Podcast Episodes
Back to SearchProcter & Gamble (PG): Organic Volume Was 0% — Is the Safest Stock on Earth Now the Wrong Price?
The Procter & Gamble Company (PG) Q4 FY2026 — Q4 net sales were $21.203B (+2%, a miss vs ~$21.38B); core EPS of $1.43 matched consensus but fell 3%, …
1 month ago
ASE Technology (ASX): Its Best Quarter Ever — And It Just Burned $1 Billion in Cash
ASE Technology Holding Co., Ltd. (ASX) Q2 2026 — Revenue was NT$191,064M (about US$6.05B), +26.7% YoY and +10.0% QoQ — an all-time record. Gross marg…
1 month ago
Meta (META): Free Cash Flow Fell 91% While Revenue Grew 28% — Moat or Money Pit?
Meta Platforms, Inc. (META) Q2 2026 — Meta Platforms (META) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29: revenue $60.80…
1 month ago
Fortinet (FTNT): Product Revenue Just Grew 52% — And That’s Exactly the Problem
Fortinet, Inc. (FTNT) Q2 2026 — Fortinet (FTNT) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, in an 8-K under Item…
1 month ago
Qualcomm (QCOM): Apple Is Leaving Faster Than Guided — Is The Diversification Big Enough?
QUALCOMM Incorporated (QCOM) Q3 FY2026 — Qualcomm (QCOM) reported fiscal Q3 2026 (quarter ended June 28, 2026) after the close on July 29: revenue $9…
1 month ago
Microsoft (MSFT): Its Best Quarter Ever — But $140B of AI Capex Is Eating the Cash Flow
Microsoft Corporation (MSFT) Q4 FY2026 — Microsoft (MSFT) reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, alo…
1 month ago
Lam Research (LRCX): Record Quarter, Blowout Guide — So Why Are We Saying AVOID?
Lam Research Corporation (LRCX) Q4 FY2026 — Lam Research (LRCX), one of the four indispensable wafer-fab equipment makers alongside ASML, Applied Mat…
1 month ago
Arm Holdings (ARM): A Record Quarter, a 50% Crash — And Still 970x Owner Cash Flow
Arm Holdings plc (ARM) Q1 FY2027 — Arm Holdings (ARM), the UK-based company whose CPU architecture sits inside almost every smartphone on earth and a…
1 month ago
General Dynamics (GD): Record $136.5B Backlog, a Beat AND a Raise — So Why Did the Stock Fall?
General Dynamics Corporation (GD) Q2 2026 — General Dynamics (GD), the maker of Virginia- and Columbia-class submarines, Abrams tanks, GDIT governmen…
1 month ago
Fortrea (FTRE): It Beat by $0.04 - and Still Lost Money. Here’s the $35.9M Bridge
Fortrea Holdings Inc. (FTRE) Q2 2026 — Fortrea (FTRE), the CRO spun out of Labcorp in 2023, reported Q2 2026 revenue of $678.2M (beating the $660.4M …
1 month ago