Podcast Episodes
Back to SearchGoDaddy (GDDY): It Beat Earnings and Fell 17% — Now Priced for a Decline That Hasn’t Started
GoDaddy Inc. (GDDY) Q2 2026 — Revenue $1,298.0M (+6.6%), top of guidance. Diluted EPS $1.83 vs $1.41 (+30%) vs ~$1.69 est. Operating income $342.5M (…
4 weeks, 2 days ago
Guardant Health (GH): Revenue +44%, Shield Volume 4x — Why We Still Say AVOID at $162
Guardant Health, Inc. (GH) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $334.98M vs $232.09M…
1 month ago
L3Harris (LHX): A Beat, A Raise, A Record $42B Backlog — and the Stock Fell 11%
L3Harris Technologies, Inc. (LHX) Q2 2026 — Q2 2026 = the three months ended 3 July 2026, reported AFTER the close on 29 July. Revenue $5,881M vs $5,…
1 month ago
Organon (OGN): EPS Falls 15% — Is the $14 Sun Pharma Buyout Worth It?
Organon & Co. (OGN) Q2 2026 — Organon released Q2 2026 with its 10-Q on July 31 — no press release, no call, both suspended for the pending Sun Pharm…
1 month ago
Tempus AI (TEM): The First GAAP Profit Is a Stock Gain — and the Operating Loss Got BIGGER
Tempus AI, Inc. (TEM) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $382.5M vs $314.6M (+22%)…
1 month ago
Exxon Mobil (XOM): Earnings Tripled and the Stock FELL — Is XOM Worth Buying?
Exxon Mobil Corporation (XOM) Q2 2026 — Revenue was ~$116.0B against a ~$98.4B consensus. GAAP earnings $14,525M ($3.48/sh) vs $4,183M ($1.00) in Q1;…
1 month ago
Moderna (MRNA): $145M Revenue, a $4.7B Cost Base — And the Norovirus Miss That Broke the Rally
Moderna, Inc. (MRNA) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported 31 July. Revenue $145M vs $142M — but NET PRODUCT SALES FELL t…
1 month ago
Haleon (HLN): Margins Up, Buyback Done — And Growth That Missed Its Own Target Again
Haleon plc (HLN) H1 2026 — H1 2026 = the SIX MONTHS ended 30 June 2026 vs H1 2025 — UK issuers report halves, not quarters. Revenue £5,602M, +2.6% OR…
1 month ago
Sony (SONY): Record Quarter, Raised Guidance — And an Earthquake That Isn’t In It
Sony Group Corporation (SONY) Q1 FY2026 — Q1 FY2026 = the 3 months ended 30 June 2026, Q1 of the fiscal year ending 31 MARCH 2027. Sales ¥2,837.8B, +…
1 month ago
AbbVie (ABBV): Double Beat, Guidance Cut — Is It Still Worth Buying?
AbbVie Inc. (ABBV) Q2 2026 — Revenue was $16.990B, +10.2% y/y (+9.5% operational), above the ~$16.77B consensus. Adjusted diluted EPS was $3.65, +22.…
1 month ago