Podcast Index

Podcasts

Parcourez les podcasts par catégorie, ouvrez les épisodes récents et téléchargez l’audio pour l’écouter hors ligne.

Earnings Unscripted: Stock Earnings Calls & Analysis Earnings Unscripted: Stock Earnings Calls & Analysis Miro Benes Many Happy Returns Many Happy Returns PensionCraft Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Amy Vandeputte Treat Your Business Treat Your Business Katie Bell נותנים עבודה נותנים עבודה פורום ארלוזורוב Pharma and BioTech Daily Pharma and BioTech Daily Pharma and BioTech News The Hitstreak The Hitstreak Nick Hiter Podcast Growth and SEO Strategies for Entrepreneurs: Podcasting Problem Solver Podcast Growth and SEO Strategies for Entrepreneurs: Podcasting Problem Solver Leah Bryant, Podcast Coach and Growth Strategist Simply Authentic Podcast Simply Authentic Podcast Simply Authentic Podcast ADHD Wise Squirrels for late-diagnosed adults with ADHD. ADHD Wise Squirrels for late-diagnosed adults with ADHD. WiseSquirrels.com Retail Daily Minute Retail Daily Minute Omni Talk Retail Behind the Frontline Behind the Frontline Frontline Training Solutions Digimasters Shorts Digimasters Shorts Adam Nagus, Carly Wilson Salud Financiera Salud Financiera Luis Ángel Hernández JACOBIN Podcast JACOBIN Podcast JACOBIN Magazin WAHNcast WAHNcast Women’s Affordable Housing Network The Short Term Rental Playmaker The Short Term Rental Playmaker Joe Rohne WHY DESIGN? WHY DESIGN? Chris Whyte | Kodu The Balanced Leader The Balanced Leader Yann Dang | Women in Leadership & Executive Presence Coach Lead with Confidence Lead with Confidence JP Warren Hope Mississippi Hope Mississippi Dawn Beam Business As Usual | City AM Business As Usual | City AM City AM Ctrl Alt Disrupt from DTP Group Ctrl Alt Disrupt from DTP Group DTP Group The Future Coach: How to Succeed As A Life Coach Today, Tomorrow & Beyond The Future Coach: How to Succeed As A Life Coach Today, Tomorrow & Beyond Kara Loewentheil Money Penny Money Penny Hospodářské noviny Money-How Money-How Marja Milic 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet QAV Investing Podcast (Free Edition) QAV Investing Podcast (Free Edition) Tony Kynaston & Cameron Reilly The Difference Engine | B2B Category Design | Private Equity | Venture Capital The Difference Engine | B2B Category Design | Private Equity | Venture Capital Categorical WW – William Waack WW – William Waack CNN Brasil Les Classiques de l'économie Les Classiques de l'économie Radio Classique Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) L’Edito de Raphael Legendre L’Edito de Raphael Legendre BFM Business La Primera de Expansión La Primera de Expansión Expansión Wake Up to Money Wake Up to Money BBC Radio 5 Live Face à Lechypre Face à Lechypre BFM Business L'édito éco L'édito éco Europe 1
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...

Soumettez votre station préférée

Remplissez le formulaire ci-dessous. Veillez à sélectionner à la fois Pays et Genres.

Nom
Catégorie
Maintenez la touche Ctrl (Cmd sur Mac) pour sélectionner plusieurs catégories.
URL de streaming
Logo (JPG, JPEG ou PNG)

Contactez-nous

Envoyez-nous un message ci-dessous. Nous vous répondrons dans les 24 heures.

Sujet
Votre nom
Adresse e-mail
URL de la station ou de la page
Message
Combien font 6 plus 10 ?
Nous joignons aussi votre votre pays, votre navigateur, la page actuelle et quelques détails techniques pour nous aider à enquêter.