Earnings Unscripted: Stock Earnings Calls & Analysis
Miro BenesWhat companies say versus what the numbers show - in about ten minutes.
Earnings Unscripted turns dense quarterly filings into sharp, entertaining conversations. Each episode, hosts Susie and Miro take one company's earnings report and dig past the headline beat: the brand-new non-GAAP adjustment quietly flattering EPS, the retention rate slipping beneath a big contract win, the one line on the ca... more
| Publishes | Daily | Episodes | 420 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnologyInvesting | |||
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Latest Episodes
Today’s earnings reports revealed a decisive corporate strategy shift away from pursuing empty growth, as management teams aggressively discarded mass-market scale to defend strict profit margins.
- UNH deliberately dumped 1.1 million unprofitable M... more
Netflix widened operating margins to 33.4% in Q2 2026, but the stock still plunged as management officially buried total watch hours in favor of high-urgency live events.
In ~10 minutes:
• How a phantom tax bill crushed sequential free cash flow.
more
GE Aerospace delivered a massive $3 billion in free cash flow and raised Q2 2026 guidance, but the stock sank as Wall Street punished snowballing supply chain delays and near-term margin pressure.
In this episode:
• Why shipping early, expensive GE... more
UnitedHealth Group's Q2 2026 results prove that intentionally shrinking your customer base can be highly profitable when ruthlessly protecting margins.
In ~10 minutes:
• Shedding 1.1M Medicare members to defend a 3% margin floor.
• How the No Surp... more
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Apple Podcasts | #71 |  South Korea/Business/Investing |
Apple Podcasts | #74 |  Chile/Business/Investing |
Apple Podcasts | #186 |  India/Business/Investing |
Apple Podcasts | #216 | South Korea/Business |
Apple Podcasts | #231 |  Hong Kong/Business/Investing |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Short-form, fast-paced earnings analysis that distills quarterly calls into digestible insights. Each episode spotlights a handful of companies, breaking down revenue drivers, margins, and guidance, then comparing what management says with the underlying numbers. A running thread across episodes is the tension between calendar quirks, one-time items, and structural shifts in industries like retail, tech hardware, logistics, and manufacturing. The format emphasizes actionable takeaways for investors, operators, and PR teams—highlighting where profits come from, where guidance looks optimistic or conservative, and which companies exhibit durable leverage or red flags. A notable strength is the AI-powered, quick-turnaround analysis that helps ... more
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1. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
2. Motley Fool Hidden Gems Investing
3. Business Breakdowns
4. Barron's Streetwise
5. The Compound and Friends
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this podcast launched 7 months ago and published 420 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Elliott Hill
2. Tucker Marshall
3. Will Marshall
4. Lon Shaver
5. Adriana Cervantes
6. Azzy Fudd
7. Alex Caraban
8. Satish Dhanasekaran
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