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

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Delta Air Lines, Inc. (DAL) Q3 FY2026: Loyalty and premium revenue reached 61%, supported by the new Hyatt partnership, expanded international frequencies, and TechOps revenue th — $1.5 billi.$6B fuel spike, aided by flat capacity, main-cabin cuts

कल (बीता) · अनुलिपि

Delta posted $1.5 billion in pretax profit despite a $1.6 billion fuel spike, aided by flat capacity, main-cabin cuts, and 15.4 percent unit revenue growth that outpaced the prior quarter. Loyalty and premium revenue reached 61 percent of total sales and grew nearly 20 percent, supported by the new…

00:06:33

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 सितमबर 2026 · अनुलिपि

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 सितमबर 2026 · अनुलिपि

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 सितमबर 2026 · अनुलिपि

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 सितमबर 2026 · अनुलिपि

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 सितमबर 2026 · अनुलिपि

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 अगस्त 2026 · अनुलिपि

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 अगस्त 2026 · अनुलिपि

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 अगस्त 2026 · अनुलिपि

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