Podcast Episodes
Back to SearchULTA Stock: Beauty Bounced Back — Rev +11%, EPS +15.8% Q1 FY2026
Ulta Beauty Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD…
4 months, 2 weeks ago
PANW Stock: Revenue +31% as NGS ARR Hits $8.1B Q3 FY2026
Palo Alto Networks Q3 FY2026 earnings deep-dive — conversational walkthrough of the first $3B quarter, NGS ARR breakout, and the GAAP vs non-GAAP sto…
4 months, 2 weeks ago
DCI Stock: HOLD Call - Record Quarter But Priced For Perfection Q4 FY2026
Donaldson Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (…
4 months, 2 weeks ago
SIG Stock: Flat Revenue, EPS Held Steady Q1 FY2027
Signet Jewelers Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: …
4 months, 2 weeks ago
DG Stock: EPS +13.5% YoY Q1 FY2026
Dollar General Corporation Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison.…
4 months, 2 weeks ago
CRDO Stock: Revenue +157% -- AEC Hyper-Growth Hits $437M Q4 FY2026
Credo Technology Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL:…
4 months, 2 weeks ago
HPE Stock: Revenue +41% & Juniper Deal — Is the AI-Server Rerating Real? Q2 FY2026
Hewlett Packard Enterprise Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison.…
4 months, 2 weeks ago
CHA Stock: Margin Collapse as China Tea Giant Expands Overseas Q1 2026
Chagee Holdings Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HO…
4 months, 2 weeks ago
NGL Stock: +416% Off Lows — Water Solutions Drives Permian Growth Q4 FY2026
NGL Energy Partners LP Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE…
4 months, 2 weeks ago
TCOM Stock: China OTA Giant Down 39% — Antitrust Trap or Travel Bargain? Q1 2026
Trip.com Group Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOL…
4 months, 2 weeks ago