Podcast Episodes

Block (SQ) Q4-25 earnings: The AI workforce purge & monetizing shadow credit scores

Block's Q4 2025 results sparked a massive 23% stock surge as the company leans on proprietary AI to slash its workforce and quietly pivots Cash App i…

5 months ago

Warner Bros. Discovery (WBD) Q4-25 earnings: The data blackout & the PSKY bidding war

Warner Bros. Discovery is pulling the curtain on streaming metrics as it preps for a massive corporate split and a potential bidding war between Netf…

5 months ago

Paramount Skydance (PSKY) Q4-25 earnings: Exiting 5M subscribers to chase a WBD mega-merger

Paramount Skydance (PSKY) is aggressively pruning its subscriber base while preparing for a massive acquisition of Warner Bros. Discovery in a high-s…

5 months ago

Zoom (ZM) Q4-26 earnings: The $532M Anthropic windfall masks a $75M data center bill

Zoom hits its $5 billion revenue milestone, but the headline GAAP earnings surge is driven almost entirely by a massive $532 million paper gain from …

5 months ago

Snowflake (SNOW) Q4-26 earnings: The $400M megadeal & throttling AI to save client budgets

Snowflake lands the largest contract in company history as backlog nears $10B, but a $600M acquisition and aggressive AI scaling are putting fresh pr…

5 months ago

Salesforce (CRM) Q4-26 earnings: The $50B buyback pivot & the death of per-seat pricing

Salesforce's Q4 2026 quarter reveals a massive financial engineering pivot as the tech giant borrows $6B to fund an unprecedented $50B stock buyback …

5 months ago

NVIDIA (NVDA) Q4-26 earnings: The $11B data center surge & the end of pro-forma AI

NVIDIA just printed a massive $68.1B quarter while unilaterally blowing up Big Tech's favorite accounting trick.

In ~10 minutes:

• Why an $11B QoQ data…

5 months ago

Axon (AXON) Q4-25 earnings: $14.4B in backlog & surviving the SaaSpocalypse

Axon's Q4 2025 results pair a massive $14.4 billion future contract backlog with widening GAAP operating losses driven by stealth layoffs.

In ~10 minu…

5 months, 1 week ago

First Solar (FSLR) Q4-25 earnings: The EPS blackout & a $150M idle factory strategy

First Solar’s Q4 2025 delivered a fortress balance sheet, but management's refusal to issue next year's EPS guidance triggered an aggressive 13% afte…

5 months, 1 week ago

Elanco (ELAN) Q4-25 earnings: Phantom debt, the $202M cleanup & the vet bill squeeze

Despite a massive $276M net loss, Elanco’s Q4 2025 earnings sent the stock surging 9% as the market priced in record innovation revenues over a legac…

5 months, 1 week ago