Podcast Episodes
Back to SearchGlobalFoundries (GFS): Adjusted EPS Beat, Reported EPS -27% - And Free Cash Flow Of Minus $3M
GLOBALFOUNDRIES Inc. (GFS) Q2 2026 — Non-IFRS EPS $0.46 vs a consensus near $0.43, on revenue of $1,786M, +6%. Both revenue and gross margin beat the…
2 months, 4 weeks ago
Uber (UBER): Bookings +24%, Revenue +12% - And 8 Points Of That Gap Is Accounting
Uber Technologies, Inc. (UBER) Q2 2026 — Gross bookings $58.0B, +24% (+22% cc). Revenue $14.19B, +12% - but Uber's own release says business model ch…
2 months, 4 weeks ago
Arrowhead (ARWR): A 70% Revenue Beat - And Only $2.4M Of It Was Actual Medicine
Arrowhead Pharmaceuticals (ARWR) Q3 FY2026 — Revenue $75,253K vs ~$44,170K expected - a 70% beat, +171% YoY. But the diluted loss was $1.36 vs $1.28 …
2 months, 4 weeks ago
Expeditors (EXPD): Revenue +32%, Net Revenue +21% - And 40 Cents Of It Is A War
Expeditors International of Washington, Inc. (EXPD) Q2 2026 — Diluted EPS $2.03 vs a $1.68 consensus that had been RAISED 5.7% in 60 days. Revenue $3…
2 months, 4 weeks ago
Emerson (EMR): A 3-Cent Beat, A 5-Cent Raise - And $82M Of It Was A Tariff Refund
Emerson Electric Co. (EMR) Q3 FY2026 — Adjusted EPS $1.71 vs Emerson's own $1.65-$1.70 guide and the Street's $1.68. Net sales $4,873M, +7%. Free cas…
2 months, 4 weeks ago
Marathon Petroleum (MPC): A 24% Beat, A $5.1B Quarter - And 45% Of It Is A Different Stock
Marathon Petroleum Corporation (MPC) Q2 2026 — Net income attributable to MPC $5,138M, or $17.73 diluted, vs $14.27 consensus - a 24% beat, and GAAP …
2 months, 4 weeks ago
Toast (TOST): The 34 Cents Everyone Printed Wasn’t GAAP - And Cash Flow Fell 37%
Toast, Inc. (TOST) Q2 2026 — Revenue $1,908M, +23.1%, vs ~$1,873M consensus. GAAP diluted EPS $0.26 vs $0.13 (FactSet est $0.20) - the $0.34 in the d…
2 months, 4 weeks ago
Gilead (GILD): Revenue Beat, $10.5B Loss - And A Bar That Fell $9.50
Gilead Sciences, Inc. (GILD) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $7,803M, +10%, vs ~$7.37-7.40B consensus - a ~$400M beat. GAAP d…
2 months, 4 weeks ago
Pinterest (PINS): Beat On Every Line - And Stock Comp Bigger Than All The Profit
Pinterest, Inc. (PINS) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $1,179.7M, +18.2%, vs ~$1,148M consensus (+17% constant currency). Non…
2 months, 4 weeks ago
DigitalOcean (DOCN): A 73% Earnings Beat — And Earnings Still Fell 24%
DigitalOcean Holdings (DOCN) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $281.2M, +28.6%, vs ~$279M consensus. Non-GAAP EPS $0.45 vs $0.2…
2 months, 4 weeks ago