Podcast Episodes
Back to SearchTeraWulf (WULF): A $19 Billion Anthropic Lease. The Stock Fell Anyway.
TeraWulf Inc. (WULF) Q2 2026 — Revenue $44.8M, DOWN 6.0% YoY, against a $46.0M FactSet bar. HPC lease revenue $31.9M - 71% of the top line, up from Z…
2 weeks, 6 days ago
Shopify (SHOP): A 4% Beat Moved The Stock 17%. It Was The Guide.
Shopify Inc. (SHOP) Q2 2026 — Revenue $3,583M, UP 33.7% YoY, against a ~$3.45B bar. GMV $115.6B, up 31.6%. Operating income $488M, up 67.7%, margin 1…
2 weeks, 6 days ago
United Therapeutics (UTHR): $7.27 Beat Consensus. Operating Income Fell 9%.
United Therapeutics Corporation (UTHR) Q2 2026 — Revenue $783.3M, DOWN 1.9% YoY (it beat a $765.9M bar). Operating income fell 9.2% to $330.8M, margi…
2 weeks, 6 days ago
Flutter (FLUT): FanDuel’s Parent Reported 49 Cents. It Lost $1.57.
Flutter Entertainment plc (FLUT) Q2 2026 — Revenue $4,326M, up 3.3% and a small beat. But group adjusted EBITDA fell 45% to $508M, the US segment fel…
2 weeks, 6 days ago
Eli Lilly (LLY): They Called It A 39% Beat. Both Numbers Were Wrong.
Eli Lilly and Company (LLY) Q2 2026 — Revenue $22,974M vs ~$20,490M expected, up 48% YoY - a $2.5B beat. Non-GAAP EPS $8.38 vs a REAL consensus near …
2 weeks, 6 days ago
Kraft Heinz (KHC): A 3-Cent Beat, An 18.8% Earnings Drop, And A $7.4B Write-Off
The Kraft Heinz Company (KHC) Q2 2026 — Adjusted EPS $0.56 beat the $0.53 estimate - and fell 18.8% from $0.69. GAAP EPS was -$4.60 on a $5.46B net l…
2 weeks, 6 days ago
GlobalFoundries (GFS): Adjusted EPS Beat, Reported EPS -27% - And Free Cash Flow Of Minus $3M
GLOBALFOUNDRIES Inc. (GFS) Q2 2026 — Non-IFRS EPS $0.46 vs a consensus near $0.43, on revenue of $1,786M, +6%. Both revenue and gross margin beat the…
2 weeks, 6 days ago
Uber (UBER): Bookings +24%, Revenue +12% - And 8 Points Of That Gap Is Accounting
Uber Technologies, Inc. (UBER) Q2 2026 — Gross bookings $58.0B, +24% (+22% cc). Revenue $14.19B, +12% - but Uber's own release says business model ch…
2 weeks, 6 days ago
Arrowhead (ARWR): A 70% Revenue Beat - And Only $2.4M Of It Was Actual Medicine
Arrowhead Pharmaceuticals (ARWR) Q3 FY2026 — Revenue $75,253K vs ~$44,170K expected - a 70% beat, +171% YoY. But the diluted loss was $1.36 vs $1.28 …
2 weeks, 6 days ago
Expeditors (EXPD): Revenue +32%, Net Revenue +21% - And 40 Cents Of It Is A War
Expeditors International of Washington, Inc. (EXPD) Q2 2026 — Diluted EPS $2.03 vs a $1.68 consensus that had been RAISED 5.7% in 60 days. Revenue $3…
2 weeks, 6 days ago