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The Earnings Debate
Business Tech Radar
Inside the Business
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Showing 50 of 150 episodes
Netflix, Inc. (NFLX) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue growth of 12% to 14%".
Netflix Inc. (NFLX)
Apr 16, 2026
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16:50
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Ep 80
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The Earnings Debate
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PepsiCo, Inc. (PEP) Announced Q1 2026 Earnings on April 16, 2026, Reporting "organic revenue increase, 2.6%".
PepsiCo Inc. (PEP)
Apr 16, 2026
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21:40
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Ep 78
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The Earnings Debate
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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
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13:13
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Ep 79
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The Earnings Debate
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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
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21:07
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Ep 77
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The Earnings Debate
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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
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12:46
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Ep 76
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The Earnings Debate
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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
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18:16
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Ep 75
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The Earnings Debate
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Wells Fargo & Company (WFC) Announced Q1 2026 Earnings on April 14, 2026, Reporting "revenue increasing 6%"
Wells Fargo & Company (WFC)
Apr 15, 2026
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19:27
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Ep 73
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The Earnings Debate
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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
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13:47
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Ep 72
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The Earnings Debate
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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
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19:40
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Ep 71
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The Earnings Debate
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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
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21:06
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Ep 70
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The Earnings Debate
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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
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15:59
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Ep 69
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The Earnings Debate
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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
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18:06
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Ep 68
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The Earnings Debate
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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
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20:27
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Ep 67
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The Earnings Debate
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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
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12:38
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Ep 66
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The Earnings Debate
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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
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19:26
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Ep 65
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The Earnings Debate
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AECOM Tech Radar: Deploying generative AI to reduce project costs and expand margins
AECOM (ACM)
Mar 20, 2026
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21:02
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Ep 32
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Business Tech Radar
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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
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50:13
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Ep 35
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Inside the Business
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Angi Inc. Tech Radar: Integrating LLMs and agentic AI to accelerate revenue growth
Angi Inc. (ANGI)
Mar 20, 2026
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20:43
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Ep 31
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Business Tech Radar
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Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace
Angi Inc. (ANGI)
Mar 20, 2026
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43:53
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Ep 34
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Inside the Business
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ServiceTitan Tech Radar: Deploying agentic AI to automate workflows and drive contractor profitability
ServiceTitan (TTAN)
Mar 20, 2026
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19:27
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Ep 30
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Business Tech Radar
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Inside ServiceTitan: The Operating System For Trades Automating Contractor Workflows
ServiceTitan (TTAN)
Mar 20, 2026
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39:15
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Ep 33
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Inside the Business
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Yelp Tech Radar: Deploying conversational AI and voice agents to drive revenue growth
Yelp (YELP)
Mar 20, 2026
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20:26
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Ep 29
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Business Tech Radar
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Inside Yelp: Connecting consumers to local services and prioritizing AI-powered answers and actions
Yelp (YELP)
Mar 20, 2026
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42:13
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Ep 32
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Inside the Business
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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
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20:01
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Ep 64
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The Earnings Debate
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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
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21:41
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Ep 63
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The Earnings Debate
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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
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21:11
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Ep 62
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The Earnings Debate
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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
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17:55
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Ep 60
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The Earnings Debate
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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
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16:57
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Ep 61
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The Earnings Debate
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Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion".
Adobe Inc. (ADBE)
Mar 19, 2026
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17:21
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Ep 59
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The Earnings Debate
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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
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23:53
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Ep 58
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The Earnings Debate
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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
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15:39
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Ep 57
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The Earnings Debate
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Zillow Group Tech Radar: Deploying generative AI to digitize transactions and drive revenue growth
Zillow Group Inc. (Z)
Mar 9, 2026
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12:27
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Ep 28
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Business Tech Radar
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Inside Zillow Group: Building a housing super app and integrating real estate transactions
Zillow Group Inc. (Z)
Mar 9, 2026
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33:24
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Ep 31
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Inside the Business
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Inside Block, Inc.: Connecting buyers and sellers while prioritizing autonomous commerce
Block Inc. (SQ)
Mar 9, 2026
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45:42
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Ep 30
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Inside the Business
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Inside Starbucks: Selling Handcrafted Coffee and Expanding Omnichannel Access Globally
Starbucks (SBUX)
Mar 9, 2026
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40:35
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Ep 26
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Inside the Business
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Block, Inc. Tech Radar: Deploying agentic AI tools to automate operations and reduce costs
Block Inc. (SQ)
Mar 9, 2026
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19:19
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Ep 27
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Business Tech Radar
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QUALCOMM Incorporated Tech Radar: Expanding into AI data centers and robotics to drive revenue growth
QUALCOMM Incorporated (QCOM)
Mar 9, 2026
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20:27
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Ep 22
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Business Tech Radar
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Inside QUALCOMM Incorporated: Designing premium chipsets and pivoting toward advanced edge AI and robotics
QUALCOMM Incorporated (QCOM)
Mar 9, 2026
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35:05
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Ep 25
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Inside the Business
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Starbucks Tech Radar Subtitle: Starbucks is deploying AI and order sequencing to accelerate service throughput.
Starbucks (SBUX)
Mar 9, 2026
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13:41
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Ep 23
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Business Tech Radar
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Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO
Microsoft (MSFT)
Mar 8, 2026
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20:08
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Ep 20
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Business Tech Radar
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NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development
NVIDIA Corporation (NVDA)
Mar 8, 2026
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17:46
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Ep 21
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Business Tech Radar
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Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories
NVIDIA Corporation (NVDA)
Mar 8, 2026
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40:09
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Ep 24
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Inside the Business
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Inside Sony Group Corporation: Entertainment and electronics giant expanding recurring gaming and anime revenue
Sony Group Corporation (SONY)
Mar 8, 2026
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42:20
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Ep 27
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Inside the Business
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Molina Healthcare Tech Radar: Integrating dual systems and deploying utilization management to optimize costs
Molina Healthcare Inc. (MOH)
Mar 8, 2026
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18:57
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Ep 19
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Business Tech Radar
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Sony Group Corporation Tech Radar: Deploying generative AI to disrupt game and animation production
Sony Group Corporation (SONY)
Mar 8, 2026
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21:08
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Ep 24
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Business Tech Radar
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Inside T-Mobile: Providing wireless service and focusing on monetizing fallow network capacity
T-Mobile (TMUS)
Mar 8, 2026
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45:56
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Ep 28
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Inside the Business
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T-Mobile Tech Radar: Partnering with OpenAI and NVIDIA to automate customer care and networks
T-Mobile (TMUS)
Mar 8, 2026
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23:11
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Ep 25
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Business Tech Radar
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Wells Fargo Tech Radar: Deploying AI and automation to drive massive efficiency gains
Wells Fargo (WFC)
Mar 8, 2026
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19:27
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Ep 26
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Business Tech Radar
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Inside Wells Fargo: A U.S.-focused bank utilizing its balance sheet for commercial and consumer growth
Wells Fargo (WFC)
Mar 8, 2026
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27:40
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Ep 29
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Inside the Business
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Inside Molina Healthcare: Managing government healthcare while focusing on high-acuity dual populations
Molina Healthcare Inc. (MOH)
Mar 8, 2026
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20:29
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Ep 22
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Inside the Business
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Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO
Microsoft (MSFT)
Mar 8, 2026
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35:38
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Ep 23
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Inside the Business
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The Walt Disney Company Tech Radar: Integrating AI and unifying streaming apps to maximize viewer engagement
The Walt Disney Company (DIS)
Mar 8, 2026
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21:59
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Ep 18
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Business Tech Radar
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Inside The Walt Disney Company: Monetizing entertainment IP across streaming, parks, and cruises
The Walt Disney Company (DIS)
Mar 8, 2026
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21:51
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Ep 21
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Inside the Business
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Inside Gilead Sciences: Leading in virology while diversifying into oncology and inflammation
Gilead Sciences Inc. (GILD)
Mar 7, 2026
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48:38
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Ep 17
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Inside the Business
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Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration
Hewlett Packard Enterprise (HPE)
Mar 7, 2026
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40:32
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Ep 18
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Inside the Business
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Gilead Sciences Tech Radar: Acquiring in vivo cell therapy platforms to reduce costs
Gilead Sciences Inc. (GILD)
Mar 7, 2026
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18:51
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Ep 14
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Business Tech Radar
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DaVita Tech Radar: Investing in AI and revenue operations tech to drive cost efficiencies
DaVita Inc. (DVA)
Mar 7, 2026
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13:19
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Ep 13
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Business Tech Radar
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Inside DaVita: Operating Dialysis Clinics and Advancing Value-Based Kidney Care
DaVita Inc. (DVA)
Mar 7, 2026
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47:46
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Ep 16
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Inside the Business
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Centene Tech Radar: Deploying AI and Agentic capabilities to optimize costs
Centene Corporation (CNC)
Mar 7, 2026
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18:23
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Ep 12
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Business Tech Radar
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Inside Centene: Providing government-sponsored insurance and driving enterprise-wide margin recovery
Centene Corporation (CNC)
Mar 7, 2026
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21:55
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Ep 15
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Inside the Business
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Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue
Intel (INTC)
Mar 7, 2026
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19:56
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Ep 16
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Business Tech Radar
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Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry
Intel (INTC)
Mar 7, 2026
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40:00
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Ep 19
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Inside the Business
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Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth
Intuit Inc. (INTU)
Mar 7, 2026
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18:58
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Ep 17
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Business Tech Radar
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Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services
Intuit Inc. (INTU)
Mar 7, 2026
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41:39
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Ep 20
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Inside the Business
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Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings
Hewlett Packard (HPE)
Mar 7, 2026
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18:56
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Ep 15
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Business Tech Radar
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▶ Play on Apple
Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue
Apple Inc. (AAPL)
Mar 6, 2026
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19:45
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Ep 11
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Business Tech Radar
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Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence
Apple Inc. (AAPL)
Mar 6, 2026
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40:11
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Ep 14
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Inside the Business
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Inside Amgen: A biologics leader driving volume growth through cardiometabolic and rare disease innovation
Amgen (AMGN)
Mar 6, 2026
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29:06
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Ep 13
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Inside the Business
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Amgen Tech Radar: Amgen is deploying artificial intelligence to accelerate therapeutic discovery
Amgen (AMGN)
Mar 6, 2026
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20:22
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Ep 10
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Business Tech Radar
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Inside Albertsons: Operating neighborhood grocery stores and scaling profitability through store-based e-commerce fulfillment
Albertsons (ACI)
Mar 6, 2026
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18:53
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Ep 12
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Inside the Business
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Albertsons Tech Radar: Scaling agentic AI to optimize costs and grow omnichannel revenue
Albertsons (ACI)
Mar 6, 2026
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18:42
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Ep 9
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Business Tech Radar
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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
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21:07
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Ep 56
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The Earnings Debate
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AMD Tech Radar: Building rack-scale AI factories to capture hyperscaler revenue
AMD (AMD)
Mar 6, 2026
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19:47
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Ep 8
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Business Tech Radar
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Inside AMD: Designing high-performance processors and scaling rack-level AI data center solutions
AMD (AMD)
Mar 6, 2026
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29:34
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Ep 11
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Inside the Business
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Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins
Expedia Group (EXPE)
Mar 5, 2026
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20:33
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Ep 7
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Business Tech Radar
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Inside Expedia Group: Operating a global travel marketplace and expanding B2B partnerships
Expedia Group (EXPE)
Mar 5, 2026
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37:19
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Ep 10
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Inside the Business
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Block, Inc. (SQ) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$2.87 billion in gross profit".
Block Inc. (SQ)
Mar 5, 2026
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16:09
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Ep 55
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The Earnings Debate
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Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets
Okta (OKTA)
Mar 5, 2026
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19:56
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Ep 6
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Business Tech Radar
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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
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14:14
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Ep 54
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The Earnings Debate
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Inside Okta: Securing enterprise identity and pioneering the agentic AI future
Okta (OKTA)
Mar 5, 2026
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35:53
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Ep 9
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Inside the Business
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Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue
Amazon (AMZN)
Mar 5, 2026
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22:25
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Ep 5
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Business Tech Radar
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Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure
Amazon (AMZN)
Mar 5, 2026
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19:02
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Ep 8
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Inside the Business
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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
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17:32
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Ep 53
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The Earnings Debate
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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
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15:44
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Ep 52
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The Earnings Debate
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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
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18:00
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Ep 51
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The Earnings Debate
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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
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18:09
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Ep 50
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The Earnings Debate
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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
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18:24
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Ep 49
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The Earnings Debate
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Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue"
Sea Limited (SE)
Mar 3, 2026
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15:19
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Ep 48
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The Earnings Debate
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Target Corporation (TGT) Announced Q4 2026 Earnings on March 3, 2026
Target Corporation (TGT)
Mar 3, 2026
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19:55
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Ep 47
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The Earnings Debate
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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
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19:11
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Ep 46
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The Earnings Debate
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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
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12:18
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Ep 45
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The Earnings Debate
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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
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18:45
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Ep 44
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The Earnings Debate
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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
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10:22
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Ep 43
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The Earnings Debate
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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
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17:43
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Ep 42
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The Earnings Debate
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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
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17:11
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Ep 41
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The Earnings Debate
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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
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17:30
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Ep 40
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The Earnings Debate
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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
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17:29
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Ep 39
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The Earnings Debate
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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
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Ep 38
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The Earnings Debate
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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
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10:46
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Ep 37
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The Earnings Debate
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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
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13:11
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Ep 36
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The Earnings Debate
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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
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15:36
•
Ep 35
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The Earnings Debate
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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
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Ep 34
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The Earnings Debate
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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
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Ep 33
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The Earnings Debate
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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
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9:59
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Ep 32
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The Earnings Debate
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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
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14:26
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Ep 31
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The Earnings Debate
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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
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15:58
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Ep 30
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The Earnings Debate
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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
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10:24
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Ep 29
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The Earnings Debate
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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
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11:59
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Ep 28
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The Earnings Debate
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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
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16:42
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Ep 27
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The Earnings Debate
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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
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Ep 26
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The Earnings Debate
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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
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16:32
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Ep 25
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The Earnings Debate
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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
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10:23
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Ep 24
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The Earnings Debate
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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
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Ep 23
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The Earnings Debate
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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
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14:51
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Ep 22
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The Earnings Debate
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Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce
CrowdStrike (CRWD)
Feb 23, 2026
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31:39
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Ep 7
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Inside the Business
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Inside Datadog: Moving from Observability to Autonomy
Datadog Inc. (DDOG)
Feb 22, 2026
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33:55
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Ep 6
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Inside the Business
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Target Tech Radar: Target is deploying AI to accelerate merchandising and operations
Target (TGT)
Feb 19, 2026
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16:56
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Ep 4
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Business Tech Radar
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PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth
PayPal (PYPL)
Feb 19, 2026
•
17:37
•
Ep 3
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Business Tech Radar
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▶ Play on Apple
Inside Target: An omnichannel retailer focusing on merchandising authority and AI-driven efficiency
Target (TGT)
Feb 19, 2026
•
28:02
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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
•
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Inside NIKE: Creates athletic footwear and apparel and is focusing on a new sport offense
NIKE (NKE)
Feb 19, 2026
•
28:50
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Ep 3
•
Inside the Business
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▶ 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
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13:14
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Ep 21
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The Earnings Debate
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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
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Ep 20
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The Earnings Debate
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▶ 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
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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
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Ep 19
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The Earnings Debate
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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
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Ep 18
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The Earnings Debate
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Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion
Medtronic (MDT)
Feb 18, 2026
•
14:27
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Ep 17
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The Earnings Debate
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Spotlight on ServiceNow: The "AI Control Tower" Playing Offense on "Tippy Toes"
ServiceNow (NOW)
Feb 13, 2026
•
15:18
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Ep 4
•
The Company Spotlight
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Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them
Datadog Inc. (DDOG)
Feb 13, 2026
•
13:24
•
Ep 3
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The Company Spotlight
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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
•
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Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results'
Enbridge Inc (ENBHF)
Feb 13, 2026
•
14:51
•
Ep 16
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The Earnings Debate
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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
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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
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The Earnings Debate
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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
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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
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Ep 12
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The Earnings Debate
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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
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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
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▶ 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
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▶ 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
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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
•
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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
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The Earnings Debate
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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
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Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI
Shopify (SHOP)
Feb 11, 2026
•
24:14
•
Ep 4
•
The Earnings Debate
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▶ 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
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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
•
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Spotify Profits Soar as Ek Steps Down
Spotify Inc (SPOT)
Feb 11, 2026
•
12:42
•
Ep 1
•
The Earnings Debate
•
▶ Play on Apple
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