The Earnings Debate
We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs. On the beat so you don't miss a beat.
21 Episodes
Walmart Inc. (WMT)
Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"
Deere & Company (DE)
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
Palo Alto Networks (PANW)
Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion
Garmin Ltd. (GRMN)
Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion
Medtronic (MDT)
Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion
Enbridge Inc (ENBHF)
Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results'
Cameco Corporation (CCJ)
Cameco Corporation (CCJ) Announced Q4 2025 Earnings on February 13 2026, Reporting Annual Revenue of about CAD 3.5 Billion
Moderna (MRNA)
Moderna (MRNA) Announced Q4 2025 Earnings on Feb 13 2026, Reporting "Total Revenue was $700 Million"
Airbnb (ABNB)
Airbnb (ABNB) Announced Q4 2025 Earnings on February 12 2026, Reporting Revenue of $2.8 Billion
Rivian Automotive, Inc. (RIVN)
Rivian Automotive, Inc. (RIVN) Announced Q4 2025 Earnings on February 12 2026, Reporting Consolidated Revenues were approximately $1.3 Billion
Coinbase (COIN)
Coinbase (COIN) Announced Q4 2025 Earnings on Feb 11 2026, Reporting '2025 Total Revenue of $7.2 Billion
Expedia Group (EXPE)
Expedia Group (EXPE) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Revenue of $3.5 Billion
Pinterest (PINS)
Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B
Crocs Inc. (CROX)
Crocs Inc. (CROX) Announced Q4 2025 Earnings on February 2026, Reporting Revenue of $958 Million
Albemarle Corporation (ALB)
Albemarle Corporation (ALB) Announced Q4 2025 Earnings, Reporting Net Sales of $1.4 Billion
HubSpot (HUBS)
HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion
Birkenstock (BIRK)
Birkenstock (BIRK) Announced Q1 2026 Earnings on February 12, 2026, Reporting Revenues of €402 Million
Shopify (SHOP)
Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI
ServiceNow (NOW)
ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check
Datadog (DDOG)