Podcast Episodes
Back to SearchFigma (FIG): A Beat, A Raise - And The Stock Fell 15%
Figma, Inc. (FIG) Q2 2026 — Q2 revenue $370.1M, up 48.2% YoY and above the top of the $348-350M guide. Non-GAAP EPS $0.08 vs a ~$0.04 bar - but GAAP …
2 weeks, 4 days ago
SiTime (SITM): Revenue +127%, Stock +27% - And We Still Say HOLD
SiTime Corporation (SITM) Q2 2026 — Q2 revenue $157.4M vs $146.5M est, up 127% YoY and 38.6% sequentially - above the top of the $140-150M guide. Non…
2 weeks, 4 days ago
Etsy (ETSY): A $1.11 Earnings Miss That Never Happened - And A $2B Buyback
Etsy, Inc. (ETSY) Q2 2026 — Q2 GAAP diluted EPS $(0.36) vs a ~$0.75 bar - while revenue BEAT at $668.3M vs $646.1M est. Continuing-operations diluted…
2 weeks, 4 days ago
Talen Energy (TLN): The $5.21 Miss That Never Happened. And A Guidance Raise.
Talen Energy Corporation (TLN) Q2 2026 — Q2 GAAP EPS $(2.00) vs a $3.21 bar; revenue $747M vs $832.8M est - but revenue INCLUDES a $(212)M non-cash d…
2 weeks, 4 days ago
Pfizer (PFE): The Beat Was A Decline. And $3.8 Billion Of Pipeline Went To Zero.
Pfizer Inc. (PFE) Q2 2026 — Q2 revenue $15,034M UP 3% reported but just 1% operationally, against a $14.55B Street bar. Adjusted EPS $0.77 beat a $0.…
2 weeks, 4 days ago
Fox (FOXA): The Best Year It Ever Printed. The Market Only Sees The Roku Deal.
Fox Corporation (FOXA) Q4 FY2026 — Q4 revenue $4,212M UP 28% vs a $3,643M Street bar. Advertising $1,916M UP 78% on the FIFA Men's World Cup. Adjuste…
2 weeks, 4 days ago
MACOM (MTSI): The Print Beat By Five Cents. The Guide Beat By Fifty-One.
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 FY2026 — Revenue $342.2M UP 35.8% and UP 18.4% sequentially - above the Street AND above MACOM's …
2 weeks, 4 days ago
Insmed (INSM): The Revenue Beat Is Real. The Earnings Beat Is The Share Price.
Insmed Incorporated (INSM) Q2 2026 — Revenue $425.5M UP 296% vs a ~$393M bar. BRINSUPRI $309.2M in launch quarter four, UP 49% sequentially. GAAP EPS…
2 weeks, 4 days ago
Warner Bros. Discovery (WBD): A $31 Deal And A $26 Stock
Warner Bros. Discovery, Inc. (WBD) Q2 2026 — Revenue $8,717M DOWN 12% ex-FX. Adjusted EBITDA $1,879M DOWN 6% ex-FX. Free cash flow $572M after ~$350M…
2 weeks, 4 days ago
Block (XYZ): It Beat, It Raised, And It Fell 5%
Block, Inc. (XYZ) Q2 2026 — Gross profit $3,166M UP 25% vs its own $3.04B guide. Adjusted EPS $1.02 UP 65% vs an $0.871 bar. GAAP EPS $0.15 DOWN 83%.…
2 weeks, 4 days ago