Rephonic
Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes
Artificial Intelligence
AI Infrastructure
Nvidia
Revenue Growth
Microsoft
Home Depot
Data Centers
Tariffs
Barrick Gold
Uber
Target
Alphabet
Mcdonald's
Amazon
Plug Power
Capital Expenditures
Paypal
Palantir
Roblox
Rocket Lab

Earnings Unscripted delivers short, AI-powered earnings call analysis, with every episode under 15 minutes.

We break down corporate earnings calls, analyze financial results, and compare what companies say with what the numbers show.

If you want fast earnings analysis without listening to full earnings calls, this podcast is designed for you.

New episodes released regularly.

* Not financial advice... more

PublishesDailyEpisodes362Founded5 months ago
Number of ListenersCategories
InvestingBusinessTechnology

Listen to this Podcast

Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Latest Episodes

Traditionally sluggish physical infrastructure timelines are being forcefully compressed to satisfy immediate generative AI and sovereign defense requirements, creating a massive divergence from standard retail environments hitting severe border fric... more

In Q1 2026, newly public X-Energy presents a fascinating paradox: pulling in $43 million in revenue without a single operational commercial power plant.

In this episode:

• How government funding creatively zeroes out their actual factory CapEx

• B... more

Lululemon’s Q1 2026 results reveal a brand scrambling to adapt as unexpected US tariff changes crush margins and founder drama actively drives shoppers away.

In ~10 minutes:

• US tariff policies wipe out 280 basis points of gross margin.

• Founder... more

Planet Labs' massive Q1 2027 paper loss actually masks a $108 million cash windfall and a structural shift toward global defense demand.

In this episode 🛰️:

• Why a $138M GAAP net loss yielded a massive hard-cash injection

• Deploying Swedish rec... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts
Odd Lots
Odd LotsBloomberg

Recent Guests

Adriana Cervantes
Employee highlighted in a story about internal career progression
CAVA (mentioned in episode)
Episode: CAVA Group (CAVA): Refusing price hikes & the penny-neutral salmon [Q1 2026]
Azzy Fudd
Collaborator for a March Madness flavor bracket game
CAVA
Episode: CAVA Group (CAVA): Refusing price hikes & the penny-neutral salmon [Q1 2026]
Alex Caraban
Collaborator for a March Madness flavor bracket game
CAVA
Episode: CAVA Group (CAVA): Refusing price hikes & the penny-neutral salmon [Q1 2026]
Satish Dhanasekaran
CEO of Keysight Technologies
Keysight Technologies
Episode: Keysight (KEYS): A $93M Supreme Court glitch & the race to test AI physics [Q2 2026]
Neil Daugherty
Chief Financial Officer of Keysight Technologies
Keysight Technologies
Episode: Keysight (KEYS): A $93M Supreme Court glitch & the race to test AI physics [Q2 2026]
Alan Barrett
CEO of D-Wave, discussed acquisition and strategic direction
D-Wave
Episode: D-Wave (QBTS): The $33M bookings boom & the revenue accounting trap [Q1 2026]
Andrew Dudum
CEO of Hims (guest on the episode)
Hims
Episode: Hims & Hers (HIMS): Torching a $33M GLP-1 supply & the branded weight-loss pivot [Q1 2026]
Connor Teske
Executive at Brookfield Asset Management involved in real estate/AI data center initiatives
Brookfield Asset Management
Episode: Brookfield (BAM): The $20B real estate blitz & a looming Oaktree margin hit [Q1 2026]
Armin Panassian
Executive at Oaktree
Oaktree Capital Management
Episode: Brookfield (BAM): The $20B real estate blitz & a looming Oaktree margin hit [Q1 2026]

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#100
Israel/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Best Buy (BBY) Q4-26 earnings: The $900M ad network hiding inside a tech retailer
Q: And Meryl, look, Q4 is always their giant holiday quarter, but the kind of leverage they pulled off here is pretty wild. How did you read this print?
The hosts interpret the print as a sign that Best Buy is leveraging its store footprint and digital traffic into a high-margin advertising and marketplace engine, offsetting tougher hardware margins with retail media and vendor-driven experiences, while signaling a multi-year pivot toward AI-enabled commerce and a frictionless checkout infrastructure.
Labcorp (LH) earnings: The consumer genetics drag and a $50M revenue cut
Q: What is the strategic rationale behind the $50 million revenue reduction?
The hosts interpret the $50 million cut as a deliberate strategy to streamline the business and refocus on higher-margin, core capabilities, rather than a cost-cutting afterthought—an action meant to improve the sustainability of earnings as the company doubles down on the central lab infrastructure.
Labcorp (LH) earnings: The consumer genetics drag and a $50M revenue cut
Q: Was Labcorp's performance a clean beat, miss, or something in between?
The episode characterizes the results as mixed and complicated: revenue declined modestly while adjusted earnings showed resilience after stripping out restructuring noise, suggesting a nuanced quarter rather than a clear victory or failure.
Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers
Q: What is your first read here?
The hosts acknowledge a record top line driven by a spike in flights while noting the under-the-hood chaos, from aggressive cash burn to supply-chain bottlenecks, and the need for marquee strategy shifts like in-house manufacturing and orbit-based data centers.
Space Rockets & Severance Checks: Linde Q4 2025 earnings - 2.5.2026 (051)
Q: What is the one thing you're watching like a hawk for Q1?
The backlog number; if it grows again without revenue picking up, there's a problem.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This program delivers rapid, AI-assisted earnings analysis focused on stock earnings calls and results. Each short episode breaks down the numbers, translates earnings language into actionable takeaways, and highlights where management commentary diverges from the financials. Topics consistently center on AI-related pivots, strategic guidance, margin dynamics, buybacks, and capital allocation across tech hardware, software, and consumer-facing names. A notable strength is the format: under-15-minute episodes that synthesize complex calls into concise insights, making it a practical resource for busy investors, analysts, and marketers evaluating sponsorship or advertising alignment with AI, fintech, and tech equities. The show's distinctive ... more

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Barron's Streetwise
2. Invest Like the Best with Patrick O'Shaughnessy
3. The Real Eisman Playbook
4. Thoughts on the Market
5. Odd Lots

How many episodes of this podcast are there?

this podcast launched 5 months ago and published 362 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Adriana Cervantes
2. Azzy Fudd
3. Alex Caraban
4. Satish Dhanasekaran
5. Neil Daugherty
6. Alan Barrett
7. Andrew Dudum
8. Connor Teske

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days