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Earnings Unscripted: Stock Earnings Calls & Analysis Earnings Unscripted: Stock Earnings Calls & Analysis Miro Benes Titans of the Trades | Straight-Talk for Scaling Your Construction Business Titans of the Trades | Straight-Talk for Scaling Your Construction Business Ryan Englin Teacher Business School: TPT, Homeschool, & Beyond Teacher Business School: TPT, Homeschool, & Beyond Lindsay Bowden Marketing Without Socials | Strategies Beyond The Algorithm For Christian Women Entrepreneurs Marketing Without Socials | Strategies Beyond The Algorithm For Christian Women Entrepreneurs Jan Touchberry - Brand Development Consultant & Digital Marketing Expert Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager Customer Success Career Coach, Career Tips and Proven Job Interview Strategies For Every Customer Success Manager Carly Agar | Customer Success Career Coach Crypto Collective Crypto Collective Matthew Fraser Fraud Forward Fraud Forward Hailey Windham The Marketing Factory The Marketing Factory Marissa Candy Studio A Studio A Aderant Finance Girlies: Money Conversations for Gen Z and Millennial Women Finance Girlies: Money Conversations for Gen Z and Millennial Women Emily & Cassidy | Resident Finance Girlies She's Not Selling She's Not Selling Brooke & Tash Better Bad Ideas with Sean O'Brien Better Bad Ideas with Sean O'Brien 7EQUIS WTF is Business Casual WTF is Business Casual Rise Human Resources More Than Money More Than Money Art Rainer Prof G Markets Prof G Markets Vox Media Podcast Network Millionærklubben Millionærklubben Euroinvestor Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp - KI, Finanzen, Unternehmertum und Performance Dr. Julian Hosp 早点生活 早点生活 虎嗅APP 兆華與股惑仔 兆華與股惑仔 李兆華 CFO Podcast CFO Podcast Peter De Roeck 下班經濟學 下班經濟學 風傳媒 Forging Brains Podcast Forging Brains Podcast Gavine Cooper CASE STUDIES CASE STUDIES Casey Baugh Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders Women Changing Leadership with Stacy Mayer Women Changing Leadership with Stacy Mayer Stacy Mayer Life Insurance Academy Podcast Life Insurance Academy Podcast Life Insurance Academy EntreLeadership EntreLeadership Ramsey Network Idea to Startup Idea to Startup Brian Scordato | Tacklebox Global Market Insights - Forex, Futures, Stocks Global Market Insights - Forex, Futures, Stocks XM.com Teachers in Transition: Career Change and Real Talk for Burned-Out Teachers Teachers in Transition: Career Change and Real Talk for Burned-Out Teachers Vanessa Jackson Fullerton Unfiltered Fullerton Unfiltered Brian Fullerton Small Business Tax Savings Podcast Small Business Tax Savings Podcast Mike Jesowshek, CPA Bitcoin And | Bitcoin & Economic News Bitcoin And | Bitcoin & Economic News David Bennett | Bitcoin & Economic News The Law Firm Marketing Minute The Law Firm Marketing Minute Spotlight Marketing + Branding The Personal Finance Podcast The Personal Finance Podcast Andrew Giancola South Asian Trailblazers South Asian Trailblazers Simi Shah | Trailblazers Media Agency Intelligence: The Insurance Podcast Network Agency Intelligence: The Insurance Podcast Network Agency Intelligence
Earnings Unscripted: Stock Earnings Calls & Analysis

Business

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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