Podcast Episodes
Back to SearchDropbox (DBX) Q2 2026 Earnings: Free Cash Flow Fell 9%, The Headline Said +25%
Dropbox (DBX) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $631.5M vs a $626.7M bar - a beat, up 0.9% y/y. Non-GAAP diluted EPS $0.75 vs …
2 months, 2 weeks ago
Rigetti (RGTI) Q2 2026 Earnings: Government Was 92% Of Revenue, Now It Is 18%
Rigetti Computing (RGTI) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $5.138M vs a $5.087M bar - a beat, UP 185% y/y. Gross margin 42.6% …
2 months, 2 weeks ago
Clorox (CLX) Q4 FY2026 Earnings: The Guide Is A Lap, Not A Recovery
The Clorox Company (CLX) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $1.948B vs a $1.915B Street bar - a beat - but DOWN 2% y/y wi…
2 months, 2 weeks ago
Cognex (CGNX) Q2 2026 Earnings: A Record Quarter, And Six Days Of Calendar
Cognex Corporation (CGNX) Q2 2026 — Q2 2026 (13 weeks ended July 5, 2026): record revenue $291.263M, +16.9% y/y, the midpoint of the company's own $2…
2 months, 2 weeks ago
Lumen (LUMN) Q2 2026 Earnings: $476M Of Cash In, $91M Of Revenue Out
Lumen Technologies (LUMN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2,805M vs a $2,740M bar, but DOWN 9.3% year on year; loss per sha…
2 months, 2 weeks ago
Evergy (EVRG) Q2 2026 Earnings: Rate Base +12%, EPS +6-8%
Evergy, Inc. (EVRG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $0.88 vs $0.82, up 7.3%, against a $0.811 bar - an 8.5% beat on the…
2 months, 2 weeks ago
JFrog (FROG) Q2 2026 Earnings: They Raised The Year By 2.3x The Beat
JFrog Ltd. (FROG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $163.8M vs $127.2M, up 28.7% and ACCELERATING from 25.8% last quarter, aga…
2 months, 2 weeks ago
U-Haul (UHAL) Q1 FY2027 Earnings: They Built 5.2M Sq Ft Of Storage And Filled 0.5M
U-Haul Holding Company (UHAL) Q1 FY2027 — Fiscal Q1 2027 (quarter ended June 30, 2026): revenue $1,682.0M vs $1,630.5M, up 3.2%, against a $1,681.5M …
2 months, 2 weeks ago
Warner Music (WMG) Q3 FY2026 Earnings: The CFO Quit Friday, So Monday They Pre-Released It
Warner Music Group (WMG) Q3 FY2026 — Fiscal Q3 2026 (quarter ended June 30, 2026): revenue $1,864M vs $1,689M, up 10.4% (+9.3% constant currency, +12…
2 months, 2 weeks ago
BioMarin Stock (BMRN) Q2 2026 Earnings: A 27% Beat, And 3.4% Real Growth
BioMarin Pharmaceutical (BMRN) Q2 2026 — Q2 2026 (three months ended June 30, 2026): revenue $989.7M, +20%, vs $932M expected. Non-GAAP diluted EPS $…
2 months, 2 weeks ago