Podcast Episodes

Lululemon, September 5th 2025

Season 1 Episode 5

Lululemon just shocked Wall Street: the stock plunged 16–17% in a single day—even after beating earnings. In this 3-minute episode of Implied, we unp…

1 year, 1 month ago

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Figma, September 4th 2025

Season 1 Episode 3

Figma just delivered a strong debut as a public company: 41% revenue growth, rare net income, healthy cash flow, and over $1.6B in the bank. So why d…

1 year, 1 month ago

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Salesforce, September 4th 2025

Season 1 Episode 2

Salesforce just dropped Q2 FY26 earnings—and the headlines only tell half the story. Revenue hit $10.2B, EPS beat expectations, and AI/Data Cloud ARR…

1 year, 1 month ago

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Asana September 4th 2025

Season 1 Episode 1

Asana just crossed 150,000 paying customers worldwide—but the real story is what’s happening beneath the surface. In this sharp 10-minute breakdown, …

1 year, 1 month ago

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