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Earnings Unscripted: Stock Earnings Calls & Analysis Earnings Unscripted: Stock Earnings Calls & Analysis Miro Benes Gold IRA Companies Bulletin: One-Stop-Shop for Gold IRA & Precious Metals Market Research & Analysis Gold IRA Companies Bulletin: One-Stop-Shop for Gold IRA & Precious Metals Market Research & Analysis Doug Young, Precious Metals & Financial Markets Researcher Construction Brothers Construction Brothers Construction Brothers Äripäeva raadio Äripäeva raadio Äripäev Reuters World News Reuters World News Stephani Schupbach Let's Get Digital with Carrie Charles Let's Get Digital with Carrie Charles Broadstaff Grain Markets and Other Stuff Grain Markets and Other Stuff Joe Vaclavik The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Podcast de Vendas do Diego Maia Podcast de Vendas do Diego Maia Diego Maia Banking Transformed with Jim Marous Banking Transformed with Jim Marous Evergreen Podcasts Audio Branding Audio Branding Jodi Krangle The College Investor Audio Show The College Investor Audio Show The College Investor Upzoned Upzoned Strong Towns Mastering Risk Mastering Risk Dr. Jeff Donaldson, CD Home Service Millionaire with Mike Andes Home Service Millionaire with Mike Andes Mike Andes Money Guy Show Money Guy Show Brian Preston and Bo Hanson The Ramsey Show The Ramsey Show Ramsey Network The Audacity to Podcast® - tips and how to start and grow profit in podcasting The Audacity to Podcast® - tips and how to start and grow profit in podcasting Daniel J. Lewis The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals Michelle Weinstein - The Pitch Queen, Sales Strategist iWork4Him PowerThought iWork4Him PowerThought Jim & Martha Brangenberg Insider Secrets to a Top 100 Podcast with Courtney Elmer | Podcasting Strategies for Growing a Podcast That Converts Insider Secrets to a Top 100 Podcast with Courtney Elmer | Podcasting Strategies for Growing a Podcast That Converts Courtney Elmer | PodLaunchHQ.com The New Abnormal The New Abnormal Sean Pillot de Chenecey She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach One Part Lion - One Part Lamb with Stephen Scoggins One Part Lion - One Part Lamb with Stephen Scoggins Stephen Scoggins eBay the Right Way eBay the Right Way Suzanne A. Wells Hart to Heart Hart to Heart Michelle Hartzman The Green Blueprint The Green Blueprint Latitude Media The Neurodivergent Entrepreneur The Neurodivergent Entrepreneur Patrick Casale FELIX PREHN DAILY MARKET NEWS By Goat Academy FELIX PREHN DAILY MARKET NEWS By Goat Academy Felix Prehn Career Sessions Career Sessions JR Lowry Commodity Culture Commodity Culture Jesse Day Audacity Works Audacity Works Rachel Strickland METUS HVAC Tech Show METUS HVAC Tech Show Mitsubishi Electric Trane US The Art Of Hospitality The Art Of Hospitality The Art Of Hospitality Podcast The Art of Network Engineering The Art of Network Engineering Andy and Friends Global Prosperity Show Global Prosperity Show Balazs W Kardos Cables2Clouds Cables2Clouds Cables2Clouds
Earnings Unscripted: Stock Earnings Calls & Analysis

Negocios

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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