Podcast Episodes

Waste Management's "Harvest Year": Q4 2025 earnings - 1.29.2026 (037)

Waste Management just promised a massive cash windfall, but the market… shrugged? 📉 On this episode of Earnings Unscripted, Susie and Miro dig into a…

6 months ago

Apple breaks the China curse: Q1 2026 earnings - 1.29.2026 (036)

Apple just dropped a monster quarter with $143.8B in revenue, but the real story isn't the cash pile—it's the strategic plot twist. After months of b…

6 months ago

Thermo Fisher running up the down escalator: Q4 2025 earnings - 1.29.2026 (035)

Is the "biotech winter" finally over? Thermo Fisher Scientific (TMO) just delivered a quarter that suggests the ice is cracking, posting high single-…

6 months ago

Comcast’s "Everyday Pricing" gamble: Q4 2025 earnings - 1.29.2026 (034)

Comcast’s fourth quarter was a messy paradox. Revenue is up and the stock rallied nearly 6% intraday, yet profits tanked 35% and residential broadban…

6 months ago

Caterpillar is now a DATA CENTER stock: Q4 2025 earnings - 1.29.2026 (033)

Is the world’s biggest tractor company actually an AI infrastructure play in disguise? In this episode, Susie and Miro dig into Caterpillar’s chaotic…

6 months ago

Lockheed Martin - "Department of War" wants VOLUME: Q4 2025 earnings - 1.29.2026 (032)

Is Lockheed Martin still a defense contractor, or is it becoming a regulated utility with stealth fighters? In this episode, Susie and Miro break dow…

6 months ago

Canadian Pacific KC is choosing VIOLENCE: Q4 2025 earnings - 1.28.2026 (031)

Railroads are supposed to be the boring, steady heartbeat of the economy. But CPKC CEO Keith Creel apparently woke up today and chose violence, accus…

6 months ago

Starbucks bought back the traffic: Q1 2026 earnings - 1.28.2026 (030)

The "Third Place" is officially back-or at least, the customers are. For the first time in two years, Starbucks posted positive traffic growth in the…

6 months ago

Microsoft just spent $37 BILLION: Q2 2026 earnings - 1.28.2026 (029)

Microsoft just reported Q2 2026 numbers, and the market’s reaction was chilly 🥶.

Despite a headline beat on earnings and revenue crossing $81 billion,…

6 months ago

Meta's shock & awe quarter: Q4 2025 earnings - 1.28.2026 (028)

Meta just dropped a $135 billion bombshell-and somehow, the stock went vertical.

In this episode, Susie and Miro dissect a Q4 report that looks less …

6 months ago