Podcast Episodes
Back to SearchTake-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
HubSpot (HUBS): They Beat Every Line And Fell 19% - The Cut Nobody Did The Math On
HubSpot (HUBS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): non-GAAP EPS $3.26 vs a $3.02 bar (+8%), up 49% y/y; GAAP EPS $0.86 vs -$0.06. Revenu…
2 weeks, 3 days ago
ConocoPhillips (COP): Earnings Up 128% - And The Oil Price That Did It Has Already Left
ConocoPhillips (COP) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted diluted EPS $3.24 vs a ~$2.89 bar (+12%), up 128% y/y; GAAP EPS $3.23.…
2 weeks, 3 days ago
Onto Innovation (ONTO): A Record Quarter - And We Sit 34% Below The Lowest Analyst Target
Onto Innovation Inc. (ONTO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $343.1M, +35.3% y/y vs a $325.3M bar. Non-GAAP diluted EPS $1.93…
2 weeks, 3 days ago
Williams (WMB): The $0.68 Headline Is 26% Air - And We Sit Below Every Analyst
The Williams Companies, Inc. (WMB) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $3,053M, +9.8% y/y vs a tracked $2,828M bar. GAAP diluted…
2 weeks, 3 days ago
TTM Technologies (TTMI): A Record $1B Quarter - And Our Bull Case Is Only 19% Above
TTM Technologies, Inc. (TTMI) Q2 2026 — Q2 2026 (quarter ended June 29, 2026): revenue $1,004.1M, +37.4% y/y - the first billion-dollar quarter in TT…
2 weeks, 3 days ago
EOG Resources (EOG): Beat Both Lines, Fell 6.5% - And Not One Barrel Is Hedged
EOG Resources, Inc. (EOG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $8,620M, +57% y/y and 7.1% above the $8,045M estimate. Adjusted di…
2 weeks, 3 days ago
Texas Pacific Land (TPL): A Record Quarter That Fell 7% - And Our Bull Case Is The Price
Texas Pacific Land Corporation (TPL) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $246.1M, +31.2% y/y but below the $249.5M estimate. GAA…
2 weeks, 4 days ago
ResMed (RMD): The Miss That Never Happened - And The One Number That Worries Us
ResMed Inc. (RMD) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): revenue $1,463.6M, +9% reported and +8% constant currency, just ahead of a $1,…
2 weeks, 4 days ago