Podcast Episodes
Back to SearchStryker (SYK): Beat, Raised The Floor, Fell 6.4% — The $375M Cyber Hole Nobody Refilled
Stryker Corporation (SYK) Q2 2026 — Net sales $6.589B (+9.4% reported, +9.0% organic). Adjusted EPS $3.69 vs $3.13 (+17.9%) against ~$3.49 expected —…
3 months ago
Fair Isaac (FICO): Mortgage Revenue +97%, Volumes Flat — The 26% Growth Quarter That Fell 17%
Fair Isaac Corporation (FICO) Q3 FY2026 — Revenue $674.2M (+25.7%) but ~$692M expected. Non-GAAP EPS $12.18 vs $8.57 (+42.1%) vs ~$11.97 est. GAAP op…
3 months ago
Ingram Micro (INGM): A Record Quarter With Negative Free Cash Flow — Why the Beat Cost It 7%
Ingram Micro Holding Corporation (INGM) Q2 2026 — Net sales $14,531.1M (+13.6%), above the high end of guidance. Non-GAAP diluted EPS $0.82 vs $0.61 …
3 months ago
GoDaddy (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 (…
3 months 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…
3 months 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,…
3 months 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…
3 months 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%)…
3 months 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;…
3 months 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…
3 months ago