Podcast Episodes
Back to SearchOLLI Stock: EPS Beat Revenue Missed Q1 FY2027
Ollie's Bargain Outlet Holdings Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus compar…
3 weeks, 6 days ago
MDT Stock: +10% Revenue Growth but GLP-1 Still Haunts Diabetes Q4 FY2026
Medtronic Q4 FY2026 earnings deep-dive — conversational walkthrough of the strongest annual top-line growth in a decade, the GLP-1 diabetes overhang,…
3 weeks, 6 days ago
THO Stock: Revenue BEAT But EPS Guide CUT Q3 FY2026
Thor Industries, Inc. Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE …
3 weeks, 6 days ago
M Stock: Macy’s EPS Crushed 6.5x - Turnaround Real or Sugar-High? Q1 FY2026
Macys Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 …
3 weeks, 6 days ago
ADBE Stock: Down 38% From High — AI Threat or Hidden Value? Q1 FY2026
Adobe Inc. Q1 FY2026 earnings deep-dive — a clean beat (+12% revenue, +11% EPS) but the stock is down 38% from its 52-week high on AI disruption fear…
4 weeks ago
BWLP Stock: $55.5K/Day TCE Rate, Q2 Guidance at $81K Q1 2026
BW LPG Limited Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOL…
4 weeks ago
MOMO Stock: EPS Crushed Estimates +16% — Is the Cheapest China App Worth Owning? Q1 2026
Hello Group Inc. Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: H…
4 weeks ago
GTLB Stock: +23% Revenue Growth & Duo AI Monetization Q1 FY2027
GitLab Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5…
4 weeks ago
ULTA Stock: Beauty Bounced Back — Rev +11%, EPS +15.8% Q1 FY2026
Ulta Beauty Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD…
4 weeks ago
PANW Stock: Revenue +31% as NGS ARR Hits $8.1B Q3 FY2026
Palo Alto Networks Q3 FY2026 earnings deep-dive — conversational walkthrough of the first $3B quarter, NGS ARR breakout, and the GAAP vs non-GAAP sto…
4 weeks ago