Podcast

Earnings Unscripted: Stock Earnings Calls & Analysis

Short, 15-Minute Earnings Call Analysis

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Latest episodes

  1. Intuit (INTU): Dropping prices to stop the bleeding [Q4 2026]26 Aug 2026
  2. Semtech (SMTC): AI's looming fiber optics bottleneck [Q2 2027]26 Aug 2026
  3. Zoom (ZM): AI executive clones and the $40M server lifeline [Q2 2027]26 Aug 2026
  4. Walmart (WMT): Weaponizing a $2.9B tariff refund [Q2 2027]21 Aug 2026
  5. Analog Devices (ADI): Bypassing AI's Gigawatt Bottleneck [Q3 2026]20 Aug 2026
  6. Daily Earnings: Physical AI escapes the engineering lab | HSAI, PONY, HD | Aug 1819 Aug 2026
  7. Home Depot (HD): Hiding inflation with a $730M windfall [Q2 2026]19 Aug 2026
  8. Hesai Group (HSAI): The pivot from car sensors to robotic muscles [Q2 2026]19 Aug 2026
  9. Pony AI (PONY): The heavy server bill of an asset-light fleet [Q2 2026]19 Aug 2026
  10. Daily Earnings: Physical barriers force massive AI pivots | AMAT, BN | Aug 1314 Aug 2026