The Earnings Debate
Business & Finance
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We 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.
Episodes
- Siemens Aktiengesellschaft Announced Q2 2026 Earnings on May 13, 2026, Reporting "revenue growth reached 6%".
Siemens announced Q2 2026 earnings with EUR 24.1 billion in orders and 6% revenue growth, primarily from Digital Industries and Smart Infrastructure. The company confirmed its fiscal year 2026 outlook and introduced new industrial AI initi…
- Sea Limited (SE) Announced Q1 2026 Earnings on May 12, 2026, Reporting "Total GAAP revenue increased 47% year-on-year to $7.1 billion in the first quarter of 2026"
Sea Limited reported Q1 2026 results with a 47% year-on-year revenue increase to $7.1 billion and adjusted EBITDA surpassing $1 billion for the first time. The report detailed performance across its Shopee, Money, and Garena segments, high…
- AECOM Announced Q2 2026 Earnings on May 12, 2026, Reporting "8% growth in our Americas design business".
AECOM reported second quarter 2026 results, noting 8% growth in their Americas design business and a record backlog increase. The company highlighted strategic initiatives including AI development and advisory practice growth, alongside ca…
- Mitsui & Co., Ltd. Announced FY March 2026 Earnings on May 6, 2026, Reporting Profit for FY March 2026 amounted to JPY 834 billion.
Mitsui & Co., Ltd. announced FY March 2026 results, including JPY 834 billion in profit and JPY 978.9 billion in Core Operating Cash Flow. The company outlined its Medium-term Management Plan 2029, focusing on strategic initiatives like In…
- Hims & Hers Health, Inc. (HIMS) Announced Q1 2026 Earnings on May 11, 2026, Reporting "In the first quarter, revenue grew 4% year-over-year to $608 million"
Hims & Hers Health reported Q1 2026 results with $608 million in revenue, a 4% increase year-over-year. The company highlighted subscriber growth, strategic initiatives in weight loss, AI integration, and upcoming acquisitions, while raisi…
- Uber Technologies, Inc. (UBER) Announced Q1 2026 Earnings on May 6, 2026, Reporting "Non-GAAP EPS increased 44% year-over-year".
Uber reported Q1 2026 results, with Non-GAAP EPS increasing 44% year-over-year and gross bookings up 21% year-over-year. The company saw growth in Mobility, Delivery, and Freight, returned $3 billion to shareholders, and is integrating AI,…
- Coinbase Global, Inc. (COIN) Announced Q1 2026 Earnings on May 7, 2026, Reporting "$1.4 billion of total revenue" for the quarter.
Coinbase announced Q1 2026 earnings, reporting $1.4 billion in total revenue and a $394 million net loss. The company detailed revenue streams, operating expenses, and progress on strategic priorities like AI integration and platform growt…
- Toyota Motor Corporation (TM) Announced FY 2026 Earnings on May 8, 2026, Reporting "sales revenues of JPY 50,684.9 billion"
Toyota Motor Corporation announced its FY2026 earnings, reporting JPY 50,684.9 billion in sales revenues and JPY 3,766.2 billion in operating income. The company outlined strategies for sustainable growth, including maximizing production c…
- MP Materials Corp. (MP) Announced Q1 2026 Earnings on May 7, 2026, Reporting $132.9 million of revenue and PPA income
MP Materials Corp. reported Q1 2026 earnings with $132.9 million in revenue and $36.6 million in adjusted EBITDA. The company highlighted segment performance, production records, and progresses on new facilities and customer shipments, whi…
- MercadoLibre, Inc. (MELI) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net revenue up 49% year-over-year"
MercadoLibre's Q1 2026 earnings show a 49% year-over-year net revenue increase and $611 million in operating income. The company focused on strategic investments over short-term margins, saw significant growth in Brazil, improved logistics…
- Insmed Incorporated Announced Q1 2026 Earnings on May 7, 2026, Reporting "in the first 2 full quarters, we've done $350 million of revenue".
Insmed Incorporated announced Q1 2026 financial results, reporting $350 million in revenue over the first two quarters and maintaining a $1.2 billion cash position. The company highlighted strong performance for BRINSUPRI, exceeding expect…
- Whirlpool Corporation (WHR) Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales decreased 8% year-over-year to $2.2 billion"
Whirlpool's Q1 2026 earnings showed a year-over-year net sales decrease of 8% to $2.2 billion, with ongoing earnings per share at -$0.56 and free cash flow of -$896 million. The SDA global business experienced 10% net sales growth, while t…
- Albemarle Corporation Announced Q1 2026 Earnings on May 7, 2026, Reporting "net sales of $1.4 billion, up 33% year-over-year".
Albemarle Corporation announced Q1 2026 earnings, with net sales of $1.4 billion, a 33% increase year-over-year. The company reported adjusted EBITDA of $664 million, driven by higher pricing and volume in Energy Storage and Specialties se…
- HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported
HubSpot announced Q1 2026 earnings, reporting a 23% year-over-year revenue increase and an 18% non-GAAP operating margin. The company also highlighted significant growth in customer count, AI adoption, and provided updated financial guidan…
- Vistra Corp. (VST) Announced Q1 2026 Earnings on May 7, 2026, Reporting $1.494 billion in adjusted EBITDA for the first quarter of 2
Vistra Corp. reported first quarter 2026 results, including $1.494 billion in adjusted EBITDA. The company discussed its financial activities, strategic acquisitions, power purchase agreements, and reaffirmed its financial guidance for 202…
- Novo Nordisk A/S Announced Q1 2026 Earnings on May 6, 2026, Reporting "reported sales increased by 32%, reaching DKK 96.8 billion" for the quarter.
Novo Nordisk announced Q1 2026 sales rose 32% to DKK 96.8 billion. Adjusted sales fell 4% due to lower prices, offset by GLP-1 volume growth. Obesity care sales increased 22%, with Wegovy usage surpassing 1 million in the U.S. The company…
- Natera, Inc. (NTRA) Announced Q1 2026 Earnings on May 7, 2026, Reporting "revenues of $697 million in Q1"
Natera announced Q1 2026 earnings, reporting $697 million in revenue, a 39% year-over-year increase, and gross margins just under 65%. The company highlighted record oncology volumes and provided updated financial guidance, including incre…
- Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026"
Ginkgo Bioworks reported first quarter 2026 revenue of $19 million, a 49% decrease from the previous year. The company
- Airbnb, Inc. (ABNB) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $2.7 billion for the Quarter.
Airbnb announced Q1 2026 earnings, reporting an 18% year-over-year revenue increase to $2.7 billion, $160 million in net income, and $519 million in adjusted EBITDA. The company also shared updates on business initiatives, AI integration i…
- Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter.
Axon Enterprise announced Q1 2026 earnings, reporting $807 million in revenue, a 34% year-over-year increase. The company raised its full-year revenue guidance to 30%-32% growth and expects 25.5% adjusted EBITDA margins and approximately $…
- SK Telecom Co., Ltd. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Consolidated revenue posted KRW 4.39 trillion" for the first quarter.
SK Telecom reported Q1 2026 consolidated revenue of KRW 4.39 trillion and operating income of KRW 537.6 billion, resuming dividend payments with KRW 830 per share. The company saw significant growth in AI data center revenue, up 89% year-o…
- Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year.
Datadog announced Q1 2026 earnings, reporting $1.01 billion in revenue, a 32% year-over-year increase. The company highlighted strong free cash flow, gross profit, and operating income margins. Datadog is focusing on AI initiatives, with 5…
- BeOne Medicines AG Announced Q1 2026 Earnings on May 6, 2026, Reporting "Product revenue reached $1.5 billion in the quarter"
BeOne Medicines AG announced Q1 2026 earnings, reporting $1.5 billion in product revenue and $1.1 billion for BRUKINSA. The company achieved an 89% gross margin and provided full-year revenue guidance of $6.3 billion to $6.5 billion.
- Angi Inc. (ANGI) Announced Q1 2026 Earnings on May 6, 2026, Reporting EBITDA that "came in at about $23 million" for the quarter
Angi Inc. reported Q1 2026 EBITDA of $23 million, exceeding their guidance. The company is pivoting to a new AI-native technology platform, developing AI agents, and integrating with generative AI. They will stop providing future guidance…
- Coupang, Inc. (CPNG) Announced Q1 2026 Earnings on May 5, 2026, Reporting "total net revenues of $8.5 billion"
Coupang reported Q1 2026 net revenues of $8.5 billion, an 8% increase. The company experienced an operating loss of $242 million and a net loss of $266 million, impacted by a data incident response and investments in Taiwan. Coupang antici…
- Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter
Expedia Group announced Q1 2026 earnings with revenue reaching $3.4 billion, a 15% increase. The company reported $35.5 billion in gross bookings and $542 million in adjusted EBITDA. Expedia highlighted strategic priorities including AI-po…
- Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million".
Duolingo reported Q1 2026 adjusted EBITDA of $83 million on revenue, with over $1 billion in cash and no debt. The company saw 21% year-over-year DAU growth and provided full-year 2026 guidance for bookings, revenue, and adjusted EBITDA ma…
- DoorDash, Inc. (DASH) Announced Q1 2026 Earnings on May 6, 2026, Reporting expectations to "produce roughly about $200 million of EBITDA" for the full year.
DoorDash announced Q1 2026 earnings, expecting $200 million in full-year EBITDA and a slightly higher EBITDA margin for 2026 compared to 2025. The company is heavily investing in AI for operational efficiency and customer experience, with…
- AppLovin Corporation Announced Q1 2026 Earnings on May 6, 2026, Reporting "Revenue in the first quarter was $1.84 billion"
AppLovin announced Q1 2026 earnings with $1.84 billion in revenue, up 59% year-over-year, and $1.56 billion in adjusted EBITDA. The company highlighted growth in its gaming and consumer businesses, the upcoming public launch of its Axon pl…
- CVS Health Corporation (CVS) Announced Q1 2026 Earnings on May 6, 2026, Reporting "over $100 billion of revenue".
CVS Health reported Q1 2026 earnings exceeding $100 billion in revenue, with adjusted operating income of $5.2 billion and adjusted EPS of $2.57. The company highlighted segment revenues, operational cash flow, a strategic shift to a tech-…
- Occidental Petroleum Corporation (OXY) Announced Q1 2026 Earnings on May 6, 2026, Reporting adjusted earnings of $1.06 per diluted share
Occidental Petroleum reported Q1 2026 adjusted earnings of $1.06 per diluted share and total earnings of $3.13 per diluted share. The company generated $1.7 billion in free cash flow and maintained $3.8 billion in unrestricted cash at the…
- Restaurant Brands International Inc. Announced Q1 2026 Earnings on May 6, 2026, Reporting organic AOI growth of 10.7%
Restaurant Brands International reported Q1 2026 results, with 3.2% comparable sales growth and 10.7% organic AOI growth. The company achieved $0.86 EPS and returned capital to shareholders, while providing brand-specific updates and 2026…
- Pfizer Inc. (PFE) Announced Q1 2026 Earnings on May 5, 2026, Reporting "revenues were $14.5 billion".
Pfizer reported Q1 2026 revenues of $14.5 billion, up 2% operationally, with adjusted diluted EPS of $0.75. The company reaffirmed full-year 2026 guidance and highlighted progress in legal developments, AI integration, and product pipeline…
- Cameco Corporation (CCJ) Announced Q1 2026 Earnings on May 5, 2026, Reporting "results were consistent with our expectations".
Cameco reported Q1 2026 results, stating they were consistent with expectations and the annual plan, with improved underlying performance year-over-year driven by timing and better uranium pricing. Full year 2026 guidance remains unchanged.
- Rhythm Pharmaceuticals, Inc. (RYTM) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Revenues for the quarter were $60 million."
Rhythm Pharmaceuticals announced Q1 2026 earnings, reporting $60.1 million in global net revenues and 5% sequential growth. The company noted a strong U.S. commercial launch, received marketing authorization in Europe, and has an ongoing r…
- Shopify Inc. (SHOP) Announced Q1 2026 Earnings on May 5, 2026, Reporting "Our revenue was $3.2 billion for the quarter".
Shopify announced Q1 2026 earnings, with revenue at $3.2 billion, up 34%, and GMV at $101 billion, up 35%. The company reported $476 million in free cash flow and highlighted advancements in AI integration and the Universal Commerce Protoc…
- Pinterest, Inc. (PINS) Announced Q1 2026 Earnings on May 4, 2026, Reporting "global revenue was $1.8 billion" for the Quarter
Pinterest reported Q1 2026 earnings with $1.8 billion in global revenue and $207 million in adjusted EBITDA. The company ended the quarter with 631 million global monthly active users and provided Q2 and full-year 2026 guidance.
- Moderna, Inc. (MRNA) Announced Q1 2026 Earnings on May 1, 2026, Reporting "total revenue was $400 million".
Moderna announced Q1 2026 financial results, with total revenue of $400 million and a net loss of $1.3 billion. The company reported ending the quarter with $7.5 billion in cash and investments, and highlighted the EU approval of mCOMBRIAX…
- Rivian Automotive, Inc. (RIVN) Announced Q1 2026 Earnings on April 30, 2026, Reporting consolidated revenue in the first quarter was approximately $1.4 billion.
Rivian announced Q1 2026 results, with $1.4 billion in revenue and a $119 million gross profit. The company highlighted the start of R2 production, a strategic partnership with Uber, and maintained its full-year delivery guidance of 62,000…
- GoDaddy Inc. (GDDY) Announced Q1 2026 Earnings on April 30, 2026, Reporting "total revenue grew 6% on both a reported and constant currency basis to $1.3 billion".
GoDaddy announced Q1 2026 earnings with $1.3 billion in revenue, a 6% increase, and $474 million in free cash flow. The company emphasized its AI transformation, noting the rapid growth of its Airo AI Builder and positive impacts from AI i…
- Garmin Ltd. (GRMN) Announced Q1 2026 Earnings on April 29, 2026, Reporting Consolidated revenue increased 14% to $1.75 billion for the first quarter
Garmin Ltd. announced Q1 2026 earnings, with consolidated revenue rising 14% to $1.75 billion. The Fitness segment showed significant growth, and the company maintained its full-year guidance while expecting a decrease in Auto OEM revenue…
- Advanced Micro Devices, Inc. (AMD) Announced Q1 2026 Earnings on May 5, 2026, Reporting "First quarter revenue increased 38% year-over-year to $10.3 billion"
Advanced Micro Devices announced Q1 2026 earnings with revenue up 38% year-over-year to $10.3 billion. Data center revenue increased 57% to $5.8 billion, driven by EPYC CPUs and Instinct GPUs, with the company expecting continued growth in…
- Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion
Palantir Technologies Inc. announced Q1 2026 earnings, reporting $1.633 billion in revenue with 85% year-over-year growth, driven by significant demand for its Artificial Intelligence Platform (AIP). The company raised its full-year 2026 r…
- Amgen Inc. (AMGN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "4% growth in product sales"
Amgen announced Q1 2026 results, showing 4% product sales growth and $1.5 billion in free cash flow. The company is leveraging AI to accelerate drug development and manufacturing processes, and provided its full-year 2026 financial outlook.
- Crocs, Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "Enterprise revenue of $921 million".
Crocs, Inc. announced Q1 2026 earnings, with enterprise revenue at $921 million, a 2% decrease from the prior year. The Crocs brand generated $767 million and the HEYDUDE brand $154 million. The company provided financial guidance for Q2 a…
- Illumina, Inc. (ILMN) Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $1.09 billion".
Illumina announced Q1 2026 revenue of $1.09 billion, a 4.8% year-over-year increase, and raised its full-year 2026 guidance for revenue and non-GAAP diluted EPS. The company also noted strong demand for its NovaSeq X instruments and launch…
- DexCom, Inc. (DXCM) Announced Q1 2026 Earnings on April 30, 2026, Reporting "worldwide revenue of $1.19 billion" for the first quarter
DexCom announced Q1 2026 worldwide revenue of $1.19 billion, a 15% increase year-over-year. The report detailed U.S. and international revenue growth, profitability metrics, and highlighted strong global demand, new product launches, and e…
- Chevron Corporation (CVX) Announced Q1 2026 Earnings on May 1, 2026, Reporting "earnings of $2.2 billion or $1.11 per share".
Chevron announced first-quarter 2026 earnings of $2.2 billion ($1.11 per share), with adjusted earnings at $2.8 billion ($1.41 per share). The company highlighted increased production, asset swaps, and confirmed its 2026 guidance remains u…
- Caterpillar Inc. (CAT) Announced Q1 2026 Earnings on April 30, 2026, Reporting "Sales and revenues were $17.4 billion".
Caterpillar Inc. reported Q1 2026 sales of $17.4 billion, a 22% increase year-over-year. The company announced an adjusted profit per share of $5.54 and a record backlog of $63 billion. Caterpillar anticipates low double-digit growth for f…
- Merck & Co., Inc. Announced Q1 2026 Earnings on April 30, 2026, Reporting "revenue of $16.3 billion" for the quarter.
Merck & Co. announced Q1 2026 earnings, reporting $16.3 billion in revenue, a 5% increase. Key developments included a partnership with Google Cloud, the FDA approval of IDVYNSO, and sales highlights for KEYTRUDA, WINREVAIR, and GARDASIL.…