Podcast Episodes
Back to SearchBrightSpring (BTSG): Adj EBITDA +44%, Stock FELL 15% | Q2 2026
BrightSpring Health Services, Inc. (BTSG) Q2 2026 — Revenue $3,873M, +23.0% (beat ~$3.66B by 5.9%). Adj EBITDA $205.5M, +44.2%. Adj EPS $0.45 vs $0.2…
1 month ago
Tyler Technologies (TYL): SaaS +21.7%, But Operating Profit FELL | Q2 2026
Tyler Technologies, Inc. (TYL) Q2 2026 — Revenue $645.1M, +8.2% (below the ~$648.0M consensus). Non-GAAP EPS $3.08, +0.9% (a 3c beat); GAAP EPS $2.23…
1 month ago
Chevron (CVX): Record $12.1B Quarter, EPS $6.11 — But Brent Was $104 | Q2 2026
Chevron Corporation (CVX) Q2 2026 — Net income $12,072M ($6.11/diluted share) vs $2,490M ($1.45). Adjusted $11,977M ($6.06), ~41c above consensus - t…
1 month ago
Starbucks (SBUX): Comps +7.9%, EPS Beat 29% — But a Third Was Tax and Tariffs | Q3 FY2026
Starbucks Corporation (SBUX) Q3 FY2026 — Revenue $9,322.7M, -1.4% y/y on the China deconsolidation. Global comps +7.9% (transactions +4.2%, ticket +3…
1 month ago
AB InBev (BUD): Reported EPS $1.90, Real EPS $1.21 — Half the Growth Was the Dollar | Q2 2026
Anheuser-Busch InBev SA/NV (BUD) Q2 2026 — Revenue $16,660M, +5.6% ORGANIC but +11.0% REPORTED. Normalized EBITDA $5,938M +5.8% organic, margin 35.6%…
1 month ago
GSK (GSK): Profit Fell 75%, Core Earnings Rose 9% — Both Are True | Q2 2026
GSK plc (GSK) Q2 2026 — Turnover £8,409M +5% AER/CER, ahead of consensus. Core operating profit £2,800M +7% CER at a 33.3% margin; core EPS 50.5p +9%…
1 month ago
Illumina (ILMN): A Beat, a Raise, and a Stock That Already Doubled | Q2 2026
Illumina, Inc. (ILMN) Q2 2026 — Revenue $1.159B, +9.5% and ahead of consensus; organic +6.5%, rest-of-world organic (ex-China) +8.1%. Non-GAAP dilute…
1 month ago
Carvana (CVNA): A Record Quarter the Market Hated | Q2 2026
Carvana Co. (CVNA) Q2 2026 — Record retail units 197,325 (+37.7%), record revenue $7.376B (+52.4%) vs ~$7.04B expected, record gross profit $1.384B, …
1 month ago
Bristol Myers Squibb (BMY): The Best Quarter Before the Cliff | Q2 2026
Bristol-Myers Squibb Company (BMY) Q2 2026 — Revenue $12.973B (+6%, +5% ex-FX) beat consensus by ~$1.1B; non-GAAP EPS $2.04 vs $1.60 expected (+28%);…
1 month ago
Butterfly Network (BFLY): Revenue +39%, the Core Business +2% | Q2 2026
Butterfly Network, Inc. (BFLY) Q2 2026 — Revenue $32.612M (+39.5%), gross margin 71.4% vs 63.7% (+770bps), adjusted EBITDA loss cut 78% to $1.4M, and…
1 month ago