HeyJaredThe Earnings Debate
We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis.
- Indexed episodes, last 90 days
- 62
- Latest publication
- Sep 8, 2026
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- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year." (opens the original)
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ServiceTitan, Inc. reported its fiscal second quarter 2027 financial results. For the quarter, the company reported that Q2 total revenue of $292.8 million grew 21% year-over-year. Subscription revenue for the quarter was $212.4 million, growing 22% year-over-year, and usage revenue for the quarter grew 24% year-over-year to $72.1 million. The company reported that Q2 operating income of $44.4 million resulted in operating margin of 15.2%, representing an improvement of 310 basis points year-ove
Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%" (opens the original)
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Dell Technologies Inc. reported its fiscal year 2027 second quarter financial results, stating that total revenue was up 58 percent to 47 billion dollars. Gross margin dollars grew 78 percent to 9.9 billion dollars, with a gross margin rate of 21.1 percent. Non-GAAP operating income grew 160 percent to 5.9 billion dollars, representing 12.6 percent of revenue, and net income was up 189 percent to 4.6 billion dollars. Record quarterly diluted earnings per share increased 203 percent to 7.04 dolla
Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter (opens the original)
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Medtronic plc reported first quarter fiscal year 2027 financial results, including "revenue of $9.8 billion" for the quarter, up "13.7% on both the reported and organic basis." This performance "benefited from the extra selling week, which we estimate contributed approximately $570 million or 670 basis points to total organic enterprise revenue growth." The company delivered first quarter "adjusted EPS of $1.45," which was "$0.06 above the midpoint of our guidance range." First quarter "adjusted
GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year" (opens the original)
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Management noted that "Q2 was an exceptional quarter", reporting that second quarter total revenue was $286.3 million, up 21% year-over-year, and non-GAAP operating income was $42.6 million, representing a 15% operating margin. Non-GAAP gross margin was 86.5%. For the second quarter, adjusted free cash flow was $9.8 million, representing a 3% margin, and the company ended the quarter with $1.3 billion in cash and investments. Additionally, the company delivered the largest gross bookings quarter
Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter. (opens the original)
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Palo Alto Networks reported "total revenue grew 34% to $3.41 billion in the fourth quarter" of fiscal year 2026. For the full fiscal year 2026, "revenue reached $11.5 billion, up 24% year-over-year." Performance metrics for the fourth quarter included "Q4 non-GAAP EPS of $1.02" and "Q4 non-GAAP operating margin came in at 29.6%." For the fourth quarter, the company reported "adjusted free cash flow... reached $1.29 billion, growing 35% year-over-year," bringing the full fiscal year 2026 "adjuste
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