Podcast Episodes
Back to SearchWorkday (WDAY) Q4-26 earnings: Taxing AI parasites & the $130M founder shakeup
Founder Aneel Bhusri returns as sole CEO in Workday's Q4 2026 print, explicitly pausing margin expansion to fund a massive pivot toward native AI age…
5 months, 1 week ago
MercadoLibre (MELI) Q4-25 earnings: 3M new credit cards & the great margin sacrifice
MercadoLibre just dropped an explosive Q4 2025 top-line beat, but a steep after-hours selloff reveals Wall Street's anxiety over a hidden tax credit …
5 months, 1 week ago
Home Depot (HD) Q4-25 earnings: The 28% roofing collapse & forced repair economy
Home Depot’s Q4 2025 results show a 29% EPS drop on paper, but beneath the accounting noise of massive acquisitions lies a ruthless campaign to crush…
5 months, 1 week ago
Dominion Energy (D) Q4-25 earnings: The $15B AI grid surge & offshore wind's costly error
Dominion Energy’s Q4 2025 results reveal a utility forced to dilute its own shareholders just to fund the massive $15 billion physical infrastructure…
5 months, 1 week ago
Domino's (DPZ) Q4-25 earnings: The zero-pricing strategy & the hidden insurance squeeze
Domino's Q4 FY2025 results prove the pizza giant is trading price hikes for massive order volume, all while fighting off a margin-crushing spike in c…
5 months, 1 week ago
Hims & Hers (HIMS) Q4-25 earnings: The $65M regulatory trap & negative free cash flow
Hims & Hers Health's Q4 2025 results prove the asset-lite digital darling is suddenly spending heavy, plunging its once-stellar free cash flow straig…
5 months, 1 week ago
Deere & Company (DE) Q1-26 earnings: Eating $600M in tariffs & the AI earthmover boom
Deere & Company's Q1 2026 earnings reveal a calculated sacrifice, absorbing a massive tariff hit to protect farmers while data center builds unexpect…
5 months, 1 week ago
PPL Corporation (PPL) Q4-25 earnings: The 25GW AI power boom & the zeroed-out JV
PPL Corporation's Q4 2025 results mask a massive 25-gigawatt AI data center pipeline and a brilliantly conservative $23 billion capital plan that com…
5 months, 1 week ago
Opendoor (OPEN) Q4-25 earnings: A $1B paper bomb & the ruthless SaaS slaughterhouse
Opendoor's Q4 2025 results look like an accounting disaster on the surface, but underneath a billion-dollar paper loss is a ruthless, rapid-fire pivo…
5 months, 1 week ago
Etsy (ETSY) Q4-25 earnings: The $1.2B Depop reset & the end of the US hangover
Etsy is unwinding its pandemic-era empire by selling Depop for $1.2 billion in Q4 2025, betting that shrinking the business is the only way to save i…
5 months, 1 week ago