Podcast Episodes

Silvercorp (SVM) earnings: the $49 silver windfall masking grade decay

Silvercorp posted record revenue thanks to near-$50 silver prices, but a confusing headline loss and rising ore dilution suggest the macro environmen…

5 months, 2 weeks ago

Coca-Cola (KO) earnings: The $960M BodyArmor hit vs. the $6B Fairlife bill

Incoming CEO Henrique Braun inherits a messy quarter defined by a massive $960M impairment charge on BodyArmor and "light drizzle" in the consumer ec…

5 months, 2 weeks ago

Cleveland-Cliffs (CLF) earnings: The "disaster" contract they finally killed

Cleveland-Cliffs posted a rare EBITDA loss this quarter, but management insists the red ink was the necessary cost of exiting a "value-destructive" s…

5 months, 3 weeks ago

Becton Dickinson (BDX) earnings: Tariffs vs. the $4B buyback floor

Becton Dickinson (BDX) kicks off its fiscal year with a messy Q1 where aggressive capital allocation battled against a 15% drop in adjusted earnings.…

5 months, 3 weeks ago

Apollo (APO) earnings: The “zero software” bet and a hidden record quarter

GAAP net income plummeted 61% due to insurance accounting noise, masking a record quarter where adjusted earnings actually grew 13% for Apollo Global…

5 months, 3 weeks ago

Onsemi (ON) earnings: Expanding margins with half-empty factories

Onsemi just pulled off a manufacturing magic trick: expanding gross margins while running factories at recession-level utilization rates.

In ~10 minut…

5 months, 3 weeks ago

SAP’s €10B Apology: Q4 2025 earnings - 1.29.2026 (061)

SAP wrote a massive €10 billion check to its investors, but was it a reward or a distraction?

In this episode, Susie and Miro dissect a quarter that …

5 months, 3 weeks ago

The $431M loss the market loved: Under Armour Q3 2026 earnings - 2.6.2026 (060)

How do you explain a 17% stock rally on the same day a company posts a record $431 million net loss? In this episode of Earnings Unscripted, Susie an…

5 months, 3 weeks ago

PAA is officially in "Self-Help" mode: Q4 2025 earnings - 2.6.2026 (059)

Plains All American (PAA) just reported a quarter that feels more like a strategic tightrope walk than a standard earnings update. Revenue missed, ne…

5 months, 3 weeks ago

Why did Newell rally 16% on a loss?: Q4 2025 earnings - 2.6.2026 (058)

Newell Brands (NWL) just posted a $272 million GAAP loss and guided for *negative* earnings in Q1 2026. So naturally, the stock ripped 16% in a singl…

5 months, 3 weeks ago