Podcast Episodes
Back to SearchMACOM (MTSI): The Print Beat By Five Cents. The Guide Beat By Fifty-One.
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 FY2026 — Revenue $342.2M UP 35.8% and UP 18.4% sequentially - above the Street AND above MACOM's …
2 months, 4 weeks ago
Insmed (INSM): The Revenue Beat Is Real. The Earnings Beat Is The Share Price.
Insmed Incorporated (INSM) Q2 2026 — Revenue $425.5M UP 296% vs a ~$393M bar. BRINSUPRI $309.2M in launch quarter four, UP 49% sequentially. GAAP EPS…
2 months, 4 weeks ago
Warner Bros. Discovery (WBD): A $31 Deal And A $26 Stock
Warner Bros. Discovery, Inc. (WBD) Q2 2026 — Revenue $8,717M DOWN 12% ex-FX. Adjusted EBITDA $1,879M DOWN 6% ex-FX. Free cash flow $572M after ~$350M…
2 months, 4 weeks ago
Block (XYZ): It Beat, It Raised, And It Fell 5%
Block, Inc. (XYZ) Q2 2026 — Gross profit $3,166M UP 25% vs its own $3.04B guide. Adjusted EPS $1.02 UP 65% vs an $0.871 bar. GAAP EPS $0.15 DOWN 83%.…
2 months, 4 weeks ago
Motorola Solutions (MSI): The Beat Is Real. The Growth Was Bought.
Motorola Solutions, Inc. (MSI) Q2 2026 — Sales $3,133M UP 13% vs a ~$3,031M bar. Non-GAAP EPS $4.41 UP 24% vs a $3.85 bar - and $0.53 above the TOP o…
2 months, 4 weeks ago
Constellation (CEG): GAAP Earnings Fell 47%. The Business Earned 34% More.
Constellation Energy Corporation (CEG) Q2 2026 — GAAP EPS $1.42, DOWN 47%. Adjusted operating earnings $2.55, UP 33.5% against a ~$2.36 bar. Revenue …
2 months, 4 weeks ago
Howmet (HWM): It Beat The Top Of Its Own Guide. And It’s Past Wall Street’s Target.
Howmet Aerospace Inc. (HWM) Q2 2026 — Revenue $2,547M UP 24% (21% organic). Adjusted EPS $1.33 vs a $1.24 bar, UP 46%. Adjusted EBITDA $817M, a 32.1%…
2 months, 4 weeks ago
Datadog (DDOG): It Beat On Everything. The Stock Fell 17%.
Datadog, Inc. (DDOG) Q2 2026 — Revenue $1,121.5M UP 35.6% and ACCELERATING from 32.2%. Non-GAAP EPS $0.65 vs a ~$0.583 bar. Non-GAAP operating margin…
2 months, 4 weeks ago
eBay (EBAY): Volume Up 15%. Buyers Up 1.5%.
eBay Inc. (EBAY) Q2 2026 — Revenue $3,134M UP 15% vs a $3.02B bar. GMV $22,398M UP 15%. Non-GAAP EPS $1.60 vs $1.50 - a real beat against a RISING ba…
2 months, 4 weeks ago
IonQ (IONQ): A $5.08 Loss That Isn’t A Loss.
IonQ, Inc. (IONQ) Q2 2026 — Revenue $80.1M UP 287%, 20% above IonQ's own guided midpoint. GAAP EPS -$5.08 vs a -$0.56 bar - but ADJUSTED EPS was -$0.…
2 months, 4 weeks ago