https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance.en https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance.en How to read the earnings season that returns every quarter. We cover the structure of an earnings release, consensus and surprise, why guidance moves stocks, reading the conference call, the trap of non-GAAP metrics, and seasonality. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingearnings-seasonguidanceepsconference-call https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance.ja https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance.ja 四半期ごとに巡ってくる決算シーズンの読み方を扱います。決算発表の構造、コンセンサスとサプライズ、ガイダンスが株価を動かす理由、カンファレンスコールの読み方、非GAAP指標の罠、季節性までを整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingearnings-seasonguidanceepsconference-call https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance https://www.youngju.dev/blog/2026-06-18-earnings-season-guidance 분기마다 돌아오는 어닝 시즌을 읽는 법을 다룹니다. 실적 발표의 구조, 컨센서스와 서프라이즈, 가이던스가 주가를 움직이는 이유, 컨퍼런스콜 읽기, 비-GAAP 지표의 함정, 계절성까지 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeinvestingearnings-seasonguidanceepsconference-call