Earnings Unscripted: Stock Earnings Calls & Analysis

Miro Benes

English Business Investing Technology

Apple Podcasts Website RSS

Episodes 377

Avg. Duration 10m

Activity Highly Active

Since Dec 2025

Latest Episode Jun 2026

Publishing Details

Schedule

Daily

Format

Episodic

Consistency

50%

Hosting

feeds.redcircle.com

Contact & Outreach

About This Podcast

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.

Podcasting 2.0 Features

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Recent Episodes

Daily Earnings: AI Mortgage Freeze & The Freemium Trap (LEN, ADBE) | Jun 12

Jun 12, 2026 2m Transcript

After a month of tracking enterprise tech platforms firing humans to fund their AI pivots, everyday consumers have finally internalized the threat, freezing physical housing markets just as software…

Lennar (LEN): AI buyer paralysis & the 121-day home assembly line [Q2 2026]

Jun 12, 2026 8m Transcript

Lennar’s Q2 2026 results reveal a homebuilder transforming into a lightning-fast assembly line, only to collide with buyers paralyzed by AI job anxiety.In ~10 minutes:- Why cycle times hit a…

Adobe (ADBE): Burning cash for AI habits & a sudden C-suite exodus [Q2 2026]

Jun 12, 2026 10m Transcript

Adobe pushed past Q2 2026 revenue expectations, but a violent 11% stock plunge reveals a market terrified by evaporating cash flows and a jarring leadership vacuum. In ~10 minutes:• Why operating…

Daily Earnings: The Physical Cost of Digital Scale (ORCL, CHWY) | Jun 10

Jun 11, 2026 3m Transcript

The digital economy has hit a wall of extreme physical acquisition costs, forcing software platforms and e-commerce giants to fundamentally rethink how they finance future growth. - Oracle offsets a…

Chewy (CHWY): The physical vet clinic pivot & a surprise $600M debt play [Q1 2026]

Jun 11, 2026 9m Transcript

Chewy’s Q1 2026 results reveal a massive structural pivot as the e-commerce giant takes on real debt to buy up brick-and-mortar vet clinics amid a slowdown in premium pet spending. In ~10 minutes:-…

Oracle (ORCL): $638B backlog, BYO-GPUs & the massive CapEx dilution trap [Q4 2026]

Jun 11, 2026 10m Transcript

Oracle’s Q4 2026 earnings revealed a supernova $638 billion backlog fueled by artificial intelligence, yet the stock tanked 12% as the company plans massive shareholder dilution to fund a staggering…

Daily Earnings: Billing bots & 14-year physical lags (SAIL, UEC, SJM) | Jun 9

Jun 10, 2026 3m Transcript

Today's earnings batch exposed operators fundamentally ripping up their legacy business models, shifting from enterprise software explicitly monetizing non-human workers to consumer brands…

SailPoint (SAIL): Tollbooths for AI bots & the Wall Street cloud penalty [Q1 2027]

Jun 10, 2026 9m Transcript

Despite hitting $1.16B in recurring revenue and riding a massive boom in non-human AI identities, SailPoint (SAIL) faced a double-digit stock drop as its aggressive Q1 2027 cloud transition warped…

Uranium Energy (UEC): Zero spot sales & the 14-year nuclear bottleneck [Q3 2026]

Jun 10, 2026 9m Transcript

Uranium Energy Corp completely zeroed out spot sales in Q3 as bureaucratic bottlenecks drove active output down 30% and sent production costs soaring. In ~10 minutes:• Why UEC refused to sell any…

J.M. Smucker (SJM): Slashing prices to hack margins & the $1B Uncrustable [Q4 2026]

Jun 10, 2026 8m Transcript

The J.M. Smucker Company's Q4 2026 print proves that willingly slashing consumer prices can trigger a massive stock rally, provided your profit margins explode in the process.In ~10 minutes:• Why SJM…

Daily Earnings: Breaking legacy models to match physical reality (FCEL, CPB) | Jun 8

Jun 09, 2026 3m Transcript

Today’s earnings reveal a stark operational shift where legacy heavy engineering firms and traditional consumer brands must aggressively abandon their preferred sales models to survive immediate…

Graham Corporation (GHM): Lunar pumps, margin illusions & a $50M check [Q4 2026]

Jun 09, 2026 10m Transcript

Graham Corporation posts record revenues while margins slide, creating a wild Q4 2026 profit paradox wrapped in aggressive aerospace expansion.In ~10 minutes:- Why massive Navy submarine orders…

FuelCell Energy (FCEL): The AI dilution spree & a $42M Navy write-down [Q2 2026]

Jun 09, 2026 10m Transcript

FuelCell Energy’s Q2 2026 results reveal a massive paradox: an exploding AI data center pipeline masking heavy shareholder dilution and a painful military write-down.In this episode:• The 4 GW…

Vail Resorts (MTN): A 40-year snow drought & the SaaS-ification of skiing [Q3 2026]

Jun 09, 2026 11m Transcript

Vail Resorts navigated the worst Rockies snowfall in four decades during Q3 2026, relying on its aggressive season pass model to prevent a bottom-line avalanche.In ~10 minutes:• Why an industry-wide…

Campbell's (CPB): Killing discounts to save the shelf & hacking hybrid debt [Q3 2026]

Jun 09, 2026 9m Transcript

Campbell’s intentionally choked its own Q3 2026 sales volume by walking away from trade promotions to stop bleeding margin on the shelf.In ~10 minutes:• Why the company completely canceled bakery…

Daily Earnings: Breaking hardware timelines (PL, XE, CIEN, LULU) | Jun 4

Jun 05, 2026 3m Transcript

Traditionally sluggish physical infrastructure timelines are being forcefully compressed to satisfy immediate generative AI and sovereign defense requirements, creating a massive divergence from…

X-Energy (XE): Asset-light nuclear reactors & the 50-year paperwork moat [Q1 2026]

Jun 05, 2026 11m Transcript

In Q1 2026, newly public X-Energy presents a fascinating paradox: pulling in $43 million in revenue without a single operational commercial power plant.In this episode:• How government funding…

Lululemon (LULU): Tariff margin collapse & shedding 15% of store SKUs [Q1 2026]

Jun 05, 2026 10m Transcript

Lululemon’s Q1 2026 results reveal a brand scrambling to adapt as unexpected US tariff changes crush margins and founder drama actively drives shoppers away. In ~10 minutes:• US tariff policies wipe…

Planet Labs (PL): The $138M paper loss & deploying sovereign satellites in 120 days [Q1 2027]

Jun 04, 2026 11m Transcript

Planet Labs' massive Q1 2027 paper loss actually masks a $108 million cash windfall and a structural shift toward global defense demand.In this episode 🛰️:• Why a $138M GAAP net loss yielded a…

Ciena (CIEN): The $7.7B hyperscaler backlog & the AI fiber bottleneck [Q2 2026]

Jun 04, 2026 11m Transcript

Ciena's Q2 2026 print proves that physical fiber constraints are AI's true bottleneck, driving a massive $7.7B backlog as hyperscalers try to pull forward 2027 optical deliveries.In ~10 minutes:• How…

Frequently Asked Questions

How many episodes does Earnings Unscripted: Stock Earnings Calls & Analysis have?

Earnings Unscripted: Stock Earnings Calls & Analysis has published 377 episodes since December 2025, covering topics in Business, Investing.

Is Earnings Unscripted: Stock Earnings Calls & Analysis still active?

Earnings Unscripted: Stock Earnings Calls & Analysis is currently highly active with new episodes daily. Average episode length is 10m.

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