Earnings Calls Podcasts
Earnings Calls Podcasts
Earnings Calls Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, Tyler Crowe, Matt Frankel, and Jon Quast dissect the latest earnings reports from consumer giants like Walmart, Booking Holdings, Etsy, and eBay, highlighting mixed performance across sectors. They analyze eBay’s strategic acquisition of Etsy’s Depop platform and debate the bullish versus bearish outlook for insurance disruptor Lemonade. The conversation then pivots to Klarna’s surprising stock plunge, probing the factors that spooked investors. Throughout, the hosts blend data‑driven insights with market sentiment to map current consumer spending trends.
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
In this episode Dave breaks down Amazon’s near‑10% stock plunge, contrasting it with an 8% e‑commerce growth rate and record‑high AWS revenue. He examines the factors behind the dip, including aggressive 2026 capital spending and investor skepticism about AI initiatives...
