Podcast Episodes
Back to SearchAccenture (ACN) — Q2 FY2026 Earnings Deep Dive | Charged Alpha
ACN — ACN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Booking Holdings (BKNG) — Q4 2025 Earnings Deep Dive | Charged Alpha
Booking Holdings (BKNG) — Q4 2025 Earnings Deep Dive. Booking Holdings closed a twenty-for-one stock split in late 2025, making the shares accessible…
2 months, 2 weeks ago
Adobe (ADBE) — Q1 FY2026 Earnings Deep Dive | Charged Alpha
ADBE — ADBE 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options…
2 months, 2 weeks ago
Palo Alto Networks (PANW) — Q2 FY2026 Earnings Deep Dive | Charged Alpha
Palo Alto Networks (PANW) — Q2 FY2026 Earnings Deep Dive. Platformization strategy accelerating with 1,550 platform customers (up 35% YoY), XSIAM pro…
2 months, 2 weeks ago
BlackRock (BLK) — Q4 2025 Earnings Deep Dive | Charged Alpha
BlackRock (BLK) — Q4 2025 Earnings Deep Dive. BlackRock is executing a sweeping transformation from public markets manager to a full-spectrum alterna…
2 months, 2 weeks ago
Deere (DE) — Q1 FY2026 Earnings Deep Dive | Charged Alpha
Deere (DE) — Q1 FY2026 Earnings Deep Dive. CEO John May has called 2026 the bottom of the agricultural equipment cycle, positioning Deere for acceler…
2 months, 2 weeks ago
Amphenol (APH) — Q4 2025 Earnings Deep Dive | Charged Alpha
APH — Amphenol Corporation 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bea…
2 months, 2 weeks ago
Arista Networks (ANET) — Q4 2025 Earnings Deep Dive | Charged Alpha
ANET — ANET 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options…
2 months, 2 weeks ago
3M (MMM) — Q4 2025 Earnings Deep Dive | Charged Alpha
3M (MMM) — Q4 2025 Earnings Deep Dive. 3M is mid-turnaround under CEO Bill Brown, pivoting toward AI data center interconnect technology with its Exp…
2 months, 2 weeks ago
Synopsys (SNPS) — Q1 FY2026 Earnings Deep Dive | Charged Alpha
Synopsys (SNPS) — Q1 FY2026 Earnings Deep Dive. 2026 is a pivotal transition year as Synopsys integrates its $35B Ansys acquisition to create an indu…
2 months, 2 weeks ago