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The Quarterly Call

by The Quarterly Call

The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes only and should not be interpreted as financial or investment advice. We are not financial advisors, and any strategies, insights, or information discussed do not constitute a recommendation to buy, sell, or hold any financial instruments.

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Episodes

  1. ServiceNow Q2 2026 Strategic Updates: AI Monetization and Cybersecurity Drive Margin Expansion

    Key Takeaways: Financial Outperformance: Subscription revenues grew 23% in constant currency and operating margins hit 29.5%, prompting management to raise their full-year guidance. Accelerated AI Monetization: AI annual contract value surpassed $1 billion, tracking ahead of long-term targets…

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  2. Alphabet Q2 2026 Strategic Updates: AI Monetization Drives 82% Cloud Growth Amid CapEx Expansion

    Key Takeaways: Cloud & AI Synergy: The quarterly presentation revealed Google Cloud revenue surged 82% year-over-year. This was propelled by immense demand for AI infrastructure and Gemini Enterprise platforms, expanding Cloud operating margins to a record 35.6%. Search Monetization: The deep...

  3. ASML Q2 2026: AI Accelerates Massive Growth and Capacity Expansion

    AI Accelerates Massive Growth and Capacity Expansion Punchlines: Financial Beat: Q2 net sales hit €9.3 billion with a 54% gross margin, exceeding expectations due to a €300 million boost in productivity upgrades. Guidance Raised: The full-year 2026 sales outlook is up, now expected between €43...

  4. TSMC Q2 2026: Riding the Unstoppable AI Megatrend

    Riding the Unstoppable AI Megatrend Key Punchlines: The AI Boom is Accelerating: Structural demand for AI, especially the new agentic AI, is driving massive needs for cutting-edge silicon and computing power. Historic U.S. Expansion: A massive $100 billion additional investment in Arizona will…

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  5. Google Cloud Next '26 keynote, Blueprint for the Agentic Enterprise

    Punchlines: "The era of the pilot is over. The era of the agent is here." Nearly 75% of customers now leverage AI in production, and internally at Google, AI generates nearly 75% of all new code. We are firmly in the agentic Gemini era, shifting from asking if we can build an agent to how we can...

  6. NVIDIA GTC 2026 Keynote: The Era of AI Factories, Agentic Systems, and the Vera Rubin Platform

    Key Punchlines: The Inference Inflection: AI has evolved from perceiving to reasoning and taking action, driving massive compute demand that is projected to reach at least $1 trillion by 2027. Tokens as a Commodity: Data centers are transforming into power-constrained AI factories where…

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  7. The Terafab Project and the Path to a Galactic Civilization

    Punchlines: Becoming a multi-planetary species is essential to harness the sun's massive energy and effectively scale human civilization. SpaceX, Tesla, and xAI are collaborating to build the "Terafab" in Texas, an unprecedented facility aiming to produce a terawatt of AI compute per year with a...

  8. NVIDIA at CES: Defining the Future of Agentic Systems and Physical AI

    • "There is a bubble in media headlines, but not in AI infrastructure adoption." • "At Snowflake, the rule for enterprises is simple: your data is your data." • "AI flips the healthcare script, moving from 80% clerical work to 80% clinical reasoning." • "Coding has become the gateway to actuation...

  9. Winning Against the Macro: C.H. Robinson's Lean AI Strategy Delivers Exponential Results

    Punchlines We are a technology-generated company servicing a logistics industry. Lean is the engine and AI is the accelerator. AI is not a buzzword; it is how we are running the company. We have fundamentally changed the processes to decouple head count growth from volume growth. We have achieved...

  10. Netflix Co-CEOs Defend Warner Bros. Deal, Vow Job Creation and Enhanced Content Growth.

    Punchlines from the call:We have a deal done, and we are incredibly happy with the deal. We’re super confident we’re going to get it across the line and finish. HBO is an incredible brand with an incredible history. It speaks prestige TV. We want to double down on that concept. In this…

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  11. Salesforce Launches Agent Force 360: Ushering in the Agentic Enterprise

    Agent Force was just a whisper, an idea. Today, it's the fastest growing product we've ever launched. Is AI going to replace us? Or are we going to be in command of it? We're building AI that elevates people. In the future of work, it's not artificial. It's profoundly human. This is the agentic...

  12. Microsoft Ignite: AI Agents, Copilot, and the Ubiquitous Intelligence Revolution

    AI marks a turning point, it is not about doing things faster, it is about doing things we could not do before. This is about augmenting human intelligence at skill. At the heart of every frontier business flow is democratizing intelligence. The difference between successful projects and those…

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  13. AWS re:Invent 2025: $132 Billion AWS Unlocks AI Value with Nova Forge and Autonomous Frontier Agents

    AWS has grown to be a $132 billion business, accelerating 20% year over year. The amount we grew in the last year alone, about $22 billion, is larger than the annual revenue of more than half of the Fortune 500. We’ve added 3.8 gigawatts of data center capacity, more than anyone in the world....

  14. Costco Q1: Tech Adoption and Aggressive Expansion Drive Record Sales and Membership Growth

    Punchlines Net sales for the first quarter were $65.98 billion, an increase of 8.2% Digitally enabled comparable sales were 20.5% We will never succumb to not being the best price and driving prices down for our members In-warehouse technology adoption is leading to checkout speed improvements of...

  15. Oracle Q2 2026: Cloud Infrastructure Growth Explodes 66%, RPO Hits Record $523 Billion on AI Demand

    Remaining Performance Obligations or RPO ended the quarter at $523.3 billion, up 433% from last year, driven by contracts signed with Meta, NVIDIA and others. Total cloud revenue was up 33% at $8 billion, representing a significant acceleration. Cloud Infrastructure revenue was $4.1 billion, up…

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  16. Broadcom Rides AI Wave to Record $64 Billion Year, Secures Massive $73 Billion AI Backlog

    Consolidated revenue grew 24% year-over-year to a record $64 billion, driven by AI semiconductors and VMware. AI revenue grew 65% year-over-year to $20 billion, with Q4 AI semiconductor revenue up 74%. Total order on hand in excess of $73 billion today, which is almost half our consolidated…

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  17. HubSpot Q3 2025: Platform Consolidation and AI Innovation Drive Durable Growth Path

    Punchlines from the call: Q3 was another strong quarter, with revenue growing 18.4% year-over-year in constant currency, reaching $810 million. We delivered a solid operating margin of 20%. Our performance was powered by three drivers: platform consolidation, multi-hub adoption, and upmarket...

  18. Datadog Q3 2025: AI Momentum and Non-AI Strength Drive Broad Acceleration and Record New Bookings.

    Punchlines Revenue reached $886 million, marking a 28% year-over-year increase. Non-AI customer usage growth hit a 12-quarter high. Annualized new logo bookings more than doubled year-over-year, setting a new company record, particularly in the enterprise segment. Security ARR growth accelerated…

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  19. Record EBITDA and Strategic Expansion Highlight Airbnb's Q3 Success, Fueled by AI and 'Real World' Focus

    Punchlines Adjusted EBITDA was over $2 billion, and this is our highest in any quarter ever. Gross booking value increased 14% year-over-year, while nights and seats booked rose by 9%. We are driving growth by focusing on four key areas: making our service better, bringing Airbnb to more parts of...

  20. Robinhood's Q3 2025: Product Velocity Drives Record Revenue and Prediction Markets Surge Amid CFO Transition

    Punchlines Q3 was another quarter of relentless product velocity. We want active traders to feel like they are at a disadvantage, if they trade anywhere other than Robinhood. In Q3, we had record equity and option trading volumes, and October looks even better. Prediction markets are really on...

  21. Arm Delivers Record Q2 Revenue Fueled by Accelerating AI Compute Demand and Data Center Efficiency Leadership.

    Punchlines Q2 was our best second quarter ever with revenue of $1.14 billion, up 34% year-on-year, marking our third consecutive billion-dollar quarter. Artificial intelligence is reshaping every layer of technology, and Arm is the only compute platform delivering AI everywhere. Royalty revenue...

  22. DoorDash Commits Major Investment to AI-Native Global Tech Platform, Accelerating Deliveroo Integration and Autonomous Delivery Initiatives

    Punchlines from the Call Our core business is continuing to do really well. Overall unit economics are improving across the business as well as the profit dollars continue to increase. Our philosophy has always been to reinvest back in the business. The first major area of spend is building a new...

  23. Uber Accelerates Growth in Q3 2025, Fueled by Record Trips, Cross-Platform Strategy, and Hybrid AV Future.

    Punchlines:Q3 was an outstanding quarter for Uber, driven by a powerful combination of innovation and execution. Trips grew 22%, marking our fastest growth since 2023. This translated into record adjusted EBITDA and free cash flow. We hit a new record over Halloween weekend with more than 130...

  24. Palantir Delivers 'Best Ever' Results: Rule of 40 Soars to 114% Amid Exploding Demand for Enterprise AI Platform

    Punchlines from the CallWe had a monumental third quarter, shattering expectations yet again. Our Rule of 40 score soared to an unprecedented 114%. Real enterprise AI at scale requires Palantir. We closed our highest TCV quarter ever at $2.8 billion. These are arguably the best results that any...

  25. AMD Surges to Record $9.2 Billion Q3 Revenue, Confident in Multi-Gigawatt AI Future with OpenAI and MI400/Helios.

    Punchlines from the call:Delivered an outstanding quarter with record $9.2 billion revenue, reflecting 36% year-over-year growth.Our record third quarter performance marks a clear step-up in our growth trajectory as our compute franchise and scaling data center AI business drive significant...

  26. AWS Roars Back with 20% Growth Amid Massive AI and Capacity Investment Push

    Punchlines:AWS is growing at a pace we haven't seen since 2022, reaccelerating to 20.2% year-over-year. Backlog grew to $200 billion by Q3 quarter end. We're now double the power capacity that AWS was in 2022, and we're on track to double again by 2027. Bedrock could be as big a business for AWS…

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  27. Apple Caps Record Year, Q4 Revenue Hits $102.5B on Strong iPhone and Services, Projects Best-Ever Holiday Quarter.

    Punchlines: Apple is proud to report $102.5 billion in revenue. Services achieved an all-time revenue record of $28.8 billion, growing 15% from a year ago. We expect the December quarter's revenue to be the best ever for the company and the best ever for iPhone. We are heading into the holiday...

  28. Atlassian Kicks Off FY 2026 with Accelerated Cloud Growth and AI Momentum

    Punchlines (Less than 1000 characters, without annotations or reference to earnings call):• We're off to an incredible start to FY 2026, with total revenue in Q1 growing 21% year-over-year to $1.4 billion.• Cloud revenue growth of 26% year-over-year to $998 million and accelerated growth in RPO…

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  29. Meta Q3 2025: Core Business Thrives on AI Innovation, Company Aggressively Frontloads Capacity for Superintelligence

    PunchlinesWe had another strong quarter with 3.5 billion people using at least one of our apps every day.Instagram had a major milestone with 3 billion monthly actives, and Threads recently passed 150 million daily actives.I am very focused on establishing Meta as the leading frontier AI lab,...

  30. Microsoft Q1 2026: AI Demand Drives $49 Billion Cloud Revenue and Record Commercial Bookings Blowout

    Punchlines: Microsoft Cloud revenue surpassed $49 billion, up 26% year-over-year. Our commercial RPO increased over 50% to nearly $400 billion. We closed a new definitive agreement with OpenAI, marking the next chapter in what is one of the most successful partnerships our industry has ever seen....

  31. Alphabet Achieves First $100 Billion Quarter Driven by AI Expansion and Record Cloud Momentum

    "This was a terrific quarter for Alphabet, driven by double-digit growth across every major part of our business. We delivered our first ever $100 billion quarter and are firmly in the generative AI era. Our momentum is strong, and we are shipping at speed. The Gemini app now has over 650 million...

  32. PayPal Accelerates Profitable Growth, Initiates Dividend, and Secures Key AI Commerce Partnerships

    We have moved this business from defense to offense from stabilization to acceleration.PayPal is a fundamentally stronger company today than it was two years ago.Non-GAAP earnings per share increased 12%, reflecting the flow-through of our transaction margin performance. We are on pace to deliver...

  33. Adobe Ignites AI-Driven Creativity and Productivity, Reaffirms Growth Targets at Max 2025 Investor Meeting

    The best days of Adobe are ahead and I am more excited about the momentum in the business today than I have ever been before. It's unambiguous, that content explosion is happening. We are leading the AI driven creative and marketing transformation. Integrating AI across our industry-leading…

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  34. The Super Bowl of AI: NVIDIA Declares the Age of AI Has Begun, Powered by Accelerated Computing and Made-in-America AI Factories

    This is the Super Bowl of AI, people say. Accelerated computing its moment has now arrived. Dennard Scaling has stopped nearly a decade ago. Wireless technology around the world largely today deployed on foreign technologies. That has to stop. We are announcing the NVQLink. This is the future of...

  35. Intel Posts Solid Q3, Secures $20 Billion Funding, Accelerates AI Strategy and Foundry Rollout Amid Tight Supply

    Punchlines We delivered a solid quarter with revenue, gross margin, and earnings per share above guidance. This marks the fourth consecutive quarter of improved execution. We significantly improved our cash position and liquidity in the third quarter, securing roughly $20 billion of cash. This...

  36. Tesla Touts Real-World AI Lead, Unveils Plans for Production Surge, AI5 Chip, and Optimus Robot Army

    We're at a critical inflection point for Tesla and our strategy going forward as we bring AI into the real world. Tesla really is the leader in real-world AI. The degree to which Full Self-Driving and Robotaxi will take off is going to be like a shock wave. We now have clarity on achieving...

  37. Lam Research Sets Records in Q1, Positions for Strong 2026 WFE Growth Fueled by AI and NAND Upgrades

    The company reported record financial results for the quarter, is poised to achieve an all-time high watermark for the calendar year 2025, and forecasts strongThe company reported record financial results for the quarter, is poised to achieve an all-time high watermark for the calendar year 2025,...

  38. Netflix Q3 2025 earnings

    The Netflix Q3 2025 earnings call underscored the health of the business, noting that while revenue was in line with expectations, operating income would have exceeded forecasts absent a significant charge related to a complex Brazilian tax matter—a non-income gross tax expense covering periods...

  39. Texas Instruments Q3 2025 Earnings

    The Texas Instruments Third Quarter 2025 Earnings Call highlighted continuing yet moderate recovery in the overall semiconductor market, with Q3 revenue coming in at $4.7 billion, representing a 14% year-over-year increase. Analog revenue showed strong growth, up 16% year-over-year, while the key...

  40. Intuitive Surgical Q3 2025 Earnings

    Q3 2025 Financial and Operational PerformanceThe third quarter of 2025 was described as an excellent quarter for Intuitive. Total worldwide procedure growth was 20%. Revenue grew 23% to $2.5 billion. The strength in financial results was combined with strong operating discipline, leading to 30%...

  41. Salesforce Investor Day: The Agentic Enterprise Opportunity

    The episode primarily discuss the company's strategic pivot to becoming an "agentic enterprise" by integrating its Agentforce (AI/agentic layer) and Data 360 (data foundation) platforms across its product suite to enhance Customer 360 capabilities. The speakers emphasize that this innovation…

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  42. Oracle's accelerating growth, technological differentiation, and unprecedented financial outlook

    The greatness discussed during the call spans Oracle's accelerating growth, technological differentiation, and unprecedented financial outlook, driven primarily by the ubiquitous shift to AI and the comprehensive One Oracle strategy. The Cloud Infrastructure (OCI) business is experiencing...

  43. TSMC Third Quarter 2025 Earnings

    The key message from TSMC’s third quarter 2025 earnings call emphasized the overwhelming and accelerating nature of AI-related demand, which is driving the company's strong financial performance and aggressive investment strategy. TSMC reported that its Q3 revenue of USD33.1 billion slightly...

  44. ASML Holding NV Q3 2025 Earnings

    Q3 2025 Results• Total Net Sales reached €7.5 billion, which was within the guidance range.• Net System Sales were €5.6 billion. This included €2.1 billion from EUV system sales (including one High NA system) and €3.4 billion from non-EUV system sales.• System sales were weighted toward Logic at...

  45. AMD OpenAI Strategic AI Partnership Call

    Definitive agreement for OpenAI to deploy six gigawatts of AMD Instinct GPUs, specifically starting with the MI450 Series GPU in the second half of 2026. This massive deployment is expected to generate double-digit billions of incremental data center AI revenue for AMD and gives OpenAI a...

  46. Micron Technology Q4 2025 Earnings

    Speakers discuss the impact of Artificial Intelligence (AI) as a primary demand driver, particularly for High Bandwidth Memory (HBM), which is crucial for data centers and is contributing to tight DRAM supply conditions. Micron's technological leadership in 1-gamma DRAM and HBM4 is highlighted,...

  47. Accenture's AI Tightrope Walk Inside FY25_Results

    Accenture reported strong financial performance in fiscal year 2025, highlighting a seven percent growth in revenue and over $80 billion in bookings, despite challenging macroeconomic conditions. A significant portion of the discussion focuses on Advanced AI, detailing Accenture's strategic...

  48. Powell on September 2025 Rate Cut and Economic Risks

    Excerpts from a Federal Open Market Committee (FOMC) press conference on September 17, 2025, where Chair Powell addresses the current economic situation and the committee's policy decisions. Powell explains that due to a shift in the balance of risks—with rising downside risks to employment…

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  49. Intel-NVIDIA AI Infrastructure Partnership

    Featuring Intel CEO Lip-Bu Tan and NVIDIA CEO Jen Hsun Huang, is the announcement of a historic partnership to jointly develop products for the AI infrastructure and personal computing markets. Specifically, this collaboration involves integrating Intel's x86 CPUs with NVIDIA's AI and accelerated...

  50. Adobe's AI-Driven Q3 2025 Performance and Future Growth

    The primary focus of the discussion is Adobe's strong financial performance in Q3 2025, with record revenue and double-digit growth in both top-line and earnings per share. A significant portion of the call highlights the company's strategic emphasis on artificial intelligence (AI), detailing how...

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ABOUT THIS SHOW

The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes only and should not be interpreted as financial or investment advice. We are not financial advisors, and any strategies, insights, or information discussed do not constitute a recommendation to buy, sell, or hold any financial instruments.

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The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes...

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