Earnings Unscripted: Stock Earnings Calls & Analysis

Earnings Unscripted: Stock Earnings Calls & Analysis

By Miro Benes

EN-US
BusinessInvestingTechnology

Earnings Unscripted delivers short-form earnings call analysis. Each episode breaks down corporate earnings calls, compares management commentary with financial results, and highlights key insights for investors seeking fast earnings analysis.

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Episodes(544)

Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1

2026-10-023:04

Accenture (ACN): Emulating Palantir to save legacy consulting [Q4 2026]

2026-10-029:04

Nike (NKE): Slashing Dunk supply by 50% to force scarcity [Q1 2027]

2026-10-028:25

Micron (MU): Pre-selling $32B of memory that doesn't exist [Q4 2026]

2026-10-018:43

Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29

2026-09-302:55

Uranium Energy Corp (UEC): Starving revenue to hoard uranium [Q4 2026]

2026-09-307:53

CarMax (KMX): Routing 100% of customer calls to AI [Q2 2027]

2026-09-309:26

Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026]

2026-09-307:46

Daily Earnings: Retailers weaponize tariff checks | COST, CBRL, GIS | Sep 24

2026-09-252:43

BlackBerry (BB): Building the safety brakes for physical AI [Q2 2027]

2026-09-259:57

Costco (COST): Weaponizing a $184M government refund [Q4 2026]

2026-09-257:53

Cracker Barrel (CBRL): The zero-growth turnaround mandate [Q4 2026]

2026-09-248:56

General Mills (GIS): Billion-dollar yogurt distortions [Q1 2027]

2026-09-248:43

Daily Earnings: Tech buyers crush cash flow to hoard parts | ZS, CIEN, DOCU, LULU | Sep 3

2026-09-043:10

Lululemon (LULU): A tariff refund masking a 20% legging crash [Q2 2026]

2026-09-047:44

Docusign (DOCU): Dodging AI tollbooths for 82% margins [Q2 2027]

2026-09-048:07

Planet Labs (PL): Swapping software for sovereign hardware [Q2 2027]

2026-09-048:38

Zscaler (ZS): Sacrificing free cash flow to hoard physical servers [Q4 2026]

2026-09-048:25

Ciena (CIEN): Retroactively repricing an $8.5B backlog [Q3 2026]

2026-09-049:09

Daily Earnings: AI execution cracks legacy margins | SNOW, AVGO, HPE | Sep 2

2026-09-033:17

FuelCell Energy (FCEL): A $3.6B accounting mirage [Q3 2026]

2026-09-038:19

Hewlett Packard Enterprise (HPE): The heavy iron bottleneck [Q3 2026]

2026-09-039:55

Broadcom (AVGO): Floating a $29B safety net for OpenAI [Q3 2026]

2026-09-038:26

Snowflake (SNOW): Using AI agents to shrink client bills [Q2 2027]

2026-09-037:58

1–24 / 544

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