Podcast Index

Podcasts

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Earnings Unscripted: Stock Earnings Calls & Analysis Earnings Unscripted: Stock Earnings Calls & Analysis Miro Benes Le Retour de Radio X Le Retour de Radio X Dany Houle, Mel Trudel, Jordan Boivin, Louis Gauvin DNVR Denver Nuggets Podcast DNVR Denver Nuggets Podcast ALLCITY Network, DNVR Sports Miami Hurricanes Football Today | 2 Min News | The Daily News Now! Miami Hurricanes Football Today | 2 Min News | The Daily News Now! The Daily News Now! Copa TS Copa TS Tommi Schmitt & Studio Bummens Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts Forbidden Knowledge News Forbidden Knowledge News Forbidden Knowledge Network Poor Man's Pinball Podcast Poor Man's Pinball Podcast Poor Men Ian and Drew Dynamic Love Ministries Dynamic Love Ministries Dynamic Love Ministries Bahamas News Today | 2 Min News | The Daily News Now! Bahamas News Today | 2 Min News | The Daily News Now! The Daily News Now! Pete and Hannah’s Watchlist: Pete and Hannah’s Watchlist: Pete and Hannah Mitchell Charged Alpha Stock Encyclopedia Charged Alpha Stock Encyclopedia Colton Thomas The Ricochet Superfeed The Ricochet Superfeed Ricochet The Grawlix Podcast The Grawlix Podcast The Grawlix Podcast Apostle Joshua selman Messages Apostle Joshua selman Messages Apostle Joshua Selman Messages NOS Met het Oog op Morgen NOS Met het Oog op Morgen NPO Radio 1 / NOS Historias en Español Historias en Español Torreto Reddit Stories Reddit Stories Max Montana State News Network Montana State News Network Montana State News War Zone LIVE! with Wayne Allyn Root War Zone LIVE! with Wayne Allyn Root Wayne Allyn Root San Francisco News Today | 2 Min News | The Daily News Now! San Francisco News Today | 2 Min News | The Daily News Now! The Daily News Now! MLB Gambling Podcast MLB Gambling Podcast Sports Gambling Podcast Network Macroaggressions Macroaggressions Charlie Robinson The Charlie Kirk Show The Charlie Kirk Show Charlie Kirk WETR Podcasts WETR Podcasts Moffit Media TAKEN TV Podcasts TAKEN TV Podcasts Taken TV AUF AUGENHÖHE AUF AUGENHÖHE Fair Talk Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! Locked On Packers - Daily Podcast On The Green Bay Packers Locked On Packers - Daily Podcast On The Green Bay Packers Peter Bukowski, Locked On Podcast Network Houston News Today | 2 Min News | The Daily News Now! Houston News Today | 2 Min News | The Daily News Now! The Daily News Now! The Joy Bringer Podcast with Season Bowers The Joy Bringer Podcast with Season Bowers seasonbowers CLATV Outcomes CLATV Outcomes Christian Leadership Alliance LSU Tigers Football Today | 2 Min News | The Daily News Now! LSU Tigers Football Today | 2 Min News | The Daily News Now! The Daily News Now! CK News Today CK News Today Blackburn Media Ulle & Rick Ulle & Rick Rick Zabel und Jan Ullrich Rotsekk Rotsekk Rotsekk Los Angeles Chargers News Today | 2 Min News | The Daily News Now! Los Angeles Chargers News Today | 2 Min News | The Daily News Now! The Daily News Now!
Earnings Unscripted: Stock Earnings Calls & Analysis

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Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes

Taiwan Semiconductor (TSM): The $64B AI CapEx tsunami & peak margin reality [Q2 2026]

July 16, 2026 2:19pm 8 min

Despite posting a massive 77% surge in net income for Q2 2026, Taiwan Semiconductor’s artificial profit boost couldn't hide the looming reality of a multi-billion dollar margin squeeze.In ~10 minutes:- Why the massive $6...

United Airlines (UAL): The $2.3B fuel shock & the era of gauge growth [Q2 2026]

July 16, 2026 1:55pm 7 min

United Airlines just grew its Q2 2026 top-line revenue while eating a massive $2.3 billion mid-quarter spike in jet fuel costs.In ~10 minutes:• Repricing passenger tickets in real-time to survive cost inflation• Navigati...

Daily Earnings: Physical & Behavioral Limits (ASML, JNJ) | Jul 15

July 16, 2026 12:32am 3 min

Today's batch of corporate earnings exposes the extreme operational workarounds companies are resorting to as their most critical growth engines collide with sudden physical and psychological limits.• ASML is physically ...

Johnson & Johnson (JNJ): Surviving a 56% drug crash & surgeons driving robots [Q2 2026]

July 16, 2026 12:24am 8 min

Johnson & Johnson successfully outran a massive patent cliff in Q2 2026, raising its full-year guidance to target a historic $100 billion annual revenue milestone.In ~10 minutes:• Explosive new drug launches offsetting a...

ASML (ASML): Factory floor evictions & the unexpected $300M margin beat [Q2 2026]

July 16, 2026 12:02am 9 min

ASML’s Q2 2026 results reveal a company so swamped by forward demand that they are physically evicting R&D tools from test cabins just to ship standard capacity.In ~10 minutes:- How Intel proved the massive $300M High-NA...

Daily Earnings: Funding AI plumbers & the physical supply chain tax (JPM, AEHR) | Jul 14

July 14, 2026 11:36pm 3 min

The multi-billion dollar AI infrastructure cycle is officially hitting the physical economy, driving upstream inflation for smaller hardware companies and a massive wave of traditional loan demand for local tradespeople....

Aehr Test Systems (AEHR): The 95% AI pivot & a stealth $97M war chest [Q4 2026]

July 14, 2026 11:17pm 8 min

Aehr Test Systems just pulled off an unprecedented Q4 2026 pivot, replacing a collapsed EV revenue stream with exploding AI data center demand while triggering a massive stock rally.In this episode:- How AEHR replaced 95...

Goldman Sachs (GS): Rationing leverage to fund the physical AI boom [Q2 2026]

July 14, 2026 11:13pm 8 min

Goldman Sachs shattered expectations in Q2 by deliberately abandoning retail banking to bankroll the physical infrastructure of the AI boom.In ~10 minutes:- Why an SLR of 4.3% forces balance sheet rationing- How physical...

JPMorgan Chase (JPM): The $4.6B Visa swap & funding AI plumbers [Q2 2026]

July 14, 2026 11:13pm 8 min

JPMorgan Chase’s staggering Q2 2026 net income looks like a historic breakout, but a massive accounting quirk masks a surprisingly flat quarter.In ~10 minutes:• How a $4.6B Visa share exchange artificially inflated earni...

Delta Air Lines (DAL): Unbundling first class & the death of budget airlines [Q2 2026]

July 10, 2026 2:47pm 8 min

In Q2, Delta Air Lines proved the low-cost carrier model is dead, leveraging massive pricing power and premium upgrades to drive a $1.86B operating profit.In ~10 minutes:• Why American Express remuneration printed $2.4B ...

Daily Earnings: Hacking the retail end-cap (PEP, BYRN, WDFC) | Jul 9

July 09, 2026 10:25pm 3 min

Because standard retail aisles and digital funnels are failing to convert exhausted consumers, brands are discovering that physically hijacking end-cap displays is a powerful mechanism to reawaken spending.- PEP reports ...

PepsiCo (PEP): The gas station drag & hiding inflation with tariffs [Q2 2026]

July 09, 2026 10:14pm 8 min

Despite a massive 24% sequential revenue surge, PepsiCo's Q2 2026 numbers reveal a tapped-out U.S. consumer who is abandoning high-margin impulse buys at the pump.In ~10 minutes:• Why gas prices are actively crushing U.S...

Byrna (BYRN): Shuttering the ammo plant & the $50 suburban pivot [Q2 2026]

July 09, 2026 10:00pm 8 min

Byrna Technologies' Q2 2026 was a brutal top-line reset, forcing the self-defense brand to abruptly shutter its domestic ammo factory and pivot away from its hardcore tactical roots.In ~10 minutes:• Why wholesale channel...

WD-40 (WDFC): The Disney sales surge & the hidden margin trap [Q3 2026]

July 09, 2026 10:00pm 9 min

WD-40 delivered an incredibly profitable Q3 2026 that sent shares soaring 12%, but delayed supply shocks are about to radically reshape the company's financials.In ~10 minutes:• How a Disney retail partnership drove 75% ...

Daily Earnings: GIS and STZ alter physical products to force sales | Jul 1

July 01, 2026 11:23pm 3 min

Consumer staples giants like General Mills (GIS) and Constellation Brands (STZ) are actively abandoning traditional marketing playbooks and tearing down their operations because exhausted shoppers strictly refuse to pay ...

Constellation Brands (STZ): The 47% wine mirage & paying for phantom factories [Q1 2027]

July 01, 2026 10:59pm 10 min

Constellation Brands' Q1 2027 print reveals a shocking 47% plunge in reported wine sales that actually masks a dominating quarter for its beer portfolio.In ~10 minutes:- Why the 47% drop in wine revenue is a pure account...

General Mills (GIS): The $3B pet food write-off & protein-stuffed pasta [Q4 2026]

July 01, 2026 10:53pm 10 min

General Mills just reported a staggering $2 billion net loss for Q4 2026, yet adjusted earnings spiked as management ruthlessly defended margins.In ~10 minutes:- The $1.8B non-cash impairment dragging down the North Amer...

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...

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