Podcast Index
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Earnings Unscripted: Stock Earnings Calls & Analysis
Miro Benes
科技乱炖
DAO
The Fiber
LiveOak Fiber
The Intersect of Tech and Art
Juergen Berkessel
Stop The Press!
Nick Copson, Bill Martin, Rob Chadwick
Ground Floor Government
PhoneLive.io
The BedTech Show
Ethen Anthony
Podcast Patapoe
0d0a
What Bitcoin Did
Danny Knowles
Hamza Selfimprovement
Adonis Gang
Logically Answered
Logically Answered
Sidebean
Sidebean
Tech Update | BNR
BNR Nieuwsradio
AI & I
Dan Shipper
The BayPay Forum Podcast
baypayforum
Entre la chaise et le clavier
Next.ink
MetroNews Hotline
MetroNews
Daily Cyber Threat Brief
Simply Cyber Media Group
Day Two DevOps
Packet Pushers
Attitude with Arnie Arnesen
Arnie Arnesen
Serious Privacy
Dr. K Royal, Paul Breitbarth & Ralph O'Brien
AV SuperFriends
AV SuperFriends
Accès au Marché Mondial des Dispositifs Médicaux
Pure Global
Глобальный доступ на рынок медицинских изделий
Pure Global
चिकित्सा उपकरण वैश्विक बाजार पहुंच
Pure Global
Tıbbi Cihazlar Küresel Pazar Erişimi
Pure Global
Akses Pasar Global Alat Kesehatan
Pure Global
Cybersecurity Tech Brief By HackerNoon
HackerNoon
Programming Tech Brief By HackerNoon
HackerNoon
Gaming Tech Brief By HackerNoon
HackerNoon
Product Management Tech Brief By HackerNoon
HackerNoon
Polityka Insight Podcast
Polityka Insight
The Automated Daily - AI News Edition
TrendTeller
AI Fire Daily
AIFire.co
Jack Hopkins
Jack Hopkins
The Kit & Krysta Podcast
The Kit & Krysta Podcast
LessWrong (30+ Karma)
LessWrong
Tecnología
Miro Benes
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’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'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...
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’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’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...
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...
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'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 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 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...
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 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...
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...
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...
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’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’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...
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’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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