Before the print · expectations2 days to the print
Street consensus
The record · last 3 prints
Move ruler · first session
Options price ±11.7%, above the ±6.8% Q usually moves: they already pay for a bigger reaction than usual.
Pricing going in · as of the 10-30 close
What the record doesn't tell you
Beat estimates 3 of 3 times. So which way does Q go on 11‑04?
- Model lean for 11-04, and the evidence behind it
- Move band, P10 – P90
- Last 3 prints, quarter by quarter
- Peers that already reported, and how they traded