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150 episodes across all shows

Showing 50 of 150 episodes

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)
• 16:50 •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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 19:27 •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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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
AECOM (ACM)
• 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 ...
AECOM (ACM)
• 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)
• 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)
• 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)
• 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)
• 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
Yelp (YELP)
• 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
Yelp (YELP)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 20:29 •Ep 22 •Inside the Business •▶ Play on Apple