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

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201

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

202

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

203

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

204

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."

205

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".

206

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".

207

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".

208

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."

209

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

210

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

211

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

212

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

213

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

214

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

215

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

216

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"

217

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

218

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

219

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

220

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

221

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

222

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

223

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

224

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

225

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

226

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

227

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

228

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"

229

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

230

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

231

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

232

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"

233

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

234

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

235

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

236

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

237

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

238

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

239

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."

240

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

241

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"

242

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

243

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

244

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%

245

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

246

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

247

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

248

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".

249

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"

250

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

251

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

252

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

253

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

254

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

255

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

256

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

257

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

258

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

259

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

260

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

261

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

262

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

263

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

264

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

265

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

266

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

267

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

268

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

269

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

270

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

271

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

272

Spotify Profits Soar as Ek Steps Down