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Novo Nordisk A/S (NVO) Announced Q2 2026 Earnings on August 5, 2026, Reporting "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the Quarter artwork

Novo Nordisk A/S (NVO) Announced Q2 2026 Earnings on August 5, 2026, Reporting "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the Quarter

Novo Nordisk A/S (NVO)

Aug 10, 2026 • 22:17 •Ep 229 •The Earnings Debate

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter. artwork

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.

Microsoft Corporation (MSFT)

Aug 10, 2026 • 11:38 •Ep 236 •The Earnings Debate •▶ Play on Apple

Uber Technologies, Inc. (UBER) Announced Q2 2026 Earnings on August 5, 2026, Reporting "non-GAAP EPS growing 35% year-over-year" artwork

Uber Technologies, Inc. (UBER) Announced Q2 2026 Earnings on August 5, 2026, Reporting "non-GAAP EPS growing 35% year-over-year"

Uber Technologies Inc. (UBER)

Aug 10, 2026 • 21:15 •Ep 228 •The Earnings Debate

MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year" artwork

MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year"

MercadoLibre Inc. (MELI)

Aug 10, 2026 • 19:49 •Ep 226 •The Earnings Debate

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.

Axon Enterprise Inc. (AXON)

Aug 10, 2026 • 15:56 •Ep 225 •The Earnings Debate

Airbnb, Inc. (ABNB) Announced Q2 2026 Earnings on August 6, 2026, Reporting "Revenue grew 17% year-over-year to $3.6 billion" for the Quarter. artwork

Airbnb, Inc. (ABNB) Announced Q2 2026 Earnings on August 6, 2026, Reporting "Revenue grew 17% year-over-year to $3.6 billion" for the Quarter.

Airbnb Inc. (ABNB)

Aug 10, 2026 • 20:32 •Ep 223 •The Earnings Debate •▶ Play on Apple

Datadog, Inc. (DDOG) Announced Q2 2026 Earnings on August 6, 2026, Reporting "revenue was $1.12 billion, an increase of 36% year-over-year" artwork

Datadog, Inc. (DDOG) Announced Q2 2026 Earnings on August 6, 2026, Reporting "revenue was $1.12 billion, an increase of 36% year-over-year"

Datadog Inc. (DDOG)

Aug 10, 2026 • 20:45 •Ep 224 •The Earnings Debate •▶ Play on Apple

UnitedHealth Group Incorporated (UNH) Announced Q2 2026 Earnings on July 16, 2026, Reporting "Total revenues were $112 billion" artwork

UnitedHealth Group Incorporated (UNH) Announced Q2 2026 Earnings on July 16, 2026, Reporting "Total revenues were $112 billion"

UnitedHealth Group Incorporated (UNH)

Jul 16, 2026 • 9:24 •Ep 222 •The Earnings Debate •▶ Play on Apple

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q2 2026 Earnings on July 16, 2026, Reporting "revenue of USD 40.2 billion". artwork

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q2 2026 Earnings on July 16, 2026, Reporting "revenue of USD 40.2 billion".

Taiwan Semiconductor Manufacturing Company Limited (TSM)

Jul 16, 2026 • 17:20 •Ep 221 •The Earnings Debate •▶ Play on Apple

J.B. Hunt Transport Services, Inc. (JBHT) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total revenue increased 19%". artwork

J.B. Hunt Transport Services, Inc. (JBHT) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total revenue increased 19%".

J.B. Hunt Transport Services Inc. (JBHT)

Jul 15, 2026 • 20:17 •Ep 220 •The Earnings Debate •▶ Play on Apple

Johnson & Johnson (JNJ) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Worldwide sales were $25.3 billion for the quarter." artwork

Johnson & Johnson (JNJ) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Worldwide sales were $25.3 billion for the quarter."

Johnson & Johnson (JNJ)

Jul 15, 2026 • 16:41 •Ep 219 •The Earnings Debate •▶ Play on Apple

Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter. artwork

Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter.

Elevance Health Inc. (ELV)

Jul 15, 2026 • 19:48 •Ep 218 •The Earnings Debate •▶ Play on Apple

ASML Holding N.V. (ASML) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total net sales were EUR 9.3 billion" artwork

ASML Holding N.V. (ASML) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total net sales were EUR 9.3 billion"

ASML Holding N.V. (ASML)

Jul 15, 2026 • 18:38 •Ep 217 •The Earnings Debate •▶ Play on Apple

The Goldman Sachs Group, Inc. (GS) Announced Q2 2026 Earnings on July 14, 2026, Reporting "record revenues of $20.3 billion". artwork

The Goldman Sachs Group, Inc. (GS) Announced Q2 2026 Earnings on July 14, 2026, Reporting "record revenues of $20.3 billion".

The Goldman Sachs Group Inc. (GS)

Jul 14, 2026 • 19:55 •Ep 216 •The Earnings Debate •▶ Play on Apple

Wells Fargo & Company (WFC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Revenue grew 9% from a year ago." artwork

Wells Fargo & Company (WFC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Revenue grew 9% from a year ago."

Wells Fargo & Company (WFC)

Jul 14, 2026 • 11:39 •Ep 215 •The Earnings Debate •▶ Play on Apple

JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion" artwork

JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion"

JPMorgan Chase & Co. (JPM)

Jul 14, 2026 • 21:38 •Ep 214 •The Earnings Debate •▶ Play on Apple

Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion" artwork

Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion"

Bank of America Corporation (BAC)

Jul 14, 2026 • 18:35 •Ep 213 •The Earnings Debate •▶ Play on Apple

PepsiCo, Inc. (PEP) Announced Q2 2026 Earnings on July 9, 2026, Reporting "net revenue of the company grew 7% in the first half of the year". artwork

PepsiCo, Inc. (PEP) Announced Q2 2026 Earnings on July 9, 2026, Reporting "net revenue of the company grew 7% in the first half of the year".

PepsiCo Inc. (PEP)

Jul 9, 2026 • 20:14 •Ep 212 •The Earnings Debate •▶ Play on Apple

NIKE, Inc. (NKE) Announced Q4 2026 Earnings on June 30, 2026, Reporting "revenues were down 1% on a reported basis and down 4% on a currency-neutral basis." artwork

NIKE, Inc. (NKE) Announced Q4 2026 Earnings on June 30, 2026, Reporting "revenues were down 1% on a reported basis and down 4% on a currency-neutral basis."

NIKE Inc. (NKE)

Jul 1, 2026 • 18:43 •Ep 210 •The Earnings Debate •▶ Play on Apple

Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion. artwork

Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion.

Micron Technology Inc. (MU)

Jul 1, 2026 • 13:12 •Ep 209 •The Earnings Debate •▶ Play on Apple

Adobe Inc. (ADBE) Announced Q2 2026 Earnings on June 11, 2026, Reporting "$6.62 billion in revenue in Q2" artwork

Adobe Inc. (ADBE) Announced Q2 2026 Earnings on June 11, 2026, Reporting "$6.62 billion in revenue in Q2"

Adobe Inc. (ADBE)

Jun 11, 2026 • 21:16 •Ep 208 •The Earnings Debate •▶ Play on Apple

Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion" artwork

Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"

Oracle Corporation (ORCL)

Jun 11, 2026 • 12:13 •Ep 207 •The Earnings Debate •▶ Play on Apple

lululemon athletica inc. (LULU) Announced Q1 2026 Earnings on June 4, 2026, Reporting "total net revenue rose 4% or 2% in constant currency to $2.5 billion" artwork

lululemon athletica inc. (LULU) Announced Q1 2026 Earnings on June 4, 2026, Reporting "total net revenue rose 4% or 2% in constant currency to $2.5 billion"

lululemon athletica inc. (LULU)

Jun 6, 2026 • 19:36 •Ep 206 •The Earnings Debate •▶ Play on Apple

ServiceTitan, Inc. Announced Q1 2027 Earnings on June 4, 2026, Reporting "Q1 total revenue of $268.8 million grew 25% year-over-year." artwork

ServiceTitan, Inc. Announced Q1 2027 Earnings on June 4, 2026, Reporting "Q1 total revenue of $268.8 million grew 25% year-over-year."

ServiceTitan (TTAN)

Jun 6, 2026 • 16:21 •Ep 205 •The Earnings Debate •▶ Play on Apple

Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million" artwork

Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"

Veeva Systems Inc. (VEEV)

Jun 3, 2026 • 21:01 •Ep 204 •The Earnings Debate •▶ Play on Apple

Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion" artwork

Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"

Broadcom Inc. (AVGO)

Jun 3, 2026 • 19:31 •Ep 203 •The Earnings Debate •▶ Play on Apple

CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"

CrowdStrike Holdings Inc. (CRWD)

Jun 3, 2026 • 20:11 •Ep 202 •The Earnings Debate •▶ Play on Apple

Medtronic plc (MDT) Announced Q4 2026 Earnings on June 3, 2026, Reporting "$9.8 billion in revenue" for the fourth quarter artwork

Medtronic plc (MDT) Announced Q4 2026 Earnings on June 3, 2026, Reporting "$9.8 billion in revenue" for the fourth quarter

Medtronic plc (MDT)

Jun 3, 2026 • 19:21 •Ep 201 •The Earnings Debate •▶ Play on Apple

GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%" artwork

GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"

GitLab Inc. (GTLB)

Jun 2, 2026 • 20:31 •Ep 200 •The Earnings Debate •▶ Play on Apple

Palo Alto Networks, Inc. (PANW) Announced Q3 2026 Earnings on June 2, 2026, Reporting "Total revenue for the quarter was $3 billion". artwork

Palo Alto Networks, Inc. (PANW) Announced Q3 2026 Earnings on June 2, 2026, Reporting "Total revenue for the quarter was $3 billion".

Palo Alto Networks Inc. (PANW)

Jun 2, 2026 • 18:53 •Ep 199 •The Earnings Debate •▶ Play on Apple

Dollar General Corporation (DG) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Net sales for the quarter increased 3.4% to $10.8 billion" artwork

Dollar General Corporation (DG) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Net sales for the quarter increased 3.4% to $10.8 billion"

Dollar General Corporation (DG)

Jun 2, 2026 • 10:43 •Ep 198 •The Earnings Debate •▶ Play on Apple

Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion artwork

Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion

Costco Wholesale Corporation (COST)

May 28, 2026 • 11:28 •Ep 197 •The Earnings Debate •▶ Play on Apple

Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion" artwork

Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion"

Dell Technologies Inc. (DELL)

May 28, 2026 • 20:38 •Ep 196 •The Earnings Debate •▶ Play on Apple

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year" artwork

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"

MongoDB Inc. (MDB)

May 28, 2026 • 18:38 •Ep 195 •The Earnings Debate •▶ Play on Apple

XPeng Inc. (XPEV) Announced Q1 2026 Earnings on May 28, 2026, Reporting "total revenues were RMB 13.03 billion for the first quarter of 2026". artwork

XPeng Inc. (XPEV) Announced Q1 2026 Earnings on May 28, 2026, Reporting "total revenues were RMB 13.03 billion for the first quarter of 2026".

XPeng Inc. (XPEV)

May 28, 2026 • 20:20 •Ep 194 •The Earnings Debate •▶ Play on Apple

Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion " artwork

Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "

Salesforce Inc. (CRM)

May 28, 2026 • 19:54 •Ep 193 •The Earnings Debate •▶ Play on Apple

Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year" artwork

Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year"

Snowflake Inc. (SNOW)

May 27, 2026 • 19:11 •Ep 192 •The Earnings Debate •▶ Play on Apple

Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"

Zscaler Inc. (ZS)

May 27, 2026 • 21:28 •Ep 191 •The Earnings Debate •▶ Play on Apple

PDD Holdings Inc. (PDD) Announced Q1 2026 Earnings on May 27, 2026, Reporting "total revenues increased 11% year-over-year to RMB 106.2 billion". artwork

PDD Holdings Inc. (PDD) Announced Q1 2026 Earnings on May 27, 2026, Reporting "total revenues increased 11% year-over-year to RMB 106.2 billion".

PDD Holdings Inc. (PDD)

May 27, 2026 • 19:27 •Ep 190 •The Earnings Debate •▶ Play on Apple

Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%." artwork

Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."

Workday Inc. (WDAY)

May 22, 2026 • 21:34 •Ep 189 •The Earnings Debate •▶ Play on Apple

Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion". artwork

Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion".

Zoom Communications Inc. (ZM)

May 21, 2026 • 12:52 •Ep 188 •The Earnings Debate •▶ Play on Apple

Deere & Company (DE) Announced Q2 2026 Earnings on May 21, 2026, Reporting "Net sales and revenues were up 5% to $13.369 billion" artwork

Deere & Company (DE) Announced Q2 2026 Earnings on May 21, 2026, Reporting "Net sales and revenues were up 5% to $13.369 billion"

Deere & Company (DE)

May 21, 2026 • 19:29 •Ep 187 •The Earnings Debate •▶ Play on Apple

Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%" artwork

Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%"

Intuit Inc. (INTU)

May 21, 2026 • 12:36 •Ep 185 •The Earnings Debate •▶ Play on Apple

NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially". artwork

NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially".

NVIDIA Corporation (NVDA)

May 21, 2026 • 19:26 •Ep 184 •The Earnings Debate •▶ Play on Apple

Lowe's Companies, Inc. (LOW) Announced Q1 2026 Earnings on May 20, 2026, Reporting "Sales for the first quarter were $23.1 billion" artwork

Lowe's Companies, Inc. (LOW) Announced Q1 2026 Earnings on May 20, 2026, Reporting "Sales for the first quarter were $23.1 billion"

Lowe's Companies Inc. (LOW)

May 21, 2026 • 21:16 •Ep 183 •The Earnings Debate •▶ Play on Apple

Walmart Inc. (WMT) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Consolidated revenue in constant currency increased nearly $10 billion". artwork

Walmart Inc. (WMT) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Consolidated revenue in constant currency increased nearly $10 billion".

Walmart Inc. (WMT)

May 21, 2026 • 19:47 •Ep 186 •The Earnings Debate •▶ Play on Apple

Target Corporation (TGT) Announced Q1 2027 Earnings on May 20, 2026, Reporting "net sales of $25.4 billion" artwork

Target Corporation (TGT) Announced Q1 2027 Earnings on May 20, 2026, Reporting "net sales of $25.4 billion"

Target Corporation (TGT)

May 21, 2026 • 19:58 •Ep 182 •The Earnings Debate •▶ Play on Apple

CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million" artwork

CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million"

CAVA Group Inc. (CAVA)

May 20, 2026 • 13:15 •Ep 181 •The Earnings Debate •▶ Play on Apple

The Home Depot, Inc. (HD) Announced Q1 2027 Earnings on May 19, 2026, Reporting Sales for the first quarter were $41.8 billion artwork

The Home Depot, Inc. (HD) Announced Q1 2027 Earnings on May 19, 2026, Reporting Sales for the first quarter were $41.8 billion

The Home Depot Inc. (HD)

May 20, 2026 • 20:05 •Ep 180 •The Earnings Debate •▶ Play on Apple

Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion" artwork

Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"

Baidu Inc. (BIDU)

May 20, 2026 • 20:13 •Ep 179 •The Earnings Debate •▶ Play on Apple

Nu Holdings Ltd. (NU) Announced Q1 2026 Earnings on May 14, 2026, Reporting "record revenue, reaching $5 billion for the first time in our history" artwork

Nu Holdings Ltd. (NU) Announced Q1 2026 Earnings on May 14, 2026, Reporting "record revenue, reaching $5 billion for the first time in our history"

Nu Holdings Ltd. (NU)

May 15, 2026 • 19:17 •Ep 177 •The Earnings Debate •▶ Play on Apple

Birkenstock Holding plc Announced Q2 2026 Earnings on May 13, 2026, Reporting "second quarter revenues of EUR 618 million". artwork

Birkenstock Holding plc Announced Q2 2026 Earnings on May 13, 2026, Reporting "second quarter revenues of EUR 618 million".

Birkenstock Holding plc (BIRK)

May 15, 2026 • 18:37 •Ep 174 •The Earnings Debate •▶ Play on Apple

Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year."

Tencent Holdings Limited (TCEHY)

May 15, 2026 • 18:21 •Ep 175 •The Earnings Debate •▶ Play on Apple

Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion". artwork

Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".

Alibaba Group Holding Limited (BABA)

May 15, 2026 • 18:21 •Ep 176 •The Earnings Debate •▶ Play on Apple

Brookfield Corporation (BN) Announced Q1 2026 Earnings on May 14, 2026, Reporting "Distributable earnings were $1.6 billion for the quarter" artwork

Brookfield Corporation (BN) Announced Q1 2026 Earnings on May 14, 2026, Reporting "Distributable earnings were $1.6 billion for the quarter"

Brookfield Corporation (BN)

May 15, 2026 • 22:20 •Ep 178 •The Earnings Debate •▶ Play on Apple

Siemens Aktiengesellschaft Announced Q2 2026 Earnings on May 13, 2026, Reporting "revenue growth reached 6%". artwork

Siemens Aktiengesellschaft Announced Q2 2026 Earnings on May 13, 2026, Reporting "revenue growth reached 6%".

Siemens Aktiengesellschaft (SIEGY)

May 13, 2026 • 19:39 •Ep 173 •The Earnings Debate •▶ Play on Apple

Sea Limited (SE) Announced Q1 2026 Earnings on May 12, 2026, Reporting "Total GAAP revenue increased 47% year-on-year to $7.1 billion in the first quarter of 2026" artwork

Sea Limited (SE) Announced Q1 2026 Earnings on May 12, 2026, Reporting "Total GAAP revenue increased 47% year-on-year to $7.1 billion in the first quarter of 2026"

Sea Limited (SE)

May 12, 2026 • 20:44 •Ep 172 •The Earnings Debate •▶ Play on Apple

AECOM Announced Q2 2026 Earnings on May 12, 2026, Reporting "8% growth in our Americas design business". artwork

AECOM Announced Q2 2026 Earnings on May 12, 2026, Reporting "8% growth in our Americas design business".

May 12, 2026 • 16:41 •Ep 171 •The Earnings Debate •▶ Play on Apple

Hims & Hers Health, Inc. (HIMS) Announced Q1 2026 Earnings on May 11, 2026, Reporting "In the first quarter, revenue grew 4% year-over-year to $608 million" artwork

Hims & Hers Health, Inc. (HIMS) Announced Q1 2026 Earnings on May 11, 2026, Reporting "In the first quarter, revenue grew 4% year-over-year to $608 million"

Hims & Hers Health Inc. (HIMS)

May 11, 2026 • 19:20 •Ep 170 •The Earnings Debate •▶ Play on Apple

Enbridge Inc. (ENBHF) Announced Q1 2026 Earnings on May 8, 2026, Reporting "DCF per share is up $0.03" for the first quarter artwork

Enbridge Inc. (ENBHF) Announced Q1 2026 Earnings on May 8, 2026, Reporting "DCF per share is up $0.03" for the first quarter

Enbridge Inc. (ENBHF)

May 10, 2026 • 18:32 •Ep 168 •The Earnings Debate •▶ Play on Apple

Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year". artwork

Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year".

Uber Technologies Inc. (UBER)

May 9, 2026 • 20:26 •Ep 166 •The Earnings Debate •▶ Play on Apple

Coinbase Global, Inc. (COIN) Announced Q1 2026 Earnings on May 7, 2026, Reporting "$1.4 billion of total revenue" for the quarter. artwork

Coinbase Global, Inc. (COIN) Announced Q1 2026 Earnings on May 7, 2026, Reporting "$1.4 billion of total revenue" for the quarter.

Coinbase Global Inc. (COIN)

May 9, 2026 • 21:42 •Ep 167 •The Earnings Debate •▶ Play on Apple

Toyota Motor Corporation (TM) Announced FY 2026 Earnings on May 8, 2026, Reporting "sales revenues of JPY 50,684.9 billion" artwork

Toyota Motor Corporation (TM) Announced FY 2026 Earnings on May 8, 2026, Reporting "sales revenues of JPY 50,684.9 billion"

Toyota Motor Corporation (TM)

May 9, 2026 • 21:40 •Ep 162 •The Earnings Debate •▶ Play on Apple

MP Materials Corp. (MP) Announced Q1 2026 Earnings on May 7, 2026, Reporting $132.9 million of revenue and PPA income artwork

MP Materials Corp. (MP) Announced Q1 2026 Earnings on May 7, 2026, Reporting $132.9 million of revenue and PPA income

MP Materials Corp. (MP)

May 9, 2026 • 17:34 •Ep 163 •The Earnings Debate •▶ Play on Apple

MercadoLibre, Inc. (MELI) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net revenue up 49% year-over-year" artwork

MercadoLibre, Inc. (MELI) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net revenue up 49% year-over-year"

MercadoLibre Inc. (MELI)

May 9, 2026 • 15:44 •Ep 164 •The Earnings Debate •▶ Play on Apple

Insmed Incorporated Announced Q1 2026 Earnings on May 7, 2026, Reporting "in the first 2 full quarters, we've done $350 million of revenue". artwork

Insmed Incorporated Announced Q1 2026 Earnings on May 7, 2026, Reporting "in the first 2 full quarters, we've done $350 million of revenue".

Insmed Incorporated (INSM)

May 8, 2026 • 11:54 •Ep 159 •The Earnings Debate •▶ Play on Apple

Whirlpool Corporation (WHR) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales decreased 8% year-over-year to $2.2 billion" artwork

Whirlpool Corporation (WHR) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales decreased 8% year-over-year to $2.2 billion"

Whirlpool Corporation (WHR)

May 8, 2026 • 21:44 •Ep 157 •The Earnings Debate •▶ Play on Apple

Albemarle Corporation Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales of $1.4 billion, up 33% year-over-year". artwork

Albemarle Corporation Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales of $1.4 billion, up 33% year-over-year".

Albemarle Corporation (ALB)

May 8, 2026 • 19:59 •Ep 156 •The Earnings Debate •▶ Play on Apple

HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported artwork

HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported

HubSpot Inc. (HUBS)

May 8, 2026 • 18:01 •Ep 154 •The Earnings Debate •▶ Play on Apple

Vistra Corp. (VST) Announced Q1 2026 Earnings on May 7, 2026, Reporting $1.494 billion in adjusted EBITDA for the first quarter of 2 artwork

Vistra Corp. (VST) Announced Q1 2026 Earnings on May 7, 2026, Reporting $1.494 billion in adjusted EBITDA for the first quarter of 2

Vistra Corp. (VST)

May 8, 2026 • 17:52 •Ep 155 •The Earnings Debate •▶ Play on Apple

Novo Nordisk A/S Announced Q1 2026 Earnings on May 6, 2026, Reporting "reported sales increased by 32%, reaching DKK 96.8 billion" for the quarter. artwork

Novo Nordisk A/S Announced Q1 2026 Earnings on May 6, 2026, Reporting "reported sales increased by 32%, reaching DKK 96.8 billion" for the quarter.

Novo Nordisk A/S (NVO)

May 8, 2026 • 19:53 •Ep 165 •The Earnings Debate •▶ Play on Apple

Natera, Inc. (NTRA) Announced Q1 2026 Earnings on May 7, 2026, Reporting "revenues of $697 million in Q1" artwork

Natera, Inc. (NTRA) Announced Q1 2026 Earnings on May 7, 2026, Reporting "revenues of $697 million in Q1"

Natera Inc. (NTRA)

May 8, 2026 • 18:24 •Ep 153 •The Earnings Debate •▶ Play on Apple

Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026" artwork

Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026"

Ginkgo Bioworks Holdings Inc. (DNA)

May 8, 2026 • 21:25 •Ep 152 •The Earnings Debate •▶ Play on Apple

Airbnb, Inc. (ABNB) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $2.7 billion for the Quarter. artwork

Airbnb, Inc. (ABNB) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $2.7 billion for the Quarter.

Airbnb Inc. (ABNB)

May 8, 2026 • 20:29 •Ep 151 •The Earnings Debate •▶ Play on Apple

Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter.

Axon Enterprise Inc. (AXON)

May 8, 2026 • 14:47 •Ep 150 •The Earnings Debate •▶ Play on Apple

Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year. artwork

Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year.

Datadog Inc. (DDOG)

May 8, 2026 • 17:26 •Ep 160 •The Earnings Debate •▶ Play on Apple

BeOne Medicines AG Announced Q1 2026 Earnings on May 6, 2026, Reporting "Product revenue reached $1.5 billion in the quarter" artwork

BeOne Medicines AG Announced Q1 2026 Earnings on May 6, 2026, Reporting "Product revenue reached $1.5 billion in the quarter"

BeOne Medicines AG (ONC)

May 8, 2026 • 20:59 •Ep 149 •The Earnings Debate •▶ Play on Apple

Angi Inc. (ANGI) Announced Q1 2026 Earnings on May 6, 2026, Reporting EBITDA that "came in at about $23 million" for the quarter artwork

Angi Inc. (ANGI) Announced Q1 2026 Earnings on May 6, 2026, Reporting EBITDA that "came in at about $23 million" for the quarter

Angi Inc. (ANGI)

May 8, 2026 • 17:48 •Ep 148 •The Earnings Debate •▶ Play on Apple

Coupang, Inc. (CPNG) Announced Q1 2026 Earnings on May 5, 2026, Reporting "total net revenues of $8.5 billion" artwork

Coupang, Inc. (CPNG) Announced Q1 2026 Earnings on May 5, 2026, Reporting "total net revenues of $8.5 billion"

Coupang Inc. (CPNG)

May 8, 2026 • 19:40 •Ep 147 •The Earnings Debate •▶ Play on Apple

Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter artwork

Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter

Expedia Group Inc. (EXPE)

May 8, 2026 • 19:01 •Ep 138 •The Earnings Debate •▶ Play on Apple

Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million". artwork

Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million".

Duolingo Inc. (DUOL)

May 8, 2026 • 19:43 •Ep 158 •The Earnings Debate •▶ Play on Apple

DoorDash, Inc. (DASH) Announced Q1 2026 Earnings on May 6, 2026, Reporting expectations to "produce roughly about $200 million of EBITDA" for the full year. artwork

DoorDash, Inc. (DASH) Announced Q1 2026 Earnings on May 6, 2026, Reporting expectations to "produce roughly about $200 million of EBITDA" for the full year.

DoorDash Inc. (DASH)

May 8, 2026 • 20:40 •Ep 137 •The Earnings Debate •▶ Play on Apple

AppLovin Corporation Announced Q1 2026 Earnings on May 6, 2026, Reporting "Revenue in the first quarter was $1.84 billion" artwork

AppLovin Corporation Announced Q1 2026 Earnings on May 6, 2026, Reporting "Revenue in the first quarter was $1.84 billion"

AppLovin Corporation (APP)

May 8, 2026 • 16:05 •Ep 136 •The Earnings Debate •▶ Play on Apple

CVS Health Corporation (CVS) Announced Q1 2026 Earnings on May 6, 2026, Reporting "over $100 billion of revenue". artwork

CVS Health Corporation (CVS) Announced Q1 2026 Earnings on May 6, 2026, Reporting "over $100 billion of revenue".

CVS Health Corporation (CVS)

May 8, 2026 • 21:49 •Ep 135 •The Earnings Debate •▶ Play on Apple

Occidental Petroleum Corporation (OXY) Announced Q1 2026 Earnings on May 6, 2026, Reporting adjusted earnings of $1.06 per diluted share artwork

Occidental Petroleum Corporation (OXY) Announced Q1 2026 Earnings on May 6, 2026, Reporting adjusted earnings of $1.06 per diluted share

Occidental Petroleum Corporation (OXY)

May 8, 2026 • 21:50 •Ep 134 •The Earnings Debate •▶ Play on Apple

Restaurant Brands International Inc. Announced Q1 2026 Earnings on May 6, 2026, Reporting organic AOI growth of 10.7% artwork

Restaurant Brands International Inc. Announced Q1 2026 Earnings on May 6, 2026, Reporting organic AOI growth of 10.7%

Restaurant Brands International Inc. (QSR)

May 8, 2026 • 18:05 •Ep 133 •The Earnings Debate •▶ Play on Apple

Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion". artwork

Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion".

Pfizer Inc. (PFE)

May 8, 2026 • 14:44 •Ep 131 •The Earnings Debate •▶ Play on Apple

Cameco Corporation (CCJ) Announced Q1 2026 Earnings on May 5, 2026, Reporting "results were consistent with our expectations". artwork

Cameco Corporation (CCJ) Announced Q1 2026 Earnings on May 5, 2026, Reporting "results were consistent with our expectations".

Cameco Corporation (CCJ)

May 8, 2026 • 18:30 •Ep 145 •The Earnings Debate •▶ Play on Apple

Rhythm Pharmaceuticals, Inc. (RYTM) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Revenues for the quarter were $60 million." artwork

Rhythm Pharmaceuticals, Inc. (RYTM) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Revenues for the quarter were $60 million."

Rhythm Pharmaceuticals Inc. (RYTM)

May 8, 2026 • 17:56 •Ep 146 •The Earnings Debate •▶ Play on Apple

Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter". artwork

Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter".

Shopify Inc. (SHOP)

May 7, 2026 • 18:24 •Ep 144 •The Earnings Debate •▶ Play on Apple

Pinterest, Inc. (PINS) Announced Q1 2026 Earnings on May 4, 2026, Reporting "global revenue was $1.8 billion" for the Quarter artwork

Pinterest, Inc. (PINS) Announced Q1 2026 Earnings on May 4, 2026, Reporting "global revenue was $1.8 billion" for the Quarter

Pinterest Inc. (PINS)

May 7, 2026 • 18:40 •Ep 143 •The Earnings Debate •▶ Play on Apple

Moderna, Inc. (MRNA) Announced Q1 2026 Earnings on May 1, 2026, Reporting "total revenue was $400 million". artwork

Moderna, Inc. (MRNA) Announced Q1 2026 Earnings on May 1, 2026, Reporting "total revenue was $400 million".

Moderna Inc. (MRNA)

May 7, 2026 • 19:08 •Ep 142 •The Earnings Debate •▶ Play on Apple

Rivian Automotive, Inc. (RIVN) Announced Q1 2026 Earnings on April 30, 2026, Reporting consolidated revenue in the first quarter was approximately $1.4 billion. artwork

Rivian Automotive, Inc. (RIVN) Announced Q1 2026 Earnings on April 30, 2026, Reporting consolidated revenue in the first quarter was approximately $1.4 billion.

Rivian Automotive Inc. (RIVN)

May 7, 2026 • 24:09 •Ep 141 •The Earnings Debate •▶ Play on Apple

GoDaddy Inc. (GDDY) Announced Q1 2026 Earnings on April 30, 2026, Reporting "total revenue grew 6% on both a reported and constant currency basis to $1.3 billion". artwork

GoDaddy Inc. (GDDY) Announced Q1 2026 Earnings on April 30, 2026, Reporting "total revenue grew 6% on both a reported and constant currency basis to $1.3 billion".

GoDaddy Inc. (GDDY)

May 7, 2026 • 19:46 •Ep 140 •The Earnings Debate •▶ Play on Apple

Garmin Ltd. (GRMN) Announced Q1 2026 Earnings on April 29, 2026, Reporting Consolidated revenue increased 14% to $1.75 billion for the first quarter artwork

Garmin Ltd. (GRMN) Announced Q1 2026 Earnings on April 29, 2026, Reporting Consolidated revenue increased 14% to $1.75 billion for the first quarter

Garmin Ltd. (GRMN)

May 7, 2026 • 17:54 •Ep 139 •The Earnings Debate •▶ Play on Apple

Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion" artwork

Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion"

Advanced Micro Devices Inc. (AMD)

May 6, 2026 • 18:50 •Ep 132 •The Earnings Debate •▶ Play on Apple

Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion artwork

Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion

Palantir Technologies Inc. (PLTR)

May 4, 2026 • 19:12 •Ep 130 •The Earnings Debate •▶ Play on Apple

Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales" artwork

Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales"

Amgen Inc. (AMGN)

May 2, 2026 • 22:12 •Ep 123 •The Earnings Debate •▶ Play on Apple

Crocs, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "Enterprise revenue of $921 million". artwork

Crocs, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "Enterprise revenue of $921 million".

Crocs Inc. (CROX)

May 2, 2026 • 18:18 •Ep 120 •The Earnings Debate •▶ Play on Apple

Illumina, Inc. (ILMN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $1.09 billion". artwork

Illumina, Inc. (ILMN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $1.09 billion".

Illumina Inc. (ILMN)

May 1, 2026 • 19:33 •Ep 124 •The Earnings Debate •▶ Play on Apple

DexCom, Inc. (DXCM) Announced Q1 2026 Earnings on April 30, 2026, Reporting "worldwide revenue of $1.19 billion" for the first quarter artwork

DexCom, Inc. (DXCM) Announced Q1 2026 Earnings on April 30, 2026, Reporting "worldwide revenue of $1.19 billion" for the first quarter

DexCom Inc. (DXCM)

May 1, 2026 • 21:28 •Ep 122 •The Earnings Debate •▶ Play on Apple

Chevron Corporation (CVX) Announced Q1 2026 Earnings on May 1, 2026, Reporting "earnings of $2.2 billion or $1.11 per share". artwork

Chevron Corporation (CVX) Announced Q1 2026 Earnings on May 1, 2026, Reporting "earnings of $2.2 billion or $1.11 per share".

Chevron Corporation (CVX)

May 1, 2026 • 19:25 •Ep 129 •The Earnings Debate •▶ Play on Apple

Caterpillar Inc. (CAT) Announced Q1 2026 Earnings on April 30, 2026, Reporting "Sales and revenues were $17.4 billion". artwork

Caterpillar Inc. (CAT) Announced Q1 2026 Earnings on April 30, 2026, Reporting "Sales and revenues were $17.4 billion".

Caterpillar Inc. (CAT)

May 1, 2026 • 18:38 •Ep 121 •The Earnings Debate •▶ Play on Apple

Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter. artwork

Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter.

Merck & Co. Inc. (MRK)

May 1, 2026 • 19:09 •Ep 119 •The Earnings Debate •▶ Play on Apple

Eli Lilly and Company Announced Q1 2026 Earnings on April 30, 2026, Reporting Revenue grew 56% compared to Q1 2 artwork

Eli Lilly and Company Announced Q1 2026 Earnings on April 30, 2026, Reporting Revenue grew 56% compared to Q1 2

Eli Lilly and Company (LLY)

May 1, 2026 • 22:36 •Ep 118 •The Earnings Debate •▶ Play on Apple

Evercore Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Firm-wide adjusted net revenues were $1.4 billion" artwork

Evercore Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Firm-wide adjusted net revenues were $1.4 billion"

Evercore Inc. (EVR)

May 1, 2026 • 17:47 •Ep 127 •The Earnings Debate •▶ Play on Apple

Reddit, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting Q1 revenues of $663 million artwork

Reddit, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting Q1 revenues of $663 million

Reddit Inc. (RDDT)

May 1, 2026 • 18:18 •Ep 125 •The Earnings Debate •▶ Play on Apple

Exxon Mobil Corporation (XOM) Announced Q1 2026 Earnings on May 1, 2026, Reporting the Energy Products segment "made $2.8 billion in the quarter". artwork

Exxon Mobil Corporation (XOM) Announced Q1 2026 Earnings on May 1, 2026, Reporting the Energy Products segment "made $2.8 billion in the quarter".

Exxon Mobil Corporation (XOM)

May 1, 2026 • 13:46 •Ep 128 •The Earnings Debate •▶ Play on Apple

Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter. artwork

Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter.

Amazon.com Inc. (AMZN)

May 1, 2026 • 18:08 •Ep 115 •The Earnings Debate •▶ Play on Apple

Apple Inc. (AAPL) Announced Q2 2026 Earnings on April 30, 2026, Reporting $111.2 billion in revenue. artwork

Apple Inc. (AAPL) Announced Q2 2026 Earnings on April 30, 2026, Reporting $111.2 billion in revenue.

Apple Inc. (AAPL)

May 1, 2026 • 21:39 •Ep 126 •The Earnings Debate •▶ Play on Apple

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion". artwork

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion".

Microsoft Corporation (MSFT)

May 1, 2026 • 20:03 •Ep 114 •The Earnings Debate •▶ Play on Apple

The Coca-Cola Company Announced Q1 2026 Earnings on April 28, 2026, Reporting "We grew organic revenues 10%." artwork

The Coca-Cola Company Announced Q1 2026 Earnings on April 28, 2026, Reporting "We grew organic revenues 10%."

The Coca-Cola Company (KO)

Apr 30, 2026 • 20:52 •Ep 99 •The Earnings Debate •▶ Play on Apple

Viking Therapeutics, Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "a net loss of $158.3 million or $1.37 per share" artwork

Viking Therapeutics, Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "a net loss of $158.3 million or $1.37 per share"

Viking Therapeutics Inc. (VKTX)

Apr 30, 2026 • 20:54 •Ep 113 •The Earnings Debate •▶ Play on Apple

AbbVie Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total net revenues were $15 billion beating our expectations by $300 million and reflecting robust sales growth of 12.4%." artwork

AbbVie Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total net revenues were $15 billion beating our expectations by $300 million and reflecting robust sales growth of 12.4%."

AbbVie Inc. (ABBV)

Apr 30, 2026 • 15:24 •Ep 111 •The Earnings Debate •▶ Play on Apple

Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion". artwork

Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion".

Alphabet Inc. (GOOGL)

Apr 30, 2026 • 18:29 •Ep 116 •The Earnings Debate •▶ Play on Apple

AstraZeneca PLC (AZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total revenue grew 8% in the quarter". artwork

AstraZeneca PLC (AZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total revenue grew 8% in the quarter".

AstraZeneca PLC (AZN)

Apr 30, 2026 • 13:58 •Ep 110 •The Earnings Debate •▶ Play on Apple

Meta Platforms, Inc. (META) Announced Q1 2026 Earnings on April 29, 2026, Reporting Q1 total revenue was $56.3 billion. artwork

Meta Platforms, Inc. (META) Announced Q1 2026 Earnings on April 29, 2026, Reporting Q1 total revenue was $56.3 billion.

Meta Platforms Inc. (META)

Apr 30, 2026 • 9:39 •Ep 112 •The Earnings Debate •▶ Play on Apple

Generac Holdings Inc. (GNRC) Announced Q1 2026 Earnings on April 29, 2026, Reporting "consolidated net sales during the quarter increased 12% to $1.06 billion". artwork

Generac Holdings Inc. (GNRC) Announced Q1 2026 Earnings on April 29, 2026, Reporting "consolidated net sales during the quarter increased 12% to $1.06 billion".

Generac Holdings Inc. (GNRC)

Apr 30, 2026 • 18:22 •Ep 109 •The Earnings Debate •▶ Play on Apple

Booking Holdings Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "revenue of $5.5 billion grew 16%". artwork

Booking Holdings Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "revenue of $5.5 billion grew 16%".

Booking Holdings Inc. (BKNG)

Apr 30, 2026 • 14:53 •Ep 105 •The Earnings Debate •▶ Play on Apple

Centene Corporation (CNC) Announced Q1 2026 Earnings on April 28, 2026, Reporting $44.7 billion in premium and service revenue for the quarter artwork

Centene Corporation (CNC) Announced Q1 2026 Earnings on April 28, 2026, Reporting $44.7 billion in premium and service revenue for the quarter

Centene Corporation (CNC)

Apr 30, 2026 • 18:23 •Ep 104 •The Earnings Debate •▶ Play on Apple

SoFi Technologies, Inc. (SOFI) Announced Q1 2026 Earnings on April 29, 2026, Reporting "adjusted net revenue grew 41% to $1.1 billion". artwork

SoFi Technologies, Inc. (SOFI) Announced Q1 2026 Earnings on April 29, 2026, Reporting "adjusted net revenue grew 41% to $1.1 billion".

SoFi Technologies Inc. (SOFI)

Apr 30, 2026 • 17:27 •Ep 107 •The Earnings Debate •▶ Play on Apple

S&P Global Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "Revenue increased 10% year-over-year" artwork

S&P Global Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "Revenue increased 10% year-over-year"

S&P Global Inc. (SPGI)

Apr 30, 2026 • 19:07 •Ep 103 •The Earnings Debate •▶ Play on Apple

Teva Pharmaceutical Industries Limited (TEVA) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Our Q1 revenue were approximately $4 billion". artwork

Teva Pharmaceutical Industries Limited (TEVA) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Our Q1 revenue were approximately $4 billion".

Teva Pharmaceutical Industries Limited (TEVA)

Apr 30, 2026 • 17:45 •Ep 108 •The Earnings Debate •▶ Play on Apple

Visa Inc. (V) Announced Q2 2026 Earnings on April 28, 2026, Reporting "net revenue was up 17% year-over-year to $11.2 billion" artwork

Visa Inc. (V) Announced Q2 2026 Earnings on April 28, 2026, Reporting "net revenue was up 17% year-over-year to $11.2 billion"

Apr 30, 2026 • 20:21 •Ep 106 •The Earnings Debate •▶ Play on Apple

Incyte Corporation Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue in the first quarter of '26 was $1.27 billion". artwork

Incyte Corporation Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue in the first quarter of '26 was $1.27 billion".

Incyte Corporation (INCY)

Apr 30, 2026 • 17:50 •Ep 102 •The Earnings Debate •▶ Play on Apple

Union Pacific Corporation (UNP) Announced Q1 2026 Earnings on April 23, 2026, Reporting "operating revenue of $6.2 billion" artwork

Union Pacific Corporation (UNP) Announced Q1 2026 Earnings on April 23, 2026, Reporting "operating revenue of $6.2 billion"

Union Pacific Corporation (UNP)

Apr 30, 2026 • 20:01 •Ep 95 •The Earnings Debate •▶ Play on Apple

NextEra Energy, Inc. Announced Q1 2026 Earnings on April 23, 2026, Reporting "Adjusted earnings per share increased by 10% year-over-year". artwork

NextEra Energy, Inc. Announced Q1 2026 Earnings on April 23, 2026, Reporting "Adjusted earnings per share increased by 10% year-over-year".

NextEra Energy Inc. (NEE)

Apr 30, 2026 • 18:53 •Ep 94 •The Earnings Debate •▶ Play on Apple

Freeport-McMoRan Inc. (FCX) Announced Q1 2026 Earnings on April 23, 2026, Reporting U.S. mining operations contributing 2.5x more operating income in the first quarter of this year compared with last year's first quarter. artwork

Freeport-McMoRan Inc. (FCX) Announced Q1 2026 Earnings on April 23, 2026, Reporting U.S. mining operations contributing 2.5x more operating income in the first quarter of this year compared with last year's first quarter.

Freeport-McMoRan Inc. (FCX)

Apr 30, 2026 • 18:11 •Ep 93 •The Earnings Debate •▶ Play on Apple

Novartis AG (NVS) Announced Q1 2026 Earnings on April 28, 2026, Reporting "sales down 5% and core op inc down 14%" artwork

Novartis AG (NVS) Announced Q1 2026 Earnings on April 28, 2026, Reporting "sales down 5% and core op inc down 14%"

Novartis AG (NVS)

Apr 29, 2026 • 18:36 •Ep 100 •The Earnings Debate •▶ Play on Apple

The Procter & Gamble Company (PG) Announced Q3 2026 Earnings on April 24, 2026, Reporting "Organic sales increased more than 3% versus the prior year." artwork

The Procter & Gamble Company (PG) Announced Q3 2026 Earnings on April 24, 2026, Reporting "Organic sales increased more than 3% versus the prior year."

The Procter & Gamble Company (PG)

Apr 29, 2026 • 17:15 •Ep 98 •The Earnings Debate •▶ Play on Apple

Newmont Corporation Announced Q1 2026 Earnings on April 23, 2026, Reporting "adjusted EBITDA of $5.2 billion". artwork

Newmont Corporation Announced Q1 2026 Earnings on April 23, 2026, Reporting "adjusted EBITDA of $5.2 billion".

Newmont Corporation (NEM)

Apr 29, 2026 • 22:34 •Ep 97 •The Earnings Debate •▶ Play on Apple

Thermo Fisher Scientific Inc. (TMO) Announced Q1 2026 Earnings on April 23, 2026, Reporting "Our revenue grew 6% to $11.01 billion." artwork

Thermo Fisher Scientific Inc. (TMO) Announced Q1 2026 Earnings on April 23, 2026, Reporting "Our revenue grew 6% to $11.01 billion."

Thermo Fisher Scientific Inc. (TMO)

Apr 29, 2026 • 21:29 •Ep 96 •The Earnings Debate •▶ Play on Apple

American Express Company Announced Q1 2026 Earnings on April 23, 2026, Reporting "Revenue in the quarter grew 11%". artwork

American Express Company Announced Q1 2026 Earnings on April 23, 2026, Reporting "Revenue in the quarter grew 11%".

American Express Company (AXP)

Apr 29, 2026 • 18:27 •Ep 92 •The Earnings Debate •▶ Play on Apple

ServiceNow, Inc. (NOW) Announced Q1 2026 Earnings on April 22, 2026, Reporting Q1 subscription revenues were $3.671 billion. artwork

ServiceNow, Inc. (NOW) Announced Q1 2026 Earnings on April 22, 2026, Reporting Q1 subscription revenues were $3.671 billion.

ServiceNow Inc. (NOW)

Apr 29, 2026 • 19:47 •Ep 89 •The Earnings Debate •▶ Play on Apple

Bank OZK (OZK) Announced Q1 2026 Earnings on April 22, 2026, Reporting a "420 net interest margin". artwork

Bank OZK (OZK) Announced Q1 2026 Earnings on April 22, 2026, Reporting a "420 net interest margin".

Apr 29, 2026 • 21:29 •Ep 87 •The Earnings Debate •▶ Play on Apple

Elevance Health, Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "Operating revenue totaled $49.5 billion" for the Quarter. artwork

Elevance Health, Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "Operating revenue totaled $49.5 billion" for the Quarter.

Elevance Health Inc (ELV)

Apr 29, 2026 • 20:14 •Ep 86 •The Earnings Debate •▶ Play on Apple

Moody's Corporation (MCO) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Both MIS and MA grew revenues by 8%". artwork

Moody's Corporation (MCO) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Both MIS and MA grew revenues by 8%".

Moody's Corporation (MCO)

Apr 29, 2026 • 22:49 •Ep 85 •The Earnings Debate •▶ Play on Apple

GE Vernova Inc. (GEV) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Adjusted EBITDA grew 87% year-over-year to $896 million". artwork

GE Vernova Inc. (GEV) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Adjusted EBITDA grew 87% year-over-year to $896 million".

GE Vernova Inc. (GEV)

Apr 29, 2026 • 15:35 •Ep 84 •The Earnings Debate •▶ Play on Apple

Spotify Technology S.A. (SPOT) Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue was EUR 4.5 billion" artwork

Spotify Technology S.A. (SPOT) Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue was EUR 4.5 billion"

Spotify Technology S.A. (SPOT)

Apr 28, 2026 • 20:43 •Ep 101 •The Earnings Debate •▶ Play on Apple

Intuitive Surgical, Inc. Announced Q1 2026 Earnings on April 21, 2026, Reporting "Quarter 1 revenue increased 23% to $2.77 billion" artwork

Intuitive Surgical, Inc. Announced Q1 2026 Earnings on April 21, 2026, Reporting "Quarter 1 revenue increased 23% to $2.77 billion"

Intuitive Surgical Inc. (ISRG)

Apr 24, 2026 • 20:42 •Ep 83 •The Earnings Debate •▶ Play on Apple

UnitedHealth Group Incorporated (UNH) Announced Q1 2026 Earnings on April 21, 2026, Reporting "Total revenues in the quarter were $111.7 billion". artwork

UnitedHealth Group Incorporated (UNH) Announced Q1 2026 Earnings on April 21, 2026, Reporting "Total revenues in the quarter were $111.7 billion".

UnitedHealth Group Incorporated (UNH)

Apr 24, 2026 • 19:07 •Ep 82 •The Earnings Debate •▶ Play on Apple

Tractor Supply Company Announced Q1 2026 Earnings on April 21, 2026, Reporting Net sales increased 3.6% to $3.59 billion for the quarter. artwork

Tractor Supply Company Announced Q1 2026 Earnings on April 21, 2026, Reporting Net sales increased 3.6% to $3.59 billion for the quarter.

Tractor Supply Company (TSCO)

Apr 23, 2026 • 19:52 •Ep 81 •The Earnings Debate •▶ Play on Apple

Lam Research Corporation Announced Q3 2026 Earnings on April 22, 2026, Reporting "March quarter revenue came in at $5.84 billion". artwork

Lam Research Corporation Announced Q3 2026 Earnings on April 22, 2026, Reporting "March quarter revenue came in at $5.84 billion".

Lam Research Corporation (LRCX)

Apr 23, 2026 • 21:53 •Ep 88 •The Earnings Debate •▶ Play on Apple

Tesla, Inc. (TSLA) Announced Q1 2026 Earnings on April 22, 2026, Reporting auto margins, excluding credits, improved sequentially from 17.9% to 19.2% artwork

Tesla, Inc. (TSLA) Announced Q1 2026 Earnings on April 22, 2026, Reporting auto margins, excluding credits, improved sequentially from 17.9% to 19.2%

Tesla Inc. (TSLA)

Apr 23, 2026 • 16:14 •Ep 90 •The Earnings Debate •▶ Play on Apple

Netflix, Inc. (NFLX) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue growth of 12% to 14%". artwork

Netflix, Inc. (NFLX) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue growth of 12% to 14%".

Netflix Inc. (NFLX)

Apr 16, 2026 • 19:16 •Ep 80 •The Earnings Debate •▶ Play on Apple

PepsiCo, Inc. (PEP) Announced Q1 2026 Earnings on April 16, 2026, Reporting "organic revenue increase, 2.6%". artwork

PepsiCo, Inc. (PEP) Announced Q1 2026 Earnings on April 16, 2026, Reporting "organic revenue increase, 2.6%".

PepsiCo Inc. (PEP)

Apr 16, 2026 • 21:40 •Ep 78 •The Earnings Debate •▶ Play on Apple

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue of USD 35.9 billion". artwork

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue of USD 35.9 billion".

Taiwan Semiconductor Manufacturing Company Limited (TSM)

Apr 16, 2026 • 13:13 •Ep 79 •The Earnings Debate •▶ Play on Apple

J.B. Hunt Transport Services, Inc (JBHT). Announced Q1 2026 Earnings on April 15, 2026, Reporting "total revenue was up 5%". artwork

J.B. Hunt Transport Services, Inc (JBHT). Announced Q1 2026 Earnings on April 15, 2026, Reporting "total revenue was up 5%".

J.B. Hunt Transport Services, Inc (JBHT)

Apr 16, 2026 • 21:07 •Ep 77 •The Earnings Debate •▶ Play on Apple

Bank of America Corporation (BAC) Announced Q1 2026 Earnings on April 15, 2026, Reporting "Revenue grew 7% year-over-year to $30.3 billion". artwork

Bank of America Corporation (BAC) Announced Q1 2026 Earnings on April 15, 2026, Reporting "Revenue grew 7% year-over-year to $30.3 billion".

Bank of America Corporation (BAC)

Apr 15, 2026 • 12:46 •Ep 76 •The Earnings Debate •▶ Play on Apple

ASML Holding N.V. (ASML) Announced Q1 2026 Earnings on April 15, 2026, Reporting "total net sales were EUR 8.8 billion" artwork

ASML Holding N.V. (ASML) Announced Q1 2026 Earnings on April 15, 2026, Reporting "total net sales were EUR 8.8 billion"

ASML Holding N.V. (ASML)

Apr 15, 2026 • 18:16 •Ep 75 •The Earnings Debate •▶ Play on Apple

Wells Fargo & Company (WFC) Announced Q1 2026 Earnings on April 14, 2026, Reporting "revenue increasing 6%" artwork

Wells Fargo & Company (WFC) Announced Q1 2026 Earnings on April 14, 2026, Reporting "revenue increasing 6%"

Wells Fargo & Company (WFC)

Apr 15, 2026 • 21:51 •Ep 73 •The Earnings Debate •▶ Play on Apple

JPMorgan Chase & Co. (JPM) Announced Q1 2026 Earnings on April 14, 2026, Reporting "Revenue of $15.5 billion". artwork

JPMorgan Chase & Co. (JPM) Announced Q1 2026 Earnings on April 14, 2026, Reporting "Revenue of $15.5 billion".

JPMorgan Chase & Co. (JPM)

Apr 14, 2026 • 13:47 •Ep 72 •The Earnings Debate •▶ Play on Apple

Johnson & Johnson Announced Q1 2026 Earnings on April 14, 2026, Reporting "Worldwide sales were $24.1 billion for the quarter." artwork

Johnson & Johnson Announced Q1 2026 Earnings on April 14, 2026, Reporting "Worldwide sales were $24.1 billion for the quarter."

Johnson & Johnson (JNJ)

Apr 14, 2026 • 19:40 •Ep 71 •The Earnings Debate •▶ Play on Apple

The Goldman Sachs Group, Inc. (GS) Announced Q1 2026 Earnings on April 13, 2026, Reporting "net revenues of $17.2 billion". artwork

The Goldman Sachs Group, Inc. (GS) Announced Q1 2026 Earnings on April 13, 2026, Reporting "net revenues of $17.2 billion".

The Goldman Sachs Group Inc. (GS)

Apr 14, 2026 • 21:06 •Ep 70 •The Earnings Debate •▶ Play on Apple

NIKE, Inc. (NKE) Announced Q3 2026 Earnings on March 31, 2026, Reporting "revenues were flat on a reported basis and down 3% on a currency-neutral basis." artwork

NIKE, Inc. (NKE) Announced Q3 2026 Earnings on March 31, 2026, Reporting "revenues were flat on a reported basis and down 3% on a currency-neutral basis."

NIKE Inc. (NKE)

Mar 31, 2026 • 15:59 •Ep 69 •The Earnings Debate •▶ Play on Apple

FactSet Research Systems Inc. Announced Q2 2026 Earnings on March 31, 2026, Reporting "Second quarter revenues grew 7.1% year-over-year to $611 million". artwork

FactSet Research Systems Inc. Announced Q2 2026 Earnings on March 31, 2026, Reporting "Second quarter revenues grew 7.1% year-over-year to $611 million".

FactSet Research Systems Inc. (FDS)

Mar 31, 2026 • 18:06 •Ep 68 •The Earnings Debate •▶ Play on Apple

PDD Holdings Inc. (PDD) Announced Q4 2025 Earnings on March 25, 2026, Reporting "total revenues increased 12% year-over-year to RMB 123.9 billion". artwork

PDD Holdings Inc. (PDD) Announced Q4 2025 Earnings on March 25, 2026, Reporting "total revenues increased 12% year-over-year to RMB 123.9 billion".

PDD Holdings Inc. (PDD)

Mar 25, 2026 • 20:27 •Ep 67 •The Earnings Debate •▶ Play on Apple

XPeng Inc. (XPEV) Announced Q4 2025 Earnings on March 20, 2026, Reporting "total revenues were RMB 22.25 billion for the fourth quarter of 2025". artwork

XPeng Inc. (XPEV) Announced Q4 2025 Earnings on March 20, 2026, Reporting "total revenues were RMB 22.25 billion for the fourth quarter of 2025".

XPeng Inc. (XPEV)

Mar 25, 2026 • 12:38 •Ep 66 •The Earnings Debate •▶ Play on Apple

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year."

Tencent Holdings Limited (TCEHY)

Mar 21, 2026 • 19:26 •Ep 65 •The Earnings Debate •▶ Play on Apple

AECOM Tech Radar: Deploying generative AI to reduce project costs and expand margins artwork

AECOM Tech Radar: Deploying generative AI to reduce project costs and expand margins

Mar 20, 2026 • 21:02 •Ep 32 •Business Tech Radar •▶ Play on Apple

Inside AECOM: Designing global infrastructure and expanding margins through advisory services Inside AECOM: Delivering engineering projects and revolutionizing design with artificial intelligence Inside AECOM: Leading global infrastructure consulting ... artwork

Inside AECOM: Designing global infrastructure and expanding margins through advisory services Inside AECOM: Delivering engineering projects and revolutionizing design with artificial intelligence Inside AECOM: Leading global infrastructure consulting ...

Mar 20, 2026 • 50:13 •Ep 35 •Inside the Business •▶ Play on Apple

Angi Inc. Tech Radar: Integrating LLMs and agentic AI to accelerate revenue growth artwork

Angi Inc. Tech Radar: Integrating LLMs and agentic AI to accelerate revenue growth

Angi Inc. (ANGI)

Mar 20, 2026 • 20:43 •Ep 31 •Business Tech Radar •▶ Play on Apple

Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace artwork

Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace

Angi Inc. (ANGI)

Mar 20, 2026 • 43:53 •Ep 34 •Inside the Business •▶ Play on Apple

ServiceTitan Tech Radar: Deploying agentic AI to automate workflows and drive contractor profitability artwork

ServiceTitan Tech Radar: Deploying agentic AI to automate workflows and drive contractor profitability

ServiceTitan (TTAN)

Mar 20, 2026 • 19:27 •Ep 30 •Business Tech Radar •▶ Play on Apple

Inside ServiceTitan: The Operating System For Trades Automating Contractor Workflows artwork

Inside ServiceTitan: The Operating System For Trades Automating Contractor Workflows

ServiceTitan (TTAN)

Mar 20, 2026 • 39:15 •Ep 33 •Inside the Business •▶ Play on Apple

Yelp Tech Radar: Deploying conversational AI and voice agents to drive revenue growth artwork

Yelp Tech Radar: Deploying conversational AI and voice agents to drive revenue growth

Mar 20, 2026 • 20:26 •Ep 29 •Business Tech Radar •▶ Play on Apple

Inside Yelp: Connecting consumers to local services and prioritizing AI-powered answers and actions artwork

Inside Yelp: Connecting consumers to local services and prioritizing AI-powered answers and actions

Mar 20, 2026 • 42:13 •Ep 32 •Inside the Business •▶ Play on Apple

Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year. artwork

Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year.

Angi Inc. (ANGI)

Mar 19, 2026 • 20:01 •Ep 64 •The Earnings Debate •▶ Play on Apple

ServiceTitan, Inc. Announced Q4 2026 Earnings on March 12, 2026, Reporting "Q4 total revenue of $254 million grew 21% year-over-year." artwork

ServiceTitan, Inc. Announced Q4 2026 Earnings on March 12, 2026, Reporting "Q4 total revenue of $254 million grew 21% year-over-year."

ServiceTitan Inc. (TTAN)

Mar 19, 2026 • 21:41 •Ep 63 •The Earnings Debate •▶ Play on Apple

Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion. artwork

Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion.

Alibaba Group Holding Limited (BABA)

Mar 19, 2026 • 21:11 •Ep 62 •The Earnings Debate •▶ Play on Apple

Micron Technology, Inc. (MU) Announced Q2 2026 Earnings on March 18, 2026, Reporting no explicit revenue or profit figures in the provided transcript artwork

Micron Technology, Inc. (MU) Announced Q2 2026 Earnings on March 18, 2026, Reporting no explicit revenue or profit figures in the provided transcript

Micron Technology Inc. (MU)

Mar 19, 2026 • 17:55 •Ep 60 •The Earnings Debate •▶ Play on Apple

lululemon athletica inc. (LULU) Announced Q4 2025 Earnings on March 17, 2026, Reporting "total net revenue rose 1% to $3.6 billion". artwork

lululemon athletica inc. (LULU) Announced Q4 2025 Earnings on March 17, 2026, Reporting "total net revenue rose 1% to $3.6 billion".

lululemon athletica inc. (LULU)

Mar 19, 2026 • 16:57 •Ep 61 •The Earnings Debate •▶ Play on Apple

Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion". artwork

Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion".

Adobe Inc. (ADBE)

Mar 19, 2026 • 17:21 •Ep 59 •The Earnings Debate •▶ Play on Apple

Dollar General Corporation (DG) Announced Q4 2025 Earnings on March 12, 2026, Reporting "Net sales increased 5.9% to $10.9 billion in Q4". artwork

Dollar General Corporation (DG) Announced Q4 2025 Earnings on March 12, 2026, Reporting "Net sales increased 5.9% to $10.9 billion in Q4".

Dollar General Corporation (DG)

Mar 17, 2026 • 23:53 •Ep 58 •The Earnings Debate •▶ Play on Apple

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion" artwork

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion"

Oracle Corporation (ORCL)

Mar 12, 2026 • 15:39 •Ep 57 •The Earnings Debate •▶ Play on Apple

Zillow Group Tech Radar: Deploying generative AI to digitize transactions and drive revenue growth artwork

Zillow Group Tech Radar: Deploying generative AI to digitize transactions and drive revenue growth

Zillow Group Inc. (Z)

Mar 9, 2026 • 12:27 •Ep 28 •Business Tech Radar •▶ Play on Apple

Inside Zillow Group: Building a housing super app and integrating real estate transactions artwork

Inside Zillow Group: Building a housing super app and integrating real estate transactions

Zillow Group Inc. (Z)

Mar 9, 2026 • 33:24 •Ep 31 •Inside the Business •▶ Play on Apple

Inside Block, Inc.: Connecting buyers and sellers while prioritizing autonomous commerce artwork

Inside Block, Inc.: Connecting buyers and sellers while prioritizing autonomous commerce

Block Inc. (SQ)

Mar 9, 2026 • 45:42 •Ep 30 •Inside the Business •▶ Play on Apple

Inside Starbucks: Selling Handcrafted Coffee and Expanding Omnichannel Access Globally artwork

Inside Starbucks: Selling Handcrafted Coffee and Expanding Omnichannel Access Globally

Starbucks (SBUX)

Mar 9, 2026 • 40:35 •Ep 26 •Inside the Business •▶ Play on Apple

Block, Inc. Tech Radar: Deploying agentic AI tools to automate operations and reduce costs artwork

Block, Inc. Tech Radar: Deploying agentic AI tools to automate operations and reduce costs

Block Inc. (SQ)

Mar 9, 2026 • 19:19 •Ep 27 •Business Tech Radar •▶ Play on Apple

QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth artwork

QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth

QUALCOMM Incorporated (QCOM)

Mar 9, 2026 • 20:27 •Ep 22 •Business Tech Radar •▶ Play on Apple

Inside QUALCOMM Incorporated: Designing premium chipsets and pivoting toward advanced edge AI and robotics artwork

Inside QUALCOMM Incorporated: Designing premium chipsets and pivoting toward advanced edge AI and robotics

QUALCOMM Incorporated (QCOM)

Mar 9, 2026 • 35:05 •Ep 25 •Inside the Business •▶ Play on Apple

Starbucks Tech Radar Subtitle: Starbucks is deploying AI and order sequencing to accelerate service throughput. artwork

Starbucks Tech Radar Subtitle: Starbucks is deploying AI and order sequencing to accelerate service throughput.

Starbucks (SBUX)

Mar 9, 2026 • 13:41 •Ep 23 •Business Tech Radar •▶ Play on Apple

Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO artwork

Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO

Microsoft (MSFT)

Mar 8, 2026 • 20:08 •Ep 20 •Business Tech Radar •▶ Play on Apple

NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development artwork

NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development

NVIDIA Corporation (NVDA)

Mar 8, 2026 • 17:46 •Ep 21 •Business Tech Radar •▶ Play on Apple

Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories artwork

Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories

NVIDIA Corporation (NVDA)

Mar 8, 2026 • 40:09 •Ep 24 •Inside the Business •▶ Play on Apple

Inside Sony Group Corporation: Entertainment and electronics giant expanding recurring gaming and anime revenue artwork

Inside Sony Group Corporation: Entertainment and electronics giant expanding recurring gaming and anime revenue

Sony Group Corporation (SONY)

Mar 8, 2026 • 42:20 •Ep 27 •Inside the Business •▶ Play on Apple

Molina Healthcare Tech Radar: Integrating dual systems and deploying utilization management to optimize costs artwork

Molina Healthcare Tech Radar: Integrating dual systems and deploying utilization management to optimize costs

Molina Healthcare Inc. (MOH)

Mar 8, 2026 • 18:57 •Ep 19 •Business Tech Radar •▶ Play on Apple

Sony Group Corporation Tech Radar: Deploying generative AI to disrupt game and animation production artwork

Sony Group Corporation Tech Radar: Deploying generative AI to disrupt game and animation production

Sony Group Corporation (SONY)

Mar 8, 2026 • 21:08 •Ep 24 •Business Tech Radar •▶ Play on Apple

Inside T-Mobile: Providing wireless service and focusing on monetizing fallow network capacity artwork

Inside T-Mobile: Providing wireless service and focusing on monetizing fallow network capacity

T-Mobile (TMUS)

Mar 8, 2026 • 45:56 •Ep 28 •Inside the Business •▶ Play on Apple

T-Mobile Tech Radar: Partnering with OpenAI and NVIDIA to automate customer care and networks artwork

T-Mobile Tech Radar: Partnering with OpenAI and NVIDIA to automate customer care and networks

T-Mobile (TMUS)

Mar 8, 2026 • 23:11 •Ep 25 •Business Tech Radar •▶ Play on Apple

Wells Fargo Tech Radar: Deploying AI and automation to drive massive efficiency gains artwork

Wells Fargo Tech Radar: Deploying AI and automation to drive massive efficiency gains

Wells Fargo (WFC)

Mar 8, 2026 • 19:27 •Ep 26 •Business Tech Radar •▶ Play on Apple

Inside Wells Fargo: A U.S.-focused bank utilizing its balance sheet for commercial and consumer growth artwork

Inside Wells Fargo: A U.S.-focused bank utilizing its balance sheet for commercial and consumer growth

Wells Fargo (WFC)

Mar 8, 2026 • 27:40 •Ep 29 •Inside the Business •▶ Play on Apple

Inside Molina Healthcare: Managing government healthcare while focusing on high-acuity dual populations artwork

Inside Molina Healthcare: Managing government healthcare while focusing on high-acuity dual populations

Molina Healthcare Inc. (MOH)

Mar 8, 2026 • 20:29 •Ep 22 •Inside the Business •▶ Play on Apple

Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO artwork

Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO

Microsoft (MSFT)

Mar 8, 2026 • 35:38 •Ep 23 •Inside the Business •▶ Play on Apple

The Walt Disney Company Tech Radar: Integrating AI and unifying streaming apps to maximize viewer engagement artwork

The Walt Disney Company Tech Radar: Integrating AI and unifying streaming apps to maximize viewer engagement

The Walt Disney Company (DIS)

Mar 8, 2026 • 21:59 •Ep 18 •Business Tech Radar •▶ Play on Apple

Inside The Walt Disney Company: Monetizing entertainment IP across streaming, parks, and cruises artwork

Inside The Walt Disney Company: Monetizing entertainment IP across streaming, parks, and cruises

The Walt Disney Company (DIS)

Mar 8, 2026 • 21:51 •Ep 21 •Inside the Business •▶ Play on Apple

Inside Gilead Sciences: Leading in virology while diversifying into oncology and inflammation artwork

Inside Gilead Sciences: Leading in virology while diversifying into oncology and inflammation

Gilead Sciences Inc. (GILD)

Mar 7, 2026 • 48:38 •Ep 17 •Inside the Business •▶ Play on Apple

Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration artwork

Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration

Hewlett Packard Enterprise (HPE)

Mar 7, 2026 • 40:32 •Ep 18 •Inside the Business •▶ Play on Apple

Gilead Sciences Tech Radar: Acquiring in vivo cell therapy platforms to reduce costs artwork

Gilead Sciences Tech Radar: Acquiring in vivo cell therapy platforms to reduce costs

Gilead Sciences Inc. (GILD)

Mar 7, 2026 • 18:51 •Ep 14 •Business Tech Radar •▶ Play on Apple

DaVita Tech Radar: Investing in AI and revenue operations tech to drive cost efficiencies artwork

DaVita Tech Radar: Investing in AI and revenue operations tech to drive cost efficiencies

DaVita Inc. (DVA)

Mar 7, 2026 • 13:19 •Ep 13 •Business Tech Radar •▶ Play on Apple

Inside DaVita: Operating Dialysis Clinics and Advancing Value-Based Kidney Care artwork

Inside DaVita: Operating Dialysis Clinics and Advancing Value-Based Kidney Care

DaVita Inc. (DVA)

Mar 7, 2026 • 47:46 •Ep 16 •Inside the Business •▶ Play on Apple

Centene Tech Radar: Deploying AI and Agentic capabilities to optimize costs artwork

Centene Tech Radar: Deploying AI and Agentic capabilities to optimize costs

Centene Corporation (CNC)

Mar 7, 2026 • 18:23 •Ep 12 •Business Tech Radar •▶ Play on Apple

Inside Centene: Providing government-sponsored insurance and driving enterprise-wide margin recovery artwork

Inside Centene: Providing government-sponsored insurance and driving enterprise-wide margin recovery

Centene Corporation (CNC)

Mar 7, 2026 • 21:55 •Ep 15 •Inside the Business •▶ Play on Apple

Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue artwork

Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue

Mar 7, 2026 • 19:56 •Ep 16 •Business Tech Radar •▶ Play on Apple

Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry artwork

Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry

Mar 7, 2026 • 40:00 •Ep 19 •Inside the Business •▶ Play on Apple

Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth artwork

Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth

Intuit Inc. (INTU)

Mar 7, 2026 • 18:58 •Ep 17 •Business Tech Radar •▶ Play on Apple

Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services artwork

Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services

Intuit Inc. (INTU)

Mar 7, 2026 • 41:39 •Ep 20 •Inside the Business •▶ Play on Apple

Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings artwork

Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings

Hewlett Packard (HPE)

Mar 7, 2026 • 18:56 •Ep 15 •Business Tech Radar •▶ Play on Apple

Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue artwork

Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue

Apple Inc. (AAPL)

Mar 6, 2026 • 19:45 •Ep 11 •Business Tech Radar •▶ Play on Apple

Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence artwork

Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence

Apple Inc. (AAPL)

Mar 6, 2026 • 40:11 •Ep 14 •Inside the Business •▶ Play on Apple

Inside Amgen: A biologics leader driving volume growth through cardiometabolic and rare disease innovation artwork

Inside Amgen: A biologics leader driving volume growth through cardiometabolic and rare disease innovation

Mar 6, 2026 • 29:06 •Ep 13 •Inside the Business •▶ Play on Apple

Amgen Tech Radar: Amgen is deploying artificial intelligence to accelerate therapeutic discovery artwork

Amgen Tech Radar: Amgen is deploying artificial intelligence to accelerate therapeutic discovery

Mar 6, 2026 • 20:22 •Ep 10 •Business Tech Radar •▶ Play on Apple

Inside Albertsons: Operating neighborhood grocery stores and scaling profitability through store-based e-commerce fulfillment artwork

Inside Albertsons: Operating neighborhood grocery stores and scaling profitability through store-based e-commerce fulfillment

Albertsons (ACI)

Mar 6, 2026 • 18:53 •Ep 12 •Inside the Business •▶ Play on Apple

Albertsons Tech Radar: Scaling agentic AI to optimize costs and grow omnichannel revenue artwork

Albertsons Tech Radar: Scaling agentic AI to optimize costs and grow omnichannel revenue

Albertsons (ACI)

Mar 6, 2026 • 18:42 •Ep 9 •Business Tech Radar •▶ Play on Apple

Costco Wholesale Corporation (COST) Announced Q2 2026 Earnings on March 5, 2026, Reporting Net sales for the second quarter were $68.24 billion. artwork

Costco Wholesale Corporation (COST) Announced Q2 2026 Earnings on March 5, 2026, Reporting Net sales for the second quarter were $68.24 billion.

Costco Wholesale Corporation (COST)

Mar 6, 2026 • 21:07 •Ep 56 •The Earnings Debate •▶ Play on Apple

AMD Tech Radar: Building rack-scale AI factories to capture hyperscaler revenue artwork

AMD Tech Radar: Building rack-scale AI factories to capture hyperscaler revenue

Mar 6, 2026 • 19:47 •Ep 8 •Business Tech Radar •▶ Play on Apple

Inside AMD: Designing high-performance processors and scaling rack-level AI data center solutions artwork

Inside AMD: Designing high-performance processors and scaling rack-level AI data center solutions

Mar 6, 2026 • 29:34 •Ep 11 •Inside the Business •▶ Play on Apple

Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins artwork

Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins

Expedia Group (EXPE)

Mar 5, 2026 • 20:33 •Ep 7 •Business Tech Radar •▶ Play on Apple

Inside Expedia Group: Operating a global travel marketplace and expanding B2B partnerships artwork

Inside Expedia Group: Operating a global travel marketplace and expanding B2B partnerships

Expedia Group (EXPE)

Mar 5, 2026 • 37:19 •Ep 10 •Inside the Business •▶ Play on Apple

Block, Inc. (SQ) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$2.87 billion in gross profit". artwork

Block, Inc. (SQ) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$2.87 billion in gross profit".

Block Inc. (SQ)

Mar 5, 2026 • 16:09 •Ep 55 •The Earnings Debate •▶ Play on Apple

Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets artwork

Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets

Mar 5, 2026 • 19:56 •Ep 6 •Business Tech Radar •▶ Play on Apple

Okta, Inc. (OKTA) Announced Q4 2026 Earnings on March 4, 2026, Reporting "a record amount of total contract value of nearly $1.3 billion" artwork

Okta, Inc. (OKTA) Announced Q4 2026 Earnings on March 4, 2026, Reporting "a record amount of total contract value of nearly $1.3 billion"

Okta Inc. (OKTA)

Mar 5, 2026 • 14:14 •Ep 54 •The Earnings Debate •▶ Play on Apple

Inside Okta: Securing enterprise identity and pioneering the agentic AI future artwork

Inside Okta: Securing enterprise identity and pioneering the agentic AI future

Mar 5, 2026 • 35:53 •Ep 9 •Inside the Business •▶ Play on Apple

Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue artwork

Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue

Mar 5, 2026 • 22:25 •Ep 5 •Business Tech Radar •▶ Play on Apple

Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure artwork

Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure

Mar 5, 2026 • 19:02 •Ep 8 •Inside the Business •▶ Play on Apple

Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million" artwork

Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million"

Veeva Systems Inc. (VEEV)

Mar 4, 2026 • 17:32 •Ep 53 •The Earnings Debate •▶ Play on Apple

Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion" artwork

Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion"

Broadcom Inc. (AVGO)

Mar 4, 2026 • 15:44 •Ep 52 •The Earnings Debate •▶ Play on Apple

ImmunityBio, Inc. Announced Full Year 2025 Earnings on March 3, 2026, Reporting "Full year net product revenue for ANKTIVA was $113 million" artwork

ImmunityBio, Inc. Announced Full Year 2025 Earnings on March 3, 2026, Reporting "Full year net product revenue for ANKTIVA was $113 million"

ImmunityBio Inc. (IBRX)

Mar 4, 2026 • 18:00 •Ep 51 •The Earnings Debate •▶ Play on Apple

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"

CrowdStrike Holdings Inc. (CRWD)

Mar 3, 2026 • 18:09 •Ep 50 •The Earnings Debate •▶ Play on Apple

GitLab Inc. (GTLB) Announced Q4 2026 Earnings on March 3, 2026, Reporting "Q4 revenue was $260 million, up 23% year-over-year". artwork

GitLab Inc. (GTLB) Announced Q4 2026 Earnings on March 3, 2026, Reporting "Q4 revenue was $260 million, up 23% year-over-year".

GitLab Inc. (GTLB)

Mar 3, 2026 • 18:24 •Ep 49 •The Earnings Debate •▶ Play on Apple

Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue" artwork

Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue"

Sea Limited (SE)

Mar 3, 2026 • 15:19 •Ep 48 •The Earnings Debate •▶ Play on Apple

Target Corporation (TGT) Announced Q4 2026 Earnings on March 3, 2026 artwork

Target Corporation (TGT) Announced Q4 2026 Earnings on March 3, 2026

Target Corporation (TGT)

Mar 3, 2026 • 19:55 •Ep 47 •The Earnings Debate •▶ Play on Apple

MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year". artwork

MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year".

MongoDB Inc. (MDB)

Mar 2, 2026 • 19:11 •Ep 46 •The Earnings Debate •▶ Play on Apple

Duolingo, Inc. (DUOL) Announced Q4 2025 Earnings on February 26, 2026, Reporting "over 1 billion in bookings and more than $300 million in adjusted EBITDA" artwork

Duolingo, Inc. (DUOL) Announced Q4 2025 Earnings on February 26, 2026, Reporting "over 1 billion in bookings and more than $300 million in adjusted EBITDA"

Duolingo Inc. (DUOL)

Feb 27, 2026 • 12:18 •Ep 45 •The Earnings Debate •▶ Play on Apple

Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year"

Zscaler Inc. (ZS)

Feb 27, 2026 • 18:45 •Ep 44 •The Earnings Debate •▶ Play on Apple

Natera, Inc. (NTRA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "roughly $666 million of revenue in the quarter" artwork

Natera, Inc. (NTRA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "roughly $666 million of revenue in the quarter"

Natera Inc. (NTRA)

Feb 27, 2026 • 10:22 •Ep 43 •The Earnings Debate •▶ Play on Apple

Intuit Inc. (INTU) Announced Q2 2026 Earnings on February 26, 2026, Reporting "revenue of $4.7 billion, up 17%" artwork

Intuit Inc. (INTU) Announced Q2 2026 Earnings on February 26, 2026, Reporting "revenue of $4.7 billion, up 17%"

Intuit Inc. (INTU)

Feb 27, 2026 • 17:43 •Ep 42 •The Earnings Debate •▶ Play on Apple

Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025" artwork

Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025"

Ginkgo Bioworks Holdings Inc. (DNA)

Feb 27, 2026 • 17:11 •Ep 41 •The Earnings Debate •▶ Play on Apple

Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion" artwork

Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion"

Dell Technologies Inc. (DELL)

Feb 27, 2026 • 17:30 •Ep 40 •The Earnings Debate •▶ Play on Apple

MP Materials Corp. (MP) Announced Q4 2025 Earnings on February 26, 2026, Reporting "revenue increased 10% year-over-year" artwork

MP Materials Corp. (MP) Announced Q4 2025 Earnings on February 26, 2026, Reporting "revenue increased 10% year-over-year"

MP Materials Corp. (MP)

Feb 26, 2026 • 17:29 •Ep 39 •The Earnings Debate •▶ Play on Apple

Coupang, Inc. (CPNG) Announced Q4 2025 Earnings on February 26, 2026, Reporting "total net revenues of $8.8 billion". artwork

Coupang, Inc. (CPNG) Announced Q4 2025 Earnings on February 26, 2026, Reporting "total net revenues of $8.8 billion".

Coupang Inc. (CPNG)

Feb 26, 2026 • 10:39 •Ep 38 •The Earnings Debate •▶ Play on Apple

BeOne Medicines AG Announced Q4 2025 Earnings on February 26, 2026, Reporting "Product revenue reached $1.5 billion in the fourth quarter". artwork

BeOne Medicines AG Announced Q4 2025 Earnings on February 26, 2026, Reporting "Product revenue reached $1.5 billion in the fourth quarter".

BeOne Medicines AG (ONC)

Feb 26, 2026 • 10:46 •Ep 37 •The Earnings Debate •▶ Play on Apple

Vistra Corp. (VST) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$5.912 billion in adjusted EBITDA for full year 2025". artwork

Vistra Corp. (VST) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$5.912 billion in adjusted EBITDA for full year 2025".

Vistra Corp. (VST)

Feb 26, 2026 • 13:11 •Ep 36 •The Earnings Debate •▶ Play on Apple

Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion". artwork

Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion".

Baidu Inc. (BIDU)

Feb 26, 2026 • 15:36 •Ep 35 •The Earnings Debate •▶ Play on Apple

Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion." artwork

Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion."

Snowflake Inc. (SNOW)

Feb 25, 2026 • 11:02 •Ep 34 •The Earnings Debate •▶ Play on Apple

NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year".... artwork

NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year"....

NVIDIA Corporation (NVDA)

Feb 25, 2026 • 16:54 •Ep 33 •The Earnings Debate •▶ Play on Apple

Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion" artwork

Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion"

Zoom Communications Inc. (ZM)

Feb 25, 2026 • 9:59 •Ep 32 •The Earnings Debate •▶ Play on Apple

Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter". artwork

Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter".

Salesforce Inc. (CRM)

Feb 25, 2026 • 14:26 •Ep 31 •The Earnings Debate •▶ Play on Apple

Nu Holdings Ltd. (NU) Announced Q4 2025 Earnings on February 25, 2026, Reporting "revenues in Q4 '25 reached $4.9 billion" artwork

Nu Holdings Ltd. (NU) Announced Q4 2025 Earnings on February 25, 2026, Reporting "revenues in Q4 '25 reached $4.9 billion"

Nu Holdings Ltd. (NU)

Feb 25, 2026 • 15:58 •Ep 30 •The Earnings Debate •▶ Play on Apple

Axon Enterprise, Inc. (AXON) Announced Q4 2025 Earnings on February 24, 2026, Reporting Revenue of $797 million for the Quarter and Revenue Growth of 39% artwork

Axon Enterprise, Inc. (AXON) Announced Q4 2025 Earnings on February 24, 2026, Reporting Revenue of $797 million for the Quarter and Revenue Growth of 39%

Axon Enterprise Inc. (AXON)

Feb 25, 2026 • 10:24 •Ep 29 •The Earnings Debate •▶ Play on Apple

Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter. artwork

Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter.

Lowe's Companies Inc. (LOW)

Feb 25, 2026 • 11:59 •Ep 28 •The Earnings Debate •▶ Play on Apple

MercadoLibre, Inc. (MELI) Announced Q4 2025 Earnings on February 24, 2026, Reporting "Q4 revenues growing at 45% year-on-year"" artwork

MercadoLibre, Inc. (MELI) Announced Q4 2025 Earnings on February 24, 2026, Reporting "Q4 revenues growing at 45% year-on-year""

MercadoLibre Inc. (MELI)

Feb 24, 2026 • 16:42 •Ep 27 •The Earnings Debate •▶ Play on Apple

Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion". artwork

Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion".

Workday Inc. (WDAY)

Feb 24, 2026 • 17:25 •Ep 26 •The Earnings Debate •▶ Play on Apple

CAVA Group, Inc. (CAVA) Announced Q4 2025 Earnings on February 24, 2026, Reporting "revenue in the fourth quarter of 2025 grew 21.2% year-over-year to $272.8 million". artwork

CAVA Group, Inc. (CAVA) Announced Q4 2025 Earnings on February 24, 2026, Reporting "revenue in the fourth quarter of 2025 grew 21.2% year-over-year to $272.8 million".

CAVA Group Inc. (CAVA)

Feb 24, 2026 • 16:32 •Ep 25 •The Earnings Debate •▶ Play on Apple

GoDaddy Inc. (GDDY) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total revenue grew 7% on a reported and constant currency basis to $1.3 billion" artwork

GoDaddy Inc. (GDDY) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total revenue grew 7% on a reported and constant currency basis to $1.3 billion"

GoDaddy Inc. (GDDY)

Feb 24, 2026 • 10:23 •Ep 24 •The Earnings Debate •▶ Play on Apple

The Home Depot (HD) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total sales were $38.2 billion". artwork

The Home Depot (HD) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total sales were $38.2 billion".

The Home Depot Inc (HD)

Feb 24, 2026 • 12:01 •Ep 23 •The Earnings Debate •▶ Play on Apple

Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million". artwork

Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million".

Hims & Hers Health Inc (HIMS)

Feb 24, 2026 • 14:51 •Ep 22 •The Earnings Debate •▶ Play on Apple

Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce artwork

Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce

CrowdStrike (CRWD)

Feb 23, 2026 • 31:39 •Ep 7 •Inside the Business •▶ Play on Apple

Inside Datadog: Moving from Observability to Autonomy artwork

Inside Datadog: Moving from Observability to Autonomy

Datadog Inc. (DDOG)

Feb 22, 2026 • 33:55 •Ep 6 •Inside the Business •▶ Play on Apple

Target Tech Radar: Target is deploying AI to accelerate merchandising and operations artwork

Target Tech Radar: Target is deploying AI to accelerate merchandising and operations

Feb 19, 2026 • 16:56 •Ep 4 •Business Tech Radar •▶ Play on Apple

PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth artwork

PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth

Feb 19, 2026 • 17:37 •Ep 3 •Business Tech Radar •▶ Play on Apple

Inside Target: An omnichannel retailer focusing on merchandising authority and AI-driven efficiency artwork

Inside Target: An omnichannel retailer focusing on merchandising authority and AI-driven efficiency

Feb 19, 2026 • 28:02 •Ep 5 •Inside the Business •▶ Play on Apple

Inside PayPal: A global payments network expanding into omnichannel and agentic commerce artwork

Inside PayPal: A global payments network expanding into omnichannel and agentic commerce

Feb 19, 2026 • 13:49 •Ep 4 •Inside the Business •▶ Play on Apple

Inside NIKE: Creates athletic footwear and apparel and is focusing on a new sport offense artwork

Inside NIKE: Creates athletic footwear and apparel and is focusing on a new sport offense

Feb 19, 2026 • 28:50 •Ep 3 •Inside the Business •▶ Play on Apple

Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time" artwork

Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"

Walmart Inc. (WMT)

Feb 19, 2026 • 13:14 •Ep 21 •The Earnings Debate •▶ Play on Apple

Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter artwork

Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter

Deere & Company (DE)

Feb 19, 2026 • 17:56 •Ep 20 •The Earnings Debate •▶ Play on Apple

Netflix Tech Radar: Scaling proprietary ad tech and cloud gaming to drive revenue growth artwork

Netflix Tech Radar: Scaling proprietary ad tech and cloud gaming to drive revenue growth

Feb 18, 2026 • 16:30 •Ep 2 •Business Tech Radar •▶ Play on Apple

Inside Netflix: Streaming giant expanding via advertising, live events, and Warner Bros. acquisition artwork

Inside Netflix: Streaming giant expanding via advertising, live events, and Warner Bros. acquisition

Feb 18, 2026 • 30:25 •Ep 2 •Inside the Business •▶ Play on Apple

NIKE Tech Radar: Integrating end-to-end operations technology to restore profit margins artwork

NIKE Tech Radar: Integrating end-to-end operations technology to restore profit margins

Feb 18, 2026 • 15:38 •Ep 1 •Business Tech Radar •▶ Play on Apple

Inside Adobe: Creative software leader building the 'one-stop shop' for AI models artwork

Inside Adobe: Creative software leader building the 'one-stop shop' for AI models

Feb 18, 2026 • 36:09 •Ep 1 •Inside the Business •▶ Play on Apple

Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion artwork

Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion

Palo Alto Networks (PANW)

Feb 18, 2026 • 11:48 •Ep 19 •The Earnings Debate •▶ Play on Apple

Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion artwork

Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion

Garmin Ltd. (GRMN)

Feb 18, 2026 • 12:36 •Ep 18 •The Earnings Debate •▶ Play on Apple

Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion artwork

Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion

Medtronic (MDT)

Feb 18, 2026 • 14:27 •Ep 17 •The Earnings Debate •▶ Play on Apple

Spotlight on ServiceNow: The "AI Control Tower" Playing Offense on "Tippy Toes" artwork

Spotlight on ServiceNow: The "AI Control Tower" Playing Offense on "Tippy Toes"

ServiceNow (NOW)

Feb 13, 2026 • 15:18 •Ep 4 •The Company Spotlight •▶ Play on Apple

Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them artwork

Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them

Datadog Inc. (DDOG)

Feb 13, 2026 • 13:24 •Ep 3 •The Company Spotlight •▶ Play on Apple

Spotlight on Tesla: The "Infinite Money Glitch" of the "Robot Army" artwork

Spotlight on Tesla: The "Infinite Money Glitch" of the "Robot Army"

Feb 13, 2026 • 13:55 •Ep 2 •The Company Spotlight •▶ Play on Apple

Spotlight on Spotify: Building the World’s First "Agentic Media" Platform artwork

Spotlight on Spotify: Building the World’s First "Agentic Media" Platform

Feb 13, 2026 • 14:10 •Ep 1 •The Company Spotlight •▶ Play on Apple

Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results' artwork

Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results'

Enbridge Inc (ENBHF)

Feb 13, 2026 • 14:51 •Ep 16 •The Earnings Debate •▶ Play on Apple

Cameco Corporation (CCJ) Announced Q4 2025 Earnings on February 13 2026, Reporting Annual Revenue of about CAD 3.5 Billion artwork

Cameco Corporation (CCJ) Announced Q4 2025 Earnings on February 13 2026, Reporting Annual Revenue of about CAD 3.5 Billion

Cameco Corporation (CCJ)

Feb 13, 2026 • 15:42 •Ep 15 •The Earnings Debate •▶ Play on Apple

Moderna (MRNA) Announced Q4 2025 Earnings on Feb 13 2026, Reporting "Total Revenue was $700 Million" artwork

Moderna (MRNA) Announced Q4 2025 Earnings on Feb 13 2026, Reporting "Total Revenue was $700 Million"

Feb 13, 2026 • 15:44 •Ep 14 •The Earnings Debate •▶ Play on Apple

Airbnb (ABNB) Announced Q4 2025 Earnings on February 12 2026, Reporting Revenue of $2.8 Billion artwork

Airbnb (ABNB) Announced Q4 2025 Earnings on February 12 2026, Reporting Revenue of $2.8 Billion

Feb 13, 2026 • 14:03 •Ep 13 •The Earnings Debate •▶ Play on Apple

Rivian Automotive, Inc. (RIVN) Announced Q4 2025 Earnings on February 12 2026, Reporting Consolidated Revenues were approximately $1.3 Billion artwork

Rivian Automotive, Inc. (RIVN) Announced Q4 2025 Earnings on February 12 2026, Reporting Consolidated Revenues were approximately $1.3 Billion

Rivian Automotive Inc (RIVN)

Feb 12, 2026 • 10:12 •Ep 12 •The Earnings Debate •▶ Play on Apple

Coinbase (COIN) Announced Q4 2025 Earnings on Feb 11 2026, Reporting '2025 Total Revenue of $7.2 Billion artwork

Coinbase (COIN) Announced Q4 2025 Earnings on Feb 11 2026, Reporting '2025 Total Revenue of $7.2 Billion

Coinbase (COIN)

Feb 12, 2026 • 12:47 •Ep 11 •The Earnings Debate •▶ Play on Apple

Expedia Group (EXPE) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Revenue of $3.5 Billion artwork

Expedia Group (EXPE) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Revenue of $3.5 Billion

Expedia Group (EXPE)

Feb 12, 2026 • 9:21 •Ep 10 •The Earnings Debate •▶ Play on Apple

Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B artwork

Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B

Pinterest (PINS)

Feb 12, 2026 • 11:25 •Ep 9 •The Earnings Debate •▶ Play on Apple

Crocs Inc. (CROX) Announced Q4 2025 Earnings on February 2026, Reporting Revenue of $958 Million artwork

Crocs Inc. (CROX) Announced Q4 2025 Earnings on February 2026, Reporting Revenue of $958 Million

Crocs Inc. (CROX)

Feb 12, 2026 • 16:20 •Ep 8 •The Earnings Debate •▶ Play on Apple

Albemarle Corporation (ALB) Announced Q4 2025 Earnings, Reporting Net Sales of $1.4 Billion artwork

Albemarle Corporation (ALB) Announced Q4 2025 Earnings, Reporting Net Sales of $1.4 Billion

Albemarle Corporation (ALB)

Feb 12, 2026 • 5:30 •Ep 7 •The Earnings Debate •▶ Play on Apple

HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion artwork

HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion

Feb 12, 2026 • 15:17 •Ep 6 •The Earnings Debate •▶ Play on Apple

Birkenstock (BIRK) Announced Q1 2026 Earnings on February 12, 2026, Reporting Revenues of €402 Million artwork

Birkenstock (BIRK) Announced Q1 2026 Earnings on February 12, 2026, Reporting Revenues of €402 Million

Birkenstock (BIRK)

Feb 12, 2026 • 10:05 •Ep 5 •The Earnings Debate •▶ Play on Apple

Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI artwork

Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI

Feb 11, 2026 • 24:14 •Ep 4 •The Earnings Debate •▶ Play on Apple

ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check artwork

ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check

ServiceNow (NOW)

Feb 11, 2026 • 33:48 •Ep 3 •The Earnings Debate •▶ Play on Apple

Datadog Inc. (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40" artwork

Datadog Inc. (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40"

DataDog Inc (DDOG)

Feb 11, 2026 • 15:07 •Ep 2 •The Earnings Debate •▶ Play on Apple

Spotify Profits Soar as Ek Steps Down artwork

Spotify Profits Soar as Ek Steps Down

Spotify Inc (SPOT)

Feb 11, 2026 • 12:42 •Ep 1 •The Earnings Debate •▶ Play on Apple

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