Rephonic
Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes
Artificial Intelligence
AI Infrastructure
Revenue Growth
Microsoft
Tariffs
Net Interest Income
Wells Fargo
Barrick Gold
Intel
Alphabet
Amazon
Investment Banking
JP Morgan Chase
Trading
NVIDIA
Data Centers
Capital Expenditures
Texas Instruments
RTX
Paypal

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

PublishesDailyEpisodes311Founded4 months ago
Number of ListenersCategories
InvestingBusinessTechnology

Listen to this Podcast

Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Latest Episodes

To satisfy the staggering physical demands of AI infrastructure, the energy sector is radically rewriting its supply chains, while completely different industries use tax math to disguise their struggling core operations.

- Oklo (OKLO) bypasses para... more

D-Wave’s Q1 2026 presents a massive optical disconnect between record-breaking sales demand and a GAAP revenue line that practically vanished.

In ~10 minutes:

• Why $33.4M in new bookings translated to just $2.9M in revenue.

• The $250M Quantum Ci... more

Nextpower's Q4 print features a massive bottom-line beat and an aggressive M&A pivot toward AI data centers, but the headline numbers mask a few critical accounting illusions.

In ~10 minutes:

• Why the 15% net income jump relies on a massive tax re... more

Oklo’s Q1 2026 highlights the ultimate deep-tech paradox: aggressively issuing shares to hoard a massive $2.5 billion cash runway while racing to physically build a nuclear fast-reactor before investor patience runs out.

In ~10 minutes:

- Amassing ... 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.

Odd Lots
Odd LotsBloomberg
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts
WSJ Your Money Briefing
WSJ Your Money BriefingThe Wall Street Journal

Recent Guests

Richard Kinder
Executive (CEO/Chairman) of Kinder Morgan; quoted on market intelligence research
Kinder Morgan
Episode: Kinder Morgan (KMI): The AI power boom & squeezing yield from empty tanks [Q1 2026]
David Michaels
Chief Financial Officer of Kinder Morgan; discussed depreciation and liquidity implications
Kinder Morgan
Episode: Kinder Morgan (KMI): The AI power boom & squeezing yield from empty tanks [Q1 2026]
Kim Dang
Executive at Kinder Morgan; referenced in outlook and risk discussion
Kinder Morgan
Episode: Kinder Morgan (KMI): The AI power boom & squeezing yield from empty tanks [Q1 2026]
Matt Murphy
CEO of Marvell Technology
Marvell Technology
Episode: Marvell (MRVL) Q4-26 earnings: The $1B AI outlook raise & erased legacy segments
Cori Berry
Speaker referenced for concepts around agentic commerce
Episode: Best Buy (BBY) Q4-26 earnings: The $900M ad network hiding inside a tech retailer
Jeff Clarke
CEO of Dell Technologies
Dell Technologies
Episode: Dell (DELL) Q4-26 earnings: The $43B AI backlog & the return of pandemic pricing
Peter Beck
CEO of Rocket Lab
Rocket Lab
Episode: Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers
Adam Spice
CFO of Rocket Lab
Rocket Lab
Episode: Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers
Kruti Patel Goyal
CEO of Etsy
Etsy
Episode: Etsy (ETSY) Q4-25 earnings: The $1.2B Depop reset & the end of the US hangover

Chart Rankings

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

Apple Podcasts
#234
Canada/Business/Investing
Apple Podcasts
#39
Israel/Business/Investing
Apple Podcasts
#93
Philippines/Business/Investing
Apple Podcasts
#144
Israel/Business
Apple Podcasts
#195
Brazil/Business/Investing
Apple Podcasts
#248
Argentina/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. Odd Lots
2. Invest Like the Best with Patrick O'Shaughnessy
3. Motley Fool Hidden Gems Investing
4. The Compound and Friends
5. WSJ Your Money Briefing

How many episodes of this podcast are there?

this podcast launched 4 months ago and published 311 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. Richard Kinder
2. David Michaels
3. Kim Dang
4. Matt Murphy
5. Cori Berry
6. Jeff Clarke
7. Peter Beck
8. Adam Spice

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