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The Earnings Debate — 272 episodes · page 1 of 3
ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year."
Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%"
Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter
GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year"
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.
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"
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"
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"
Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year"
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"
Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%"
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"
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"
Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"
Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million"
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"
Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%"
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"
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".
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
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"
Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion"
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"
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
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"
Birkenstock Holding plc (BIRK) Announced Q3 2026 Earnings on August 13, 2026, Reporting "third quarter revenues of EUR 720 million"
Company (WMT) Announced Q2 2027 Earnings on August 20, 2026, Reporting "Enterprise net sales growth in constant currency of 5%"
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.
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."
Sea Limited (SE) Announced Q2 2026 Earnings on August 11, 2026, Reporting "Sea generated $7.8 billion in revenue, up 48% year-on-year"
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"
Lowe's Companies, Inc. (LOW) Announced Q2 2026 Earnings on August 19, 2026, Reporting "sales of $26 billion"
AECOM (ACM) Announced Q3 2026 Earnings on August 11, 2026, Reporting "full year NSR of approximately $7.3 billion"
Target Corporation (TGT) Announced Q2 2027 Earnings on August 19, 2026, Reporting "net sales of $26.5 billion" for the quarter
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."
GoDaddy Inc. (GDDY) Announced Q2 2026 Earnings on July 30, 2026, Reporting "total revenue for the quarter grew 7% to $1.3 billion"
Mitsui & Co., Ltd. (MITSY) Announced Q1 2027 Earnings on August 4, 2026, Reporting Record Q1 Profit of JPY 294.1 Billion
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"
ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion"
Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion"
Amazon.com, Inc. (AMZN) Announced Q2 2026 Earnings on July 30, 2026, Reporting $200.6 billion in revenue for the quarter.
Spotify Technology S.A. (SPOT) Announced Q2 2026 Earnings on August 4, 2026, Reporting "Total revenue was EUR 4.8 billion"
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
Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter.
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
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.
Uber Technologies, Inc. (UBER) Announced Q2 2026 Earnings on August 5, 2026, Reporting "non-GAAP EPS growing 35% year-over-year"
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"
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.
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.
Datadog, Inc. (DDOG) Announced Q2 2026 Earnings on August 6, 2026, Reporting "revenue was $1.12 billion, an increase of 36% year-over-year"
UnitedHealth Group Incorporated (UNH) Announced Q2 2026 Earnings on July 16, 2026, Reporting "Total revenues were $112 billion"
Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q2 2026 Earnings on July 16, 2026, Reporting "revenue of USD 40.2 billion".
J.B. Hunt Transport Services, Inc. (JBHT) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total revenue increased 19%".
Johnson & Johnson (JNJ) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Worldwide sales were $25.3 billion for the quarter."
Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter.
ASML Holding N.V. (ASML) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total net sales were EUR 9.3 billion"
The Goldman Sachs Group, Inc. (GS) Announced Q2 2026 Earnings on July 14, 2026, Reporting "record revenues of $20.3 billion".
Wells Fargo & Company (WFC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Revenue grew 9% from a year ago."
JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion"
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"
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".
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"
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."
Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion.
Adobe Inc. (ADBE) Announced Q2 2026 Earnings on June 11, 2026, Reporting "$6.62 billion in revenue in Q2"
Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"
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"
ServiceTitan, Inc. Announced Q1 2027 Earnings on June 4, 2026, Reporting "Q1 total revenue of $268.8 million grew 25% year-over-year."
Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"
Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"
CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"
Medtronic plc (MDT) Announced Q4 2026 Earnings on June 3, 2026, Reporting "$9.8 billion in revenue" for the fourth quarter
GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"
Palo Alto Networks, Inc. (PANW) Announced Q3 2026 Earnings on June 2, 2026, Reporting "Total revenue for the quarter was $3 billion".
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"
Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion
Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion"
MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"
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".
Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "
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"
Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"
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".
Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."
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".
Deere & Company (DE) Announced Q2 2026 Earnings on May 21, 2026, Reporting "Net sales and revenues were up 5% to $13.369 billion"
Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%"
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".
Lowe's Companies, Inc. (LOW) Announced Q1 2026 Earnings on May 20, 2026, Reporting "Sales for the first quarter were $23.1 billion"
Walmart Inc. (WMT) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Consolidated revenue in constant currency increased nearly $10 billion".
Target Corporation (TGT) Announced Q1 2027 Earnings on May 20, 2026, Reporting "net sales of $25.4 billion"
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"
The Home Depot, Inc. (HD) Announced Q1 2027 Earnings on May 19, 2026, Reporting Sales for the first quarter were $41.8 billion
Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"
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"
Birkenstock Holding plc Announced Q2 2026 Earnings on May 13, 2026, Reporting "second quarter revenues of EUR 618 million".
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."
Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".
Brookfield Corporation (BN) Announced Q1 2026 Earnings on May 14, 2026, Reporting "Distributable earnings were $1.6 billion for the quarter"