The Earnings Debate
EarningsBeat.aiWe turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs. On the beat so you don't miss a beat.
| Publishes | Daily | Episodes | 205 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness NewsNewsBusiness | |||
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Latest Episodes
For the first quarter, Interim Co-CEO and CFO Meghan Frank reported "total net revenue rose 4% or 2% in constant currency to $2.5 billion". Gross profit for the first quarter was $1.34 billion or 54.2% of net revenue.
Operating income for the quarte... more
ServiceTitan, Inc. reported its fiscal first quarter 2027 results.
For the quarter, management stated, "Q1 total revenue of $268.8 million grew 25% year-over-year." The company reported "Subscription revenue of $202 million" and "Usage revenue grew ... more
Veeva Systems Inc. reported fiscal 2027 first quarter financial results.
For the quarter, management stated that "Total revenue in the quarter was $883 million with non-GAAP operating income of $395 million." Management also noted that the first qua... more
In Q2 2026, Broadcom reported total revenue reached a record $22.2 billion, up 48 percent year-on-year. Q2 operating margin was a record 67 percent, and adjusted EBITDA was 69 percent of revenue, or $15.2 billion.
Free cash flow in the quarter was a... more
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- Learned a decent amount and actually pretty funny
I try to listen to earnings calls but they are often tedious and hard to follow (too many #s). This pod summarizes them and has a good bear vs bull format and their debates are humorous. Good way to get up to speed on a lot of companies’ progress.
Apple Podcasts5MikeGSB
United States4 months ago
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Apple Podcasts | #248 |  New Zealand/Business/Investing |
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Frequently Asked Questions About The Earnings Debate
What is The Earnings Debate about and what kind of topics does it cover?
Two AI-enabled hosts square off on quarterly earnings calls, delivering fast-paced, humor-infused financial analysis. They challenge management claims, translate jargon into practical takeaways, and spotlight the questions that drive real value for investors and professionals. Episodes mix rigorous number-crunching with bear-vs-bull banter, often without guests, creating a predictable cadence of aggressive critique, witty jabs, and actionable insights about margins, guidance, capital allocation, and strategic bets across sectors.
A standout is the consistent skeptic-vs-optimist dynamic, which keeps complex earnings narratives accessible and entertaining. The format appeals to finance pros and curious listeners who want brisk, no-fluff eval... more
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How many listeners does The Earnings Debate get?
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Which podcasts are similar to The Earnings Debate?
These podcasts share a similar audience with The Earnings Debate:
1. Earnings Echo | Essence of quarterly reports, straight to the point.
2. Earnings Unscripted: Stock Earnings Calls & Analysis
3. Business News Today | 2 Min News | The Daily News Now!
4. Rule Breaker Investing
5. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
How many episodes of The Earnings Debate are there?
The Earnings Debate launched 4 months ago and published 205 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 The Earnings Debate?
Recent guests on The Earnings Debate include:
1. Jamie Cook
2. Andrew Kaplitz
3. Adam Dubes
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