Netflix, Tesla, General Electric, and Coca-Cola have all reported, and their results provide insight into consumer demand, industrial momentum, and pricing strength.

Add in updates from IBM, AT&T, T-Mobile, Intel, and Lockheed Martin, and you get a broad read on the economy, from innovation to infrastructure.

We hosted our latest Earnings Watch Party of 3Q25 earnings season to determine if any of these names provide quality risk/reward heading into year-end. In the session, we discussed:

  • Hype vs. reality – Netflix and Tesla’s earnings misses
  • Which companies are best positioned for growth in this market,
  • What consumer and business spending trends mean for Q4, and
  • Where profits are really showing up across sectors.

Forget the headlines — we’ve got the data that tells the truth.

In this Earnings Watch party we covered: Netflix (NFLX), Tesla (TSLA), General Electric (GE), Coca-Cola (KO), International Business Machines (IBM), AT&T (T), T-Mobile (TMUS), Intel (INTC), General Motors (GM), and more.

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This article was originally published on October 27, 2025.

Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.

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