Podcasts about Earnings call

Here's the link to the Car Stuff Podcast https://bleav.com/shows/car-stuff-podcast/ Here's the link for the Car Stuff Podcast Scout Motors Episode: https://bleav.com/shows/car-stuff-podcast/episodes/compact-crossover-comparo-scout-deep-dive-discontinued-car-quiz/ Here's the link for GMs Q1 2026 Earnings Call: https://investor.gm.com/events/event-details/general-motors-company-q1-2026-earnings-conference-call Kilowatt Show Notes Generator Custom Gem In this episode, we dive deep into General Motors' first quarter 2026 earnings call to unpack the automaker's latest financial performance, changing market position, and strategic outlook. We dissect GM's robust sales performance in North America and track its growing EV market share alongside the complex capacity adjustments being made to handle shifting consumer demand. Listen in as we break down the critical analyst questions surrounding production costs, structural margins, and the evolving roadmap for software-based revenue. We also explore the massive expansion of GM's digital ecosystem—highlighting key updates to OnStar and Super Cruise—as well as their implementation of AI in software engineering and upcoming supervised autonomy testing for personal vehicles. Finally, the episode looks honestly at how GM is navigating lower EV volumes and the financial sting from the loss of federal U.S. tax incentives. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Car Stuff Podcast Car Stuff Podcast: Compact Crossover Comparo & Scout Deep Dive General Motors Company Q1 2026 Earnings Conference Call *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here:⁠ ⁠⁠https://ow.ly/msoH50WCu0K⁠ In this segment, Analytic Dreamz delivers a detailed breakdown of Take-Two Interactive's Q4 FY2026 earnings and the official lock-in of Grand Theft Auto VI. GTA VI is now confirmed for November 19, 2026 on PS5 and Xbox Series X/S, with the marketing campaign launching Summer 2026. Take-Two reaffirmed the date multiple times during the earnings call, calming delay concerns.Analytic Dreamz covers the strong financial results: Q4 revenue of $1.68 billion (beat estimates), net bookings of $1.58 billion, full-year revenue reaching $6.66 billion (+18% YoY), and record net bookings of $6.72 billion. GTA V has surpassed 225-230 million lifetime sales with nearly $10 billion in revenue, while GTA Online continues driving growth with recurring spending making up 82% of Q4 bookings.The segment explores FY2027 guidance, the massive pipeline of 6 launches in FY27 and 22+ titles through FY2029, Red Dead Redemption 2's 85 million sales, mobile performance, PC version speculation, and key investor concerns around margins and execution. Analytic Dreamz breaks down why Take-Two enters the GTA VI era financially stronger than ever. Essential listening for investors, gamers, and anyone tracking the biggest entertainment launch in history. Privacy & Opt-Out: https://redcircle.com/privacy

Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.See omnystudio.com/listener for privacy information.

In this episode of Kilowatt, host Bodie breaks down Rivian's highly anticipated Q1 2026 earnings call, shifting the spotlight from raw financial data to the groundbreaking vehicle technology driving the brand forward. The headline milestone is the official start of saleable R2 production in Normal, Illinois, with early midsize SUVs already hitting the road as employee daily drivers. Listeners will discover how Rivian managed to cut the R2's bill of materials in half through massive structural die castings, an integrated high-voltage electronics enclosure, and a streamlined electrical architecture that strips out miles of heavy copper wiring. The episode also dives into Rivian's massive multi-billion dollar liquidity pipeline from the Department of Energy, Volkswagen, and Uber, which is funding a 50% capacity boost at its upcoming greenfield plant in Georgia. Finally, Bodie details CEO RJ Scaringe's progressive autonomy roadmap, charting the course from Autonomy Plus subscriptions to Level 4 "eyes-off" consumer vehicles and robotaxis hitting complex urban domains by 2028. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Rivian Q1 2026 Earnings Webcast Registration *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Η Apple έπεσε έξω με την καλή έννοια, προβληματίζει η διαθεσιμότητα Mac και ο Luca Maestri χαλαρώνει στο κυλικείο. Επικοινωνία με την εκπομπή: Email | Facebook Group | Twitter Λεωνίδας Μαστέλλος: Facebook | Twitter | Spotify Μάνος Βέζος: The Vez | Facebook | Twitter | Instagram | Apple Music Apple TV “The Studio” sets record as the most-awarded series of the year with 2026 BAFTA win Apple lands first-ever honors from the Tony Awards with a record 12 nominations Apple TV's “The Dynasty: UConn Huskies” set to premiere globally August 21, 2026 Apple TV lands “Disavowed,” new action thriller starring and executive produced by James Marsden Apple Arcade Join Bluey for an exclusive playdate on Apple Arcade in hit games Crossy Road Castle, stitch., puffies., Suika Game+, and Disney Coloring World+ Perchang World M&A Apple Has Acquired Popular Web-Based Color Grading Tool Color.io AirDrop Google Makes It Easier to Share Files Between Android and iPhone Pride Apple introduces a new Pride Collection OS 26.5 OS 26.5 Adds Encrypted RCS Messaging, Fixes Bugs iOS 26.5 Features: Everything New in iOS 26.5 - MacRumors End-to-end encrypted RCS messaging begins rolling out today in beta EU iPhone Users Get AirPods-Like Pairing and Notification Forwarding for Third-Party Wearables in iOS 26.5 - MacRumors iOS 27 iOS 27 to Bring Customizable Camera App, Tweaks to Weather, Safari and Liquid Glass iOS 27 Getting Major Siri Redesign With Chat Interface and Dedicated App Αποτελέσματα τριμήνου Apple reports second quarter results Apple announces record fiscal second quarter Apple shares rise as iPhone 17 and MacBook Neo drive forecast Apple reports second quarter results Apple's Q2 2026 Earnings Call: 11 Key Takeaways - MacRumors iPhone 17 Is Apple's Most Popular Lineup Ever - MacRumors Apple Expects 'Significantly Higher Memory Costs' in June Quarter and Beyond - MacRumors Apple Says Mac Studio and Mac Mini Will Be in Short Supply for Months - MacRumors Silicon things Mac Apple Stops Selling Mac Mini With 256GB of Storage, Starting Price Rises to $799 - MacRumors Apple Cuts More Mac Studio and Mac Mini RAM Options as Memory Shortage Worsens - MacRumors Which Macs are suffering from shortages—and where are things getting worse? Apple May Drop Base $599 MacBook Neo as Chip, DRAM Costs Climb - MacRumors MacBook Neo Could Get New Colors to Cushion Potential Price Hike - MacRumors Apple Starts Another A18 Pro Chip Run Amid Incredible MacBook Neo Demand Apple Could Soon Be Buying iPhone and Mac Chips From Old Frenemy Intel - MacRumors Vision Pro Apple Has Given Up on the Vision Pro After M5 Refresh Flop - MacRumors On the Future of Apple's Vision Platform Luca Maestri Runs the Cafeteria

This episode dives into the details of Lucid Group's first quarter 2026 earnings call, featuring the debut of incoming CEO Silvio Napoli. Napoli outlines his core priorities for the company: a relentless focus on the customer, enhanced accountability, and strict cost and capital discipline. A major highlight of the call is the expansion of Lucid's partnership with Uber, alongside a review of the company's strengthened liquidity position following new capital raises. Listeners will also get the latest updates on the mid-size platform, which remains on track for a 2027 production ramp with a target price point below $50,000. Additionally, the company provides progress reports on its autonomy program with Uber and Nuro, aiming for a commercial launch by the end of the year. Despite acknowledging execution risks, Lucid maintains that its primary growth targets and international expansions remain on schedule. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Lucid Group First Quarter 2026 Financial Results *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benjamin and Chance give their opinions on the new Pride wallpaper and watch band lineup for 2026, as well as talk about a new watch face supposedly coming with watchOS 27. Also, in our seemingly-recurring segment on Mac desktop supply constraints, Apple stopped selling the $599 Mac mini altogether this week. Also, the company shares some curious tidbits about its future strategy in its first quarterly earnings call to feature incoming CEO John Ternus.  And in Happy Hour Plus, Apple loves to talk about the customer satisfaction numbers for its products, but we give our personal takes on how the product lines stack up. Subscribe at 9to5mac.com/join. Sponsored by Bartender: Organize and control your Mac's menu bar so it stays clean and uncluttered. Visit macbartender.com/happyhour and use code HAPPYHOUR to save 10% on Bartender 6. Sponsored by Shopify: See less carts go abandoned and more sales. Sign up for a $1 per month trial at shopify.com/happyhour. Sponsored by IM8: Go to IM8HEALTH.com/happyhour and use code happyhour to get a free welcome kit, five free travel sachets, and 10% off your order.  Hosts Chance Miller @ChanceHMiller on Twitter @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes:  Ad-free versions of every episode  Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join.  Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links iOS 26.5's new Pride wallpaper revealed, plus Apple Watch face Apple unveils Pride Edition Sport Loop for Apple Watch, order today iOS 26.5 adds beautiful wallpapers for your iPhone, here's what's new Here's the next Apple Watch face coming in watchOS 26.5 and how to customize it How Will John Ternus Run Apple as CEO? With More Investments, Fewer Buybacks - Bloomberg Apple discontinues base Mac mini, now starts at $799 with 512GB storage Apple's most powerful Mac Studio loses its last remaining RAM upgrade option John Ternus joins Apple's Q2 2026 earnings call, touts ‘incredible roadmap ahead' Apple says iPhone 17 lineup is officially the ‘most popular' in its history Tim Cook says iPhone 17 demand is 'off the charts', but supply constraints impacted sales Apple's R&D spending hits new record as AI investment ramps up Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC iOS 27 will let you choose between Gemini, Claude, and more for AI features: report

Think you know silver? Put your IQ to the test and unlock key resources: https://www.rethinkingthedollar.com/silver-iqFinancial Reboot Graphic: https://tinyurl.com/FinancialReboot

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

What does it mean when Big Four partners can be demoted—and AI still gets 1 in 5 accounting tasks wrong? Blake and David unpack KPMG's audit partner cuts, EY and KPMG's quiet partner demotions in the UK, PwC's return-to-office push, and why firms like Decimal are rethinking tech-driven bookkeeping. They also debate AI's limits in accounting, explore the future of CPE after a surprising Nasba warning, and explain what these shifts mean for accountants building their careers.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayFishbowl - http://accountingpodcast.promo/fishbowlChapters(00:00) - TAP 485 (01:47) - Bookkeeping Market Shakeup (02:38) - Decimal Pivots to Franchising (05:31) - AI Accuracy Reality Check (07:57) - Inventory Counts Still Human (10:28) - H&R Block Goes Year Round (11:55) - AI CEO Experiments and Limits (16:34) - Earmark Sponsor and NASBA Letter (21:37) - Context and CPE Reform Debate (26:11) - CPE Checkbox Culture (28:11) - Fixing CPE With AI (32:07) - Live Chat and Teams CPE (34:37) - Sponsor OnPay Break (35:51) - Big Four Partner Cuts (41:27) - AI Predicts Misstatements (43:31) - Sponsor Fishbowl Break (44:55) - Where Accountants Are Missing (48:39) - 150 Hour Rule Changes (49:19) - Wrap Up and Thanks  Show NotesThe Best AI Model Still Fails 1 in 5 Accounting Taskshttps://www.cfo.com/news/the-best-ai-model-still-fails-1-in-5-accounting-tasks-Claude-Opus-OpenAI-GPT/818100/DualEntry AI Accounting Benchmark (Claude Opus 4.7 Results)https://www.dualentry.com/blog/claude-opus-4-7-accounting-ai-benchmark-resultsThe Least Glamorous Side of Accounting That Still Can't Be Automatedhttps://controllerscouncil.org/the-least-glamorous-side-of-accounting-that-still-cant-be-automated/Decimal Sells Its Accounting Firm to Franchise the Operating System Behind Ithttps://www.prnewswire.com/news-releases/decimal-sells-its-accounting-firm-to-franchise-the-operating-system-behind-it-302753690.htmlCollective Acquires Open Ledger to Accelerate All-in-One Financial Solution for Solopreneurshttps://www.axios.com/pro/fintech-deals/2026/04/22/collective-open-ledger-acquisitionH&R Block Wants to Be More Than a Tax Companyhttps://fortune.com/article/hr-block-tax-year-round-financial-adviser-fintech-innovation/An AI Agent Takes Over a Store and Orders Too Many Candleshttps://www.bloomberg.com/news/articles/2026-04-23/an-ai-agent-takes-over-a-store-and-orders-too-many-candles-mobwrfw2Customers Bank CEO Uses AI Clone on Earnings Call, Signs OpenAI Dealhttps://www.cnbc.com/2026/04/27/openai-partners-with-customers-bank-in-push-to-automate-finance.htmlKPMG Lays Off 10% of US Audit Partnershttps://www.accountingtoday.com/news/kpmg-lays-off-10-of-us-audit-partnersKPMG and EY Demote Partners in End of Job-for-Life Model in UKhttps://www.irishtimes.com/business/work/2026/04/24/kpmg-and-ey-demote-partners-in-end-of-job-for-life-model-in-uk/PwC Tells Remote Tax Staff to Get Their Butts Into the Officehttps://www.goingconcern.com/pwc-tells-remote-tax-staff-to-get-their-butts-into-the-office/PwC Pays $166 Million to Settle HK Evergrande Audit Probehttps://www.bloomberg.com/news/articles/2026-04-23/pwc-agrees-to-pay-166-million-to-close-evergrande-probe-in-hkPredicting Material Misstatements Using Machine Learning (Phys.org summary)https://phys.org/news/2026-predicting-material-misstatements-machine-learning.htmlIs Your State Running Low on Accountants? (Sam's List Accountant Shortage Index)https://www.cpapracticeadvisor.com/2026/04/21/is-your-state-running-out-of-accountants/181991/Kentucky Passes CPA Licensure Modernization Billhttps://www.accountingtoday.com/news/kentucky-passes-cpa-pathway-billNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts:

March quarter records for the total company revenue, iPhone Revenue, and EPSServices revenue reaches new all-time high

We just got done listening to the quarter one, 2026 Eli Lilly earnings call. There was a lot of information to get into, whether you're interested in retatrutide, eloralintide, or Foundayo, and all of the numbers that were so incredible to hear. This video analyzes Eli Lilly's Q1 2026 earnings call, discussing key products like eloralintide, brenipatide, and retatrutide, providing essential finance news and stock market news for those tracking pharmaceutical companies. The presenter highlights the strong start of Foundayo's U.S. launch and reviews the Lilly Select Pipeline, touching upon the U.S. Incretin Analogs Market and broader healthcare industry trends.WAYS TO SUPPORT MY WORK ⬇️http://www.otplinks.com

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background about Blackstone, its business and product or service offerings. As the podcast may contain dated information, it should not be relied upon as providing accurate or current information on the date the viewer is accessing it. We also issued a presentation and press release which are available at bit.ly/4csFl3e and ir.blackstone.com/overview/default.aspx. We disclaim any intention or obligation to update or revise any of the information contained in the podcast on this page, whether as a result of new information, future events or otherwise.

Salesforce just invented a new metric on their latest earnings call — not because they needed one, but because Wall Street didn't have the vocabulary to value what they built. In episode #366, Ben Murray breaks down Salesforce's Q4 FY2026 earnings call — not the financials, but the narrative architecture: a new unit of measurement for AI value (the AWU), a framing strategy designed to neutralize the biggest fear enterprise buyers have about AI, and three customer testimonials brought live onto the call. This is the communication playbook every SaaS operator can steal when explaining AI to boards, investors, and customers — at a time when the old metrics (tokens, MAUs, queries) no longer tell the value story. Why Salesforce introduced the Agentic Work Unit (AWU) — and what 2.4 billion AWUs against 19 trillion tokens reveals about the limits of token-based AI metrics The AWU-to-token ratio as a customer health signal — and why this is the metric your AI-enabled SaaS dashboard is missing The "humans and agents working together" framing that lets you sell AI capabilities without triggering the "we're going to lay people off" deal-killer How Wyndham's 8,300-hotel deployment, SharkNinja's 250,000 holiday-season engagements, and Lemkin's SaaStr transformation prove ROI when slides can't How to expand your SaaS metrics dashboard from 5 pillars to 6 — and the AI-era KPIs (AWUs, AI-attributed ARR, input-to-output ratios, customer outcome metrics) that belong in the new pillar Tune in before your next board meeting or AI sales pitch — and steal the vocabulary that's about to define the category. Resources Mentioned Salesforce Q4 FY2026 earnings call transcript Ben's 5-pillar SaaS metrics dashboard — and the upcoming 6-pillar AI-era expansion: https://www.thesaascfo.com/downloads/five-pillar-metrics-framework/

Description: In this episode, we take a deep dive into Tesla's Q1 2026 earnings call, featuring critical insights from Elon Musk and Vaibhav Taneja. The conversation centers on the technical limitations of Hardware 3 for unsupervised Full Self-Driving (FSD) and Tesla's massive $25 billion capital investment strategy. We explore the production roadmap for the highly anticipated CyberCab and semi-trucks, alongside the surging demand for Megapack energy storage. The team also breaks down the complexities of the Optimus robot project and the delicate balance Tesla must strike between futuristic innovation and investor expectations. Finally, we look ahead to upcoming discussions on bipartisan EV initiatives and practical urban carbon footprint solutions. Support the Show: https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Tesla Q1 2026 Earnings Call Livestream *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scopriamo le novità di oggi dal mondo Tesla!Se vuoi supportare il canale con una donazione:

- Apple Sets Next Earning Call from 30 April - Report: Amazon Wants iPhone Satellite Services Provider Globalstar - Russia Plugs Payment Loophole for Apple Services - Apple Subsidiary Fined for 2022 UK Sanctions Violations - Apple's Age Verification Rollouts Roll On - Apple Fitness VP Plans July Retirement - Apple TV Drops Teaser for "Widow's Bay" - "Your Friends & Neighbors" Starts Second Season on Apple TV - Chuck Joiner, Mike Potter, and Ken Talk About Their Combined 60 Years in Podcasting on "Mac Voices" - Sponsored by NordLayer: Get an exclusive offer - up to 22% off NordLayer yearly plans plus 10% on top with coupon code: macosken-10-NORDLAYER at nordlayer.com/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Tesla kan eindelijk een klein feestje vieren. De autobouwer verkocht dertien opeenvolgende maanden minder auto's in Europa, maar de daling is gestopt! In februari werden er 29 procent meer Tesla's geregistreerd. Een opsteker voor het bedrijf, voor aandeelhouders en ook voor Elon Musk. De man die Tesla opzadelde met problemen. Zijn werk voor de Amerikaanse regering (DOGE) en zijn nazigroet deden het imago en de verkopen geen goed. Deze aflevering kijken we of Tesla dat gedonder nu achter zich kan laten en kan gaan denken aan een comeback in Europa.Minder goed nieuws komt er vanuit Frankfurt. Nieuws van Christine Lagarde, baas van de Europese Centrale Bank. Op een conferentie laat ze zich uit over de situatie in het Midden-Oosten en hoe de ECB daarop zal reageren. Als het nodig is zijn ze bij de ECB niet bang de rente snel te verhogen. Verder bespreken we het 15 puntenplan van Trump. Hij en zijn team willen weer onderhandelen met Iran en beleggers lijken het te geloven. Maar doet Iran ook mee?Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Lucid Motors Q4 2025 Earnings Call Description In this episode, we break down Lucid Motors' Q4 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Boussaid. The discussion highlights how Lucid navigated a challenging EV market while nearly doubling production and increasing deliveries throughout the year. A major focus is the launch and ramp-up of the Lucid Gravity SUV, which quickly became a significant contributor to deliveries and revenue. We also explore Lucid's manufacturing improvements and operational efficiency gains that helped the company scale production. Another major topic is Lucid's strategic partnerships with Uber and Nuro, which aim to position the company in the emerging robotaxi market and autonomous mobility sector. Financial performance, including improved margins and operational efficiencies, is also reviewed alongside the company's cautious approach to cost management. Finally, we look ahead to Lucid's plans for 2026, including global market expansion, increased brand awareness, and the development of a midsize platform designed to reach a broader EV audience. Overall, the call paints a picture of a company focused on scaling production, expanding technology partnerships, and strengthening its position in an increasingly competitive EV landscape. Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links Lucid Motors Q4 2025 Earnings Call Show Art Created By DALL·E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code “chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call3:30 Live chat experiment and audience participation6:45 Apple Home architecture transition reminder11:40 Vision Pro two-year anniversary reflections24:30 Apple security updates for Catalina and Big Sur33:50 Earnings call overview and record profits40:20 Services growth and device install base milestones46:10 Supply constraints and Wall Street reaction52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Todayhttps://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Surhttps://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectationshttps://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrowhttps://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology “man about town”. Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code "chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call 3:30 Live chat experiment and audience participation 6:45 Apple Home architecture transition reminder 11:40 Vision Pro two-year anniversary reflections 24:30 Apple security updates for Catalina and Big Sur 33:50 Earnings call overview and record profits 40:20 Services growth and device install base milestones 46:10 Supply constraints and Wall Street reaction 52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Today https://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Sur https://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectations https://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrow https://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology "man about town". Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession 'firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Het is Paramount tóch gelukt! Al maanden proberen ze aandeelhouders én het bestuur van Warner Bros te overtuigen dat hún bod echt superieur is aan dat van Netflix. Telkens had dat geen zin. De directie van Warner Bros nam de telefoon niet eens op, beweerde Paramount-ceo David Ellison. Maar nu Paramount het bod verhoogt heeft, willen ze tóch praten. Of dat gesprek het begin gaat zijn van een biedoorlog met concurrent Netflix, zoeken we uit in deze aflevering. Daarin hoor je ook over Volkswagen: de autobouwer gaat álweer bezunigen. En fors ook: er moet voor 20 procent in de kosten worden gesneden. Het is de zoveelste bezuiniging, keer op keer bleken besparingen dus niet genoeg. Wij hebben een betere oplossing voor Volkswagen: meer geld verdienen. Waarom ze dat maar niet lukt, bespreken we ook. Hoor je ook nog over: Het nieuwe AI-model Alibaba, dat zelfs beter schijnt te zijn dan de Chinese tegenhanger Deepseek ECB-baas Christine Lagarde, die er vertrouwen in heeft: de euro wordt de nieuwe wreldmunt Hoe het nieuwe box-3-stelsel zelfs Elon Musk bereikt heeft Welke chatbot het Amerikaanse leger heeft gebruikt bij de ontvoering van de Venezolaanse president Maduro Te gast: Niels Koerts van Stockwatch. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Is Strategy actually doing nothing or is digital credit the product? This episode analyzes Strategy's Q4 2025 earnings call and explains why its perpetual preferred equity avoided margin calls, liquidations, and maturity risk. Pierre Rochard and Spencer Nichols break down why digital credit products like Stretch held near par while bitcoin drew down sharply. From credit ratings and cash buffers to Bitcoin-backed lending and quantum risk, this episode reframes what a Bitcoin treasury company really is.

️Kilowatt 678 Description In this episode of Kilowatt, Bodie breaks down the most important takeaways from General Motors' Q4 and full-year 2025 earnings call, so you don't have to sit through the entire investor presentation. Led by Mary Barra, the call provides insight into GM's current financial position, its evolving electric vehicle strategy, and how the company is navigating shifting regulations and market demand. The episode also explores growth in Super Cruise subscriptions, along with GM's emphasis on safety and reliability as autonomy expands. Wrapping things up, Bodie looks at GM's outlook in China, where new-energy vehicles now make up about half of sales, and what that means for the company's global EV ambitions. Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links General Motors Q4 and Full-Year 2025 Earnings Conference Call Show art created by DALL·E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background about Blackstone, its business and product or service offerings. As the podcast may contain dated information, it should not be relied upon as providing accurate or current information on the date the viewer is accessing it. We also issued a presentation and press release which are available at bit.ly/3M1Ljxl and ir.blackstone.com/overview/default.aspx. We disclaim any intention or obligation to update or revise any of the information contained in the podcast on this page, whether as a result of new information, future events or otherwise.

Send us a textThis week on On The Pen: The Weekly Dose, Dave breaks down one of the most consequential Eli Lilly earnings calls to date. We dive into major updates on retatrutide, new Phase 3 timelines, and why Lilly is positioning next-generation GLP-1 and GIP therapies far beyond obesity, including osteoarthritis, sleep apnea, addiction, and mental health. From manufacturing scale and Medicare access to brand-new molecules like bernipotide and amylin-based therapies, this episode explores what the future of incretin medicine could really look like for patients.Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

Tesla's Q4 2025 earnings call opens with news that is somehow both not surprising and shocking all at the same time: the Model S and Model X are being discontinued. It's the end of an era for Tesla as the company looks to redefine itself in the coming decade. I've got so much to say about this, plus more highlights and analysis from the call. Join me! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). And enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTL10+ for 10% off your next purchase.

All-time records for total company revenue and EPS.iPhone and Services revenue reach new all-time highs.

Kilowatt 676: Tesla's Q4 2023 Earnings Call – FSD, Energy Storage, and Next-Gen Platform In this episode, Bodie breaks down Tesla's Q4 2023 earnings call, offering insights into the company's financial performance and key strategic shifts. Elon Musk and other Tesla executives discussed the progress of Full Self-Driving (FSD), updates on Optimus, and massive growth in Tesla Energy—especially the record deployment of 14.7 GWh in energy storage. Tesla also highlighted the transition to its next-generation platform, promising affordability and volume production by the second half of 2025. Additionally, there were discussions on regulatory credits, Cybertruck ramp-up, AI infrastructure investments, and future vehicle plans. Tune in for a thorough analysis of where Tesla is heading and what it means for investors and fans alike. Support the Showwww.supportkilowatt.com Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Tesla Q4 2023 Earnings Call Livestream Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

0:00 Intro & Dankeschön 1:54 Tesla Schock: Model S & X werden eingestellt 4:19 Tesla Q4 2025 Earnings Call Zahlen 6:45 Neue Infos im Report & Spannende Fakten 11:45 Die großen Überraschungen 15:09 Roadster Update 15:47 Optimus Update 17:12 FSD & Robotaxi 18:21 Batteriezellen 18:45 Cybertruck 20:06 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - AUTOZENTRUM SCHMITZ: Fairer Tesla An- & Verkauf beim größten Tesla Autohändler: https://www.autozentrum-schmitz.de/ - HANKOOK: Hier geht's zum Gewinnspiel & zu den besten Reifen für E-Autos: https://www.hankook-promotion.de/tesla-welt - SHOP4TESLA: Erhalte 10% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt - HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt - CARBONIFY: THG Quoten Prämie. Transparent und fair : https://carbonify.de/?utm_source=youtube&utm_medium=video&utm_campaign=Teslawelt - Der Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ - Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Deutsche Version: https://amzn.to/45HZfkF - Die mit - gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join - oder direkt per PayPal: an feedback@teslawelt.de Folgt mir gerne auch auf X (Twitter): https://twitter.com/teslawelt Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download(MB)

Host Dennis Scully and BOH executive editor Fred Nicolaus discuss the biggest news in the design world, including the death of house-flipping, RH's latest earnings report and a new online scam targeting designers.This episode is sponsored by Joon Loloi and Programa (use code BOH25 for 25% off)LINKSBusiness of Home

Kilowatt 659: Rivian's Runway and the UK's EV SurgeIn this episode, Mark dives into Rivian's Q3 2025 earnings call and explores what the numbers mean for the company's long-term viability. He breaks down Rivian's cost-cutting strategies, production milestones, and the implications of their Georgia plant pause. Mark also covers a big development in the UK's EV market, where battery electric vehicles now make up over a third of new car sales. He wraps up by sharing thoughts on Ford's surprising rise in UK BEV rankings and what this might signal for legacy automakers globally.Support the Show: www.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Rivian Q3 2025 Earnings CallUK: EVs Hit 37.6% Market Share, Ford Leads in BEVs*ART PROVIDED BY DALL-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Today on our show:Walmart Plans a CEO TransitionCommerce Operations Foundation Critical to Our Common Agentic FutureIntuit's Announcement Makes it Clear: OpenAI Coming for Operating SystemsWalmart Earnings Call Important for Everyone to Understand- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Episode 658: Ford's EV Reality Check & Earnings InsightsIn this episode, we analyze Ford Motor Company's third-quarter 2025 earnings call, focusing on insights from CEO Jim Farley and other leadership. Farley discusses the company's impressive performance amid challenges posed by fires at the Novelis aluminum plant, which supplies critical materials for production. He outlines Ford's crisis response strategies and the anticipated recovery in aluminum supply. COO Kumar Galhotra elaborates on the financial implications of the disruptions and plans to increase production capacity. CFO Sherry House shares insights into the financial impact of electric vehicle investments while highlighting measures for improving profitability. Farley emphasizes the commitment to electrification, including a new affordable EV platform, and addresses the implications of market trends and tariffs on operations. The call concludes with a Q&A segment, underscoring Ford's strategic adaptability and optimism for the future.Support the Showwww.supportkilowatt.comOther PodcastsBeyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews LinksFord Q3 2025 Earnings Call*ART PROVIDED BY DALL-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Nvidia's earnings become a global Super Bowl as markets brace for either a surge or a correction. The panel breaks down Jensen's guidance, supply demand frenzy, AI bubble fears, Cisco déjà vu, and why Nvidia's fate could drag the entire market with it.

Join Club 32 Help us fund & grow the show by becoming part of Club 32! You'll get more additional content, ad free versions of the podcast, CTM Apparel discounts, 1901 Candle Company discounts, a private Facebook Group, private podcast feed & more! - head to ctmvip.com Book Your Vacation With Zip Travel Co. Visit vacationwithzip.com to see how our dedicated CTM agents wither Lauren or Kendal can help you save time, money and plan the vacation of a lifetime! CTM Apparel Get the best Disney, Universal and/or Pop Culture apparel that is hand made in our shop - shop at ctmapparelco.com. Subscribe To The Show & Leave Us A Review Apple Podcasts - Click Here Stitcher - Click Here Spotify - Click Here Follow Us online CTM Facebook Group: @capthemagic Twitter: @capthemagic Instagram: @capthemagic YouTube: @ctmpodcast capturethemagicpodcast.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dave LaGreca & Nic Nemeth react to and discuss the latest numbers coming from the TKO earnings call.  To visit our partners at Chewy, click here. The Master's Class is now available on its own podcast feed! SUBSCRIBE NOW to hear over 50 episodes of Dave, Bully, Mark, and Tommy taking you behind the scenes like only they can, plus BRAND NEW episodes every week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of Busted Open ad-free and get exclusive access to bonus episodes. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strategy (MSTR) just reported Q3 earnings, and this episode breaks down the most important developments shaping the future of the world's first and largest bitcoin treasury company. Host Pierre Rochard and producer Spencer Nichols dive into the numbers, the updated capital strategy, and how the “BTC Refinery Model” is redefining corporate balance sheets in the Bitcoin era.We explore why MSTR raised the STRC dividend to 10.5% at the same time the Federal Reserve is cutting rates, and what this counter-cyclical move signals about Strategy's ambitions. The discussion also clarifies the difference between leverage and amplification—a point many investors still misunderstand—and why preferred equity has become the cornerstone of Saylor's approach to harnessing bitcoin's volatility for equity holders rather than fighting it. And finally, they discuss the B- credit rating conferred to Strategy by S&P, and what this means for the future of bitcoin-backed credit instruments.

Etsy's recent earnings call revealed some alarming information for print on demand sellers about the contraction in both sellers and buyers on Etsy in the previous quarter.

Description:In this episode, we dive into General Motors' Q3 2025 earnings call. CEO Mary Barra outlines GM's strategy for navigating a rapidly evolving EV landscape. Topics include Ultium platform developments, Cruise's autonomous vehicle updates, North American production goals, and financial performance across key segments. The company addresses recent challenges with EV adoption and outlines plans to balance innovation with profitability. Listeners will gain insight into GM's market position, near-term goals, and long-term vision in a competitive automotive industry.Support the Showwww.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:GM Q3 2025 Earnings Call – YouTubeShow Art Created By Dall-e*ART PROVIDED BY DALL-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

September quarter records for total company revenue, iPhone revenue and EPS. Services revenue reaches new all-time high.

EXCLUSIVE SAVINGS FOR YOU! www.OTPLinks.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background about Blackstone, its business and product or service offerings. As the podcast may contain dated information, it should not be relied upon as providing accurate or current information on the date the viewer is accessing it. We also issued a presentation and press release which are available at https://bit.ly/4qrotia and ir.blackstone.com/overview/default.aspx. We disclaim any intention or obligation to update or revise any of the information contained in the podcast on this page, whether as a result of new information, future events or otherwise.

Tesla held its Q3 earnings call, and as always I've got a recap, highlight clips, and analysis of everything the Tesla executives talked about on the call. Plus: Model S and X return to Europe, Cybercab gets a production start window, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps and there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. DOUBLE-EV RAFFLE FOR A GREAT CAUSE: ClimateXChange is back with their 10th annual EV raffle, and this year there are TWO raffles: a Luxury Raffle with a grand prize of ANY EV you want up to $120,000, and a second Mini-Raffle with a grand prize of any EV up to $45,000 (such as a Model 3 or Model Y). Enter now and get a bonus entry into their $10,000 Early Bird Raffle at https://www.carbonraffle.org/rtl  INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their “One-time Payment” option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!).  BONUS: If you're in or going to be in the greater San Francisco Bay Area, bring your car to be professionally detailed at Immaculate Reflections! They're offering a Summer special: $200 off of any paint correction service, $500 off of any ceramic coating package, and 15% off of any PPF package. Check out his website at irdetailing.com

Tesla's Q3 2025 Earnings CallIn this episode, we dive deep into Tesla's Q3 2025 earnings call, where company leadership outlines financial performance, production and delivery metrics, and strategic developments. Elon Musk and other executives provide updates on Tesla's global operations, the ramp-up of key models like the Cybertruck, and progress on AI and Full Self-Driving initiatives. Analysts pose questions on Tesla's energy business, profitability, and long-term vision. The call also includes insights into factory efficiencies, supply chain dynamics, and new technologies shaping Tesla's future. If you're a Tesla enthusiast or investor, this episode breaks down all the essential takeaways from the Q3 earnings report.Support the Showwww.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Tesla Q3 2025 Earnings Call Webcast*ART PROVIDED BY DALL-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Infrastructure investing is no longer a niche play — it's at the center of today's global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today.Sources: FTSE Russell as at 29 August 2025, FTSE Global Core Infrastructure 50/50 Index; U.S. Department of Energy report via Lawrence Berkeley National Laboratory Dec 2024; “Data Centers Drive Up Electricity Demand, Causing Concern for GridOperators” Institute for Energy Research 2024; “Greenhouse Gas Emissions from the Coming Wave of US Natural Gas Transmission Pipelines”, June 2025, CEEA; Assessing the U.S. Power System's Ability to Support Data Center Growth, Schneider Electric June 2025; Amazon Q2 2025 Earnings Call;

Today on our show:Best Buy Relaunches Its MarketplaceTarget Earnings: Like a Slow-Moving Train WreckUpcoming RMW Commerce Events in Second Half of the YearWalmart Raises Revenue Guidance in Earnings Call- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Tesla held its earnings call for Q2, and I've got highlight clips from Elon Musk and the Tesla executive team, plus a summary and analysis of all the news. Plus: the Tesla Diner is now open – and I got to go eat there! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps and there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! WIN AN EV WHILE GIVING TO A GREAT CAUSE: For your chance to win your dream EV in the 2025 ChesedChicago raffle, head to https://ccraffle.com?utm_source=ridethelightning&utm_medium=podcast&utm_campaign=06.15.25 . Hurry, tickets are limited and only 9,999 tickets will be sold, get your tickets today and use code RTL for $25 off of two tickets or $500 off of 15 tickets. Whether you win or not, you're helping a great organization help families in need. And don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call or Skype is 1-888-989-8752. INTERESTED IN AN EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their “One-time Payment” option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!).  BONUS: If you're in or going to be in the greater San Francisco Bay Area, bring your car to Immaculate Reflections! They're offering a Summer special: $200 off of any paint correction service, $500 off of any ceramic coating package, and 15% off of any PPF package. And I realize that 15% may not sound like a lot, but on a front end PPF that's a solid couple hundred bucks off, and if you go full-body PPF like me you're saving over $1000 right there. Thank you Jeff for offering these generous discounts to my audience! Check out his website at irdetailing.com

Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies” 05:20 - How Bitcoin's returns compare to traditional assets over the last decade 07:10 - The strategic and accounting evolution enabling Bitcoin treasury allocations 12:00 - MicroStrategy's premium-to-NAV strategy and its replicability 15:40 - Risks and rewards of BTC-backed leverage and convertible notes 18:05 - The logic behind “torque” metrics in Bitcoin-financed capital structures 21:10 - If preferred shares like STRK and STRF are innovative or dangerous 23:05 - Wall Street's changing views on Bitcoin-leveraged equity plays 27:20 - Legal and governance hurdles in corporate Bitcoin adoption 29:10 - What a BTC-heavy balance sheet should do during a major drawdown Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Andy's X Account. Microstrategy Shareholders' Meeting: Q1 2025 Earnings Call. Michael Saylor's speech at Strategy World: Bitcoin for Corporations 2025 Keynote Speech. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Check out our ⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: SimpleMining Hardblock AnchorWatch Fundrise DeleteMe CFI Education Vanta The Bitcoin Way Onramp Indeed Shopify HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm