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Earnings Unscripted: Stock Earnings Calls & Analysis Earnings Unscripted: Stock Earnings Calls & Analysis Miro Benes Fire Science Show Fire Science Show Wojciech Wegrzynski Inside Photo Organizing Inside Photo Organizing Allison Freedman and Susan Wolak Behind the Breakthroughs Behind the Breakthroughs Inside Precision Medicine The Age Of Intelligence The Age Of Intelligence Tim Gordon, Theos Evgeniou Robotics Robotics Podra Network Der Relai Bitcoin Podcast Der Relai Bitcoin Podcast Relai Microsoft Threat Intelligence Podcast Microsoft Threat Intelligence Podcast Microsoft User Friendly Flash Briefing User Friendly Flash Briefing User Friendly Media Group, Inc. LessWrong (30+ Karma) LessWrong (30+ Karma) LessWrong Superkraft KI News | by Jörg Schieb Superkraft KI News | by Jörg Schieb Jörg Schieb What's Next|科技早知道 What's Next|科技早知道 声动活泼 Launched by RevenueCat Launched by RevenueCat Charlie Chapman The New Warehouse Podcast The New Warehouse Podcast Kevin Lawton Off The Grid: Leaving Social Media Off The Grid: Leaving Social Media Softer Sounds Studio A Studio A Aderant Artificial Intelligence Masterclass Artificial Intelligence Masterclass AI Masterclass Mac OS Ken Mac OS Ken Ken Ray Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp The Good Tech Companies The Good Tech Companies HackerNoon The Cyber Security Recruiter Podcast The Cyber Security Recruiter Podcast Thomas Richard Two Blokes Talking Tech Two Blokes Talking Tech Trevor Long and Stephen Fenech SAP Security & GRC SAP Security & GRC Soterion The Digital Revolution with Jim Kunkle The Digital Revolution with Jim Kunkle Jim Kunkle Run Your Private Practice with AI (Artificial Intelligence) Run Your Private Practice with AI (Artificial Intelligence) Kym Tolson The Hacker's Cache The Hacker's Cache Kyser Clark - Cybersecurity AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology World Wide Technology: Artificial Intelligence Experts DevSec Station DevSec Station Tanya Janca | SheHacksPurple ChatGPT - Sol Good Shorts ChatGPT - Sol Good Shorts Sol Good Network Chat GPT Questions Chat GPT Questions Sol Good Network Chat GPT Universal Wisdom Chat GPT Universal Wisdom Sol Good Network Chat GPT Collective Consciousness Chat GPT Collective Consciousness Sol Good Network Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Horatio Hornblower Daily Horatio Hornblower Daily C.S. Forester Old Time Radio Horatio Hornblower Old Time Radio Horatio Hornblower C.S. Forester Sportsmen's Empire - Whitetail Hunting Sportsmen's Empire - Whitetail Hunting Sportsmen's Empire Outdoor Network Blockchain Basics: Crypto, NFTs & Web3 Explained Blockchain Basics: Crypto, NFTs & Web3 Explained ELMA
Earnings Unscripted: Stock Earnings Calls & Analysis

Technology

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes

Daily Earnings: Manufactured Scarcity & War Factories (NKE, AVAV) | Jun 30

June 30, 2026 10:48pm 2 min

Major corporations are actively inflicting severe, short-term financial pain on their own metrics—intentionally hurting sales volume and cash flows—strictly to secure long-term structural dominance. * Nike (NKE) actively...

Nike (NKE): The $1B phantom profit & the deliberate $2B sneaker purge [Q4 2026]

June 30, 2026 10:35pm 10 min

Nike’s massive Q4 2026 profit beat is a $1 billion optical illusion masking a radical, painful turnaround strategy. In ~10 minutes:• How a $986M legal windfall disguised flatlining retail operations.• Why Nike is deliber...

AeroVironment (AVAV): Firing $10 lasers & weaponizing negative cash flow [Q4 2026]

June 29, 2026 7:41pm 9 min

AeroVironment's record Q4 2026 blends sci-fi milestones like $10 anti-drone lasers with the harsh reality of government bureaucracy and botched merger math.In ~10 minutes:• Firing directed-energy lasers off a nuclear sup...

Daily Earnings: Chip Deposits & AI Limits (MU, BB, DRI) | Jun 25

June 25, 2026 8:31pm 4 min

The immense capital demands and safety constraints of the AI boom are completely redefining physical hardware into subscription-style services, while simultaneously enforcing strict boundaries on what generative models a...

Darden (DRI): The 14-week illusion & Olive Garden's shrinking portions [Q4 2026]

June 25, 2026 8:05pm 9 min

Darden’s blowout Q4 2026 revenue is masking a calendar illusion, while management quietly trades check sizes for much-needed foot traffic.In ~10 minutes:• How a rare 14-week fiscal quarter artificially inflated Q4 earnin...

BlackBerry (BB): Securing state secrets & standardizing NVIDIA’s robots

June 25, 2026 7:41pm 11 min

BlackBerry’s Q1 2027 results prove the former smartphone giant is now a highly profitable infrastructure powerhouse fueling sovereign cybersecurity and physical AI.In ~10 minutes:• Why NVIDIA standardized its robotic saf...

Micron (MU): Big Tech's $22B deposit and a $100B SaaS memory backlog [Q3 2026]

June 24, 2026 7:59pm 8 min

For its Q3 2026, Micron successfully flipped cyclical hardware manufacturing into a SaaS-style operation sitting on a massive $100 billion contracted backlog. In this episode:- How major customers provided $22B in upfron...

Daily Earnings: Heavy AI logistics and sailing empty (CBRS, FDX, CCL) | Jun 23

June 23, 2026 11:02pm 4 min

The artificial intelligence boom has officially morphed from a silicon shortage into a heavy-industry real estate and logistics bottleneck, while consumer companies are taking extreme operational measures to protect thei...

Cerebras (CBRS): Renting back sold chips to fulfill a $20B AI backlog [Q1 2026]

June 23, 2026 10:48pm 10 min

Cerebras's Q1 2026 paints a fascinating picture of an AI chipmaker with demand so extreme they are literally paying to rent back their own hardware to fulfill new deliveries.In this episode:- Why Cerebras is renting sold...

Carnival (CCL): Empty cabins, dockside forklifts & the 35-year accounting trick [Q2 2026]

June 23, 2026 7:39pm 8 min

Carnival crushed Q2 2026 expectations and raked in record customer deposits, all while purposefully leaving European cabins empty to defend their long-term pricing power. 🚢In ~10 minutes:• How counting dockside forklifts...

FedEx (FDX): Shipping AI data centers & the $600M freight hangover [Q4 2026]

June 23, 2026 7:36pm 10 min

FedEx crushed Q4 2026 earnings driven by an unexpected AI shipping boom, but a massive $600M spin-off hangover sent the stock tumbling nearly 10% after hours. In this episode 📦:• Why the Freight spin-off created a massiv...

Daily Earnings: Ditching Robots & Billing Bots (KR, ACN) | Jun 18

June 18, 2026 8:05pm 3 min

Companies are structurally rethinking their physical and digital footprints because massive, generalized technology strategies are simply too expensive to maintain.- Kroger (KR) ate a $2.5 billion loss to replace robotic...

Accenture (ACN): The $9B cyber pivot & escaping the body-shop model [Q3 2026]

June 18, 2026 7:52pm 10 min

Accenture is launching a massive $9 billion M&A pivot to abandon the traditional billable hour and survive a brutal macro slowdown in Q3 2026. In ~10 minutes:• Why the stock cratered 17% despite a 320 bps margin expansio...

Kroger (KR): Killing warehouse robots & the Ozempic grocery shift [Q1 2026]

June 18, 2026 7:44pm 11 min

In Q1 FY2026, Kroger's radical pivot away from automated fulfillment finally pushed its digital business into the black—yet the market still punished the stock.In this episode:• Killing $2.5B in robot warehouses to achie...

Daily Earnings: Margin Sacrifices & Physical Supply Constraints (KMX, JBL, SWBI) | Jun 17

June 17, 2026 8:27pm 4 min

Today’s earnings reveal that raw consumer demand is so exhausted that mass-market retailers are destroying their profit margins to survive, while heavy manufacturers actively rewire supply chains around tariffs and irrep...

Smith & Wesson (SWBI): A 23% shipment surge & the $20M CNC machining pivot [Q4 2026]

June 17, 2026 8:17pm 10 min

While national firearm background checks barely moved, Smith & Wesson completely dominated Q4 2026 by aggressively capturing market share through pricing power and rapid product innovation. In ~10 minutes:• How Q4 unit s...

Jabil (JBL): The sub-2% CapEx AI builder & its Trojan horse cloud playbook [Q3 2026]

June 17, 2026 8:03pm 9 min

Jabil’s Q3 2026 earnings reveal a massive AI datacenter boom running on surprisingly lean capital expenditures, even as working capital gets tied up in a sudden inventory glut.In ~10 minutes:• How Jabil keeps CapEx below...

CarMax (KMX): Sacrificing $230 per car & the shift to AI pricing algorithms [Q1 2027]

June 17, 2026 8:03pm 10 min

CarMax’s Q1 2027 earnings reveal a dramatic operational pivot to survive the current affordability crisis.In ~10 minutes:- Why KMX sacrificed $230 in profit on every single retail vehicle.- The strange geopolitical tarif...

Daily Earnings: The debt clock on pricing pivots (DOMO, AIOT, CGC) | Jun 15

June 15, 2026 8:15pm 3 min

Changing a corporate business model creates an ugly short-term revenue hole, and surviving the transition entirely depends on having the balance sheet runway to wait it out. • Domo (DOMO) triggered a bank default after a...

Domo (DOMO): The $137M debt trap and the race for a silent buyout [Q1 2027]

June 15, 2026 7:51pm 8 min

Domo’s Q1 2027 results read like a legal thriller as the company balances a massive debt covenant default with imminent buyout negotiations.In ~10 minutes:• Why $137M in long-term debt became immediately due.• The mechan...

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