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338 episodes across all shows

Showing 50 of 338 episodes

ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year." artwork

ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year."
ServiceTitan Inc. (TTAN)
• 18:01 •Ep 274 •The Earnings Debate
Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%" artwork

Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%"
Dell Technologies Inc. (DELL)
• 18:08 •Ep 273 •The Earnings Debate •▶ Play on Apple
Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter artwork

Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter
Medtronic plc (MDT)
• 21:45 •Ep 272 •The Earnings Debate •▶ Play on Apple
GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year" artwork

GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year"
GitLab Inc. (GTLB)
• 21:05 •Ep 271 •The Earnings Debate •▶ Play on Apple
Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter. artwork

Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter.
Palo Alto Networks Inc. (PANW)
• 20:04 •Ep 270 •The Earnings Debate •▶ Play on Apple
Snowflake Inc. (SNOW) Announced Q2 2027 Earnings on September 2, 2026, Reporting "Product revenue came in at $1.49 billion with growth accelerating to 37% year-over-year" artwork

Snowflake Inc. (SNOW) Announced Q2 2027 Earnings on September 2, 2026, Reporting "Product revenue came in at $1.49 billion with growth accelerating to 37% year-over-year"
Snowflake Inc. (SNOW)
• 17:19 •Ep 269 •The Earnings Debate •▶ Play on Apple
Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year" artwork

Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year"
Broadcom Inc. (AVGO)
• 21:19 •Ep 268 •The Earnings Debate •▶ Play on Apple
MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth" artwork

MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth"
MongoDB Inc. (MDB)
• 16:41 •Ep 267 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year"
Zscaler Inc. (ZS)
• 13:46 •Ep 266 •The Earnings Debate •▶ Play on Apple
lululemon athletica inc. (LULU) Announced Q2 2026 Earnings on September 3, 2026, Reporting "total net revenue decreased 4% or 5% in constant currency to $2.4 billion" artwork

lululemon athletica inc. (LULU) Announced Q2 2026 Earnings on September 3, 2026, Reporting "total net revenue decreased 4% or 5% in constant currency to $2.4 billion"
lululemon athletica inc. (LULU)
• 19:49 •Ep 265 •The Earnings Debate •▶ Play on Apple
Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%" artwork

Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%"
Workday Inc. (WDAY)
• 21:15 •Ep 264 •The Earnings Debate •▶ Play on Apple
Dollar General Corporation (DG) Announced Q2 2026 Earnings on August 27, 2026, Reporting "Net sales for the quarter increased 5.2% to $11.3 billion" artwork

Dollar General Corporation (DG) Announced Q2 2026 Earnings on August 27, 2026, Reporting "Net sales for the quarter increased 5.2% to $11.3 billion"
Dollar General Corporation (DG)
• 20:53 •Ep 263 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter" artwork

NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter"
NVIDIA Corporation (NVDA)
• 20:50 •Ep 262 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion" artwork

Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"
Salesforce Inc. (CRM)
• 21:19 •Ep 261 •The Earnings Debate •▶ Play on Apple
Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million" artwork

Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million"
Veeva Systems Inc. (VEEV)
• 18:55 •Ep 260 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year"
CrowdStrike Holdings Inc. (CRWD)
• 24:06 •Ep 259 •The Earnings Debate •▶ Play on Apple
Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%" artwork

Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%"
Intuit Inc. (INTU)
• 19:57 •Ep 258 •The Earnings Debate •▶ Play on Apple
Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion" artwork

Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion"
Zoom Communications Inc. (ZM)
• 21:07 •Ep 257 •The Earnings Debate •▶ Play on Apple
XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026". artwork

XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026".
XPeng Inc. (XPEV)
• 20:25 •Ep 256 •The Earnings Debate •▶ Play on Apple
PDD Holdings Inc. (PDD) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues increased 8% year-over-year to RMB 112.4 billion" for the Quarter artwork

PDD Holdings Inc. (PDD) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues increased 8% year-over-year to RMB 112.4 billion" for the Quarter
PDD Holdings Inc. (PDD)
• 19:18 •Ep 255 •The Earnings Debate •▶ Play on Apple
The Home Depot, Inc. (HD) Announced Q2 2027 Earnings on August 18, 2026, Reporting "Sales for the second quarter were $47.9 billion, an increase of 5.7% from the same period last year" artwork

The Home Depot, Inc. (HD) Announced Q2 2027 Earnings on August 18, 2026, Reporting "Sales for the second quarter were $47.9 billion, an increase of 5.7% from the same period last year"
The Home Depot Inc. (HD)
• 20:18 •Ep 249 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion" artwork

Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion"
Baidu Inc. (BIDU)
• 19:33 •Ep 248 •The Earnings Debate •▶ Play on Apple
Nu Holdings Ltd. (NU) Announced Q2 2026 Earnings on August 13, 2026, Reporting "gross revenues reached nearly $5.9 billion, up 39% year-over-year" artwork

Nu Holdings Ltd. (NU) Announced Q2 2026 Earnings on August 13, 2026, Reporting "gross revenues reached nearly $5.9 billion, up 39% year-over-year"
Nu Holdings Ltd. (NU)
• 21:04 •Ep 241 •The Earnings Debate •▶ Play on Apple
Deere & Company (DE) Announced Q3 2026 Earnings on August 20, 2026, Reporting "Net sales and revenues were up 5% to $12.608 billion" for the third quarter artwork

Deere & Company (DE) Announced Q3 2026 Earnings on August 20, 2026, Reporting "Net sales and revenues were up 5% to $12.608 billion" for the third quarter
Deere & Company (DE)
• 22:44 •Ep 254 •The Earnings Debate •▶ Play on Apple
Brookfield Corporation (BN) Announced Q2 2026 Earnings on August 13, 2026, Reporting "Distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter" artwork

Brookfield Corporation (BN) Announced Q2 2026 Earnings on August 13, 2026, Reporting "Distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter"
Brookfield Corporation (BN)
• 18:38 •Ep 240 •The Earnings Debate •▶ Play on Apple
Birkenstock Holding plc (BIRK) Announced Q3 2026 Earnings on August 13, 2026, Reporting "third quarter revenues of EUR 720 million" artwork

Birkenstock Holding plc (BIRK) Announced Q3 2026 Earnings on August 13, 2026, Reporting "third quarter revenues of EUR 720 million"
Birkenstock Holding plc (BIRK)
• 20:24 •Ep 242 •The Earnings Debate •▶ Play on Apple
Company (WMT) Announced Q2 2027 Earnings on August 20, 2026, Reporting "Enterprise net sales growth in constant currency of 5%" artwork

Company (WMT) Announced Q2 2027 Earnings on August 20, 2026, Reporting "Enterprise net sales growth in constant currency of 5%"
Walmart Inc. (WMT)
• 19:17 •Ep 253 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter. artwork

Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter.
Alibaba Group Holding Limited (BABA)
• 20:20 •Ep 252 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year."
Tencent Holdings Limited (TCEHY)
• 18:09 •Ep 244 •The Earnings Debate •▶ Play on Apple
Sea Limited (SE) Announced Q2 2026 Earnings on August 11, 2026, Reporting "Sea generated $7.8 billion in revenue, up 48% year-on-year" artwork

Sea Limited (SE) Announced Q2 2026 Earnings on August 11, 2026, Reporting "Sea generated $7.8 billion in revenue, up 48% year-on-year"
Sea Limited (SE)
• 20:59 •Ep 247 •The Earnings Debate •▶ Play on Apple
CAVA Group, Inc. (CAVA) Announced Q2 2026 Earnings on August 11, 2026, Reporting "CAVA revenue in the second quarter of 2026 grew 31.3% year-over-year to $365.4 million" artwork

CAVA Group, Inc. (CAVA) Announced Q2 2026 Earnings on August 11, 2026, Reporting "CAVA revenue in the second quarter of 2026 grew 31.3% year-over-year to $365.4 million"
CAVA Group Inc. (CAVA)
• 13:28 •Ep 243 •The Earnings Debate •▶ Play on Apple
Lowe's Companies, Inc. (LOW) Announced Q2 2026 Earnings on August 19, 2026, Reporting "sales of $26 billion" artwork

Lowe's Companies, Inc. (LOW) Announced Q2 2026 Earnings on August 19, 2026, Reporting "sales of $26 billion"
Lowe's Companies Inc. (LOW)
• 11:20 •Ep 251 •The Earnings Debate •▶ Play on Apple
AECOM (ACM) Announced Q3 2026 Earnings on August 11, 2026, Reporting "full year NSR of approximately $7.3 billion" artwork

AECOM (ACM) Announced Q3 2026 Earnings on August 11, 2026, Reporting "full year NSR of approximately $7.3 billion"
AECOM (ACM)
• 12:27 •Ep 245 •The Earnings Debate •▶ Play on Apple
Target Corporation (TGT) Announced Q2 2027 Earnings on August 19, 2026, Reporting "net sales of $26.5 billion" for the quarter artwork

Target Corporation (TGT) Announced Q2 2027 Earnings on August 19, 2026, Reporting "net sales of $26.5 billion" for the quarter
Target Corporation (TGT)
• 20:10 •Ep 250 •The Earnings Debate •▶ Play on Apple
Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million." artwork

Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million."
Hims & Hers Health Inc. (HIMS)
• 21:00 •Ep 246 •The Earnings Debate •▶ Play on Apple
GoDaddy Inc. (GDDY) Announced Q2 2026 Earnings on July 30, 2026, Reporting "total revenue for the quarter grew 7% to $1.3 billion" artwork

GoDaddy Inc. (GDDY) Announced Q2 2026 Earnings on July 30, 2026, Reporting "total revenue for the quarter grew 7% to $1.3 billion"
GoDaddy Inc. (GDDY)
• 20:24 •Ep 235 •The Earnings Debate •▶ Play on Apple
Mitsui & Co., Ltd. (MITSY) Announced Q1 2027 Earnings on August 4, 2026, Reporting Record Q1 Profit of JPY 294.1 Billion artwork

Mitsui & Co., Ltd. (MITSY) Announced Q1 2027 Earnings on August 4, 2026, Reporting Record Q1 Profit of JPY 294.1 Billion
Mitsui & Co. Ltd. (MITSY)
• 20:03 •Ep 232 •The Earnings Debate •▶ Play on Apple
Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record" artwork

Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record"
Apple Inc. (AAPL)
• 11:30 •Ep 234 •The Earnings Debate •▶ Play on Apple
ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion" artwork

ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion"
ServiceNow Inc. (NOW)
• 20:07 •Ep 238 •The Earnings Debate •▶ Play on Apple
Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion" artwork

Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion"
Alphabet Inc. (GOOGL)
• 19:35 •Ep 239 •The Earnings Debate •▶ Play on Apple
Amazon.com, Inc. (AMZN) Announced Q2 2026 Earnings on July 30, 2026, Reporting $200.6 billion in revenue for the quarter. artwork

Amazon.com, Inc. (AMZN) Announced Q2 2026 Earnings on July 30, 2026, Reporting $200.6 billion in revenue for the quarter.
Amazon.com Inc. (AMZN)
• 22:17 •Ep 233 •The Earnings Debate •▶ Play on Apple
Spotify Technology S.A. (SPOT) Announced Q2 2026 Earnings on August 4, 2026, Reporting "Total revenue was EUR 4.8 billion" artwork

Spotify Technology S.A. (SPOT) Announced Q2 2026 Earnings on August 4, 2026, Reporting "Total revenue was EUR 4.8 billion"
Spotify Technology S.A. (SPOT)
• 19:08 •Ep 231 •The Earnings Debate •▶ Play on Apple
Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter artwork

Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter
Tesla Inc. (TSLA)
• 18:15 •Ep 237 •The Earnings Debate •▶ Play on Apple
Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter. artwork

Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter.
Coupang Inc. (CPNG)
• 19:29 •Ep 230 •The Earnings Debate •▶ Play on Apple
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)
• 22:17 •Ep 229 •The Earnings Debate •▶ Play on Apple
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)
• 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)
• 21:15 •Ep 228 •The Earnings Debate •▶ Play on Apple
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)
• 19:49 •Ep 226 •The Earnings Debate •▶ Play on Apple
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)
• 15:56 •Ep 225 •The Earnings Debate •▶ Play on Apple
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)
• 20:32 •Ep 223 •The Earnings Debate •▶ Play on Apple