Podcast Episodes
Back to SearchTesla Q3 2026: Margins Rebound, Cash Flow Turns Positive, Robotaxi Miles Grow Eightfold
Alex and Jordan break down Tesla's third quarter of 2026: revenue of 28.05 billion dollars and adjusted earnings of 48 cents a share ahead of consens…
41 minutes ago
P&G Q1 FY27: The Volume Quarter — Tide, Pampers & Pantene Grow on Units, Not Prices
Procter & Gamble beats on sales and EPS as 2.4% volume growth returns; margins compress on a .4B commodity headwind; FY27 guidance held; Thorne acqui…
an hour ago
Blackstone Q3 2026: The Fee Machine Carries a Frozen Exit Market
Distributable earnings of .32 a share beat the .26 consensus but fell 13% as exits froze. Fee-related earnings rose 6%, 3 billion of inflows pushed A…
an hour ago
Union Pacific Q3 2026: Record Revenue, the Intermodal Surge, and the $85B Norfolk Southern Merger
Alex and Jordan break down Union Pacific's record third quarter: revenue up 15% to $7.2B, EPS $3.49, a 27% intermodal revenue surge, the fuel squeeze…
an hour ago
Nasdaq Q3 2026: The Tollbooth Keeps Compounding
Nasdaq beat on both lines this morning: $1.48B revenue up 13%, adjusted EPS $1.04, with record $141B index inflows, record 18% fintech ARR growth, an…
2 hours ago
CBRE Q3 2026: Data Centers on Fire, Deals on Ice — Earnings Deep Dive
CBRE Group beat on core EPS ($2.05 vs $1.96 consensus, up 28%) but missed on revenue ($11.5B vs ~$11.8B expected). Alex and Jordan break down the tal…
2 hours ago
Spotify Q3 2026: The Tollbooth Widens — 306M Subscribers, Record Gross Margin
Spotify beat where it counts: 306M premium subscribers vs 305M guidance, 788M monthly users, revenue up 16% to about 5 billion euros, a record 33% gr…
2 hours ago
Prada Q3 2026: 1% Organic Growth, Miu Miu Cools, Versace on Track
Prada's Q3 trading update: group revenue +1% organic (1.49B euros incl. Versace, in line with consensus), extending the organic growth streak to 23 q…
3 hours ago
Nestlé Q3 2026: Volume Is Back — 4% Organic Growth Beats as Turnaround Gains Pace
Q3 2026 trading update: Nestlé delivered 4.0% organic sales growth versus ~3.4% expected, but the real story is volume — real internal growth hit 2.8…
3 hours ago
Hermès Q3 2026: Leather Goods on Fire, Stock on Sale
Hermès Q3 revenue of €4.1B (+4.3% organic) missed expectations and the stock fell to new lows — but leather goods accelerated to +10.8%, China is sta…
3 hours ago