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The Earnings Debate

by EarningsBeat.ai

We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs.On the beat so you don't miss a beat.

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Episodes

  1. ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year."

    ServiceTitan, Inc. reported its fiscal second quarter 2027 financial results. For the quarter, the company reported that Q2 total revenue of $292.8 million grew 21% year-over-year. Subscription revenue for the quarter was $212.4 million, growing 22% year-over-year, and usage revenue for the…

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  2. Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%"

    Dell Technologies Inc. reported its fiscal year 2027 second quarter financial results, stating that total revenue was up 58 percent to 47 billion dollars. Gross margin dollars grew 78 percent to 9.9 billion dollars, with a gross margin rate of 21.1 percent. Non-GAAP operating income grew 160...

  3. Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter

    Medtronic plc reported first quarter fiscal year 2027 financial results, including "revenue of $9.8 billion" for the quarter, up "13.7% on both the reported and organic basis." This performance "benefited from the extra selling week, which we estimate contributed approximately $570 million or 670...

  4. GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year"

    Management noted that "Q2 was an exceptional quarter", reporting that second quarter total revenue was $286.3 million, up 21% year-over-year, and non-GAAP operating income was $42.6 million, representing a 15% operating margin. Non-GAAP gross margin was 86.5%. For the second quarter, adjusted…

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  5. Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter.

    Palo Alto Networks reported "total revenue grew 34% to $3.41 billion in the fourth quarter" of fiscal year 2026. For the full fiscal year 2026, "revenue reached $11.5 billion, up 24% year-over-year." Performance metrics for the fourth quarter included "Q4 non-GAAP EPS of $1.02" and "Q4 non-GAAP...

  6. Snowflake Inc. (SNOW) Announced Q2 2027 Earnings on September 2, 2026, Reporting "Product revenue came in at $1.49 billion with growth accelerating to 37% year-over-year"

    Financial Results For the second quarter of fiscal 2027, Snowflake reported product revenue of $1.49 billion, representing 37% year-over-year growth, which marks the company's third straight quarter of product revenue acceleration. Remaining performance obligations grew 30% year-over-year to…

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  7. Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year"

    Broadcom reported consolidated revenue of a record $29.6 billion for the third quarter of fiscal year 2026, representing an increase of 86% year-on-year. Gross margin for the quarter was 75% of revenue, which was down 210 basis points sequentially as AI semiconductor revenue was a greater...

  8. MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth"

    MongoDB reported strong financial results for the second quarter of fiscal year 2027. Michael Berry stated that "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth" compared to 24% growth in the year-ago period. Atlas revenue grew approximately 29%...

  9. Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year"

    Zscaler, Inc. reported financial results for the fourth quarter and full fiscal year 2026. For the fourth quarter, revenue was $898 million, representing an increase of 25 percent year-over-year and 6 percent sequentially. Non-GAAP operating income for the fourth quarter was $218 million, up 37...

  10. lululemon athletica inc. (LULU) Announced Q2 2026 Earnings on September 3, 2026, Reporting "total net revenue decreased 4% or 5% in constant currency to $2.4 billion"

    For the second quarter of 2026, interim Co-CEO and CFO Meghan Frank reported that "total net revenue decreased 4% or 5% in constant currency to $2.4 billion" for the quarter and "comparable sales decreased 10%" for the quarter. She stated "gross profit for the second quarter was $1.46 billion, or...

  11. Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%"

    Workday, Inc. reported its second quarter fiscal year 2027 results. Subscription revenue in Q2 was $2.471 billion, up 14%. Professional services revenue was $178 million, resulting in total revenue of $2.649 billion, growth of 13%. Non-GAAP operating income was $824 million for the quarter,...

  12. Dollar General Corporation (DG) Announced Q2 2026 Earnings on August 27, 2026, Reporting "Net sales for the quarter increased 5.2% to $11.3 billion"

    For the second quarter of 2026, Dollar General reported that "Net sales for the quarter increased 5.2% to $11.3 billion" compared to net sales of "$10.7 billion in last year's second quarter". Management stated that "Same-store sales increased 3.5% during the quarter" which was driven by customer...

  13. NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter"

    NVIDIA Corporation reported financial results for the second quarter of fiscal year 2027. Executive Vice President and Chief Financial Officer Colette Kress announced "record revenue, operating income and EPS". Total revenue for the second quarter was reported as "$96 billion," which "more than...

  14. Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"

    Salesforce delivered record second-quarter financial results. Q2 revenue came in at "$11.35 billion", which was up 11% year-over-year. Subscription and support revenue was "$10.82 billion", up 12% year-over-year in nominal and 11% in constant currency. Current remaining performance obligation…

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  15. Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million"

    Veeva Systems Inc. reported fiscal 2027 second quarter financial results, which delivered results ahead of guidance. For the quarter, management stated that "Total revenue in the quarter was $928 million, with non-GAAP operating income of $416 million." Management also highlighted that the…

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  16. CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year"

    CrowdStrike Holdings, Inc. reported total revenue of $1.47 billion for the fiscal second quarter of 2027, representing 26% growth year-over-year, with second quarter subscription revenue reaching $1.40 billion, up 27% year-over-year. The company delivered a record second quarter with net new ARR…

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  17. Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%"

    Intuit Inc. reported solid financial results for the fourth quarter and full fiscal year 2026. For the fourth quarter, total company revenue was 4.4 billion dollars, representing an increase of 14 percent year-over-year. GAAP operating income for the quarter was 475 million dollars compared to…

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  18. Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion"

    Zoom Communications, Inc. reported its second quarter fiscal year 2027 financial results, noting that "total revenue grew 4.9% year-over-year to $1.28 billion" or "4.7% in constant currency." The enterprise business led this expansion with "enterprise revenue growing 7.8% year-over-year," which...

  19. XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026".

    XPeng Inc. reported total revenues of "RMB 19.74 billion for the second quarter of 2026", which represents "an increase of 8% year-over-year and an increase of 51.5% quarter-over-quarter". Revenues from vehicle sales were "RMB 17.05 billion for the second quarter of 2026", which was "an increase…

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  20. PDD Holdings Inc. (PDD) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues increased 8% year-over-year to RMB 112.4 billion" for the Quarter

    In the second quarter of 2026, PDD Holdings Inc. reported that total revenues increased 8% year-over-year to RMB 112.4 billion for the quarter. This growth was mainly driven by revenues from transaction services, which were RMB 54.7 billion for the quarter, up 13% from the same quarter last year....

  21. The Home Depot, Inc. (HD) Announced Q2 2027 Earnings on August 18, 2026, Reporting "Sales for the second quarter were $47.9 billion, an increase of 5.7% from the same period last year"

    The Home Depot, Inc. reported total sales of $47.9 billion for the second quarter, representing an increase of 5.7% from the same period last year. Total company comparable sales for the quarter increased 1.7% and comps in the United States increased 1.3%. Gross margin for the second quarter was...

  22. Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion"

    In the second quarter of 2026, Baidu, Inc. reported total revenue of RMB 31.3 billion, which represents a decrease of 2 percent quarter-over-quarter and a decrease of 4 percent year-over-year. Revenue from the Baidu General business was RMB 25.2 billion, which was a decrease of 3 percent...

  23. Nu Holdings Ltd. (NU) Announced Q2 2026 Earnings on August 13, 2026, Reporting "gross revenues reached nearly $5.9 billion, up 39% year-over-year"

    Nu Holdings Ltd. reported financial results for the second quarter of 2026, stating that "gross revenues reached nearly $5.9 billion, up 39% year-over-year" for the quarter. The company announced that "gross profit reached $2.4 billion during the quarter," representing a 43% year-over-year and…

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  24. Deere & Company (DE) Announced Q3 2026 Earnings on August 20, 2026, Reporting "Net sales and revenues were up 5% to $12.608 billion" for the third quarter

    For the third quarter of 2026, Deere & Company reported that "Net sales and revenues were up 5% to $12.608 billion, and net sales for the equipment operations were up 6% to $10.999 billion" for the third quarter. Net income attributable to Deere & Company for the quarter was "$1.379 billion" or...

  25. Brookfield Corporation (BN) Announced Q2 2026 Earnings on August 13, 2026, Reporting "Distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter"

    Brookfield Corporation reported that distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter and $5.7 billion for the last 12 months. Total distributable earnings, including realizations, were $1.5 billion or $0.66 per share for the quarter and $6.2...

  26. Birkenstock Holding plc (BIRK) Announced Q3 2026 Earnings on August 13, 2026, Reporting "third quarter revenues of EUR 720 million"

    Birkenstock Holding plc reported its fiscal third quarter 2026 financial results, stating "We generated third quarter revenues of EUR 720 million, growth of 13% on a reported basis." For the quarter, "Growth in constant currency was 15%". The "Adjusted gross profit margin for the third quarter…

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  27. Company (WMT) Announced Q2 2027 Earnings on August 20, 2026, Reporting "Enterprise net sales growth in constant currency of 5%"

    For the second quarter, Walmart reported "Enterprise net sales growth in constant currency of 5%". On a constant currency basis for the quarter, "adjusted operating income grew 17.4%" and "adjusted EPS increased over 19%". Operating income growth was positively impacted by "a net benefit of...

  28. Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter.

    Alibaba Group Holding Limited reported its financial results for the quarter ended June 30, 2026, which is the first quarter of fiscal year 2027. Toby Xu stated that "Total revenue increased 9% year-over-year to RMB 269 billion" for the quarter. The company reported that "Our GAAP net income was...

  29. Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year."

    Tencent Holdings Limited reported its financial results for the second quarter of 2026. Chief Financial Officer John Lo announced that "total revenue was RMB 204.8 billion, up 11% year-on-year" and "Gross profit was RMB 118.4 billion, up 13% year-on-year" for the quarter. On a reported basis for...

  30. Sea Limited (SE) Announced Q2 2026 Earnings on August 11, 2026, Reporting "Sea generated $7.8 billion in revenue, up 48% year-on-year"

    For the second quarter of 2026, Sea Limited reported total GAAP revenue of 7.8 billion dollars, representing an increase of 48 percent year-on-year. Total adjusted EBITDA for the quarter was over 917 million dollars, which was up by 11 percent year-on-year. The company's net income rose by 11...

  31. CAVA Group, Inc. (CAVA) Announced Q2 2026 Earnings on August 11, 2026, Reporting "CAVA revenue in the second quarter of 2026 grew 31.3% year-over-year to $365.4 million"

    CAVA Group, Inc. reported second quarter 2026 revenue of $365.4 million, representing a 31.3 percent increase year-over-year. Same-restaurant sales increased by 9 percent, driven by traffic growth of 5.3 percent. The company reported net income of $23 million and diluted EPS of $0.19 for the…

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  32. Lowe's Companies, Inc. (LOW) Announced Q2 2026 Earnings on August 19, 2026, Reporting "sales of $26 billion"

    Lowe's Companies, Inc. reported sales of $26 billion for the second quarter of fiscal 2026, which was up 8.3% from the second quarter of last year. Comparable sales for the second quarter rose 0.2%. The company delivered GAAP diluted earnings per share of $4.27 for the second quarter, and…

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  33. AECOM (ACM) Announced Q3 2026 Earnings on August 11, 2026, Reporting "full year NSR of approximately $7.3 billion"

    AECOM reported financial results for the third quarter of fiscal 2026. The results included a "$337 million pretax charge" during the quarter that was "primarily the result of a delay in delivering a large construction management project." This project-related charge impacted third quarter net...

  34. Target Corporation (TGT) Announced Q2 2027 Earnings on August 19, 2026, Reporting "net sales of $26.5 billion" for the quarter

    Target Corporation reported financial results for the second quarter of 2026. For the quarter, net sales of $26.5 billion were 5.3% higher than last year, with comparable sales increasing 3.8% driven by a 3.6% increase in traffic. The company reported a second quarter gross margin rate of 33.7%,...

  35. Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million."

    Hims & Hers Health, Inc. reported that in the second quarter, "revenue grew nearly 40% year-over-year to more than $753 million". U.S. operations generated "$622 million of revenue", representing "domestic revenue growth" of "16% year-over-year", while international revenue increased over 17-fold...

  36. GoDaddy Inc. (GDDY) Announced Q2 2026 Earnings on July 30, 2026, Reporting "total revenue for the quarter grew 7% to $1.3 billion"

    GoDaddy Inc. reported its second quarter 2026 financial results, where "total revenue for the quarter grew 7% to $1.3 billion" and "ARR grew 6% to $4.4 billion". Within its segments, the "Applications and Commerce segment grew revenue at 11% to $515 million" with a "Segment EBITDA margin" of...

  37. Mitsui & Co., Ltd. (MITSY) Announced Q1 2027 Earnings on August 4, 2026, Reporting Record Q1 Profit of JPY 294.1 Billion

    Mitsui & Co., Ltd. reported that core operating cash flow, or COCF, increased by JPY 64.6 billion year-on-year to JPY 280.9 billion for the first three months of the fiscal year. Profit for the first three months of the fiscal year increased by JPY 102.5 billion year-on-year to JPY 294.1 billion,...

  38. Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record"

    Apple reported June quarter results for fiscal year 2026, with CEO Tim Cook stating, "Today, Apple is proud to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record." CFO Kevan Parekh reported that products revenue was $78.7 billion, up 18% year-over-year, and…

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  39. ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion"

    During the Q2 2026 earnings call, President and Chief Financial Officer Gina Mastantuono reported that Q2 subscription revenues were $3.877 billion, representing 23% year-over-year growth in constant currency. Remaining performance obligations, or RPO, ended the quarter at approximately $29...

  40. Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion"

    Alphabet Inc. reported its second quarter 2026 results, with executive Anat Ashkenazi stating that "Consolidated revenues were $119.8 billion" for the quarter, up 24 percent year-over-year. Operating income was $40.8 billion and the operating margin was 34 percent for the second quarter. Net…

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  41. Amazon.com, Inc. (AMZN) Announced Q2 2026 Earnings on July 30, 2026, Reporting $200.6 billion in revenue for the quarter.

    Amazon.com, Inc. reported worldwide revenue of $200.6 billion for the second quarter of 2026, which represents a 20% increase year-over-year, or a 20% increase excluding the impact of foreign exchange. Worldwide operating income for the quarter was $27.5 billion. In the segment results, North...

  42. Spotify Technology S.A. (SPOT) Announced Q2 2026 Earnings on August 4, 2026, Reporting "Total revenue was EUR 4.8 billion"

    Spotify Technology S.A. reported financial results for the second quarter of 2026. Management reported that "Total revenue was EUR 4.8 billion" for the quarter, growing 15% year-over-year. The company's "operating income of EUR 655 million" was EUR 25 million above guidance, delivering an...

  43. Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter

    During the second quarter of 2026, Tesla achieved record deliveries, with sequential growth across the Americas, APAC, and EMEA of 60%, 27%, and 12%, respectively. Automotive gross margins, excluding regulatory credits, declined sequentially from 19.2% to 16.3%, though management noted margins...

  44. Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter.

    Coupang, Inc. reported consolidated financial results for the second quarter of 2026. Total net revenues for the quarter were $8.9 billion, representing growth of 4 percent on a reported basis and 10 percent in constant currency. Consolidated gross profit for the quarter was $2.5 billion, with a...

  45. Novo Nordisk A/S (NVO) Announced Q2 2026 Earnings on August 5, 2026, Reporting "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the Quarter

    Novo Nordisk A/S reported its financial results for the second quarter of 2026, with Chief Financial Officer Karsten Knudsen stating that "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the quarter. Knudsen noted that the adjusted gross margin for the...

  46. Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.

    For the fourth quarter of fiscal year 2026, Microsoft Corporation reported that "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter. Gross margin dollars increased 15% and operating income increased 18% for the quarter. Earnings per share was "$4.74, an increase of 23%...

  47. Uber Technologies, Inc. (UBER) Announced Q2 2026 Earnings on August 5, 2026, Reporting "non-GAAP EPS growing 35% year-over-year"

    Uber Technologies, Inc. reported that for the second quarter of 2026, gross bookings grew 22% year-on-year to more than $58 billion, marking the company's fourth consecutive quarter above 20% growth. CEO Dara Khosrowshahi announced that non-GAAP EPS grew 35% year-over-year, and trailing 12-month...

  48. MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year"

    MercadoLibre, Inc. reported its Q2 2026 financial results, announcing that "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year" for the quarter. The company delivered "Income from operations was $683 million, with a margin of 6.7%". Management explained that the...

  49. Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.

    In the second quarter of 2026, Axon Enterprise, Inc. reported revenue of $904 million for the quarter, which represents an increase of 35% year-over-year. Software & Services revenue increased 36% year-over-year to $398 million for the quarter, with the AI Era Plan growing "almost 700%".…

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  50. Airbnb, Inc. (ABNB) Announced Q2 2026 Earnings on August 6, 2026, Reporting "Revenue grew 17% year-over-year to $3.6 billion" for the Quarter.

    Airbnb, Inc. reported its financial results for the second quarter of 2026. Chief Financial Officer Ellie Mertz reported that for the Quarter, revenue "grew 17% year-over-year to $3.6 billion," which "exceeded the high end of our outlook". For the Quarter, she stated that "net income was $816...

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ABOUT THIS SHOW

We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs.On the beat so you don't miss a beat.

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EarningsBeat.ai

CATEGORIES

business investing news

Frequently Asked Questions

How many episodes does The Earnings Debate have?

The Earnings Debate currently has 272 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Earnings Debate about?

We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs.On the beat so you don't miss a...

How often does The Earnings Debate release new episodes?

The Earnings Debate publishes regularly with 272 episodes available. Check the episode list for the typical release schedule.

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The Earnings Debate is created and hosted by EarningsBeat.ai.
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