Podcasts about Earnings call

Bill Cohan joins Peter to break down Paramount's first earnings call since merging with Skydance—which, ironically, was barely about earnings at all. Instead, David Ellison dazzled Wall Street with talk of new investments, new technology, and, of course, some important cost-cutting measures. Bill reads the tea leaves on what's next for Ellison and Co.—and whether acquiring Warner Bros. Discovery fits in the plan. See all the ways bp is investing in America at ⁠⁠⁠⁠⁠⁠⁠bp.com/InvestingInAmerica⁠⁠⁠⁠⁠⁠ . . . To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Welcome to Episode 245 of Pelo Buddy TV, an unofficial Peloton podcast & Peloton news show. This week we cover the following topics: Peloton stock jumped following Peloton's latest earnings call. There is a recall on the seat post of some Peloton Bike+ sold in the US & Canada. The Peloton integration inside ChatGPT is now available. "Peloton Spaces" is a new fully branded offering for Peloton devices inside commercial settings. Peloton has a "Countdown To Turkey Burn" challenge leading up to Thanksgiving. Hannah Corbin has a new 1 week stretching program available. Logan Aldridge has a new "HYROX Power 60"class series. Erik Jager has a new 1-week split strength program. A new artist series featuring The Who took place. Anastacia will appear in studio at PSL for the artist series next week. Peloton highlighted some classes in "This Week at Peloton." PSNY was closed this week, and PSL will be closed next week. Jon Hosking will teach classes from PSNY for about 2 weeks in December. A new micro-store showroom is opening in Denver, CO. Peloton devices are available at some Harvey Norman locations in Australia. Happy Birthday to Mayla Wedekind this week. Katie Wang got married. Jess Sims teased she is writing a book. Hannah Corbin had book release parties in NYC this week. Matty Maggiacomo is a voice option on Waze again. Ben Alldis & Hannah Frankson have an event in the UK. Class Picks of the Week Enjoy the show? Become a Pelo Buddy TV Supporter!  Find details here: https://www.pelobuddy.com/membership-account/membership-levels/ You can find links to full articles on each of these topics from the episode page here: https://www.pelobuddy.com/pelo-buddy-tv-episode-245/ The show is also available via YouTube: https://www.youtube.com/c/PeloBuddy This episode is hosted by Amanda Segal (#Seglo3) and Jamie Brooks (#Pedal_To_Paris).

Bei Hidden Returns dreht sich alles um die kleinen Aktien dieser Welt. Egal, ob es sich um Nano-, Micro- oder Small-Cap-Aktien handelt, Christian wagt sich mit seinen Co-Hosts an komplexe Analysen und Berichte zu Unternehmen, die niemand kennt.#72 - Updates Jakks Pacific ($JAKK), Ascent Industries ($ACNT) & Sanuwave ($SNWV) Die Earnings Season hat begonnen und wir haben mehr Earnings Calls als Zeit, daher haben wir einige Calls für diese Woche priorisiert. Den Anfang macht Jakks Pacific $JAKK. Kaum ein Unternehmen musste mehr unter dem Zollumfeld leiden und obwohl die Zahlen dies sehr deutlich zeigen, sehen Patrick und Christian nach wie vor viel Potential im Unternnehmen.Weiter geht es mit Sven Kohlhaas. Gleich beide seiner Pitches haben innerhalb einer Woche berichtet. $ACNT scheint nun wirklich operativ zu liefern und sowohl Christian als auch Sven sind derzeit sehr positiv gestimmt. $SNWV musst zuletzt viel Federn lassen und sich Kritik im Podcast gefallen lassen. Sven und Christian schauen nach dem Earnings Call dennoch eher positiv auf das Unternehmen.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about

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.

Forward-Deployed Engineers werden zum heißesten KI-Job nach Palantir-Vorbild. Anthropic bereitet IPO vor nach OpenAI-Vorbild. Microsoft kauft bei IREN für $10 Milliarden Rechenzeit, OpenAI bei Amazon für $38 Milliarden. NVIDIA verkauft Blackwell-Chips nach Südkorea und an US-Energieministerium für nationale Cloud-Strategie. Ex XAI-Forscher bekommt $1 Milliarde Seed-Funding. Amazon droht Perplexity wegen agentischem E-Commerce. Michael Burry shortet Palantir und NVIDIA, Palantir-Aktie fällt 8% trotz hervorragender Earnings. Coinbase-CEO trollt Prediction Markets im Earnings Call. Google plant solarbetriebene TPUs im Weltall. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Bubble Time (00:02:07) Forward-Deployed Engineers (00:08:34) Anthropic IPO-Pläne (00:16:08) Microsoft-IREN Deal (00:19:00) OpenAI-Amazon Deal (00:27:05) NVIDIA Südkorea-Deal (00:30:28) Telekom-NVIDIA Deutschland (00:33:25) Humans& Seed-Runde (00:36:27) China KI-Behörde (00:38:08) Amazon vs Perplexity (00:43:34) Spotify Earnings (00:45:26) Palantir Earnings (00:49:39) Michael Burry shortet KI (00:54:33) KI-Browser umgehen Paywalls (00:56:58) Prediction Markets (01:01:14) Google TPUs im All Shownotes Der neue Trendjob in der KI: Forward-Deployed Engineers – ft.com Anthropic prognostiziert 70 Milliarden Dollar Umsatz, 17 Milliarden Dollar Cashflow bis 2028 – theinformation.com Microsoft schließt 9,7-Milliarden-Dollar-Deal mit IREN ab – bloomberg.com Amazon schließt 38-Milliarden-Dollar-Deal mit OpenAI ab – bloomberg.com NVIDIA und Oracle bauen größtes KI-Supercomputersystem für US-Energieministerium – nvidianews.nvidia.com Nvidia liefert über 260.000 Blackwell AI-Chips nach Südkorea – reuters.com Telekom und Nvidia investieren in KI-Rechenzentrum – spiegel.de xAI-Forscher in Gesprächen zur Beschaffung von 1 Milliarde Dollar für neues Frontier Lab Humans& – forbes.com Chinas Xi fordert globales KI-Gremium bei APEC als Gegenpol zu USA – reuters.com Perplexity AI wirft Amazon Einschüchterung vor – cnbc.com Palantir übertrifft Schätzungen, hebt Prognose für viertes Quartal an – cnbc.com Blase auf X: Michael Burry reicht 13F früh ein, PUTs auf Palantir und Nvidia – x.com Wie KI-Browser Blocker und Paywalls umgehen – cjr.org Shein verbietet Verkauf von Sexpuppen – edition.cnn.com Coinbase-CEO Brian Armstrong trollt die Wettmärkte – techcrunch.com Google plant solarbetriebene Rechenzentren im Weltraum – semafor.com

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.

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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.

The Art of Value host JJ reacts to some of the latest grand claims from Elon Musk in the latest Tesla Earnings Call. Among them, Elon claims the Tesla autonomous car “will feel like it's a living creature”, that it might have too much intelligence for a car and that “it might get bored”. He says Tesla Optimus robot at scale “is the infinite money glitch”. He says that Optimus “will be an incredible surgeon” and that he wants the new Tesla CEO compensation plan because he wants to have influence over the Optimus robot army Tesla will build.Related episodes:Tesla's New FSD ‘Mad Max Mode' Ignores Speed Limits https://youtu.be/Cs5v3MfSmwY Tesla Cybertruck Sales Just Tanked 62% Year-on-Year https://youtu.be/jskJPvHV-UcTesla Faces New NHTSA Probe of ‘Almost Sentient' FSD  https://youtu.be/ZjK8ga_WkLUReferenced videosTesla Q3 2025 Financial Results and Q&A Webcast https://www.youtube.com/live/GQ9S7xbkGAYTo support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/joinDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

The Art of Value host JJ reacts to some of the latest grand claims from Elon Musk in the latest Tesla Earnings Call. Among them, Elon claims the Tesla autonomous car “will feel like it's a living creature”, that it might have too much intelligence for a car and that “it might get bored”. He says Tesla Optimus robot at scale “is the infinite money glitch”. He says that Optimus “will be an incredible surgeon” and that he wants the new Tesla CEO compensation plan because he wants to have influence over the Optimus robot army Tesla will build.Related episodes:Tesla's New FSD ‘Mad Max Mode' Ignores Speed Limits https://youtu.be/Cs5v3MfSmwY Tesla Cybertruck Sales Just Tanked 62% Year-on-Year https://youtu.be/jskJPvHV-UcTesla Faces New NHTSA Probe of ‘Almost Sentient' FSD  https://youtu.be/ZjK8ga_WkLUReferenced videosTesla Q3 2025 Financial Results and Q&A Webcast https://www.youtube.com/live/GQ9S7xbkGAYTo support The Art of Value channel, become a member https://www.youtube.com/@TheArtofValue/joinDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

0:00 Intro 2:01 Tesla streicht Schlüsselkarten? 8:26 MY Standard Produktion in Giga Texas 9:04 Italien Abwrackprämie 11:05 FSD Supervised Subscription in Australien 11:35 FSD in Boring Company Tunnel 12:22 CT Powershare günstiger 13:28 Nachtrag FSD Tunnel 14:10 Neues Reifencenter: Reifenkauf in App 15:07 Tesla FSD Gesten interpretieren? 17:46 Mad Max Modus auf Rennstrecke 19:14 FSD 14.1.3 20:42 britischen Markt für Großbatterien dominiert 22:37 Tesla Mitarbeiter gründet Firma 24:58 Anlegerfragen 39:10 Model S & X zurück in Europa! 47:25 Kostenloses Supercharging & Premium-Konnektivität 48:31 Earnings Call Q3 2025 Bei Problemen E-Mail an: TSLAxUS@innisfreema.com 1:08:59 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - 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)

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Apologies for the delay! Due to technical difficulties, this broadcast is airing later than planned. We recorded it on Sunday at 7, but as of this morning, it's all fixed and ready for you.This week, Lee Houston and David Burton flip on the mics to talk all things wrestling.Get ready for our breakdown of WWE Survivor Series and what we think the build-ups will be. Plus, Lee drops a major key on how to go from "thinking" to "knowing" by calling into the TKO/WWE earnings call yourself. We also get into the AEW WrestleDream card and a whole lot more.(Heads up, Lee took a PM pill this morning, so he's a little loopy, but he's here for the ride!)

In this episode of the Tesla Motors Club podcast, Louis and Doug discuss info gleaned from the Q2 earnings call. The hosts analyze the current state of self-driving technology, compare Tesla's approach to competitors like Waymo, and discuss the implications of massive AI spending versus actual revenue. Other topics include new Tesla Model Y variants, the opening of the Tesla Diner in LA, Optimus, humanoid robots, and more! Recorded July 27, 2025 and still relevant!Show notes and commentsLive version on YouTubeVisit our website at https://teslamotorsclub.com/Chapters:00:00 Intro00:50 Robotaxi Trials in Austin - Initial Impressions10:56 Uber's Partnership with 3rd Party Robotaxis16:35 Licensing Tesla's Self-Driving Technology19:30 AI5 Delays and 10X HW4 Parameters27:03 XAI Fundraising and the AI Bubble34:22 Would Tesla buy XAI?38:34 Vibe Physics45:28 AI in Space - Technical Challenges47:58 Model Y Variants53:27 Tesla Diner Opening in LA57:45 Optimus Competitors and Humanoid Robot Safety1:02:15 OutroCo-hosts-Louis: @nebusoftDoug: @dougProducers-Daniel: @dannyDoug: @dougSocial-Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Listen to Tesla Motors Club Podcast on TuneInRSS: https://feeds.buzzsprout.com/1950101.rssSupport us-PayPal: PayPal.MeTeslaMotorsClub website: Account upgrades Get up to $1,000 of a New TeslaSupport the show

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;

Episode SummaryIn this episode, we cover several key developments in the EV and clean energy world. We start with a look at Tesla's latest software updates and how they could change the driving experience for owners. Then we shift to the broader EV market, including updates from Ford and GM, and the challenges they're facing with scaling production. There's also discussion on EV incentives, policy shifts, and how consumer adoption trends are shaping the industry. We touch on the latest charging infrastructure news, exploring where progress is being made and where gaps still exist. Finally, we wrap up with a look at international developments in the clean energy transition and what they could mean for the future of transportation.Support the ShowSupport KilowattOther PodcastsBeyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews LinksRivian's Q2 2025 Earnings CallShow Art Created By Dall-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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

Episode Summary:In this episode of Kilowatt, we analyze Lucid Group's Q2 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Usaid. We explore key updates, including a remarkable 38% increase in vehicle deliveries year-over-year, alongside a notable partnership with Uber and Neuro to develop a next-gen premium robotaxi, highlighting Lucid's vision for the evolving electric vehicle landscape. Winterhoff discusses the company's strategic goals, focusing on manufacturing excellence and enhancing autonomous driving features amidst challenges like supply chain bottlenecks and tariff impacts on margins. The episode also examines marketing strategies and brand loyalty, particularly relating to new ambassadors, while revealing the financial pressures Lucid faces, including a concerning gross margin. As we reflect on Lucid's aspirations for a more affordable midsize vehicle, we consider the competitive landscape and Lucid's unwavering commitment to innovation in the electric vehicle market.Support the Show:www.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Lucid Motors Q2 2025 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Bitcoin for Corporations Show, Pierre Rochard and Spencer Nichols unpack Strategy's Q2 earnings: FASB's mark-to-market EPS, perpetual preferreds (“stretch/stride/strike/strife”), ATM/MAV guidance, and the idea that Strategy could scale from ~4% to ~8% of outstanding bitcoin. They also dig into bitcoin-as-collateral, reflexivity, and treasury risk management.

Send us a textLinking the Travel Industry is a business travel podcast where we review the top travel industry stories that are posted on LinkedIn by LinkedIn members.  We curate the top posts and discuss with them with travel industry veterans in a live session with audience members.  You can join the live recording session by visiting BusinessTravel360.comYour Hosts are Riaan van Schoor, Ann Cederhall and Aash ShravahStories covered on this podcast episode include - Lufthansa abandons plans to acquire a stake in Air Europa. Just last week, Air France-KLM also withdrew from negotiations with UX.Ann Cederhall's post about how bad the user experience is on the SJ AB Swedish rail website sparked a lot of comments.United Airlines suffers a "tech disruption", with many of their flights grounded for a while.Sabre Corporation's earnings call disappoints and their share price takes a beating.Two industry related posts who achieved more than 1,200 likes and interactions:

Episode Summary:In this episode, I explore Ford Motor Company's Q2 2025 earnings call, focusing on their $50 billion revenue and the impact of tariffs on their financial strategies. I highlight Ford's leadership in electrified vehicle sales and discuss the balance between legacy and electric offerings. We also examine Ford's Model E initiatives and autonomy strategies, including Blue Cruise. I provide a concise overview of Ford's financial health and outlook as they navigate the evolving automotive landscape toward sustainability.Support the Show:www.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Ford Q2 2025 Earnings Call – Official SourceSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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Episode Summary:In this episode, we analyze General Motors' Q2 2025 earnings call with insights from CEO Mary Barra and CFO Paul Jacobson. We explore GM's leadership in the electric vehicle market, highlighting the success of Chevrolet and Cadillac models and initiatives to enhance EV charging infrastructure. The discussion covers GM's technology strategy, profitability amidst tariffs, and adaptations to market challenges. We also address GM's focus on robotics and automation to improve manufacturing efficiency, showcasing a multifaceted approach to thrive in the evolving automotive landscape.Support the Show:Support KilowattOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:GM's Q2 2025 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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

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

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/4omWKyj 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.

Episode Summary:In this episode, Bodie dives into Tesla's Q2 2025 earnings call, offering real-time reactions and analysis. Elon Musk announced the successful launch and expansion of Tesla's Robotaxi service in Austin, with ambitious goals to reach half the U.S. population by year-end—pending regulatory approval. Bodie examines the feasibility of this rollout and critiques Elon's commentary style during earnings calls. He also explores Tesla's updates on full self-driving (FSD) capabilities, including growing adoption and plans for unsupervised FSD in certain jurisdictions. Additional highlights include Tesla Energy's record deployments, the Optimus humanoid robot roadmap, financial impacts of tariffs and regulatory changes, and the implications of Elon's control over Tesla amid AI advancements. Bodie closes with reflections on Ozzy Osbourne and a teaser for an upcoming podcast season.Support the Show:Support KilowattOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Tesla Q2 2025 Earnings Webcast & DeckSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

0:00 Intro 1:37 Wer hat den Längsten? Neues Model Y “L” ist da 6:40 Tesla offizieller Launch in Indien 8:15 Grok 4 ist jetzt im Tesla 9:47 Robotaxi Launch: Diese Neuerungen hat Tesla bereits gebracht 11:10 Robotaxi Launch: Tesla erweitert das Gebiet 14:49 Tesla Earnings Call Q2 2025: 10x bei den Robotaxis, dafür erstmal keine günstigeren Modelle & mehr 32:36 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 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 Oder Ihr holt euch ein Shirt aus dem Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ Zur englischen Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Hier zur deutschen 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)

Description:In this episode, we analyze Rivian's Q1 2025 earnings call with insights from VP of Finance Derek Mulvey, CEO RJ Scaringe, CFO Claire McDonough, and COO Javier Varela. Rivian reported a gross profit of $206 million, achieving positive margins for the second consecutive quarter. RJ highlighted their focus on cost efficiency and product advancements, particularly the best-selling R1S SUV and updates to their second-generation autonomy platform. Claire provided an in-depth look at revenue trends and production forecasts, despite challenges from trade regulations. The episode explores Rivian's strategic approach to electric vehicle production and autonomous technology while also inviting listener feedback on emergency response strategies. We conclude with RJ's forward-looking vision for innovation and operational excellence as Rivian prepares for its upcoming AI and Autonomy Day to unveil further technological developments.Support the Show:PatreonAcast+Other Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews:Rivian's Q1 2025 Earnings Call*Episode Art by Dall-eSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Send us a text*DISCUSSION TOPICS*Peloton increasing real life events! Thoughts?Peloton earnings call!Peloton CEO says cheaper prices is the way to go! Thoughts?New Feature, Distance vs. Output! How is it?Alex Breanne Corporation update!The Guide is a frequently returned Amazon item.Beastie Boys artist series!Becs Gentry Nike video interview series!Class Recommendations!

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

In this week's Watson Weekly, we will discuss Fidji Simo is out at Instacart CEO to join OpenAI. This is a huge feather in Simo's cap and leaves an opening at Instacart which I predict will be filled by their Chief Product Officer Daniel Danker. Not only did Danker and Simo overlap from their time at Facebook, but Danker was promoted by Simo into his current role as Chief Product Officer. You'll find this and other stories every Monday morning on the Watson Weekly, headed straight to your earhole wherever you get your favorite podcasts.Today on our show:Shopify Needs Incentive Alignment to Win in Enterprise3 Notables From BigCommerce earnings callInstacart CEO Departs for OpenAIShopify Reports Solid Earnings Amid Global Uncertainty- 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

Description:In this episode of Kilowatt, we go over GM's Q1 2025 Earnings Call. Support the Show:PatreonAcast+Other Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews:GM's Q1 2025 Earnings Call*Episode Art by Dall-eSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Welcome to Episode 222 of Pelo Buddy TV, an unofficial Peloton podcast & Peloton news show. This week we cover the following topics: Peloton's earnings call showed sales & subscribers continue to drop, but overall costs are improving. There is a new feature that allows you to rank the leaderboard by distance rather than by output. Progressive Push rides is a new class format that launched this week. Emma Lovewell is once again teaching Pilates classes. Callie Gullickson has a new program called “Grit & Glutes” on the Strength+ app. Peloton highlighted some classes in “This Week at Peloton.” There is a new artist series featuring Teddy Swims this week. Peloton is celebrating Asian & Pacific Islander Heritage Month with new classes. Peloton has new classes in honor of Jewish American Heritage Month. Peloton also has new classes in honor of Mental Health Awareness Month. Peloton is asking members to share their stories. Peloton has created German & Spanish versions of “7 Days To Start Your Meditation Practice.” Peloton is running a sale on the Peloton Bikes, Treads, Row, and Guides. A court has recently granted preliminary approval to a settlement over several lawsuits. Peloton has released a new apparel collection this week. Ally Love shared the goals of the Peloton instructor summit. Susie Chan won an award for her book. Becs Gentry is hosting Nike's “Comfort Zones” series. Peloton is hosting an APIHM event at PSNY. Andy Speer will be at a meet & greet in Toronto. Kirsten Ferguson was on ABC. Robin Arzon spoke at the NYT Wellness Festival. Adrian Williams was at the Good Sports gala. Matty Maggiacomo has a core everyday in May challenge. Class Picks of the Week Enjoy the show? Become a Pelo Buddy TV Supporter!  Find details here: https://www.pelobuddy.com/membership-account/membership-levels/ You can find links to full articles on each of these topics from the episode page here: https://www.pelobuddy.com/pelo-buddy-tv-episode-222/ The show is also available via YouTube: https://www.youtube.com/c/PeloBuddy This episode is hosted by Amanda Segal (#Seglo3) and John Prewitt (#Kenny_Bania).

Services revenue reaches new all-time high.EPS sets March quarter record.

CVS announces major partnership with Novo Nordisk as Lilly announces Q! 2025 earnings. Dave covers it all in today's breakdown. Join the Substack: https://substack.com/@onthepen WAYS TO SUPPORT MY WORK ⬇️

Tesla held its quarterly earnings call for Q1 2025, and there was plenty covered, from the robotaxis launching in the near future to Optimus to the more affordable Teslas and more. I'll have highlight clips from the Tesla executive team plus my recap and analysis. 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 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 tier! 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!). 

Description:In this episode of Kilowatt, I analyze Tesla's Q1 2025 earnings call, summarizing key insights from Elon Musk about the company's outlook in electric vehicles and renewable energy. I express skepticism around timelines for autonomous vehicle features while acknowledging Tesla's technological advances. The discussion critiques the political narratives within the call and highlights Tesla's strategies in localizing supply chains. I also emphasize the significance of Tesla's energy division in driving profitability. Overall, I navigate Musk's optimism amid substantial operational challenges, inviting listeners to engage with these insights on the evolving EV landscape.Support the Show:PatreonAcast+Other Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews:Tesla's Q1 2025 Earnings Call*Episode Art by Dall-eSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

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/4jD51uK 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. 

Description:In this episode, I analyze General Motors Company's fourth quarter earnings call for 2024, highlighting CEO Mary Barra and CFO Paul Jacobson's insights on the shift in focus to Super Cruise technology and the discontinuation of RoboTaxi funding. I discuss GM's strong EV performance, achieving variable profit and reducing dealer inventory, along with the projected $2 billion in annual subscription revenue from Super Cruise. The episode also addresses the impact of political changes on EV strategies and GM's commitment to advancing autonomous vehicle technology. I conclude with reflections on GM's flexibility in the market and their promising outlook for 2025.Support the Show:PatreonAcast+Other Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews:GM's Q4 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Dave Knapp breaks down what the Q4 Eli Lilly earnings call means for patients living with obesity. https://www.onthepen.com/post/lilly-s-earnings-call-could-reveal-big-changes-for-zepbound-retatrutide-what-they-ve-said-and-wha Decoding GLP-1: A Guide for Friends and Family of Those On The Pen By Dave Knapp

From high dose semaglutide to cagrisema launch dates, Dave Knapp discusses how the latest Novo Nordisk earnings call impacts patients. Decoding GLP-1: A Guide for Friends and Family of Those On The Pen By Dave Knapp

Tesla held its Q4 earnings call this week, and among other things, it contained good news for those of you with Hardware 3.0 cars who've bought the FSD package. That plus the rest of the highlights from the call along with my analysis on a huge episode! 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 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 tier! FOR FIRST-TIME TESLA BUYERS: The referral program is back and it's the best one in a while! You can get $500 off of your Model 3 or Model Y purchase (or $1000 off of Cybertruck, Model S, or Model X) by ordering through my referral link. Clicking this will take you to the Tesla website where you can order with the discount applied: https://ts.la/ryan73014  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. NEW: Win the custom-configured Tesla of your dreams in the 9th annual Climate XChange raffle! The taxes are paid if you win, and either way, the money goes to a great nonprofit cause. To get your tickets, go to https://carbonraffle.org/RTL  Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla, and don't forget to use the discount code Lightning for $100 off your purchase. 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!). 

All-time records for total company revenue and EPS. Services revenue reaches new all-time high.