Podcast Episodes
Back to SearchThe $180 Billion Bet: Alphabet Q4 2025 earnings - 2.4.2026 (047)
Google just dropped a bombshell, and it comes with a $180 billion price tag. In this episode, Susie and Miro unpack Alphabet’s Q4 2025 numbers, where…
5 months, 3 weeks ago
Is the "Pay with PayPal" button dying?: Q4 2025 earnings - 2.3.2026 (046)
On paper, PayPal beat earnings estimates. In reality, the stock just suffered a brutal sell-off, closing near session lows. Why the disconnect? In th…
5 months, 3 weeks ago
AMD’s "Opportunistic Geometry": Q4 2025 earnings - 2.3.2026 (045)
AMD just dropped their Q4 2025 numbers, and if you only read the headlines, you might be scratching your head at the sell-off. On paper, it looks lik…
5 months, 3 weeks ago
The "Rich Man's" Burrito: Chipotle Q4 2025 earnings - 2.3.2026 (044)
Is the Chipotle growth story finally hitting a wall? On this episode of Earnings Unscripted, Susie and Miro dig into a Q4 report that served up some …
5 months, 3 weeks ago
Mickey Meets AI (and a $2B Tax Bill): Q1 2026 earnings - 2.2.2026 (043)
Disney’s Q1 2026 earnings felt less like a victory lap and more like a rollercoaster ride where the safety bar might be loose. In this episode, Susie…
5 months, 4 weeks ago
Palantir Breaks Physics: Q4 2025 earnings - 2.02.2026 (042)
In this episode of Earnings Unscripted, Susie and Miro look at Palantir's Q4 2025 results, and frankly, the numbers look like science fiction. With r…
5 months, 4 weeks ago
Exxon is a DINOSAUR with a JETPACK: Q4 2025 earnings - 1.30.2026 (041)
ExxonMobil just dropped a quarter that looks confusing on the surface: revenue and earnings are down, but production just hit a 40-year high of 5.0 m…
6 months ago
Colgate-Palmolive's red flag for US economy: Q4 2025 earnings - 1.30.2026 (040)
Colgate-Palmolive is typically the ultimate "sleep well at night" stock, but Q4 revealed some bizarre cracks in the global economy. While the headlin…
6 months ago
Firing humans to serve robots: Master Card Q4 2025 earnings - 1.29.2026 (039)
On the surface, Mastercard’s Q4 looks like a standard victory lap: a revenue beat, an EPS beat, and a stock chart that recovered from an ugly open to…
6 months ago
Visa's "Financial Alchemy" & The Rise of Agentic Commerce: Q1 2026 earnings - 1.29.2026 (038)
Visa just posted a double-digit earnings beat with operating margins hitting nearly 62%, yet the stock sold off sharply after hours. Why? 📉 In this e…
6 months ago