Episode Details

Johnson & Johnson is officially aiming for the $100 billion revenue club in 2026, but is the growth as solid as it looks?

In this episode, Susie and Miro unpack a Q4 that was equal parts historic and messy. We break down the massive pivot in MedTech—trading steady orthopaedics for high-risk robotics like the new Ottava system—and expose the "53rd week" accounting quirk inflating next year's guidance.

It’s not all victory laps, though. We dig into the darker side of the balance sheet, including a looming $500 million tariff bill and a distinct shift in legal strategy that suggests the Talc saga is moving from settlement talks to "aggressive" litigation.

Is J&J successfully reinventing itself as a high-tech growth machine, or just a giant with an identity crisis? Tune in for the unscripted truth. 🩺🤖