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Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes
Artificial Intelligence
AI Infrastructure
Revenue Growth
Net Interest Income
Tariffs
Wells Fargo
Barrick Gold
Investment Banking
Trading
JP Morgan Chase
Capital Expenditures
Texas Instruments
RTX
Paypal
Palantir
Roblox
Free Cash Flow
Costco
Federal Reserve
3M Company

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

PublishesDailyEpisodes236Founded4 months ago
Number of ListenersCategories
InvestingTechnologyBusiness

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Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Latest Episodes

In Q1 2026, NextEra Energy presented a massive divergence: hyping an unprecedented zero-capital mega-deal while quietly swallowing a $700 million impairment on its collapsing yieldco.

In ~10 minutes:

• The U.S. & Japan's sovereign-funded 9.5 GW gas... more

SAP posted double-digit Q1 2026 profit growth, but the underlying numbers required financial engineering and a market plunge to look this good.

In ~10 minutes:

• Why a 28% stock drop artificially boosted operating margins.

• Killing traditional NP... more

Despite floods, fires, and a magnitude 4.5 earthquake striking its flagship mine, Newmont Corporation posted an unbelievable $3.1 billion in free cash flow for Q1 2026.

In ~10 minutes:

- How a quiet 29% surge in silver rescued unit costs.

- Why a ... more

Intel's Q1 2026 revealed a massive pivot where staggering AI demand forced the company to sell legacy, de-spec'd chips from the supply closet just to meet orders.

In ~10 minutes:

• How "Agentic AI" is dragging the CPU back to parity.

• Why the U.S... more

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Recent Guests

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
Cliff Pemble
CEO of Garmin
Garmin
Episode: Garmin (GRMN) Q4-25 earnings: The Fitness super-cycle & a guidance blackout
Vincent Roche
CEO of Analog Devices
Analog Devices
Episode: Analog Devices (ADI) earnings: The $2B AI pivot & the end of the industrial recession
Julia Wang
CFO of Labcorp, introduced on the call
Labcorp
Episode: Labcorp (LH) earnings: The consumer genetics drag and a $50M revenue cut

Chart Rankings

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

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#18
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Apple Podcasts
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Israel/Business
Apple Podcasts
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Apple Podcasts
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Apple Podcasts
#117
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Apple Podcasts
#204
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Apple Podcasts
#206
Argentina/Business/Investing
Apple Podcasts
#212
Brazil/Business
Apple Podcasts
#229
India/Business
Apple Podcasts
#246
Norway/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.

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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

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These podcasts share a similar audience with this podcast:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. CNBC's "Fast Money"
3. WSJ Your Money Briefing
4. The Investing for Beginners Podcast - Your Path to Financial Freedom
5. Odd Lots

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this podcast launched 4 months ago and published 236 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. Matt Murphy
2. Cori Berry
3. Jeff Clarke
4. Peter Beck
5. Adam Spice
6. Kruti Patel Goyal
7. Cliff Pemble
8. Vincent Roche

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.

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