Podcast Episodes
Back to SearchPaycom (PAYC): A 50-Cent Beat - And 52 Cents Of It Was The Buyback
Paycom (PAYC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $531.2M vs $483.6M, +9.8%, against a ~$513.1M Street bar. Recurring and other …
2 weeks, 3 days ago
Sempra (SRE): A 9-Cent Beat - And 8 Cents Of It Was Last Quarter’s Money
Sempra (SRE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP earnings $796M / $1.21 diluted EPS vs $461M / $0.71. Adjusted earnings $762M / $1.…
2 weeks, 3 days ago
Novo Nordisk (NVO): A 23% Beat, A Raised Guide - And The Stock Still Fell
Novo Nordisk A/S (NVO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026), reported in Danish kroner: adjusted net sales DKK 78,488M, +7% at constant cu…
2 weeks, 3 days ago
Insulet (PODD): A Beat, A One-Point Guidance Cut - And The Stock Fell 20%
Insulet Corporation (PODD) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $801.7M +23.5% (+22.7% constant currency), which cleared the TOP …
2 weeks, 3 days ago
Elanco (ELAN): A 26% Beat, A Third Straight Raise - And The Stock Fell 17%
Elanco Animal Health (ELAN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,368M +10% (+8% organic constant currency), adjusted EPS $0.34…
2 weeks, 3 days ago
W.W. Grainger (GWW): Beat And Raised - And The Stock Fell 5% On A Tariff Refund
W.W. Grainger (GWW) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $5,021M +10.3% (+13.7% daily organic constant currency), diluted EPS $…
2 weeks, 3 days ago
Albemarle (ALB): 86% Of The Q2 Beat Was The Lithium Price - Not Operations
Albemarle Corporation (ALB) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $1,743.3M, +31.1% y/y, vs a $1,606.9M bar (+8.5%). Adjusted di…
2 weeks, 3 days ago
Nova (NVMI): The 14% EPS ”Beat” Was One Currency Line - Cash Flow FELL 29%
Nova Ltd (NVMI) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $254.958M, +15.9% y/y, the TOP of the $245-255M guide. Non-GAAP diluted EPS …
2 weeks, 3 days ago
Take-Two (TTWO): The 13% Revenue ”Beat” Was The Wrong Metric - Net Bookings FELL 3%
Take-Two Interactive Software (TTWO) Q1 FY2027 — Q1 FY2027 (quarter ended June 30, 2026): net bookings $1,385.9M, DOWN 2.6% y/y, above the $1,320-1,3…
2 weeks, 3 days ago
Applied Optoelectronics (AAOI): Revenue +86% - And The Only Profit Was A Tax Add-Back
Applied Optoelectronics (AAOI) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $191.9M, +86.4% y/y and +27.0% sequentially, a fifth straight…
2 weeks, 3 days ago