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The Earnings Debate, 272 episodes. Page 2 of 3.

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101

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

102

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"

103

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

104

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

105

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"

106

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

107

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

108

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

109

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

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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.

118

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

119

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

120

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

121

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

122

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

123

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

124

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

125

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

126

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

127

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

128

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

129

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.

130

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

131

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

132

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

133

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

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

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".

142

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

143

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"

144

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

145

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

146

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

147

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

148

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

149

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

150

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

151

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

152

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

153

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"

154

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

155

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

156

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

157

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

158

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

159

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

160

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

161

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

162

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%."

163

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

164

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

165

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

166

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".

167

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

168

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

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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.

177

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

178

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

179

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

180

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

181

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

182

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

183

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

184

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

185

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

186

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

187

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

188

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

189

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

190

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

191

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

192

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

193

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".

194

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

195

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

196

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

197

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

198

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

199

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

200

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