Podcasts about q2 earnings

  • 206PODCASTS
  • 537EPISODES
  • 28mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Aug 4, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about q2 earnings

Show all podcasts related to q2 earnings

Latest podcast episodes about q2 earnings

The Watson Weekly - Your Essential eCommerce Digest
August 4th, 2025: Bigcommerce Rebrands as Just Commerce, UPS Q2 Earnings Highlights Strange Economic Times, Last Flight of the Aggregator: OpenStore Valuation Burns, and Amazon Pulled out of Google Shopping for AI, not for Advertising

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Aug 4, 2025 12:02


Today on our show:Bigcommerce Rebrands as Just CommerceUPS Q2 Earnings Highlights Strange Economic TimesLast Flight of the Aggregator: OpenStore Valuation BurnsAmazon Pulled out of Google Shopping for AI, not for Advertising- 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

Unchained
In Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What's Next? - Ep. 879

Unchained

Play Episode Listen Later Aug 2, 2025 51:39


Strategy posted a record $10 billion in net income. Coinbase missed estimates and stock dropped. But analysts say both tell a deeper story about how crypto companies are adapting. It's earnings season in crypto—and the stories couldn't be more different. Strategy (formerly MicroStrategy) just posted $10 billion in net income, boosted by Bitcoin's price and new fair value accounting rules. But can the company keep this up? Coinbase missed Q2 estimates, sending its stock down. Yet Owen Lau of Oppenheimer says the long-term setup may be more bullish than the market thinks. In this double interview, Unchained's Steven Ehrlich sits down with: Lance Vitanza from TD Cowen to break down Strategy's accounting shift, capital markets evolution, and whether its growing BTC pile presents systemic risks Owen Lau from Oppenheimer to unpack Coinbase's earnings miss, how new bank partnerships may remake it as a TradFi infrastructure provider, and why Q3 may tell a different story Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Mantle FalconX Guests: Lance Vitanza, Lance Vitanza, Managing Director & Director of Equity Research at TD Cowen Owen Lau, Executive Director and Senior Analyst in the equity research department of Oppenheimer & Co Learn more about your ad choices. Visit megaphone.fm/adchoices

Late Confirmation by CoinDesk
THE MINING POD: MARA's Q2 Earnings, In-Kind BTC ETFs, Bitmain's U.S. Manufacturing Moves

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 1, 2025 35:08


MARA beat expectations for Q2, the SEC approves in-kind BTC ETFs, and Bitmain is shipping more raw materials to the U.S.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.Subscribe to our newsletter! **Notes:**• Mara revenue up 12% to $238.5M in Q2• Bitcoin at $118k with hash rate at 900 EH/s• Hash price around $58.70/PH/day• Fees represent only 1% of block subsidy• Bitmain shipped 187 tons of parts to US• SEC approves in-kind BTC ETFsTimestamps:00:00 Start02:24 Difficulty Report by Luxor06:21 MARA Q2 earnings call14:29 Cleanspark15:01 SEC in-kind Bitcoin ETF approval20:43 Bitmain is shipping in Antminer parts to the US28:30 Pure-play miners to outperform as HPC hybrids

Always Off Brand
“Amazon Q2 Earnings 2025 Scotty O Recap Rant!”

Always Off Brand

Play Episode Listen Later Aug 1, 2025 41:28


Scotty O traditional Amazon earnings call commentary and opinion on the call. No other breakdown quite like this one. Satire and mostly made for fun.  Enjoy 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 eTail Boston! https://etaileast.wbresearch.com/ REGISTER NOW and get 20% off use the CODE: ALWAYSOFFBRAND Quickfire Podcast Network Shows: Brain Driven Brands  YouTube: https://www.youtube.com/@SarahLevinger Apple: https://podcasts.apple.com/us/podcast/brain-driven-brands/id1752169629   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.  

Swan Signal - A Bitcoin Podcast
MSTR's Q2 Earnings: A Bitcoin Milestone

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Aug 1, 2025 63:41


MicroStrategy's new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so farStretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capitalDiscussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheetsAlex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holdingRay Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital goldThe IMF's energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin's use of stranded/wasted energyU.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalledCoinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategyGalaxy Digital's $9B sale of 80K BTC had limited impact, showing Bitcoin's market depth and growing institutional demandTucker Carlson's discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Hashr8 Podcast
MARA's Q2 Earnings, In-Kind BTC ETFs, Bitmain's U.S. Manufacturing Moves

Hashr8 Podcast

Play Episode Listen Later Aug 1, 2025 35:08


Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots. Subscribe to our newsletter!  **Notes:** • Mara revenue up 12% to $238.5M in Q2 • Bitcoin at $118k with hash rate at 900 EH/s • Hash price around $58.70/PH/day • Fees represent only 1% of block subsidy • Bitmain shipped 187 tons of parts to US • SEC approves in-kind BTC ETFs Timestamps: 00:00 Start 02:24 Difficulty Report by Luxor 06:21 MARA Q2 earnings call 14:29 Cleanspark 15:01 SEC in-kind Bitcoin ETF approval 20:43 Bitmain is shipping in Antminer parts to the US 28:30 Pure-play miners to outperform as HPC hybrids

Vertical Research Advisory
VRA Investing Podcast: Tech Earnings, Market Insights, and Where Opportunities Await - Tyler Herriage - July 31, 2025

Vertical Research Advisory

Play Episode Listen Later Jul 31, 2025 22:43


In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell's policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

Next Level Facebook Ads Podcast
Bonus Episode: Meta's 2025 Q2 Earnings: What Advertisers Need to Know

Next Level Facebook Ads Podcast

Play Episode Listen Later Jul 30, 2025 3:24


Today, Meta announced their earnings report for the 2nd 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

Moving Markets: Daily News
Solid earnings, growth upgrade, and a sell-off

Moving Markets: Daily News

Play Episode Listen Later Jul 30, 2025 12:41


European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today's Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:24) - Markets wrap-up: Jan Bopp, Investment Writing (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research (11:32) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

BioSpace
Sarepta Gets Reprieve, RFK Jr.'s New Changes, Roche's Alzheimer's Comeback and Q2 Earnings

BioSpace

Play Episode Listen Later Jul 30, 2025 19:17


The Sarepta saga continued into another week as the FDA recommended that the voluntary hold on the company's Duchenne muscular dystrophy gene therapy be lifted for ambulatory patients, after determining that the death of an 8-year-old Brazilian Duchenne patient who had received Elevidys' was not caused by the drug.  Sarepta's stock has swung wildly and its transparency questioned after it elected not to reveal the death of a third patient—a participant in a trial of a gene therapy for limb girdle muscular dystrophy—during a business update last week.    Speaking of entities—or individuals—who have trouble staying out of the news, Health Secretary Robert F. Kennedy Jr. plans to dissolve the U.S. Preventive Services Task Force because it is “too woke.” Also on Monday, Kennedy addressed what he called the “broken” vaccine injury compensation program. Without offering details, he vowed to “fix” the U.S.'s VICP and return it to its “original Congressional intent.”   On the business side of the biopharma house, Q2 earnings are in full swing, with AstraZeneca announcing estimate-beating numbers and CEO Pascal Soriot saying the world “needs to share” in global pharma R&D, while Merck cut $3 billion to support an aggressive launch schedule. Meanwhile, a week ahead of its own earnings report, Novo Nordisk named a new CEO and lowered its 2025 sales guidance for the second time this year.   In clinical development, the Alzheimer's Association Annual Conference is underway in Toronto, with Roche's trontinemab the standout so far. In a Phase Ib/IIa trial, the next-gen anti-amyloid antibody rapidly cleared amyloid from the brains of patients with Alzheimer's disease after just seven months—besting the 18-month timeframe for Biogen and Eisai's Leqembi and Eli Lilly's Kisunla. While Leqembi and Kisunla have shown some progress is slowing down the progression of Alzheimer's, their effect size is modest and they don't work for all patients—leaving plenty of room for symptomatic treatments, such as those being developed by Bristol Myers Squibb and Acadia Pharmaceuticals. The space is gearing up for several readouts, for both symptomatic and disease-modifying therapies alike.   And in BioPharm Executive this week, we dig into the top VC rounds so far this year and highlight a few scrappy biotechs walking the solo road.  

Beyond Markets
The Week in Markets: All-time highs for the S&P 500 Equal Weight index, a positive sign

Beyond Markets

Play Episode Listen Later Jul 28, 2025 12:29


So far this month, the S&P 500 index has returned more than twice its long-term average return for July. Notably, the S&P 500 Equal Weight index, which gives equal importance to small and large companies alike, reached two all-time highs last week from none for this year. The index's two largest sectors are industrials and financials, sectors that follow the ups and downs of the overall economy. When many stocks are participating in an uptrend, it usually means the uptrend is stronger.Meanwhile, the recent US-EU trade deal, which includes a 15% tariff on European goods, should put pressure on Mexico and Canada to get deals done by the Friday deadline. However, negotiations may not be as straightforward: Canadian Prime Minister Carney said last week that Canada "will not accept a bad deal", and Trump said, “We haven't really had a lot of luck with Canada. I think Canada could be one where there's just a tariff, not really a negotiation."

Bloor Street Capital - Making Money With Minerals
Henrik Zeberg Short Term Bullish Long Term Negative (Very Negative)

Bloor Street Capital - Making Money With Minerals

Play Episode Listen Later Jul 28, 2025 54:26


In this interview Henrik Zeberg provides his latest update on the S&P, Nasdaq, gold, oil and bitcoin. Let me know if you agree or disagree with Henrik's views in the comment section below. Watch on YouTube: https://bit.ly/3GrfBa1Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...Follow Jimmy Connor:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCapChapters 00:00 Intro03:30 Q2 Earnings 05:38 S&P Top By Year End08:11 Economic Outlook13:47 Health of Consumer17:58 Canadian Economy23:56 Fed Behind the Curve28:42 Billionaires in the U.S.31:38 Jeffrey Gundlach 35:50 Gold Target 38:07 U.S. Dollar Target 39:40 Bitcoin Target 47:56 I'm Very Bullish 49:00 Summary50:09 Speculation50:38 Market Will Collapse 50%52:27 Felix Zulauf53:21 Conclusion*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of July, 2025 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Ride the Lightning: Tesla Motors Unofficial Podcast
Episode 521: Q2 Earnings Call Recap, Highlights, and Analysis

Ride the Lightning: Tesla Motors Unofficial Podcast

Play Episode Listen Later Jul 27, 2025 110:35


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

Stock Market Buy Or Pass?
Google Q2 Earnings Is BULLISH FOR AI STOCK INVESTORS!

Stock Market Buy Or Pass?

Play Episode Listen Later Jul 24, 2025 12:37


AI Semiconductor investors are closely watching Google's parent company ALPHABET STOCK following their earnings report. This ALPHABET STOCK EARNINGS report is closely tied to the performance of AI stocks. Don't forget to do your own research before investing in the STOCK MARKET. Bullish for Nvidia NVDA Stock and Broadcom AVGO Stock.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $GOOGLDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Kyle Rodda, Senior Financial Market Analyst at Capital.com breaks down the Q2 earnings from Alphabet, Tesla, and IBM. He outlines the bright spots and weaknesses from the numbers. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Bloomberg Talks
GM CFO Paul Jacobson Talks Q2 Earnings

Bloomberg Talks

Play Episode Listen Later Jul 22, 2025 7:22 Transcription Available


General Motors CFO Paul Jacobson speaks on the company's second quarter earnings, effect of Trump's tariffs on EV sales, and profits with Bloomberg's Katie Greifeld and Sonali BasakSee omnystudio.com/listener for privacy information.

The Dan Rayburn Podcast
Episode 137: Detailing Netflix's Q2 Earnings; Deltatre Plans to Acquire Endeavor Streaming

The Dan Rayburn Podcast

Play Episode Listen Later Jul 21, 2025 57:35


This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team regarding measuring household engagement, its upcoming interactive ad launch, the impact of the recent price hike, its deal with TF1, and the acquisition of content assets. We also detail NBCU's decision to raise Peacock's monthly subscription by $3, as well as the new US-based SVOD service from the BBC. Finally, we discuss Deltatre's plans to acquire Endeavor Streaming, which raises questions about the state of Deltatre's business, as no metrics have been provided since its acquisition in 2022.Podcast produced by Security Halt Media

IBA's Aviation Podcast
IBA Insider: Wizz Air Retreats, COMAC Boosted, and US Q2 Earnings Kick Off

IBA's Aviation Podcast

Play Episode Listen Later Jul 18, 2025 35:02


In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest headlines shaping global aviation.They discuss Wizz Air's sudden exit from Abu Dhabi, what the lifting of the US ban on GE aero-engine exports means for COMAC, and broader market pressures facing the industry.Tune in for expert insight into what these developments signal for airlines, manufacturers, and investors.Have questions or want to learn more? Get in touch with the IBA team at marketing@iba.aero. For more information on our US-focused webinar, please visit our website: https://www.iba.aero/resources/webinars/ibas-webinar-aviation-in-the-americas-credit-capacity-and-capital/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Squid Game helps Netflix beat Wall Street Q2 earnings targets; Japanese investors nervous ahead of Sunday's elections, doubling of rice prices in June; US set to impose 93.5% duty on China battery material; DBS, Food Empire, OCBC, Wilmar Int

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Jul 18, 2025 17:42


Singapore shares moved higher today amid mixed trading in the region. The Straits Times Index was up 0.54% at 4,184.04 points at 12.53pm Singapore time, with a value turnover of S$607.68M seen in the broader market. In terms of counters to watch, we have Food Empire, after the group today announced its partnership with Santan Food Services, a brand under an AirAsia unit, to co-develop and launch a range of ready-to-drink beverages. Elsewhere, from more on Netflix’s latest quarterly earnings to how the US Commerce Department is set to impose preliminary anti-dumping duties of 93.5 per cent on Chinese imports of graphite, a key battery component, more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

Earnings Outlook
Is the Q2 Earnings Bar Set Too Low?

Earnings Outlook

Play Episode Listen Later Jul 17, 2025 15:34


We discuss the Q2 earnings season and whether expectations may have been too low.

Vertical Research Advisory
VRA Investing Podcast: "War Zone" Preview, CPI Data, and Q2 Earnings - Kip Herriage - July 15, 2025

Vertical Research Advisory

Play Episode Listen Later Jul 15, 2025 19:36


In today's episode, Kip calls out the mainstream financial media for their take on inflation and the impact of Trump's tariffs, sharing his unfiltered views on the Federal Reserve and Jay Powell's role in the current economic landscape. He also recaps the start of Q2 earnings and shares his outlook for the quarter. Tune into today's podcast to learn more

Full Court Finance
3 Stocks to Buy Before Q2 Earnings and Hold Forever: TSM, NFLX, FAST

Full Court Finance

Play Episode Listen Later Jul 10, 2025 20:54


Today's Full Court Finance at Zacks dives into three stocks—Fastenal (FAST), Taiwan Semiconductor Manufacturing Co. (TSM), and Netflix, Inc. (NFLX)—to buy heading into their second-quarter earnings releases and hold. These three stocks offer investors unique exposure for long-term upside across various areas of the economy that aren't going out of style.  (0:15) - Stock Market Update: Everything You Need To Know Right Now (3:50) - Is Fastenal Stock A Strong Long-term Buy and Hold Investment? (10:05) - Buy This Semiconductor Powerhouse Stock Now? (14:15) - Should You Buy Netflix As It Continues To Crush Tech?               Podcast@Zacks.com

Moving Markets: Daily News
Stocks stay put and yields rise as tariffs are back in vogue

Moving Markets: Daily News

Play Episode Listen Later Jul 9, 2025 16:01


Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made ahead of the 1st August deadline for reciprocal tariffs. Nevertheless, government bond yields are rising across major markets due to potential inflationary pressures triggered by the tariffs and a broader re-evaluation of risk appetite. To provide insight into these developments, Dario Messi, Head of Fixed Income Research, discusses why he remains relatively unfazed by the increase in yields, while Mathieu Racheter, Head of Equity Strategy, shares his outlook for the upcoming Q2 earnings reporting season.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:28) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:01) - Bond market update: Dario Messi, Head of Fixed Income Research (10:49) - Q2 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research (14:53) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

FomoCast
Disneyland Abu Dhabi Here We Come!

FomoCast

Play Episode Listen Later May 8, 2025 73:32


Chris and Tim come at you after a week off and are talking about the Q2 Earnings for Disney, The announcement of a new and technologically advanced Disneyland coming to Abu Dhabi, and the changes coming to Call of Duty. The guys also talk about how Fortnite is coming back to iOS and also the sentencing of the former Disney Employee who altered menus and displays in restaurants at Disney World.

Lance Roberts' Real Investment Hour
2-27-25 Nvidia Beats - What Now

Lance Roberts' Real Investment Hour

Play Episode Listen Later Feb 27, 2025 46:20


Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #MarketVolatility #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
2-27-25 Nvidia Beats - What Now?

The Real Investment Show Podcast

Play Episode Listen Later Feb 27, 2025 46:21


Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here:  https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #EstatePlanning #InheritanceTips #WealthManagement #FinancialLegacy #TrustsAndWills #RaisingChickens #RentaChicken #EggPrices #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends  #InvestingAdvice #Money #Investing

Windows Weekly (MP3)
WW 918: Casa Chaos - FY25 Q2 earnings, reasoning models, deprecation

Windows Weekly (MP3)

Play Episode Listen Later Feb 5, 2025 166:53


FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

Windows Weekly (Video HI)
WW 918: Casa Chaos - FY25 Q2 earnings, reasoning models, deprecation

Windows Weekly (Video HI)

Play Episode Listen Later Feb 5, 2025 166:53


FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

Yet Another Value Podcast
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood

Yet Another Value Podcast

Play Episode Listen Later Aug 23, 2024 57:55


Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water management, energy and electrification. For more information about Clayton Partners, please visit: https://www.claytonpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:10] What is Mattr Corp. and why are they so interesting to Brian and Jason [5:23] When Jason and Brian look at Mattr Corp, what they think they're seeing that the market is missing that's going to lead to alpha generation here? [10:57] Switching to US listing and what Jason likes about IFRS better than GAAP [15:07] $MATR.TO comparison to TerraVest [19:34] What's the secret sauce that doesn't make $MATR.TO just another commodity business [26:45] Auto manufacturer vertical [29:56] Growth runway [34:05] How much is Mattr a bet on the business vs. management team for Clayton Partners / stealth AI potential here [43:13] Q2 Earnings and conference call [51:30] $MATR.TO final thoughts and capital allocation strategy Today's sponsor: Tegus If you've been reading my newsletters, you know how often I rely on Tegus for my research. It's truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you're curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It's packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you're interested in. You'll find perspectives from insiders and executives that you simply can't get anywhere else. To see Tegus in action and understand why it's my go-to resource, visit Tegus.com/value – that's T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you'll never look back.

Always Off Brand
“Amazon Q2 Earnings Scotty O Style!”

Always Off Brand

Play Episode Listen Later Aug 15, 2024 57:40


Back again, by popular demand after the 2024 Q1 Amazon earnings episode. Scotty O takes a “unique” look at the 2024 Q2 earnings report from Amazon CEO Andy Jassy and CFO Brian Olsavsky. This is some serious commentary and a lot of kidding around as Scott has been selling over 200 brands for the last 18yrs on Amazon. Always Off Brand is Ecommerce Simplified, Learn & Laugh!    Our SPONSOR is back! They are back MAGIC MIND!!  Go to their website! https://magicmind.com/pages/hp-v1   Scott has been using Magic Mind and is the best MENTAL PERFORMANCE Shot there is out there! Our listeners get a FREE trial offer to try out Magic Mind for yourself and get the mental performance you want! Get a 3 sample pack for free! And now you can get 20% off one-time purchase and subscriptions.    CODES: ALWAYSOFF20 -  https://magicmind.com/ALWAYSOFF20   - 20% off for one-time purchases and subscriptions- the rest of the episodes   ALWAYSOFFTRIAL -  https://magicmind.com/ALWAYSOFFTRIAL  - get a 3 sample pack for free- 1st episode 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 16 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 29 years in retail, online and has launched over 200 brands on Amazon. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. 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 based out of North Carolina and has worked in multiple product categories and has also worked on the brand side and started with Nordstrom on the retail floor.  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.    

The Watson Weekly - Your Essential eCommerce Digest
August 12th, 2024: Amazon reports Q2 earnings, Allbirds reports financial results, Amazon signs deal with Pinterest and TikTok, and Shopify crushes its earnings

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later Aug 12, 2024 15:38


Today on our show:Amazon reports Q2 earningsAllbirds reports financial resultsAmazon signs deal with Pinterest and TikTokShopify crushes its earningsAnd finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

The Drill Down
Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)

The Drill Down

Play Episode Listen Later Aug 9, 2024 5:59


Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)

The Drill Down

Play Episode Listen Later Aug 9, 2024 6:10


Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)

The Drill Down

Play Episode Listen Later Aug 8, 2024 4:57


Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)

The Drill Down

Play Episode Listen Later Aug 8, 2024 6:17


Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Windows Weekly (MP3)
WW 893: The WordStar Look - Intel Q2 Earnings, Security Core Priority, Legent

Windows Weekly (MP3)

Play Episode Listen Later Aug 7, 2024 166:13


It's the last Windows Weekly in the TWiT Eastside Studio! The Week D mystery continues in this episode. And Windows Insider has had a relatively quiet week. Intel is in trouble, with stock price dropping over 25 percent! WordStar is back, but the big news here is the documentation archive. Also, Paul thinks the improved Reader mode in Firefox 129 is pretty sweet. Windows 11 Last week, Microsoft issued Week D update for 22H2/23H2 late Last week, Microsoft issued 24H2 build to the Release Preview channel but nothing for Week D. Paul speculated this would replace the Weed D update, head to stable in August Since then, Microsoft quietly issued Week D update for 24H2 one week late (on last day of July) Speculation was correct: These are all the same thing, with the same new features, most CFRs Microsoft's release schedule gets even more chaotic. It's been missing the Week D Tuesday release schedule more often than not in recent months BIG update to the Microsoft Store in Canary and Dev today Hardware Snapdragon X is a huge leap forward for the PC, but Apple/MacBook Air still have big advantages AMD's new chips are getting rave reviews Intel is on track for Lunar Lake in September Intel earnings crater, with layoffs, cost reductions Stock price drop second worst in corporate history Intel extends Core processor Gen 13/14 warranty by 2 years (PC bundles only) Core processor warranty is extended to retail sales Surface Laptop 7, Surface Pro 11 for Business available for preorder Microsoft 365 The new Outlook is now generally available and the Microsoft community celebrates in the streets Antitrust/Corporate Google found guilty of abusing its Search monopoly Big point: Google's revenue share deals with Apple, etc. Could this kill Mozilla? Microsoft and Bing come up over 500 times (!) in the ruling. Obsessed much? Apple would like to have its antitrust case dismissed. Good luck with that Context: The paradox of antitrust Thanks to Manifest V3, ad- and tracker- blocking in Chrome is going to get less effective Microsoft: We are STILL serious about security. No, really Arm revenues up 39 percent to $939 million Qualcomm up 11 precent to $9.4 billion Apple up 4.9 percent to 85.8 billion in revenues Amazon up 10 percent to $148 billion Xbox Microsoft promises over 50 playable games at Gamerscom this month in Germany, ahead of IFA Valorant is a free-to-play shooter now available on Xbox Series X|S Crash Bandicoot N. Sane Trilogy, more comes to Xbox Game Pass Sony sold 2.4 million PS5s in the quarter, total at 61.7 million Nintendo sold 2.1 million Switch consoles, total at 143.42 million Tips and Picks Tip of the week: You can experience WordStar for MS-DOS again App pick of the week: Web browser updates RunAs Radio this week: Optimizing Cloud Recovery Costs with Natalie Serebryakova Brown liquor pick of the week: Legent Bourbon 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. Sponsor: 1password.com/windowsweekly

The Drill Down
Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)

The Drill Down

Play Episode Listen Later Aug 7, 2024 4:35


Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)

The Drill Down

Play Episode Listen Later Aug 7, 2024 4:41


Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)

The Drill Down

Play Episode Listen Later Aug 7, 2024 6:28


Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)

The Drill Down

Play Episode Listen Later Aug 7, 2024 7:25


Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)

The Drill Down

Play Episode Listen Later Aug 7, 2024 5:35


Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

The Drill Down

Play Episode Listen Later Aug 6, 2024 4:38


Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

The Drill Down

Play Episode Listen Later Aug 6, 2024 4:32


Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)

The Drill Down

Play Episode Listen Later Aug 6, 2024 4:21


Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)

The Drill Down

Play Episode Listen Later Aug 6, 2024 5:01


Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down
Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)

The Drill Down

Play Episode Listen Later Aug 6, 2024 5:34


Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Ecomcrew Ecommerce Podcast
E562: Prime Day & Q2 Results 2024 - REAL NUMBERS

The Ecomcrew Ecommerce Podcast

Play Episode Listen Later Aug 5, 2024 25:17


With Prime Day over and Amazon's Q2 earnings report revealed, Dave recaps how his Prime Day went and what does means for the future of third party sellers on Amazon.    Today's episode is sponsored by Clearco, a company that provides ecommerce businesses with working capital to fund inventory, marketing, shipping and logistics, and more! Check them out today!    Prime Day 2024 was touted as the biggest shopping event ever, with record sales and more items sold than any previous Prime Day.   But who were the real winners of Prime Day?    Today, Dave talks about his personal Prime Day experience, how Amazon missed their estimates for Q2, and what that means for third party sellers.    The Big Takeaway Amazon's Q2 earnings showed sluggish growth in online store revenue and missed estimates for the "third-party seller services and advertising revenue" section. This might mean more fees in Q3.  Prime Day 2024 was the biggest shopping event ever, but its impact on overall sales is questionable as consumers may be delaying their purchases. Buy Now, Pay Later options are gaining popularity, accounting for 7.6% of all orders during Prime Day. Amazon Basics was the most searched for brand during Prime Day, indicating consumers' demand for low priced products.  Apparel is emerging as a strong category on Amazon, potentially due to Amazon's response to Temu and Shein.  Timestamps 00:00 - Introduction: Amazon's Q2 Earnings and Prime Day 2024 03:06 - Sluggish Growth and Missed Estimates 09:47 - Prime Day 2024: The Biggest Shopping Event Ever? 13:02 - The Rise of Buy Now, Pay Later 17:42 - Amazon Basics: The Most Searched for Brand on Prime Day 21:24 - Apparel: A Strong Category on Amazon   As always, if you have any questions or anything that you need help with, reach out to us at support@ecomcrew.com if you're interested.    Don't forget to leave us a review on iTunes if you enjoy our content. If you have any questions, send us an email at support@ecomcrew.com. We'd love to help you in any way we can.    Thanks for listening! Until next time, happy selling!

Next Level Facebook Ads Podcast
Bonus Episode: Meta's Q2 Earnings: What Advertisers Need to Know

Next Level Facebook Ads Podcast

Play Episode Listen Later Jul 31, 2024 3:55


In this special quarterly episode recorded on Wednesday, July 31, 2024, I dive into Meta's latest earnings report and what it means for advertisers. I'll break down the impressive numbers, including a remarkable rise in advertising revenue and a mind blowing daily active people/users number. Learn why Facebook and Instagram continue to be the top platforms for digital advertising. Website: https://philgrahamdigital.com

Ride the Lightning: Tesla Motors Unofficial Podcast
Episode 469: Tesla Q2 Earnings Call Recap and Analysis

Ride the Lightning: Tesla Motors Unofficial Podcast

Play Episode Listen Later Jul 28, 2024 104:59


Tesla held its quarterly shareholder meeting, and as always I've got a recap, highlights, and analysis from what CEO Elon Musk and the Tesla executive team had to say about Q2 2024. Plus: Cybertruck test drives have begun, 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 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 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. The Tesla raffle from ChesedChicago is back! For your chance to win a Tesla (including a Cybertruck!) or $50,000 cash and help a great cause in the process, head to https://ccraffle.com, where you can get $25 off two tickets or $500 off of 15 tickets by using the promo code “RTL” (without the quotes).  Go to 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). 

Beyond Markets
The week in markets: The start of Q2 earnings beckons

Beyond Markets

Play Episode Listen Later Jul 1, 2024 6:59


In this episode, we provide some highlights of what happened during the 1st US presidential debate of 2024 and what to expect from a very heavy macro data week.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).