EARNINGS WRAP — Thursday, August 27

12 reported, 3 pending. Tech-heavy slate with NVIDIA, Salesforce, and Okta all clearing the bar. Widest consensus spread sits with Salesforce — and it didn’t matter. $NVDA NVIDIA: Adj EPS $2.22 vs $2.09 consensus, +6.1%. Revenue $96.2B, up 105.8% yoy. GAAP EPS $2.46. Another monster quarter, but the beat is the smallest of its recent streak. $CRM Salesforce: Adj EPS $5.90 vs $3.27 consensus, +80.4%. Revenue $11.3B, up 10.8%. GAAP EPS $4.31. Massive beat — the kind that resets expectations for the whole software complex. $BBWI Bath & Body Works: Adj EPS $0.62 vs $0.24 consensus, +154.9%. Revenue $1.5B, down 2.3% yoy. Biggest percentage beat of the day. Margin execution carrying the story even as sales slip. $SJM J.M. Smucker: Adj EPS $3.24 vs $2.22 consensus, +46.2%. Revenue $2.2B, up 5.0%. Watch: $A $CRWD $P $SNPS $VEEV $WSM ⚠️ Correction: $SNPS — The digest claims EPS of $3.91, consensus EPS of $3.67, and revenue of $2.5B. The latest quarterly results (Q3 FY2026, released Au

12 reported, 3 pending. Tech-heavy slate with NVIDIA, Salesforce, and Okta all clearing the bar.