Shows
Episodes
Companies
Topics
All Episodes
274 episodes across all shows
The Earnings Debate
Business Tech Radar
Inside the Business
The Company Spotlight
Showing 50 of 274 episodes
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"
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"
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."
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"
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"
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"
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
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%"
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".
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"
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
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"
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"
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".
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 "
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"
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"
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".
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%."
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".
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"
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%"
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".
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"
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".
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"
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"
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
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"
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"
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".
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."
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".
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"
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%".
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"
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".
AECOM (ACM)
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"
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
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".
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.
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"
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
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"
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".
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"
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".
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
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
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.
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"
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"
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.
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.
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.
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"
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
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"
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
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".
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.
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"
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".
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
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%
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".
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".
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."
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".
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
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".
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.
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".
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
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"
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
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"
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".
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".
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
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".
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".
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.
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
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"
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
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".
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.
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.
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".
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%."
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"
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%."
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".
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".
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.
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".
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%".
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
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".
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"
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".
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"
Visa Inc. (V)
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".
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"
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".
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.
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%"
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."
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".
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."
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%".
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.
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".
Bank OZK (OZK)
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.
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%".
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".
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"
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"
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".
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.
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".
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%
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%".
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%".
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".
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%".
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".
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"
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%"
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".
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."
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".
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."
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".
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".
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".
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."
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
AECOM (ACM)
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 ...
AECOM (ACM)
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
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
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
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
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
Yelp (YELP)
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
Yelp (YELP)
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.
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."
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.
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
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".
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".
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".
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"
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Intel (INTC)
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
Intel (INTC)
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
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
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
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
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
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
Amgen (AMGN)
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
Amgen (AMGN)
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
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
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.
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
AMD (AMD)
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
AMD (AMD)
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
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
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".
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
Okta (OKTA)
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"
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
Okta (OKTA)
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
Amazon (AMZN)
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
Amazon (AMZN)
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"
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"
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"
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"
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".
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"
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
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".
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"
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"
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"
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%"
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"
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"
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"
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".
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".
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".
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".
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."
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"....
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"
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".
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"
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%
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.
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""
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".
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".
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"
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".
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".
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
CrowdStrike (CRWD)
Feb 23, 2026
•
31:39
•
Ep 7
•
Inside the Business
•
▶ Play on Apple
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
Target (TGT)
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
PayPal (PYPL)
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
Target (TGT)
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
PayPal (PYPL)
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
NIKE (NKE)
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"
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
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
Netflix (NFLX)
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
Netflix (NFLX)
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
NIKE (NKE)
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
Adobe (ADBE)
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
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
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
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"
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
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"
Tesla (TSLA)
Feb 13, 2026
•
13:55
•
Ep 2
•
The Company Spotlight
•
▶ Play on Apple
Spotlight on Spotify: Building the World’s First "Agentic Media" Platform
Spotify (SPOT)
Feb 13, 2026
•
14:10
•
Ep 1
•
The Company Spotlight
•
▶ Play on Apple
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
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"
Moderna (MRNA)
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
Airbnb (ABNB)
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
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
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
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
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
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
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
HubSpot (HUBS)
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
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
Shopify (SHOP)
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
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"
DataDog Inc (DDOG)
Feb 11, 2026
•
15:07
•
Ep 2
•
The Earnings Debate
•
▶ Play on Apple
Spotify Profits Soar as Ek Steps Down
Spotify Inc (SPOT)
Feb 11, 2026
•
12:42
•
Ep 1
•
The Earnings Debate
•
▶ Play on Apple
Show all 274 episodes