Podcast Episodes
Back to SearchSolventum (SOLV): They Raised The Year By Less Than They Beat The Quarter
Solventum Corporation (SOLV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): sales $2,209M, +2.2% reported and +9.5% organic, ~2.6% ahead of a $2,15…
2 weeks, 4 days ago
Symbotic (SYM): 90.5% Of Revenue Is One Customer
Symbotic Inc. (SYM) Q3 FY2026 — Fiscal Q3 2026 (quarter ended June 27, 2026): revenue $720.8M, up 21.7% and ~0.8% ahead of a $715.0M estimate. Class …
2 weeks, 4 days ago
Microchip (MCHP): A Beat, A Big Raise - And Still A Third Below Its Peak
Microchip Technology Incorporated (MCHP) Q1 FY2027 — Fiscal Q1 2027 (the June quarter) net sales $1,484.7M, +38.0% YoY and +13.2% sequential, above t…
2 weeks, 4 days ago
Occidental (OXY): A 31% Beat - And It Was $11.54 Of Oil
Occidental Petroleum Corporation (OXY) Q2 2026 — Q2 adjusted EPS from continuing operations $2.40 vs a $1.83 bar - a 31.1% beat. GAAP reported EPS wa…
2 weeks, 4 days ago
DraftKings (DKNG): Handle +15%, Revenue -5% - The $251M Hold-Rate Gap
DraftKings Inc. (DKNG) Q2 2026 — Q2 revenue $1,443.2M, -4.6% YoY, vs a $1,512.0M consensus - a 4.5% MISS. Adjusted EPS $0.09 vs a $0.02 non-GAAP bar …
2 weeks, 4 days ago
Monster Beverage (MNST): Sales +20.2% - But Every Case Sold For LESS
Monster Beverage Corporation (MNST) Q2 2026 — Net sales $2,537.5M, +20.2%, vs a ~$2.43B bar. Adjusted EPS $0.60 vs $0.58 (GAAP $0.59) - a beat on BOT…
2 weeks, 4 days ago
Natera (NTRA): A 13.6% Revenue Beat - And That Is The Base Rate
Natera, Inc. (NTRA) Q2 2026 — Q2 revenue $752.8M, +37.7% YoY, vs a $662.6M consensus - a 13.6% beat. GAAP EPS $(0.47) vs a $(0.51) bar. Gross margin …
2 weeks, 4 days ago
The Trade Desk (TTD): They Missed Their Own Floor - And Guided To A Decline
The Trade Desk, Inc. (TTD) Q2 2026 — Q2 revenue $715.1M, +3.0% YoY, vs a $752.6M consensus - and 4.7% BELOW the 'at least $750M' floor management gui…
2 weeks, 4 days ago
Airbnb (ABNB): The 12-Cent Beat Was $77M Of Last Year’s Tax
Airbnb, Inc. (ABNB) Q2 2026 — Q2 revenue $3,608M, +16.5% (+13% ex-FX), vs a $3,580M consensus - and $8M above the TOP of Airbnb's own May guide of $3…
2 weeks, 4 days ago
Duke Energy (DUK): A 10% Beat - And The Stock Moved One Cent
Duke Energy Corporation (DUK) Q2 2026 — Q2 adjusted EPS $1.43 vs a $1.30 bar - a 10.0% beat - and up 14.4% YoY. GAAP reported EPS $1.38; the bridge i…
2 weeks, 4 days ago