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Hosted by Miro Benes · 🇺🇸 US · EN-US · 495 episodes
Established thought leaders with verified media credentials.
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.
Miro Benes hosts Earnings Unscripted: Stock Earnings Calls & Analysis, a business show with 495 episodes published.
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 creatively zeroes out the
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 out 280 basis points
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 massive hard-cash inject
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 RLS Hyper-Rail fix
Today’s earnings window illustrates how the physical reality of the AI buildout is breaking standard IT budgets while pure application vendors face an absolute demand collapse. - Broadcom (AVGO) stood up a $35 billion pr
Tom Siebel is back as CEO of C3.ai in Q4 2026, dropping $69M of his own cash into the stock while publicly blowing up a failed consumption strategy. In ~10 minutes: - Firing 35% of global staff to aggressively slash cost
Broadcom Inc.’s Q2 FY2026 was a paradox: AI chip demand looked “insatiable,” but investors sold the stock on margin, inventory, and “chips only” complexity. In this episode: - AI semis hit $10.8B; Q3 guide jumps to $16B.
CrowdStrike’s Q1 FY2027 was the paradox: record ARR and free cash flow, a wider GAAP operating loss, and a sharp post-earnings selloff. In ~10 minutes: - Why ARR rose while deferred revenue ticked down - Record FCF, even
The explosive volume of autonomous AI agents is now physically breaking traditional enterprise architectures, permanently altering how software is built, how subscriptions are priced, and how heavily infrastructure must
HIVE Digital Technologies' Q4 2026 results reveal an aggressive strategic pivot, offsetting a brutal Bitcoin squeeze with an ingenious derivative strategy to fund their AI expansion. In ~10 minutes: - How a 27% BTC price
GitLab’s Q1 2027 beat expectations, but an aggressive 14% headcount reduction to fund a massive AI infrastructure rebuild sent the stock plunging 11%. In ~10 minutes: • The strategic 14% RIF and 22-country exit to bankro
Victoria's Secret just engineered a massive Q1 margin beat by halting panic discounts, sending shares soaring +47% in a single session. In this episode: • How a strict "promo detox" drove a 153% YoY operating income jump
Palo Alto Networks just reported a massive $183 million Q3 operating loss due to billion-dollar M&A digestion, yet underlying organic demand for legacy hardware is surging to secure new AI data centers. In ~10 minutes: •
The immense demand for AI infrastructure is slamming into hard physical limits, forcing suppliers to desperately hoard factory space while slashing internal human labor just to defend their margins. - HPE's networking re
Credo Technology posted massive 157% revenue growth in Q4 2026, yet the stock violently dropped 15% as markets balked at heavy cash burn and trust-me forward guidance. In ~10 minutes: * The sudden $750M cash drain to sec
HPE is hitting its 2028 financial targets a full two years early, driving a massive stock breakout as the legacy hardware giant uses AI to radically shrink its own workforce. In ~10 minutes: - Why the stock surged roughl
Record silver prices pushed Silvercorp Metals to massive operating profits in Q4, but an accounting quirk somehow left the bottom line reading a net loss. In ~10 minutes: • Why a $60M convertible note derivative charge c
Today's earnings exposed a brutal economic divide where physical hardware makers are banking billions in real cash from the structural AI shift, while enterprise software platforms sit on massive but completely unmonetiz
In Q1 2027, Okta finds itself wrestling with an exploding enterprise AI pipeline that hasn't actually materialized into recognized revenue yet. In ~10 minutes: - Why a massive AI pipeline hasn't boosted sequential backlo
Dollar Tree’s Q1 2026 results prove that breaking the sacred one-dollar rule was the most profitable decision in the company's modern history. In ~10 minutes: * Why selling one $5 hammer crushes four $1.25 items. 🔨 * Ho
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Earnings Unscripted: Stock Earnings Calls & Analysis is hosted by Miro Benes. The show is categorised under business (investing) and has published 495 episodes.
Earnings Unscripted: Stock Earnings Calls & Analysis has published 495 episodes.
Earnings Unscripted: Stock Earnings Calls & Analysis regularly covers business, investing, technology. It sits in the business category, with a investing focus.
Earnings Unscripted: Stock Earnings Calls & Analysis is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Earnings Unscripted: Stock Earnings Calls & Analysis average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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