Podcasts about q1 earnings

John Rubino, {Substack https://rubino.substack.com/}, joins me for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies parsing the Q1 financial data.  We review all of the revenue and cashflow being generated on their balance sheets, and where all that cash is going as a return of capital to shareholders.  We also touch upon the ongoing geopolitical uncertainties and macroeconomic catalysts that are leading to volatility in gold, silver, oil, critical minerals, and the related resource stocks.   We start off reviewing the various return of capital approaches to entice investors of PM stocks through share buybacks, by paying dividends, and through looking for accretive merger or acquisition targets.   Next we focus on if we are still in a bull market for the precious metals complex, after the parabolic move higher earlier in the year.   John points out that the reasons for the prior PM bull markets topping out were for different macroeconomic reasons, from Fed policy and central bank policies, to interest rates, currency pairs, and global trade frictions. He goes on to unpack the reasons this bull market is still on very sound footing, where global financial uncertainty is ever-present, and the desire for nations to print more money, force lower interest rates, and inflate their way out of the current challenges. These  will underpin higher gold and silver prices.     Turning to the extreme volatility in both directions in the precious metals equities thus far in 2026 – John sees opportunities for placing low-ball bids in quality gold and silver stocks that have corrected by 30%-50% off their January and February highs, or using dollar-cost averaging to position in to a good cost-basis over the fullness of time.   He also points to using option strategies to make profits on the way down to eventually buying a stock one already wants to accumulate at a lower pre-determined strike price. We note again that PM stocks have responded positively to Q1 earnings, but that are still not fully factoring in these higher metals prices, which is giving investors an edge to accumulate existing positions or initiate new positions in stocks that had previously run away to the upside into the current weakness.   Beyond the precious metals, we then broadened out the discussion beyond all the monetary policy trends and fiat money units sloshing around the markets, to discuss all the government fiscal policy initiatives to encourage mineral development, extraction, and processing around the world.   This has had noticeable impacts on critical minerals pricing and awareness in commodities like lithium, nickel, silver, and the more niche specialty metals. Additionally, we review how large manufacturers and end-users of all these raw materials are getting more involved in partnering upstream with the mining companies for securing sourcing for their supply chains.   Wrapping up we spend some time getting John's outlook on the subsector of royalty companies, their financial health as evidenced by Q1 earnings, and the ongoing M&A cycle within this group of resource equities.   Click here to follow John's analysis and articles over at Substack   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Welcome back. A lot happened. Let's get into it.NIO ES9 deliveries kicked off yesterday — one day early.NIO hired NBA legend Yao Ming as Chief Experience Officer.The stock surged 9.3% in the US and 10.45% in Hong Kong.The higher-priced Executive Signature Edition and HorizonSpecial Edition trims are selling far above managementexpectations — a margin story that flows directly intoQ2 revenue per unit.NIO Q1 2026: Revenue $3.7 billion — up 123% year over year.Deliveries 83,465 — up 98.3%. Vehicle margin 18.8% — fourthconsecutive quarterly improvement. Net loss narrowed to 332million yuan from 6.75 billion yuan a year ago. Q2 guidance:110,000-115,000 deliveries. Bank of America doubled its stake.Morgan Stanley and Bernstein both upgraded.Xpeng Q1 2026: Revenue $1.89 billion — down 17.6% year overyear. Deliveries 62,682 — down 33.3%. Gross margin 20.6%.Same market. Same quarter. Two completely different storiesabout brand positioning and where each company sits in theChinese EV landscape.Ferrari unveiled the Luce on May 25th — their first fullyelectric production car, designed with Jony Ive, priced at$645,000. Italy's deputy prime minister said it doesn't looklike a Ferrari. The Chinese internet compared it to a NissanLeaf. Ferrari's stock dropped 8% on launch day. China'sluxury EV market — NIO ET9 at 818K yuan, Maextro S800 at1 million yuan — doesn't need Ferrari's validation. It'salready here and already won.PCE inflation hit 3.8% for April — highest in nearly threeyears. And Wall Street is quietly profiting from the samewar it publicly says it wants to end. The financial incentiveskeeping Hormuz closed are enormous. Follow the money.

In der heutigen #kassensturz Folge, unseren wöchentlichen Marketing & eCommerce News, geht es unter anderem um folgende Themen:Google will den Checkout mit „Universal Cart“ neu denkenhttps://retail-news.de/google-universal-cart-agentic-commerce/Die wichtigsten Retail-Updates der Google I/Ohttps://blog.google/innovation-and-ai/technology/ai/google-io-2026-all-our-announcements/Google plant Smart Glasses für 2026https://blog.google/innovation-and-ai/technology/ai/google-io-2026-all-our-announcements/SHEIN übernimmt Everlane für 100 Millionen Dollarhttp://bloomberg.com/news/articles/2026-05-18/e-commerce-giant-shein-buys-apparel-brand-everlane-reports-sayJD.com expandiert weiter in Europa und startet in Irlandhttps://thecurrency.news/articles/227292/chinese-e-commerce-giant-jd-com-preparing-dublin-office-in-european-expansion/SHEIN eröffnet riesiges Logistikzentrum in Großbritannienhttps://www.democrata.es/en/economy/shein-premieres-a-large-logistics-center-in-the-united-kingdom-and-adds-450-jobs/Criteo wird Retail-Media-Partner von Lidl Deutschlandhttps://meedia.de/news/beitrag/23704-criteo-und-lidl-kooperieren-bei-retail-media.htmlJust Eat Takeaway startet Bestellungen via WhatsApphttps://retailtechinnovationhub.com/home/2026/5/21/just-eat-takeaway-com-introduces-whatsapp-on-demand-food-and-retail-ordering-option-in-europeWalmart legt starke Q1-Zahlen vorhttps://corporate.walmart.com/news/2026/05/21/walmart-releases-q1-fy27-earningsOTTO steigt ins Buchgeschäft einhttps://www.otto.de/unternehmen/de/presse/otto-erweitert-sortiment-um-b%C3%BCcher-mit-thalia-als-partnerGerücht: Geht Primark online?https://www.thetimes.com/business/companies-markets/article/primark-online-delivery-service-0qj5rqgkbMax & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

MARA provided updates for its AI business in its earnings this week, and Nebius shocks the market with a 684% rise in revenue YoY in Q1. Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1 earnings recaps for MARA and Nebius. For guest segments, Lucas Krejci, CTO of Brains, joins us to talk about the new Stratum V2 working group with Block, MARA, Foundry, Antpool, and other leading bitcoin mining firms. Pio Vincenzo also joins to give his bull case for Strategy – including why the company selling bitcoin is not what people think – and Mezo's Yogi hops on to give a breakdown for why Spirit Airlines bit the dust.

We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.

13 May 2026. Earning season: ADNOC Distribution on how the petrol station business is holding up, strong results across the board. Presight on being an AI company that’s actually making money. EmSteel on a profitable start to 2026. Plus we meet the new CEO of Emirates Investment Bank, Michel Longhini, in his first studio interview since taking the role.See omnystudio.com/listener for privacy information.

In this Company Update, I sit down with Charles Funk, President and CEO of Heliostar Metals (TSX.V: HSTR | OTCQX: HSTXF), to focus on the Q1 2026 earnings released yesterday. Charles provides a deep dive into the company's operations, record gold production, and the roadmap for its flagship Ana Paula project. Key Discussion Points: Record-Breaking Q1 Financials: An overview of the record gold production and mine operating earnings reported on May 12. Growth at San Agustin and La Colorada: A breakdown of how restarting production and implementing innovative leaching techniques have driven down costs while increasing output. The High-Grade Opportunity at Ana Paula: Discussion on the latest drill results and the management reorganization designed to fast-track this project toward becoming a major Mexican gold mine. Strategic Acquisition of Goldstrike: Insight into how the recent Goldstrike acquisition fits into the broader portfolio and the company's dual pathway for monetizing or developing this asset. Financial Position and Growth Outlook: A look at Heliostar's robust working capital and how the company is balancing aggressive exploration with cash preservation.   Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/   ----------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this episode, we kick things off by examining the escalating regulatory battle over the proposed Union Pacific-Norfolk Southern mega-merger. Canadian National is urging federal regulators to reject the amended application, arguing that the filing still omits critical information needed to assess competitive impacts. CN criticizes the proposed Committed Gateway Pricing program as temporary and highly limited, excluding major traffic categories and applying to less than one percent of U.S. rail traffic. Next, we explore the auto logistics sector where Proficient Auto Logistics reported a brutal first quarter that sent its stock tumbling nearly nineteen percent. Extended automotive plant shutdowns, severe winter weather, and disrupted rail and sea transportation pipelines pushed the company's operating ratio to a staggering one hundred three point four percent. However, management remains optimistic that improved March trends and stronger seasonal factors will stabilize second-quarter performance. Finally, we cover the rapid expansion of autonomous trucking as Kodiak AI posted seventy-four percent quarter-over-quarter revenue growth and expanded its driverless fleet to twenty-eight trucks. The company deployed eight additional fully driverless trucks during the first quarter and accumulated more than twenty-three thousand five hundred cumulative hours of paid operations. Kodiak also secured one hundred million dollars in new financing and launched a partnership with Roehl Transport for regular Dallas-Houston freight lanes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

12 May 2026. Spinneys, ADNOC Drilling, ADNOC Gas and e7 Group all release their Q1 2026 numbers on The Business Breakfast. We speak to the C-suite of each company on what's driving performance, how the regional situation has affected operations and what the outlook looks like for the rest of the year.See omnystudio.com/listener for privacy information.

Jordan Rusche, Founder of Mining Stock Monkey, joins us for an in-depth and nuanced discussion around key metrics and trends in Q1 earnings reports from the gold and silver producers and PM royalty companies; along with which companies he is actively trading in his portfolio.    We start out getting Jordan's perspectives from this Q1 earnings season in the PM producers, touching upon initiatives around paying down debt, share buybacks, and dividends.  We counterbalance those trends with how companies are also investing in growth through mergers and acquisitions. We discuss some general takeaways in the earnings reports from how the majors are managing increasing costs from higher fuel costs to labor to sustaining capital in Newmont Corporation (NYSE: NEM, ASX: NEM, PNGX: NEM), Barrick Mining Corporation (NYSE:B)(TSX:ABX), and Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) . We check in on the positive market reaction in the Q1 report from B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G), but Jordan also couches the enthusiasm with the fundamental factors pointing to the potential for rising AISC figures for the balance of this year. Jordan breaks down why Agnico Eagle paid a premium for Rupert Resources Ltd (TSX: RUP) (OTCQX: RUPRF) (FSE:R05), in the recent acquisition of their project in Finland. Next we shifted over to the record revenues witnessed in Q1 earnings reports from the royalty and streaming companies.  While revenues are up in a big way, that is not typically been from growing gold equivalent ounces (GEOs).  Jordan highlights the longer-term investing thesis required to realize the growth potential in production metrics in a company like Royal Gold, Inc. (NASDAQ: RGLD). Sticking with royalty companies, Jordan highlights the strong copper exposure and future growth on tap across multiple commodities in Elemental Royalty Corporation (TSXV: ELE) (NASDAQ: ELE).      Get 25% off Mining Stock Monkey VIP. {Limited to 10 sign ups}: https://miningstockmonkey.com/products/vip?promo=KE25MAY     Sign up for Jordan's free “Silverback Letter” here: https://miningstockmonkey.substack.com     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.

In this episode, we kick things off by examining the escalating regulatory battle over the proposed Union Pacific-Norfolk Southern mega-merger. Canadian National is urging federal regulators to reject the amended application, arguing that the filing still omits critical information needed to assess competitive impacts. CN criticizes the proposed Committed Gateway Pricing program as temporary and highly limited, excluding major traffic categories and applying to less than one percent of U.S. rail traffic. Next, we explore the auto logistics sector where Proficient Auto Logistics reported a brutal first quarter that sent its stock tumbling nearly nineteen percent. Extended automotive plant shutdowns, severe winter weather, and disrupted rail and sea transportation pipelines pushed the company's operating ratio to a staggering one hundred three point four percent. However, management remains optimistic that improved March trends and stronger seasonal factors will stabilize second-quarter performance. Finally, we cover the rapid expansion of autonomous trucking as Kodiak AI posted seventy-four percent quarter-over-quarter revenue growth and expanded its driverless fleet to twenty-eight trucks. The company deployed eight additional fully driverless trucks during the first quarter and accumulated more than twenty-three thousand five hundred cumulative hours of paid operations. Kodiak also secured one hundred million dollars in new financing and launched a partnership with Roehl Transport for regular Dallas-Houston freight lanes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

John Pollock and Brandon Thurston cover TKO's first quarter earnings report, Nick Khan extends his deal, the passing of Ted Turner, and more.Plus: WWE's Raw and SmackDown media rights contracts from 2019 - 2024 become public, Nick Khan's deposition, more talent departures at WWE, contracts being “restructured”, Ted Turner's legacy and role professional wrestling played, as well as market-to-market comparisons from April. 00:00:00 Start00:03:47 TKO Q1 Earnings Report00:25:41 Nick Khan testified that the DOJ investigated sex trafficking, undermines Vince McMahon's statement00:37:46 WWE Raw & SmackDown 2019-2024 media rights contracts00:55:45 New Day exit WWE after a request to restructure contracts01:04:53 Ted Turner dies at 8701:10:24 WWE & AEW live events market-to-market comparisonsMusic courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

John Pollock and Brandon Thurston cover TKO's first quarter earnings report, Nick Khan extends his deal, the passing of Ted Turner, and more.Video version: https://youtube.com/live/jtQo-PfKbIAPlus: WWE's Raw and SmackDown media rights contracts from 2019 - 2024 become public, more talent departures at WWE, contracts being “restructured”, Ted Turner's legacy and role professional wrestling played, as well as market-to-market comparisons from April. Topics this week include:TKO Q1 Earnings ReportNick Khan signs a new contract Nick Khan testified that the DOJ investigated sex traffickingTed Turner passes away at 87New Day exit WWE after a request to restructure contracts WWE Raw & SmackDown 2019-2024 media rights contractsWWE & AEW live events market-to-market comparisons Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Das Video vom Live Podcast auf der OMR kommt Samstag im Laufe des Tages. Wir lassen und die OMR 2026 und Pips Keynote Revue passieren. Wieso stimmt das Narrativ, dass Junior Entwickler keine Zukunft haben, wahrscheinlich nicht? Anthropic verpflichtet sich, $200 Mrd. an Google Cloud auszugeben. DeepSeek schließt eine $7-Mrd.-Finanzierungsrunde ab und plant erstmals eine echte Revenue-Strategie. Im Wettbewerbsbereich wird Google von Trivago wegen Antitrust verklagt – und in Brüssel werden schwere Vorwürfe gegen Ursula von der Leyen laut, weil eine geplante Google-Strafe gestoppt wurde. Cloudflare meldet Q1-Earnings und kündigt gleichzeitig Layoffs an, der CEO veröffentlicht ein Manifest unter dem Titel "Building for the Future". Das deutsche KI-Übersetzungs-Startup DeepL streicht rund ein Viertel seiner Stellen. 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) OMR 2026 (00:08:14) Anthropic Google Chips & Elon (00:22:55) TokenMade.ai (00:26:45) Anthropic 200% net revenue retention?  (00:32:20) DeepSeek raised $7 Mrd., plant Revenue-Strategie (00:41:00) Trivago vs. Google: Antitrust-Klage (00:42:35) Vorwürfe gegen von der Leyen wegen gestoppter Google-Strafe (00:44:40) Cloudflare Earnings & DeepL Layoffs Shownotes Pips OMR-Keynote (Video) - youtube.com Pips OMR-Keynote (Slides) - substack.com Anthropic committed $200 Mrd. für Google Cloud Chips - theinformation.com Anthropic Claude Update auf X - xcancel.com Farzyness Tech-Post - xcancel.com Google AI Mode Share - share.google TokenMade Rückblick TokenMade.ai/01 DeepSeek raised $7 Mrd., plant Revenue-Strategie - theinformation.com Trivago vs. Google: Antitrust-Klage - phocuswire.com Vorwürfe gegen von der Leyen wegen Google-Strafe - heise.de Cloudflare Q1: Earnings und Layoffs - cnbc.com Cloudflare: Building for the Future - blog.cloudflare.com DeepL streicht ein Viertel der Stellen - handelsblatt.com

- BMW Q1 Earnings Plunge Amid Falling EV Sales - Daimler Truck Profits Crater 80% In Q1 - Lucid Motors Loses $1 Billion In Q1 - USPS Celebrates Route 66 With New Stamp Series - Rivian Eyes In-House Lidar Production with Chinese Tech - VW Group Becomes Largest Shareholder in Rivian - Tesla Semi Receives Massive Orders in California - Nissan Cuts Jobs and Production Lines in Europe - Hybrid Vehicle Popularity Surges as Gas Prices Rise - Audi Recreates Record Breaking 16-Cylinder Lucca Racecar

- BMW Q1 Earnings Plunge Amid Falling EV Sales - Daimler Truck Profits Crater 80% In Q1 - Lucid Motors Loses $1 Billion In Q1 - USPS Celebrates Route 66 With New Stamp Series - Rivian Eyes In-House Lidar Production with Chinese Tech - VW Group Becomes Largest Shareholder in Rivian - Tesla Semi Receives Massive Orders in California - Nissan Cuts Jobs and Production Lines in Europe - Hybrid Vehicle Popularity Surges as Gas Prices Rise - Audi Recreates Record Breaking 16-Cylinder Lucca Racecar

This week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We also cover earnings from Comcast, the latest Peacock numbers, cord-cutting at Charter, and the massive capex spend in the quarter from Microsoft, Alphabet and Amazon, with AWS revenue growth at its fastest in 15 quarters.We detail YouTube's Q1 revenue, which was down from the previous quarter and highlight YouTube TV's launch of a fully customizable multiview, including some device and content limitations. Moving on to NFL news, we also mention a rumored deal between the NFL and YouTube for a long-form contract review of a five-game package, and Comcast dropping the NFL Network and RedZone Channel from its Xfinity service due to a carriage dispute.We share live sports viewership numbers from April, including the NCAA Men's Basketball Championship game and NBA on Amazon Prime, and discuss a hardware failure that caused one of Prime's games to lose video for 20 seconds during gameplay. Finally, we discuss why Amazon's newly announced Fire TV Stick HD, which runs its Vega operating system, is not good for customers, and how Fire TV's lack of explanation of its Fire OS strategy to the market is bad for developers and consumers.Podcast produced by Security Halt Media

  Well it is that time once again. Scotty O makes his unique spin on Amazon's Q1 Earnings call for 2026. Going over Andy Jassy's comments and always has some fun with the analyst questions.  Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

- Global Conflicts and Tariffs Hit Automakers' Q1 Earnings - BYD Eyes F1 Entry as Aston Struggles - German Company Creates Stunning Monaco F1 Model - GOP Targets Anti-Drunk Driving Vehicle Tech - GM Adds Google Gemini AI to Newer Vehicles - GM “Stress Tests” Level 3 Lidar Driving Systems - Volkswagen Launches Pre-Sales For New ID.Polo EV - Autoline Viewers Oppose High Executive Pay

- Global Conflicts and Tariffs Hit Automakers' Q1 Earnings - BYD Eyes F1 Entry as Aston Struggles - German Company Creates Stunning Monaco F1 Model - GOP Targets Anti-Drunk Driving Vehicle Tech - GM Adds Google Gemini AI to Newer Vehicles - GM “Stress Tests” Level 3 Lidar Driving Systems - Volkswagen Launches Pre-Sales For New ID.Polo EV - Autoline Viewers Oppose High Executive Pay

First quarter earnings are coming in at a rapid pace, with Sanofi and Novartis defending patents for Dupixent and Lutathera, respectively, and Sanofi welcoming Belén Garijo as CEO. Still to come this week are Eli Lilly, AstraZeneca, Regeneron and many more.Lilly will undoubtedly discuss its recent streak of dealmaking, including a $2.25 billion pact with AI biotech Profluent, plus buyouts of Ajax Therapeutics for up to $2.3 billion and Kelonia Therapeutics for up to $7 billion.Meanwhile, Regeneron earned FDA approval for the highly anticipated gene therapy that will now be known as Otarmeni. The same day the approval came down, Regeneron also struck a deal with the White House.Over at the FDA, the agency has requested—again—that Amgen remove the autoimmune therapy Tavneos from the market. Separately, the FDA has issued three Commissioner's National Priority Vouchers to unnamed psychedelic drug developers. Finally, who will replace Vinay Prasad, the head of the agency's Center for Biologics Evaluation and Research (CBER), who departs at the end of April after one year as the biologics chief?

Tesla held its quarterly earnings call for Q1 2026, and we got a big update on Tesla's plan to upgrade the Hardware 3 cars for people that paid for FSD. Plus: we now have a better idea of when to expect the upcoming v14 "Lite" release for HW3 and the next-gen Roadster reveal, and more! Watch Jason Cammisa's Model S video here: https://www.youtube.com/watch?v=IwnJzP0TlCk  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!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTLsale for 5-10% off your next purchase. And make your garage door foolproof with the Infinity Shield – get yours at https://www.infinity-shield.com and use the promo code RTL at checkout for a $35 discount.

In this episode, we dive into the truckload sector where Knight-Swift is signaling a surprisingly bullish outlook on market fundamentals despite reporting a messy first quarter. We discuss how recent weather disruptions and fuel headwinds have exposed market tightness, leading the carrier to target high single to low double-digit rate increases during bid season. Shifting gears to the rails, we examine CSX's stronger first-quarter earnings, which were driven by a combination of lower costs and higher shipment volumes. The railroad's quarterly operating income surged 20%, heavily supported by a 6% jump in intermodal freight as customers sought relief from rising trucking and fuel costs. Finally, we explore the latest advancements in commercial fleet decarbonization by looking at the Shell Starship 3.0 natural gas truck. By utilizing a 15-liter natural gas engine, an aerodynamic carbon fiber cab, and off-the-shelf components, this vehicle achieved a massive two-and-a-half times improvement in freight efficiency. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

"We are a growth company," ServiceNow Chair and CEO Bill McDermott says while discussing the company's first-quarter earnings on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.

Nestlé and Heineken both post Q1 earnings beats with LSEG and Roche results out today as well. Tesla also beats in the first quarter however it misses its revenue target and hikes capex expenditure. CEO Elon Musk says his latest mass chip-building project, Terafab, will use Intel's latest technology, pushing the company's shares higher in after-hours trade. European futures are firmly in the red, following Asian market moves despite another record session Stateside. Iran seizes two more ships in the Strait of Hormuz, dashing hopes of further peace talks. Oil prices move up, with Brent once again over the $100-mark. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we dive into the truckload sector where Knight-Swift is signaling a surprisingly bullish outlook on market fundamentals despite reporting a messy first quarter. We discuss how recent weather disruptions and fuel headwinds have exposed market tightness, leading the carrier to target high single to low double-digit rate increases during bid season. Shifting gears to the rails, we examine CSX's stronger first-quarter earnings, which were driven by a combination of lower costs and higher shipment volumes. The railroad's quarterly operating income surged 20%, heavily supported by a 6% jump in intermodal freight as customers sought relief from rising trucking and fuel costs. Finally, we explore the latest advancements in commercial fleet decarbonization by looking at the Shell Starship 3.0 natural gas truck. By utilizing a 15-liter natural gas engine, an aerodynamic carbon fiber cab, and off-the-shelf components, this vehicle achieved a massive two-and-a-half times improvement in freight efficiency. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

John Johnston (JJ) breaks down Tesla Q1 2026 Earnings, including what Elon Musk said on the earnings call. The results seemed okay on the surface, be digging deeper revealed some uncomfortable  truths about the future, and about Tesla's Self-Driving aims. Related episodes:There's A Growing Revolt Over Tesla Self-Driving Promises https://open.spotify.com/episode/07qdYLrT48oL4AIP8OTR7XWhy Bank Analysts Warn of 60% Tesla Stock Collapse https://open.spotify.com/episode/4IRYJuhqM6bieSSlR7Xs7FTesla Robotaxi 'Expansion': Pre-Earnings Smoke & Mirrors https://open.spotify.com/episode/4r3AQdzd3gHE4xX8F66ROvDisclaimer: 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.

John Johnston (JJ) breaks down Tesla Q1 2026 Earnings, including what Elon Musk said on the earnings call. The results seemed okay on the surface, be digging deeper revealed some uncomfortable  truths about the future, and about Tesla's Self-Driving aims. Related episodes:There's A Growing Revolt Over Tesla Self-Driving Promises https://open.spotify.com/episode/07qdYLrT48oL4AIP8OTR7XWhy Bank Analysts Warn of 60% Tesla Stock Collapse https://open.spotify.com/episode/4IRYJuhqM6bieSSlR7Xs7FTesla Robotaxi 'Expansion': Pre-Earnings Smoke & Mirrors https://open.spotify.com/episode/4r3AQdzd3gHE4xX8F66ROvDisclaimer: 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.

We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.

In this episode, we kick things off by examining the recent strategic tie-up between capacity management platform Parade and the trucking fuel app Mudflap. This partnership embeds digital freight matching directly into an app drivers already use, allowing brokers to instantly push spot loads to a massive pool of independent owner-operators. Next, we shift over to the rails to discuss how the industry plans to win back market share from the trucking sector. According to Norfolk Southern leadership, solving the rail industry's growth problem relies entirely on delivering consistent, highly reliable service to commercial shippers. Finally, we break down J.B. Hunt's first-quarter earnings to understand what they reveal about the broader financial health of the freight sector. Because the logistics giant navigated a highly challenging quarter with compressed revenue yields, analysts are closely watching these results as a critical leading indicator for the spring transportation market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the recent strategic tie-up between capacity management platform Parade and the trucking fuel app Mudflap. This partnership embeds digital freight matching directly into an app drivers already use, allowing brokers to instantly push spot loads to a massive pool of independent owner-operators. Next, we shift over to the rails to discuss how the industry plans to win back market share from the trucking sector. According to Norfolk Southern leadership, solving the rail industry's growth problem relies entirely on delivering consistent, highly reliable service to commercial shippers. Finally, we break down J.B. Hunt's first-quarter earnings to understand what they reveal about the broader financial health of the freight sector. Because the logistics giant navigated a highly challenging quarter with compressed revenue yields, analysts are closely watching these results as a critical leading indicator for the spring transportation market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

First quarter earnings expectations are strong, but the broader economic picture in 2026 has been anything but clear. In this episode, Focus' Todd Jones examines whether markets may be overlooking some cautionary economic signals. Click here to view supporting charts referenced in today's episode.

US stocks move higher for another session as the U.S. and Iran ceasefire holds steady. IG Market analyst Fabien Yip joins us to discuss the Dow turning positive for 2026 and what the latest PCE data means for your portfolio. She also previews the risks of the Q1 earnings season and the impact of rising oil prices on this recovery. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI's John Mern and Anthony Corso about Terra AI's mission to use AI to solve metal and mineral shortages for the tech industry. Lastly, we get into the heightened competition for Series A funding and the trend of VC partners leaving to start their own funds with The Information's Natasha Mascarenhas.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/elon-musks-victoryhttps://www.theinformation.com/articles/ai-stokes-battles-series-altimeter-raise-new-growth-fundTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

In this episode, we unpack the positive first quarter earnings season and identify potential headwinds going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundling, capex and content spend, and the impact of earnings on stock prices. We also break out the 1.73M cord cutters across pay TV providers and vMVPDs, along with sports news from MLB, NFL, MLS, FanDuel Sports Network, JioStar, Disney and Comcast.Correction: Disney has not announced a spinout of its linear assets.Podcast produced by Security Halt Media

This week we discuss the state of Gig Apps, and their actual value. Every quarterly earnings call gets worse and worse with these companies. Now there are some very clear signs they NEED to change or CRASH, and signs lately point to some big problems with Uber and Doordash.  Rideshare Rodeo: https://linktr.ee/RideshareRodeo 

First Majestic Announces Q1 Earnings & Record Cash Position - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) https://firstmajestic.com/investors/news-releases/first-majestic-announces-financial-results-for-q1-2025-with-record-cash-position-and-announces-quarterly-dividend-paymentSubscribe to Arcadia Economics on Soundwise

Stock market update for May 6, 2025.Palantir letter to shareholders: https://www.palantir.com/q1-2025-letter/en/The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

Once again, Scotty O brings his own flair of a breakdown of the Amazon earnings call. If you want to hear what it all means for sellers and vendors, take a listen/watch. Always Off Brand is always a Laugh & Learn!     FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon.Hayley is the Director of Ecommerce at Camco Manufacturing and is responsible for their very substantial Amazon business. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music “Office Party” available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   “Always Off Brand” is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Today, Meta announced their earnings report for the first quarter of 2025 and in this short and quick episode, I cover the most important things advertisers need to know and why it's such great news for advertisers. Website: https://philgrahamdigital.com

This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks deal with its lender JPMorgan that allows the RSN to avoid bankruptcy, and the NFL's Commissioner stating that he expects the NFL to return to scheduling a Christmas Day tripleheader in the future. Finally, we discuss Max's password sharing crackdown, YouTube's announcement of 20 million videos uploaded daily, and Twitter having been found guilty of patent infringement relating to streaming technology involving Vine and Periscope. Podcast produced by Security Halt Media

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.00:23 Economic headwinds affect Q1 overall 03:16 Verizon Q1 overview 04:32 Free lines are affecting the numbers 06:40 Prepaid growth should not be ignored 07:34 Verizon adjusts reporting on SafeLink and insurance metrics 09:38 T-Mobile shakes up prices 10:39 AT&T Q1 overview 13:32 T-Mobile Q1 overview 15:06 Cable Q1 overview 16:59 Tariffs won't be felt just yet 17:53 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs

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!). 

Forbes Senior Editor Alan Ohnsman joins Forbes Talks to dissect Tesla's disappointing Q1 2025 earnings report. Tuesday, Tesla announced their profits plummeted 70%, missing analyst expectations in revenue and earnings per share. This is Tesla's worst performance in four years, with vehicle sales and automotive revenue declining significantly. Alan also discuss the impact of Elon Musk's political activities on Tesla's brand and his planned return to a more active CEO role. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix's comments about video podcasts and why it doesn't see YouTube as a competitor, saying Netflix is a "better service for a certain class of creators and certain types of storytelling." Finally, we cover the latest sports news from the NFL, Formula 1, MLB, and ESPN, and funding and acquisition news from FloSports, Hydrolix, Touchstream, and Simply TV.Podcast produced by Security Halt Media

In today's podcast, Kip discusses the recent stock market action and offers his insight into the sharp movement. He highlights the significance of semiconductor and housing stocks for this market going forward. Kip also touches on the political landscape, including key elections and their implications for market sentiment and policy. Finally, we look ahead to major developments such as the tariff announcements tomorrow and the upcoming Q1 Earnings. Tune into today's podcast to learn more.

Enjoy Leo's many hats in this fun and silly edition of Windows Weekly. Happy Halloween! Windows 11 Yes, Windows 11 version 24H2 got its preview update for October too, a few days late as expected 24H2 was a surprisingly big platform shift - no enablement updates - faster updates going forward Dev and Beta get new builds, minor changes in each Microsoft 365/AI/dev Teams is... getting weird Microsoft 365 apps get Handoff support on Apple devices Notion Mail - a light alternatives to Google Workspace and M365? GitHub Copilot goes multi-LLM Apple Intelligence wave one arrives, mostly to indifference. Wave two in December. EU is getting it in the Spring New Macs this week with M4. But the big news? 16 GB of RAM, minimum. Finally. The Browser Company can't realize its vision for the future with Arc Earnings/Corporate Microsoft and Google duke it out over Cloud licensing - This one is getting ugly Google - $88.3 billion in revenues AMD - OK, but dominated by Intel on PCs and NVIDIA in AI/datacenter Xbox More games, more people, more devices, Microsoft says Less emphasis on console but what might a next-gen console look like? Arm? Mobile? Third-party hardware makers? Cloud Gaming is limited to the most expensive Game Pass tier - that has to change, and what about a standalone tier? Mobile app stores are coming - but what about native mobile games? Call of Duty Black Ops 6 lands on PC Game Pass, Xbox Game Pass Ultimate, and Cloud Gaming - Paul puts aside his grudge and gives it a shot Microsoft previews new Home experience for Xbox app on Windows Tips and Picks Tip of the week: It might be time to look at the Raspberry Pi again App pick of the week: My God, it's full of web browsers RunAs Radio this week: Updating Windows on ARM with Aria Hanson Brown liquor pick of the week: Laird of the Fintry Black Label Cask Strength Single Malt Whisky Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: 1password.com/windowsweekly uscloud.com threatlocker.com Melissa.com/twit