Podcast Episodes
Back to SearchAkamai (AKAM) Q2 2026 Earnings: It Beat The Bar And Fell 6.8%
Akamai Technologies, Inc. (AKAM) Q2 2026 — Q2 2026 (ended June 30): revenue $1,099.7M +5.4% (bar $1,091M, a beat); non-GAAP EPS $1.59 vs a $1.57 bar …
1 week, 5 days ago
Instacart (CART) Q2 2026 Earnings: It Missed EPS 17% And Rose 11%
Maplebear Inc. (Instacart) (CART) Q2 2026 — Q2 2026 (ended June 30): GTV $10,351M +14%, revenue $1,043M +14% (bar $1,026M), adjusted EBITDA $313M +19…
1 week, 5 days ago
Oklo (OKLO) Q2 2026 Earnings: The First Revenue Oklo Didn’t Earn
Oklo Inc. (OKLO) Q2 2026 — Q2 2026 (ended June 30): revenue $1.21M - the first in company history - vs an estimate near $84K, but the 10-Q splits it …
1 week, 6 days ago
Devon Energy (DVN) Q2 2026 Earnings: The $1.4B Revenue Beat That Wasn’t
Devon Energy (DVN) Q2 2026 — Q2 2026 (ended June 30): total revenues $7,417M vs a $6,010M estimate - a $1,407M 'beat' that is $5,106M of wellhead oil…
1 week, 6 days ago
Charles River (CRL) Q2 2026 Earnings: The $0.25 Beat Was Really $0.01
Charles River Laboratories (CRL) Q2 2026 — Q2 2026 (quarter ended June 27, 2026): revenue $1,004.1M vs $1,032.1M, DOWN 2.7% reported but UP 0.1% orga…
1 week, 6 days ago
Keurig Dr Pepper (KDP) Q2 2026 Earnings: Sales +75.6%, And Why We Still Say Buy
Keurig Dr Pepper (KDP) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $7,309M vs $4,163M, up 75.6% (constant currency +74.6%); excluding …
1 week, 6 days ago
Roivant Sciences (ROIV): Q1 FY2026 Loss Narrows 21% - And Why We Say Sell
Roivant Sciences (ROIV) Q1 FY2026 — Q1 FY2026 (quarter ended June 30, 2026): net loss per share $(0.26) vs $(0.33), a 21% improvement. Revenue was $1…
1 week, 6 days ago
Iron Mountain (IRM): Record Q2 2026, Raised Guidance - And Why We Say Sell
Iron Mountain (IRM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2,029.1M vs $1,711.9M, +18.5% reported, +17.6% constant-currency and +1…
1 week, 6 days ago
Becton Dickinson (BDX): The Miss That Wasn’t - And The Beat That Also Wasn’t
Becton Dickinson (BDX) Q3 FY2026 — Q3 FY2026 (quarter ended June 30, 2026): revenue $4,983M vs $4,726M, +5.4% reported and +4.4% currency-neutral, ag…
1 week, 6 days ago
Royal Gold (RGLD): The One-Cent Beat That Was Public 15 Days Early
Royal Gold (RGLD) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $450.5M vs $209.6M, up 114.9%, but 1.8% BELOW the $458.85M Street bar. GAA…
1 week, 6 days ago