Podfolio.one: Earnings Calls decoded; Your Portfolio, Your Bespoke Podcasts

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Workday, Inc. (WDAY) Q2 FY2027: AI ARR hit nearly $600M, surging 200% year over year, supported by 5,500 customers using organic agents, though investors question whether this growth is additive or cannibalizing core bookings and if the revenue miss

4 সেপ্টেম্বর, 2026 · প্রতিলিপি

Workday reported total revenue of $2.649 billion, up 13% year over year but missing estimates by 1.5%, while subscription revenue reached $2.471 billion, up 14%. EPS beat consensus at $2.75 versus $2.66, with strong cash generation including $1.22 billion in operating cash flow and $1.08 billion in…

00:07:09

Alphabet Inc. (GOOGL) Q2 FY2026: The debate centers on whether AI infrastructure spend signals durable platform shifts or erodes margins and search economics long term — strong cloud momentum, a $514B backlog, and Gemini Enterprise adopti, alongside

3 সেপ্টেম্বর, 2026 · প্রতিলিপি

Alphabet reported strong cloud momentum with 82% growth, a $514B backlog, and Gemini Enterprise adoption by nearly 90% of the Fortune 100, alongside 22B tokens per minute usage. However, free cash flow fell sharply to $4.26B amid $78B TTM capex, operating cash flow reached $84.86B, and EPS missed a…

00:06:45

Circle Internet Group (CRCL) Q2 FY2026: Management highlighted regulatory moats via OCC and New York trust charters plus BlackRock and DTCC backing for the September 16 Arc Mainnet launch, though skeptics argue competition from Tether and

3 সেপ্টেম্বর, 2026 · প্রতিলিপি

Circle reported $701 million in revenue, with nearly $620 million from interest on reserves and just $81 million in fee income, underscoring 88 percent reliance on Treasury yields rather than platform fees. On-chain volume surged 151 percent year-over-year to $163 billion daily, and the CPN payment…

00:06:32

Salesforce, Inc. (CRM) Q2 FY2027: Management positioned the platform as a stable system of record for multiple AI models, signaling durable efficiency gains and expanded capacity rather than seat cannibalization

1 সেপ্টেম্বর, 2026 · প্রতিলিপি

Salesforce reported revenue slightly below estimates yet delivered record free cash flow of $7.65 billion and sustained gross margins at 76.7 percent for the fifteenth straight quarter, driving a 25 percent stock surge. Agentforce is generating incremental consumption through new AI capabilities, a…

00:06:06

Marvell Technology, Inc. (MRVL) Q2 FY2027: Gross margin held.1%, though shares fell over 11% on sell-the-news reaction amid hyperscaler concentration risk

1 সেপ্টেম্বর, 2026 · প্রতিলিপি

Marvell reported Q2 revenue of $2.74 billion, up 37% year over year, with non-GAAP EPS of $0.94 and data center revenue reaching $2.17 billion. Management raised full-year guidance to roughly $12 billion and fiscal 2028 revenue to $18 billion, implying 45-50% growth driven by 60%+ data center expan…

00:07:40

NVIDIA Corporation (NVDA) Q2 FY2027: Networking grew 18% sequentially to become the world's largest, while the Vera CPU achieved a $5B+ TTM run rate and is projected to more than double next year.8x performance gains

28 আগস্ট, 2026 · প্রতিলিপি

The company reported revenue surging to $96 billion, with data center sales at $89 billion split between hyperscalers and a fast-growing ACIE segment now nearing half the business, alongside 75% gross margins and $72.14 billion in gross profit that reflect strong pricing power from its full-stack A…

00:07:56

Baidu, Inc. (BIDU) Q2 FY2026: Management highlighted robust training and inference demand plus a new Hong Kong robotaxi permit, but noted industry-wide supply constraints and questioned whether monetization can keep pace with spending

26 আগস্ট, 2026 · প্রতিলিপি

Baidu reported RMB 31.3 billion in revenue, missing estimates by 5%, while EPS fell 35% short as legacy online marketing dropped 19% and failed to offset AI gains. AI-powered revenue reached half of Baidu Core at RMB 12.5 billion, up 25% YoY, with AI Cloud Infra rising 50% and GPU Cloud surging 283…

00:07:45

General Motors Company (GM) Q2 FY2026: Outlook hinges on simultaneous next-gen Silverado/Sierra launches, Super Cruise subscriptions as a razor-blade model, and GM Defense diversification

26 আগস্ট, 2026 · প্রতিলিপি

GM delivered record first-half adjusted EPS of $7.27, up 35% YoY, with North American margins expanding 250 basis points to 8.6% despite tariffs, driven by 42% full-size pickup share and incentives 1.5-2 points below industry averages. The company raised 2026 guidance, booked another $2.3 billion i…

00:07:25