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All Episodes

The Earnings Debate — 254 episodes

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Title
1

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".

2

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

3

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"

4

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

5

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"

6

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

7

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"

8

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

9

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

10

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.

11

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."

12

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

13

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"

14

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

15

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

16

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

17

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."

18

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

19

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

20

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"

21

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

22

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

23

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

24

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

25

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

26

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

27

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

28

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.

29

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

30

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"

31

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.

32

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.

33

Datadog, Inc. (DDOG) Announced Q2 2026 Earnings on August 6, 2026, Reporting "revenue was $1.12 billion, an increase of 36% year-over-year"

34

UnitedHealth Group Incorporated (UNH) Announced Q2 2026 Earnings on July 16, 2026, Reporting "Total revenues were $112 billion"

35

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q2 2026 Earnings on July 16, 2026, Reporting "revenue of USD 40.2 billion".

36

J.B. Hunt Transport Services, Inc. (JBHT) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total revenue increased 19%".

37

Johnson & Johnson (JNJ) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Worldwide sales were $25.3 billion for the quarter."

38

Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter.

39

ASML Holding N.V. (ASML) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total net sales were EUR 9.3 billion"

40

The Goldman Sachs Group, Inc. (GS) Announced Q2 2026 Earnings on July 14, 2026, Reporting "record revenues of $20.3 billion".

41

Wells Fargo & Company (WFC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Revenue grew 9% from a year ago."

42

JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion"

43

Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion"

44

PepsiCo, Inc. (PEP) Announced Q2 2026 Earnings on July 9, 2026, Reporting "net revenue of the company grew 7% in the first half of the year".

45

FactSet Research Systems Inc. Announced Q3 2026 Earnings on July 1, 2026, Reporting "Revenue was $622.9 million, representing 6.4% growth over the previous year"

46

NIKE, Inc. (NKE) Announced Q4 2026 Earnings on June 30, 2026, Reporting "revenues were down 1% on a reported basis and down 4% on a currency-neutral basis."

47

Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion.

48

Adobe Inc. (ADBE) Announced Q2 2026 Earnings on June 11, 2026, Reporting "$6.62 billion in revenue in Q2"

49

Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"

50

lululemon athletica inc. (LULU) Announced Q1 2026 Earnings on June 4, 2026, Reporting "total net revenue rose 4% or 2% in constant currency to $2.5 billion"

51

ServiceTitan, Inc. Announced Q1 2027 Earnings on June 4, 2026, Reporting "Q1 total revenue of $268.8 million grew 25% year-over-year."

52

Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"

53

Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"

54

CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"

55

Medtronic plc (MDT) Announced Q4 2026 Earnings on June 3, 2026, Reporting "$9.8 billion in revenue" for the fourth quarter

56

GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"

57

Palo Alto Networks, Inc. (PANW) Announced Q3 2026 Earnings on June 2, 2026, Reporting "Total revenue for the quarter was $3 billion".

58

Dollar General Corporation (DG) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Net sales for the quarter increased 3.4% to $10.8 billion"

59

Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion

60

Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion"

61

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"

62

XPeng Inc. (XPEV) Announced Q1 2026 Earnings on May 28, 2026, Reporting "total revenues were RMB 13.03 billion for the first quarter of 2026".

63

Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "

64

Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year"

65

Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"

66

PDD Holdings Inc. (PDD) Announced Q1 2026 Earnings on May 27, 2026, Reporting "total revenues increased 11% year-over-year to RMB 106.2 billion".

67

Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."

68

Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion".

69

Deere & Company (DE) Announced Q2 2026 Earnings on May 21, 2026, Reporting "Net sales and revenues were up 5% to $13.369 billion"

70

Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%"

71

NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially".

72

Lowe's Companies, Inc. (LOW) Announced Q1 2026 Earnings on May 20, 2026, Reporting "Sales for the first quarter were $23.1 billion"

73

Walmart Inc. (WMT) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Consolidated revenue in constant currency increased nearly $10 billion".

74

Target Corporation (TGT) Announced Q1 2027 Earnings on May 20, 2026, Reporting "net sales of $25.4 billion"

75

CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million"

76

The Home Depot, Inc. (HD) Announced Q1 2027 Earnings on May 19, 2026, Reporting Sales for the first quarter were $41.8 billion

77

Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"

78

Nu Holdings Ltd. (NU) Announced Q1 2026 Earnings on May 14, 2026, Reporting "record revenue, reaching $5 billion for the first time in our history"

79

Birkenstock Holding plc Announced Q2 2026 Earnings on May 13, 2026, Reporting "second quarter revenues of EUR 618 million".

80

Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year."

81

Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".

82

Brookfield Corporation (BN) Announced Q1 2026 Earnings on May 14, 2026, Reporting "Distributable earnings were $1.6 billion for the quarter"

83

Siemens Aktiengesellschaft Announced Q2 2026 Earnings on May 13, 2026, Reporting "revenue growth reached 6%".

84

Sea Limited (SE) Announced Q1 2026 Earnings on May 12, 2026, Reporting "Total GAAP revenue increased 47% year-on-year to $7.1 billion in the first quarter of 2026"

85

AECOM Announced Q2 2026 Earnings on May 12, 2026, Reporting "8% growth in our Americas design business".

86

Mitsui & Co., Ltd. Announced FY March 2026 Earnings on May 6, 2026, Reporting Profit for FY March 2026 amounted to JPY 834 billion.

87

Hims & Hers Health, Inc. (HIMS) Announced Q1 2026 Earnings on May 11, 2026, Reporting "In the first quarter, revenue grew 4% year-over-year to $608 million"

88

Enbridge Inc. (ENBHF) Announced Q1 2026 Earnings on May 8, 2026, Reporting "DCF per share is up $0.03" for the first quarter

89

Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year".

90

Coinbase Global, Inc. (COIN) Announced Q1 2026 Earnings on May 7, 2026, Reporting "$1.4 billion of total revenue" for the quarter.

91

Toyota Motor Corporation (TM) Announced FY 2026 Earnings on May 8, 2026, Reporting "sales revenues of JPY 50,684.9 billion"

92

MP Materials Corp. (MP) Announced Q1 2026 Earnings on May 7, 2026, Reporting $132.9 million of revenue and PPA income

93

MercadoLibre, Inc. (MELI) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net revenue up 49% year-over-year"

94

Insmed Incorporated Announced Q1 2026 Earnings on May 7, 2026, Reporting "in the first 2 full quarters, we've done $350 million of revenue".

95

Whirlpool Corporation (WHR) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales decreased 8% year-over-year to $2.2 billion"

96

Albemarle Corporation Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales of $1.4 billion, up 33% year-over-year".

97

HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported

98

Vistra Corp. (VST) Announced Q1 2026 Earnings on May 7, 2026, Reporting $1.494 billion in adjusted EBITDA for the first quarter of 2

99

Novo Nordisk A/S Announced Q1 2026 Earnings on May 6, 2026, Reporting "reported sales increased by 32%, reaching DKK 96.8 billion" for the quarter.

100

Natera, Inc. (NTRA) Announced Q1 2026 Earnings on May 7, 2026, Reporting "revenues of $697 million in Q1"

101

Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026"

102

Airbnb, Inc. (ABNB) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $2.7 billion for the Quarter.

103

Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter.

104

SK Telecom Co., Ltd. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Consolidated revenue posted KRW 4.39 trillion" for the first quarter.

105

Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year.

106

BeOne Medicines AG Announced Q1 2026 Earnings on May 6, 2026, Reporting "Product revenue reached $1.5 billion in the quarter"

107

Angi Inc. (ANGI) Announced Q1 2026 Earnings on May 6, 2026, Reporting EBITDA that "came in at about $23 million" for the quarter

108

Coupang, Inc. (CPNG) Announced Q1 2026 Earnings on May 5, 2026, Reporting "total net revenues of $8.5 billion"

109

Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter

110

Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million".

111

DoorDash, Inc. (DASH) Announced Q1 2026 Earnings on May 6, 2026, Reporting expectations to "produce roughly about $200 million of EBITDA" for the full year.

112

AppLovin Corporation Announced Q1 2026 Earnings on May 6, 2026, Reporting "Revenue in the first quarter was $1.84 billion"

113

CVS Health Corporation (CVS) Announced Q1 2026 Earnings on May 6, 2026, Reporting "over $100 billion of revenue".

114

Occidental Petroleum Corporation (OXY) Announced Q1 2026 Earnings on May 6, 2026, Reporting adjusted earnings of $1.06 per diluted share

115

Restaurant Brands International Inc. Announced Q1 2026 Earnings on May 6, 2026, Reporting organic AOI growth of 10.7%

116

Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion".

117

Cameco Corporation (CCJ) Announced Q1 2026 Earnings on May 5, 2026, Reporting "results were consistent with our expectations".

118

Rhythm Pharmaceuticals, Inc. (RYTM) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Revenues for the quarter were $60 million."

119

Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter".

120

Pinterest, Inc. (PINS) Announced Q1 2026 Earnings on May 4, 2026, Reporting "global revenue was $1.8 billion" for the Quarter

121

Moderna, Inc. (MRNA) Announced Q1 2026 Earnings on May 1, 2026, Reporting "total revenue was $400 million".

122

Rivian Automotive, Inc. (RIVN) Announced Q1 2026 Earnings on April 30, 2026, Reporting consolidated revenue in the first quarter was approximately $1.4 billion.

123

GoDaddy Inc. (GDDY) Announced Q1 2026 Earnings on April 30, 2026, Reporting "total revenue grew 6% on both a reported and constant currency basis to $1.3 billion".

124

Garmin Ltd. (GRMN) Announced Q1 2026 Earnings on April 29, 2026, Reporting Consolidated revenue increased 14% to $1.75 billion for the first quarter

125

Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion"

126

Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion

127

Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales"

128

Crocs, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "Enterprise revenue of $921 million".

129

Illumina, Inc. (ILMN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $1.09 billion".

130

DexCom, Inc. (DXCM) Announced Q1 2026 Earnings on April 30, 2026, Reporting "worldwide revenue of $1.19 billion" for the first quarter

131

Chevron Corporation (CVX) Announced Q1 2026 Earnings on May 1, 2026, Reporting "earnings of $2.2 billion or $1.11 per share".

132

Caterpillar Inc. (CAT) Announced Q1 2026 Earnings on April 30, 2026, Reporting "Sales and revenues were $17.4 billion".

133

Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter.

134

Eli Lilly and Company Announced Q1 2026 Earnings on April 30, 2026, Reporting Revenue grew 56% compared to Q1 2

135

Samsung Electronics Co., Ltd. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total revenue reached a new high -- a new record high of KRW 134 trillion"

136

Evercore Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Firm-wide adjusted net revenues were $1.4 billion"

137

Reddit, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting Q1 revenues of $663 million

138

Exxon Mobil Corporation (XOM) Announced Q1 2026 Earnings on May 1, 2026, Reporting the Energy Products segment "made $2.8 billion in the quarter".

139

Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter.

140

Apple Inc. (AAPL) Announced Q2 2026 Earnings on April 30, 2026, Reporting $111.2 billion in revenue.

141

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion".

142

The Coca-Cola Company Announced Q1 2026 Earnings on April 28, 2026, Reporting "We grew organic revenues 10%."

143

Viking Therapeutics, Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "a net loss of $158.3 million or $1.37 per share"

144

AbbVie Inc. Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total net revenues were $15 billion beating our expectations by $300 million and reflecting robust sales growth of 12.4%."

145

Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion".

146

AstraZeneca PLC (AZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Total revenue grew 8% in the quarter".

147

Meta Platforms, Inc. (META) Announced Q1 2026 Earnings on April 29, 2026, Reporting Q1 total revenue was $56.3 billion.

148

Generac Holdings Inc. (GNRC) Announced Q1 2026 Earnings on April 29, 2026, Reporting "consolidated net sales during the quarter increased 12% to $1.06 billion".

149

Booking Holdings Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "revenue of $5.5 billion grew 16%".

150

Centene Corporation (CNC) Announced Q1 2026 Earnings on April 28, 2026, Reporting $44.7 billion in premium and service revenue for the quarter

151

SoFi Technologies, Inc. (SOFI) Announced Q1 2026 Earnings on April 29, 2026, Reporting "adjusted net revenue grew 41% to $1.1 billion".

152

S&P Global Inc. Announced Q1 2026 Earnings on April 28, 2026, Reporting "Revenue increased 10% year-over-year"

153

Teva Pharmaceutical Industries Limited (TEVA) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Our Q1 revenue were approximately $4 billion".

154

Visa Inc. (V) Announced Q2 2026 Earnings on April 28, 2026, Reporting "net revenue was up 17% year-over-year to $11.2 billion"

155

Incyte Corporation Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue in the first quarter of '26 was $1.27 billion".

156

Union Pacific Corporation (UNP) Announced Q1 2026 Earnings on April 23, 2026, Reporting "operating revenue of $6.2 billion"

157

NextEra Energy, Inc. Announced Q1 2026 Earnings on April 23, 2026, Reporting "Adjusted earnings per share increased by 10% year-over-year".

158

Freeport-McMoRan Inc. (FCX) Announced Q1 2026 Earnings on April 23, 2026, Reporting U.S. mining operations contributing 2.5x more operating income in the first quarter of this year compared with last year's first quarter.

159

Novartis AG (NVS) Announced Q1 2026 Earnings on April 28, 2026, Reporting "sales down 5% and core op inc down 14%"

160

The Procter & Gamble Company (PG) Announced Q3 2026 Earnings on April 24, 2026, Reporting "Organic sales increased more than 3% versus the prior year."

161

Newmont Corporation Announced Q1 2026 Earnings on April 23, 2026, Reporting "adjusted EBITDA of $5.2 billion".

162

Thermo Fisher Scientific Inc. (TMO) Announced Q1 2026 Earnings on April 23, 2026, Reporting "Our revenue grew 6% to $11.01 billion."

163

American Express Company Announced Q1 2026 Earnings on April 23, 2026, Reporting "Revenue in the quarter grew 11%".

164

ServiceNow, Inc. (NOW) Announced Q1 2026 Earnings on April 22, 2026, Reporting Q1 subscription revenues were $3.671 billion.

165

Bank OZK (OZK) Announced Q1 2026 Earnings on April 22, 2026, Reporting a "420 net interest margin".

166

Elevance Health, Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "Operating revenue totaled $49.5 billion" for the Quarter.

167

Moody's Corporation (MCO) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Both MIS and MA grew revenues by 8%".

168

GE Vernova Inc. (GEV) Announced Q1 2026 Earnings on April 22, 2026, Reporting "Adjusted EBITDA grew 87% year-over-year to $896 million".

169

Spotify Technology S.A. (SPOT) Announced Q1 2026 Earnings on April 28, 2026, Reporting "Total revenue was EUR 4.5 billion"

170

Intuitive Surgical, Inc. Announced Q1 2026 Earnings on April 21, 2026, Reporting "Quarter 1 revenue increased 23% to $2.77 billion"

171

UnitedHealth Group Incorporated (UNH) Announced Q1 2026 Earnings on April 21, 2026, Reporting "Total revenues in the quarter were $111.7 billion".

172

Tractor Supply Company Announced Q1 2026 Earnings on April 21, 2026, Reporting Net sales increased 3.6% to $3.59 billion for the quarter.

173

Lam Research Corporation Announced Q3 2026 Earnings on April 22, 2026, Reporting "March quarter revenue came in at $5.84 billion".

174

Tesla, Inc. (TSLA) Announced Q1 2026 Earnings on April 22, 2026, Reporting auto margins, excluding credits, improved sequentially from 17.9% to 19.2%

175

SK hynix Inc. Announced Q1 2026 Earnings on April 22, 2026, Reporting "first quarter revenue increased by 60% Q-o-Q, and 198% Y-o-Y to KRW 52.6 trillion".

176

Netflix, Inc. (NFLX) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue growth of 12% to 14%".

177

PepsiCo, Inc. (PEP) Announced Q1 2026 Earnings on April 16, 2026, Reporting "organic revenue increase, 2.6%".

178

Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q1 2026 Earnings on April 16, 2026, Reporting "revenue of USD 35.9 billion".

179

J.B. Hunt Transport Services, Inc (JBHT). Announced Q1 2026 Earnings on April 15, 2026, Reporting "total revenue was up 5%".

180

Bank of America Corporation (BAC) Announced Q1 2026 Earnings on April 15, 2026, Reporting "Revenue grew 7% year-over-year to $30.3 billion".

181

ASML Holding N.V. (ASML) Announced Q1 2026 Earnings on April 15, 2026, Reporting "total net sales were EUR 8.8 billion"

182

Wells Fargo & Company (WFC) Announced Q1 2026 Earnings on April 14, 2026, Reporting "revenue increasing 6%"

183

JPMorgan Chase & Co. (JPM) Announced Q1 2026 Earnings on April 14, 2026, Reporting "Revenue of $15.5 billion".

184

Johnson & Johnson Announced Q1 2026 Earnings on April 14, 2026, Reporting "Worldwide sales were $24.1 billion for the quarter."

185

The Goldman Sachs Group, Inc. (GS) Announced Q1 2026 Earnings on April 13, 2026, Reporting "net revenues of $17.2 billion".

186

NIKE, Inc. (NKE) Announced Q3 2026 Earnings on March 31, 2026, Reporting "revenues were flat on a reported basis and down 3% on a currency-neutral basis."

187

FactSet Research Systems Inc. Announced Q2 2026 Earnings on March 31, 2026, Reporting "Second quarter revenues grew 7.1% year-over-year to $611 million".

188

PDD Holdings Inc. (PDD) Announced Q4 2025 Earnings on March 25, 2026, Reporting "total revenues increased 12% year-over-year to RMB 123.9 billion".

189

XPeng Inc. (XPEV) Announced Q4 2025 Earnings on March 20, 2026, Reporting "total revenues were RMB 22.25 billion for the fourth quarter of 2025".

190

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year."

191

Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year.

192

ServiceTitan, Inc. Announced Q4 2026 Earnings on March 12, 2026, Reporting "Q4 total revenue of $254 million grew 21% year-over-year."

193

Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion.

194

Micron Technology, Inc. (MU) Announced Q2 2026 Earnings on March 18, 2026, Reporting no explicit revenue or profit figures in the provided transcript

195

lululemon athletica inc. (LULU) Announced Q4 2025 Earnings on March 17, 2026, Reporting "total net revenue rose 1% to $3.6 billion".

196

Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion".

197

Dollar General Corporation (DG) Announced Q4 2025 Earnings on March 12, 2026, Reporting "Net sales increased 5.9% to $10.9 billion in Q4".

198

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion"

199

Costco Wholesale Corporation (COST) Announced Q2 2026 Earnings on March 5, 2026, Reporting Net sales for the second quarter were $68.24 billion.

200

Block, Inc. (SQ) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$2.87 billion in gross profit".

201

Okta, Inc. (OKTA) Announced Q4 2026 Earnings on March 4, 2026, Reporting "a record amount of total contract value of nearly $1.3 billion"

202

Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million"

203

Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion"

204

ImmunityBio, Inc. Announced Full Year 2025 Earnings on March 3, 2026, Reporting "Full year net product revenue for ANKTIVA was $113 million"

205

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"

206

GitLab Inc. (GTLB) Announced Q4 2026 Earnings on March 3, 2026, Reporting "Q4 revenue was $260 million, up 23% year-over-year".

207

Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue"

208

Target Corporation (TGT) Announced Q4 2026 Earnings on March 3, 2026

209

MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year".

210

Duolingo, Inc. (DUOL) Announced Q4 2025 Earnings on February 26, 2026, Reporting "over 1 billion in bookings and more than $300 million in adjusted EBITDA"

211

Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year"

212

Natera, Inc. (NTRA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "roughly $666 million of revenue in the quarter"

213

Intuit Inc. (INTU) Announced Q2 2026 Earnings on February 26, 2026, Reporting "revenue of $4.7 billion, up 17%"

214

Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025"

215

Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion"

216

MP Materials Corp. (MP) Announced Q4 2025 Earnings on February 26, 2026, Reporting "revenue increased 10% year-over-year"

217

Coupang, Inc. (CPNG) Announced Q4 2025 Earnings on February 26, 2026, Reporting "total net revenues of $8.8 billion".

218

BeOne Medicines AG Announced Q4 2025 Earnings on February 26, 2026, Reporting "Product revenue reached $1.5 billion in the fourth quarter".

219

Vistra Corp. (VST) Announced Q4 2025 Earnings on February 26, 2026, Reporting "$5.912 billion in adjusted EBITDA for full year 2025".

220

Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion".

221

Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion."

222

NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year"....

223

Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion"

224

Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter".

225

Nu Holdings Ltd. (NU) Announced Q4 2025 Earnings on February 25, 2026, Reporting "revenues in Q4 '25 reached $4.9 billion"

226

Axon Enterprise, Inc. (AXON) Announced Q4 2025 Earnings on February 24, 2026, Reporting Revenue of $797 million for the Quarter and Revenue Growth of 39%

227

Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter.

228

MercadoLibre, Inc. (MELI) Announced Q4 2025 Earnings on February 24, 2026, Reporting "Q4 revenues growing at 45% year-on-year""

229

Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion".

230

CAVA Group, Inc. (CAVA) Announced Q4 2025 Earnings on February 24, 2026, Reporting "revenue in the fourth quarter of 2025 grew 21.2% year-over-year to $272.8 million".

231

GoDaddy Inc. (GDDY) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total revenue grew 7% on a reported and constant currency basis to $1.3 billion"

232

The Home Depot (HD) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total sales were $38.2 billion".

233

Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million".

234

Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"

235

Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter

236

Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion

237

Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion

238

Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion

239

Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results'

240

Cameco Corporation (CCJ) Announced Q4 2025 Earnings on February 13 2026, Reporting Annual Revenue of about CAD 3.5 Billion

241

Moderna (MRNA) Announced Q4 2025 Earnings on Feb 13 2026, Reporting "Total Revenue was $700 Million"

242

Airbnb (ABNB) Announced Q4 2025 Earnings on February 12 2026, Reporting Revenue of $2.8 Billion

243

Rivian Automotive, Inc. (RIVN) Announced Q4 2025 Earnings on February 12 2026, Reporting Consolidated Revenues were approximately $1.3 Billion

244

Coinbase (COIN) Announced Q4 2025 Earnings on Feb 11 2026, Reporting '2025 Total Revenue of $7.2 Billion

245

Expedia Group (EXPE) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Revenue of $3.5 Billion

246

Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B

247

Crocs Inc. (CROX) Announced Q4 2025 Earnings on February 2026, Reporting Revenue of $958 Million

248

Albemarle Corporation (ALB) Announced Q4 2025 Earnings, Reporting Net Sales of $1.4 Billion

249

HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion

250

Birkenstock (BIRK) Announced Q1 2026 Earnings on February 12, 2026, Reporting Revenues of €402 Million

251

Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI

252

ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check

253

Datadog Inc. (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40"

254

Spotify Profits Soar as Ek Steps Down