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Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes
Net Interest Income
Wells Fargo
Investment Banking
JP Morgan Chase
Trading
Costco
Federal Reserve
3M Company
Albertsons Companies
Wd-40 Company
Credit Losses
Asset Cap
Johnson & Johnson
Apple Card
Delta Airlines
Technology Investments
Halliburton
Interest Rates
Bank Of America
Market Risk

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

PublishesDailyEpisodes114Founded2 months ago
Number of ListenersCategories
InvestingBusinessTechnology

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Artwork for Earnings Unscripted: Stock Earnings Calls & Analysis

Latest Episodes

NVIDIA just printed a massive $68.1B quarter while unilaterally blowing up Big Tech's favorite accounting trick.

In ~10 minutes:

• Why an $11B QoQ data center jump left the stock completely flat. 📉

• How returning $1.9B of stock-based comp change... more

Axon's Q4 2025 results pair a massive $14.4 billion future contract backlog with widening GAAP operating losses driven by stealth layoffs.

In ~10 minutes:

- Why the 16% extended-hours stock rally ignored widening GAAP losses.

- How 50% global hard... more

First Solar’s Q4 2025 delivered a fortress balance sheet, but management's refusal to issue next year's EPS guidance triggered an aggressive 13% after-hours selloff.

In ~10 minutes ⚡:

• Blaming "Pillar Two" global tax rules to fully suspend EPS gui... more

Despite a massive $276M net loss, Elanco’s Q4 2025 earnings sent the stock surging 9% as the market priced in record innovation revenues over a legacy accounting cleanup.

In ~10 minutes:

- Why a nameless $47M impairment is hiding in the restructuri... more

Founder Aneel Bhusri returns as sole CEO in Workday's Q4 2026 print, explicitly pausing margin expansion to fund a massive pivot toward native AI agents.

In ~10 minutes:

- The $130M restructuring charge hammering GAAP profitability 📉

- Why Q1 sub... more

MercadoLibre just dropped an explosive Q4 2025 top-line beat, but a steep after-hours selloff reveals Wall Street's anxiety over a hidden tax credit and a massive deliberate margin sacrifice.

In ~10 minutes:

• How a $99M Brazil tax credit artificia... more

Home Depot’s Q4 2025 results show a 29% EPS drop on paper, but beneath the accounting noise of massive acquisitions lies a ruthless campaign to crush competitors and digitize the Pro market.

In ~10 minutes:

• Why a 28% industry roofing collapse did... more

Dominion Energy’s Q4 2025 results reveal a utility forced to dilute its own shareholders just to fund the massive $15 billion physical infrastructure required by Virginia’s relentless AI data center boom.

In ~10 minutes:

• The staggering 30% capex ... more

Key Facts

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Hosts

Susie
Co-host and analyst, providing insights and analysis in every episode.
Miro
Co-host and analyst, discussing earnings trends and corporate performance.

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Talking Points

Recent interactions between the hosts and their guests.

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?

Focused on delivering concise insights from earnings calls, the content offers quick yet thorough analyses that contrast corporate rhetoric with actual financial performance. Episodes often span just 15 minutes, making the information accessible and digestible for busy professionals looking to grasp key financial data without wading through verbose discussions. The hosts employ an engaging tone, aiming to make their analyses both entertaining and informative, which stands out in the financial podcast landscape. Listeners can expect to learn not only about quarterly earnings but also about broader market implications and emerging trends in business and technology.

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this podcast launched 2 months ago and published 114 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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