Podcast Episodes
Back to SearchMotorola Solutions (MSI): The Beat Is Real. The Growth Was Bought.
Motorola Solutions, Inc. (MSI) Q2 2026 — Sales $3,133M UP 13% vs a ~$3,031M bar. Non-GAAP EPS $4.41 UP 24% vs a $3.85 bar - and $0.53 above the TOP o…
2 weeks, 4 days ago
Constellation (CEG): GAAP Earnings Fell 47%. The Business Earned 34% More.
Constellation Energy Corporation (CEG) Q2 2026 — GAAP EPS $1.42, DOWN 47%. Adjusted operating earnings $2.55, UP 33.5% against a ~$2.36 bar. Revenue …
2 weeks, 4 days ago
Howmet (HWM): It Beat The Top Of Its Own Guide. And It’s Past Wall Street’s Target.
Howmet Aerospace Inc. (HWM) Q2 2026 — Revenue $2,547M UP 24% (21% organic). Adjusted EPS $1.33 vs a $1.24 bar, UP 46%. Adjusted EBITDA $817M, a 32.1%…
2 weeks, 4 days ago
Datadog (DDOG): It Beat On Everything. The Stock Fell 17%.
Datadog, Inc. (DDOG) Q2 2026 — Revenue $1,121.5M UP 35.6% and ACCELERATING from 32.2%. Non-GAAP EPS $0.65 vs a ~$0.583 bar. Non-GAAP operating margin…
2 weeks, 4 days ago
eBay (EBAY): Volume Up 15%. Buyers Up 1.5%.
eBay Inc. (EBAY) Q2 2026 — Revenue $3,134M UP 15% vs a $3.02B bar. GMV $22,398M UP 15%. Non-GAAP EPS $1.60 vs $1.50 - a real beat against a RISING ba…
2 weeks, 5 days ago
IonQ (IONQ): A $5.08 Loss That Isn’t A Loss.
IonQ, Inc. (IONQ) Q2 2026 — Revenue $80.1M UP 287%, 20% above IonQ's own guided midpoint. GAAP EPS -$5.08 vs a -$0.56 bar - but ADJUSTED EPS was -$0.…
2 weeks, 5 days ago
DoorDash (DASH): EBITDA Up 40%. Operating Income Fell.
DoorDash, Inc. (DASH) Q2 2026 — Marketplace GOV $33,078M UP 36%. Revenue $4,454M UP 36% vs a $4.35B bar. Adjusted EBITDA $914M UP 40% vs $842M - and …
2 weeks, 5 days ago
Revolution Medicines (RVMD): The $151M Miss Was The Stock Going Up
Revolution Medicines, Inc. (RVMD) Q2 2026 — R&D $394.9M UP 76%. G&A $110.2M UP 172%. Net loss $644.4M. Loss per share $3.06 vs a $2.04 bar. Cash $3.9…
2 weeks, 5 days ago
Expedia (EXPE): B2B Grew 23%. It Kept 13 Cents Of It.
Expedia Group, Inc. (EXPE) Q2 2026 — Gross bookings $33,928M UP 12%. Revenue $4,315M UP 14%. Adjusted EBITDA $1,119M UP 23% with 196bps of margin exp…
2 weeks, 5 days ago
McKesson (MCK): 20% EPS Growth. A Third Of It Was Bought.
McKesson Corporation (MCK) Q1 FY2027 — Revenue $105,380M UP 8%. Adjusted EPS $9.93 UP 20%, beating the $9.56 bar by $0.37 - the fourth straight beat …
2 weeks, 5 days ago