Podcast

Earnings Unscripted: Stock Earnings Calls & Analysis

Short, 15-Minute Earnings Call Analysis

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Latest episodes

  1. Lam Research (LRCX): Fabs Too Busy to Upgrade & Cobots [Q1 2027]22 Oct 2026
  2. IBM (IBM): Sovereign AI Racks, Thawed Deals & Quantum Cash [Q3 2026]22 Oct 2026
  3. Tesla (TSLA): Splitting a $100B Chip Fab Bill with SpaceX [Q3 2026]22 Oct 2026
  4. Meta Platforms (META): Negative Free Cash Flow Meets Class C Stock [Q3 2026]22 Oct 2026
  5. Daily Earnings: Defense Freezes Buybacks to Build Plants | RTX, GE, NFLX, NOC | Oct 2021 Oct 2026
  6. Northrop Grumman (NOC): Quantum Spinoffs & Bomber Capex [Q3 2026]21 Oct 2026
  7. RTX Corporation (RTX): Tomahawks Competing with AI Server Racks [Q3 2026]21 Oct 2026
  8. Netflix (NFLX): Record $4.8B Buybacks Meet Layoffs & Ad Delays [Q3 2026]21 Oct 2026
  9. GE Aerospace (GE): Plugging Jet Engines Into the Power Grid [Q3 2026]21 Oct 2026
  10. Daily Earnings: Chip Monopolies Ration 2028 Factory Slots | TSM, ASML | Oct 1516 Oct 2026