Earnings Unscripted: Stock Earnings Calls & Analysis – Détails, épisodes et analyse

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Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes

Business & Entrepreneuriat

Technologie

Fréquence : 1 épisode/1j. Total Éps: 491

Earnings Unscripted delivers short, AI-powered earnings call analysis: every episode 15 minutes or less.

We cut through corporate language and prepared remarks by comparing what companies say on earnings calls with what the numbers actually show, highlighting insights, omissions, and signals that matter.

Designed to be fast, focused, and entertaining, this podcast helps listeners make sense of earnings without spending an hour on the call.

* Not financial advice.

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Données mises à jour le 13/08/2026

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Apple breaks the China curse: Q1 2026 earnings - 1.29.2026 (036)

vendredi 30 janvier 2026 • Durée 11:09

Apple just dropped a monster quarter with $143.8B in revenue, but the real story isn't the cash pile—it's the strategic plot twist. After months of bearish sentiment, Greater China revenue exploded +38%, essentially resurrecting the region and proving the iPhone 17 supercycle is real. However, success has a price: Tim Cook admits the company is in "supply chase mode," with Q2 growth officially capped by physics (and 3nm chip shortages). 📉🏭

In this episode, Susie and Miro dig into the details you might have missed, including the bombshell admission that Apple is collaborating with Google on "Apple Foundation Models." Is this a masterclass in capital efficiency or a sign that the Walled Garden is finally cracking?

We unpack the frenemy pivot, the 48% margins, and why the stock stayed flat despite the massive beat. 🍏👀

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Thermo Fisher running up the down escalator: Q4 2025 earnings - 1.29.2026 (035)

vendredi 30 janvier 2026 • Durée 11:56

Is the "biotech winter" finally over? Thermo Fisher Scientific (TMO) just delivered a quarter that suggests the ice is cracking, posting high single-digit growth in the core pharma sector. In this episode, Susie and Miro unpack a wild earnings day where the stock dropped like a rock on the call only to claw its way back by the close. 📉📈

We dive into the "accounting magic trick" that allowed TMO to expand margins despite a massive 100-basis-point headwind from tariffs (sprinting up the down escalator, anyone?). We also explore the dangerous disconnect in the global science market: while the West is re-accelerating, China remains in a "coma." Plus, we discuss the company's aggressive pivot from just selling lab hardware to owning the data of science itself—featuring a $9B acquisition and a partnership with OpenAI. 🧬🤖

Join us as we analyze whether TMO is truly back in growth mode or just getting better at managing the pain, and say farewell to a CFO who’s signing off with a beat-and-raise mic drop.

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Comcast’s "Everyday Pricing" gamble: Q4 2025 earnings - 1.29.2026 (034)

vendredi 30 janvier 2026 • Durée 11:38

Comcast’s fourth quarter was a messy paradox. Revenue is up and the stock rallied nearly 6% intraday, yet profits tanked 35% and residential broadband losses accelerated to 181,000 customers.

In this episode, Susie and Miro unpack the "Versant divorce" and whether the massive shift to "Everyday Pricing" is a brilliant pivot or a painful admission of defeat against fiber competitors. 📉

We also dig into the numbers management tried to gloss over: the fact that 50% of their "record" wireless growth came from giving away free lines, and how the new NBA rights deal instantly turned the Media segment unprofitable.

Plus, we explain why that $4 billion Free Cash Flow number is technically an accounting illusion. 🎢

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Caterpillar is now a DATA CENTER stock: Q4 2025 earnings - 1.29.2026 (033)

vendredi 30 janvier 2026 • Durée 11:48

Is the world’s biggest tractor company actually an AI infrastructure play in disguise? In this episode, Susie and Miro dig into Caterpillar’s chaotic Q4.

While headlines scream about a record $19.1 billion in revenue, the real story is hidden in the backlog: a massive $11 billion jump driven by hyperscalers panic-buying power generation for data centers. We break down the massive 2-gigawatt "Prime Power" order that signals a shift from digging dirt to powering the cloud. ☁️

But it’s not all green lights. We also unpack the "Protectionism Penalty" squeezing the bottom line. Despite the sales boom, margins are shrinking as CAT faces a massive $2.6 billion tariff bill for 2026.

Management has stopped reporting the "net" impact of these costs—a red flag we don't ignore. Tune in to find out if CAT’s pivot to the "invisible layer" of the tech stack can outrun the costs of the trade war. 🚜⚡

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The "Department of War" wants VOLUME: Q4 2025 earnings - 1.29.2026 (032)

vendredi 30 janvier 2026 • Durée 13:52

Is Lockheed Martin still a defense contractor, or is it becoming a regulated utility with stealth fighters? In this episode, Susie and Miro break down a "noisy" Q4 where a massive $479M pension charge masked a record-breaking $194 billion backlog.

The narrative has shifted from boutique manufacturing to industrial mass production, with the company pouring billions into concrete to support new 7-year "frameworks" for missile defense.🚀

We also dive into the "simulation glitches" found in the filings—why is the government suddenly referred to as the "Department of War," and what is the "One Big Beautiful Bill Act"?

Plus, we geek out on Skunk Works’ latest reveal: an F-22 controlling an autonomous drone wingman. It’s a mix of heavy industrial capex, shrinking margins, and sci-fi tech. Tune in to understand why Lockheed is trading near-term efficiency for long-term dominance. 📉📈

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Canadian Pacific KC is choosing VIOLENCE: Q4 2025 earnings - 1.28.2026 (031)

jeudi 29 janvier 2026 • Durée 09:41

Railroads are supposed to be the boring, steady heartbeat of the economy. But CPKC CEO Keith Creel apparently woke up today and chose violence, accusing his competitors of "drinking the merger Kool-Aid" regarding the potential UP-NS deal.

On this episode of Earnings Unscripted, Susie and Miro unpack a quarter that was equal parts disciplined flex and aggressive gambling. 🚂💨

We break down how a massive Canadian grain harvest masked weakness in the industrial economy, driving CPKC to a record-breaking 55.9% operating ratio. But the real story isn't the margins-it's the balance sheet. With the company slashing Capex by 15% and draining their cash reserves to under $200M to fund buybacks, they are officially running a "Ferrari with the fuel light on."

Are they confident, or just reckless? Tune in as we discuss the pivot from "building" to "harvesting," the "Goliath" merger risks, and why Q1 2026 might be a white-knuckle ride for investors. 📉😬

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Starbucks bought back the traffic: Q1 2026 earnings - 1.28.2026 (030)

jeudi 29 janvier 2026 • Durée 11:24

The "Third Place" is officially back-or at least, the customers are. For the first time in two years, Starbucks posted positive traffic growth in the U.S., proving that ceramic mugs and better staffing can actually move the needle.

But as Susie and Miro unpack in this episode, that popularity came with a massive price tag. While CEO Brian Niccol is celebrating faster service times and a 25% reduction in the menu, the P&L tells a messier story of crushed margins and skyrocketing costs to get people back in the door.

We dig into the financial gymnastics behind the headlines, including a convenient "held for sale" accounting quirk in China that artificially boosted operating income and a jaw-dropping 61.7% GAAP tax rate that confused the algorithms.

With the stock popping pre-market only to sell off by the close, investors are asking the hard question: did Starbucks fix the business, or did they just pay for a temporary boost? ☕📉

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Microsoft just spent $37 BILLION: Q2 2026 earnings - 1.28.2026 (029)

jeudi 29 janvier 2026 • Durée 13:24

Microsoft just reported Q2 2026 numbers, and the market’s reaction was chilly 🥶.

Despite a headline beat on earnings and revenue crossing $81 billion, the stock slid over 6% in after-hours trading. Why? Because the "beat" was largely fueled by a massive $7.6 billion accounting gain from OpenAI, while the real story lies in a capital expenditure number so large it has investors checking their math.

In this episode, Susie and Miro break down how Microsoft spent $37.5 billion in just 90 days-essentially burning the annual revenue of a Fortune 500 company to build what Satya Nadella calls a "Token Factory." We unpack the terrifying economics of "short-lived assets" (GPUs that depreciate in just a few years) and the race for silicon independence with the new Maia and Cobalt chips. Plus, we dig into the startling revelation that 45% of Microsoft’s commercial backlog is now tied to a single entity: OpenAI.

Is Microsoft building the future, or just a very expensive utility company with an expiration date? Tune in to find out. 🎧

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Meta's shock & awe quarter: Q4 2025 earnings - 1.28.2026 (028)

jeudi 29 janvier 2026 • Durée 12:49

Meta just dropped a $135 billion bombshell-and somehow, the stock went vertical.

In this episode, Susie and Miro dissect a Q4 report that looks less like a standard earnings update and more like "wartime mobilization." We break down how Zuckerberg is planning to spend nearly double his 2025 CapEx on the newly branded "Meta Superintelligence Labs," and why Wall Street isn't panicking this time.

The real story isn't the ad revenue (which is printing money) or the Metaverse losses (which are finally peaking); it's the "Industrial Revolution for Code." With headcount flat and debt doubling, we explore the wildest thesis of the quarter: Meta is effectively swapping human salaries for silicon, using AI agents to replace engineering hours.

Is this the ultimate defensive moat, or the world's most expensive heating system for a data center? Tune in for the breakdown. 🤖💸

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Seagate is effectively SOLD OUT: Q2 2026 earnings - 1.27.2026 (027)

mercredi 28 janvier 2026 • Durée 11:53

They said hard drives were dead technology, a relic of the past. Today, Seagate Technology (STX) just proved that "spinning rust" is not only alive—it’s the backbone of the AI revolution.

In this episode, Susie and Miro break down a massive fiscal Q2 2026 for Seagate, where the stock surged nearly 10% after hours. The headline numbers were a beat, but the real story is buried in the CEO’s commentary: Seagate is effectively sold out of nearline capacity through the end of the year. 🤯

We dig into what "fully allocated through 2026" actually means for pricing leverage and why customers are begging for capacity 18 months in advance. We also unpack the "Mozaic" HAMR technology that has finally graduated from science project to enterprise standard, and why "Agentic AI" is creating a massive data tsunami that flash storage simply can’t handle.

Is this the start of a new super-cycle, or is Seagate walking a dangerous tightrope with no inventory safety net? Tune in for the unvarnished truth behind the numbers. 💾📈

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Earnings Unscripted: Stock Earnings Calls & Analysis – Détails, épisodes et analyse

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