Rephonic
Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes
Artificial Intelligence
NVIDIA
Microsoft
Home Depot
Apple
Tariffs
Broadcom
Amazon
AI Infrastructure
Exxonmobil
Adobe
Teradyne
Fuelcell Energy
Vail Resorts
Data Centers
Enbridge
Oklo
Plug Power
Under Armour
Powerfleet

What 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

PublishesDailyEpisodes477Founded7 months ago
Number of ListenersCategories
InvestingBusinessTechnology

Listen to this Podcast

Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Latest Episodes

After weeks of infrastructure providers burning cash on physical chips, software applications are harvesting AI margins cheaply as the internet officially crosses a historic tipping point toward autonomous, non-human operation.

• Cloudflare (NET) co... more

Airbnb's Q2 2026 print proves that sacrificing upfront cash float to eliminate checkout friction can successfully drive massive top-of-funnel demand.

In ~10 minutes:

• Why "Reserve Now, Pay Later" tanked sequential free cash flow.

• How generative... more

Datadog posted accelerating top-line revenue for Q2 2026, but the stock took an immediate premarket beating when management revealed a massive footprint reduction from their single largest customer.

In ~10 minutes:

• How a megacap Q3 usage trim dro... more

For the first time in history, over half of Cloudflare's Q2 2026 network traffic was non-human, signaling a radical structural shift from an ad-driven web to an AI machine-payment economy.

In this episode:

• The massive milestone of AI agents gener... 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.

Investing Experts
Investing ExpertsSeeking Alpha
Business Breakdowns
Business BreakdownsColossus | Investing & Business Podcasts
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts

Recent Guests

Pat Murray
Chief Financial Officer, Enbridge
Enbridge
Episode: Enbridge (ENB): Chopping up the Mainline to feed the Gulf [Q2 2026]
Colin Grunding
Head of Liquids
Enbridge
Episode: Enbridge (ENB): Chopping up the Mainline to feed the Gulf [Q2 2026]
Natasha Villune
CEO
Newmont
Episode: Newmont (NEM): How $4,400 gold masks soaring extraction costs [Q2 2026]
Russell Weiner
CEO of Domino's Pizza (stepping down in October)
Domino's Pizza
Episode: Domino's (DPZ): How one botched promo stalled US unit expansion [Q2 2026]
Joe Jordan
Incoming CEO of Domino's Pizza
Domino's Pizza
Episode: Domino's (DPZ): How one botched promo stalled US unit expansion [Q2 2026]
Elliott Hill
CEO, Nike
Nike
Episode: Nike (NKE): The $1B phantom profit & the deliberate $2B sneaker purge [Q4 2026]
Tucker Marshall
Chief Financial Officer, JM Smucker
JM Smucker
Episode: J.M. Smucker (SJM): Slashing prices to hack margins & the $1B Uncrustable [Q4 2026]
Will Marshall
CEO of Planet Labs
Planet Labs
Episode: Planet Labs (PL): The $138M paper loss & deploying sovereign satellites in 120 days [Q1 2027]
Lon Shaver
Executive/analyst discussed on the earnings call
Silvercorp Metals
Episode: Silvercorp Metals (SVM): The accounting glitch masking a silver cash machine [Q4 2026]

Host

Miro
Host of earnings-focused discussions; appears across multiple episodes with a data-driven, strategic lens.

Chart Rankings

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

Apple Podcasts
#56
Finland/Business/Investing
Apple Podcasts
#111
Sweden/Business/Investing
Apple Podcasts
#170
Finland/Business
Apple Podcasts
#179
Hong Kong/Business/Investing
Apple Podcasts
#235
Chile/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?

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

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. Investing Experts
2. Motley Fool Hidden Gems Investing
3. Business Breakdowns
4. Invest Like the Best with Patrick O'Shaughnessy
5. Thoughts on the Market

How many episodes of this podcast are there?

this podcast launched 7 months ago and published 477 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. Pat Murray
2. Colin Grunding
3. Natasha Villune
4. Russell Weiner
5. Joe Jordan
6. Elliott Hill
7. Tucker Marshall
8. Will Marshall

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