deliver momentum for shares again.
Shares remain up nearly 9% on the year, though, with positive reactions coming in each of its last three quarterly releases. Similar to NFLX above, revisions for the quarter to be reported have largely been stable, as shown below.
Image Source: Zacks Investment Research
Revenue revisions have seen small positivity, with PEP still expected to deliver 5.8% YoY sales growth on 4.7% higher earnings. The expected sales growth rate reflects a decent acceleration relative to recent periods, with the expected earnings growth rate also outsized relative to what’s been delivered over recent years.
TSM Keeps Enjoying Momentum
TSM shares have continued to deliver outperformance in 2025 given its critical role in the semiconductor industry, gaining 21% compared to a flat YTD performance from the S&P 500.
TSM’s EPS outlook remains nicely bullish across the board, with revenue expectations also showing the same trajectory. The current consensus estimates for the upcoming release reflect 55% earnings growth on 40% higher sales, continuing its recent growth momentum amid the AI frenzy.
Image Source: Zacks Investment Research
It’s reasonable to expect that the company will continue to forecast a favorable demand environment given its critical standing within the chip industry, with shares seeing favorable post-earnings reactions across its last three quarterly releases.
Putting Everything Together
The 2026 Q1 earnings season is kicking into a much higher gear this week, and outside of the big banks, several notable companies are on the reporting docket, including Taiwan Semiconductor (TSM - Free Report) , Netflix (NFLX - Free Report) , and PepsiCo (PEP - Free Report) .
For Netflix, keep an eye out for its ad-supported tier momentum and overall success within its live sports foray, whereas PepsiCo’s reaction will likely be driven by its profitability picture. Taiwan Semiconductor’s critical role in the chip industry will again be on display, with the AI frenzy helping out its demand picture in a big way.