Podcast Episodes
Back to SearchOXY Stock: EPS Beats by 77% — Q1 2026 Earnings Analysis
## Chapters 0:00 The OXY Story 3:55 Earnings Overview Occidental Petroleum just reported Q1 2026 earnings — eps beats by 77%. The mixed results raise…
3 months, 1 week ago
SMCI Stock: EPS Beats by 33% — Q3 FY2026 Earnings Analysis
## Chapters 0:00 The SMCI Story 3:41 Earnings Overview Super Micro Computer just reported Q3 FY2026 earnings — eps beats by 33%. The mixed results ra…
3 months, 1 week ago
ANET Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis
## Chapters 0:00 The ANET Story 3:41 Earnings Overview Arista Networks just reported Q1 2026 earnings — eps beats by 7%. Here's what the double beat …
3 months, 1 week ago
AMD Stock: EPS Beats by 6% -- Q1 2026 Earnings Analysis
Advanced Micro Devices Q1 2026 Earnings Analysis. Revenue $10.25B +37.8% YoY. Data Center +57%. Non-GAAP EPS $1.37 beats $1.29 estimate. Q2 guidance …
3 months, 1 week ago
DD Stock: EPS Beats by 15% — Q1 2026 Earnings Analysis
DD — DuPont Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, optio…
3 months, 1 week ago
DUK Stock: Revenue Up 8% — Q1 2026 Earnings Analysis
DUK — Duke Energy Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case,…
3 months, 1 week ago
ROK Stock: EPS Beats by 15% — Q1 2026 Earnings Analysis
ROK — Rockwell Automation Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & be…
3 months, 1 week ago
TDG Stock: $2.5B Revenue — Q1 2026 Earnings Analysis
TDG — TransDigm Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, o…
3 months, 1 week ago
CMI Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis
CMI — Cummins Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, opt…
3 months, 1 week ago
FISV Stock: EPS Beats by 14% — Q1 2026 Earnings Analysis
FISV — Fiserv Q1 2026 Earnings. EPS beat this quarter. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options ac…
3 months, 1 week ago