Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1005 episodes

Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.

Author

Colton Thomas

Episodes

STN Stock: EPS Beats by 8% — Q1 2026 Earnings Analysis 14.05.2026 18:33

## Chapters 0:00 The Stantec Story 3:55 Earnings Overview Stantec just reported Q1 2026 earnings — eps beats by 8%. Here's what the double beat means for STN and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.7B vs $1.6B expected (+3.0...

MFC Stock: Revenue Up 6% — Q1 2026 Earnings Analysis 14.05.2026 17:28

## Chapters 0:00 The Manulife Financial Story 3:56 Earnings Overview Manulife Financial just reported Q1 2026 earnings — revenue up 6%. The mixed results raise questions — here's our full breakdown of what it means for MFC. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.8B...

CPA Stock: $1.1B Revenue — Q1 2026 Earnings Analysis 14.05.2026 17:45

## Chapters 0:00 The Copa Holdings Story 3:51 Earnings Overview Copa Holdings just reported Q1 2026 earnings — $1.1b revenue. Here's what the double beat means for CPA and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.1B vs $1.0B expe...

DOCS Stock: EPS Misses Estimates — Q4 FY2026 14.05.2026 17:18

## Chapters 0:00 The Doximity Story 3:48 Earnings Overview Doximity just reported Q4 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for DOCS. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $145M vs $144M...

CSCO Stock: Margins Hit 66% — Q3 FY2026 Earnings Analysis 14.05.2026 18:06

## Chapters 0:00 The Cisco Systems Story 3:56 Earnings Overview Cisco Systems just reported Q3 FY2026 earnings — margins hit 66%. Here's what the double beat means for CSCO and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $15.8B vs $15....

ATAT Stock: EPS Beats by 30% — Q1 2026 Earnings Analysis 13.05.2026 18:37

## Chapters 0:00 The Atour Lifestyle Story 3:56 Earnings Overview Atour Lifestyle just reported Q1 2026 earnings — eps beats by 30%. Here's what the double beat means for ATAT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $408M vs $3...

EOSE Stock: Revenue Up 42% — Q1 2026 Earnings Analysis 13.05.2026 18:58

## Chapters 0:00 The Eos Energy Story 3:57 Earnings Overview Eos Energy just reported Q1 2026 earnings — revenue up 42%. Here's what the double beat means for EOSE and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $57M vs $40M expected (...

WRD Stock: Revenue Up 16% — Q1 2026 Earnings Analysis 13.05.2026 18:56

## Chapters 0:00 The WeRide Story 3:59 Earnings Overview WeRide just reported Q1 2026 earnings — revenue up 16%. Here's what the double beat means for WRD and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $16M vs $14M expected (+16.2% be...

BIRK Stock: EPS Misses Estimates — Q2 FY2026 13.05.2026 18:58

## Chapters 0:00 The Birkenstock Story 3:56 Earnings Overview Birkenstock just reported Q2 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for BIRK. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $668M vs...

GLBE Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 13.05.2026 18:59

## Chapters 0:00 The Global-E Online Story 3:57 Earnings Overview Global-E Online just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for GLBE and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $252M vs $2...

WIX Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 13.05.2026 18:27

## Chapters 0:00 The Wix.com Story 3:54 Earnings Overview Wix.com just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for WIX. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $541M vs $530M expec...

DT Stock: EPS Beats by 5% — Q4 FY2026 Earnings Analysis 13.05.2026 18:46

## Chapters 0:00 The Dynatrace Story 3:55 Earnings Overview Dynatrace just reported Q4 FY2026 earnings — eps beats by 5%. Here's what the double beat means for DT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $532M vs $518M expected...

TSEM Stock: EPS Beats by 18% — Q1 2026 Earnings Analysis 13.05.2026 18:28

## Chapters 0:00 The Tower Semiconductor Story 3:52 Earnings Overview Tower Semiconductor just reported Q1 2026 earnings — eps beats by 18%. Here's what the double beat means for TSEM and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $41...

NBIS Stock: Revenue Up 25% — Q1 2026 Earnings Analysis 13.05.2026 18:32

## Chapters 0:00 The Nebius Group Story 3:58 Earnings Overview Nebius Group just reported Q1 2026 earnings — revenue up 25%. Here's what the double beat means for NBIS and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $399M vs $320M expe...

BABA Stock: EPS Misses Estimates — Q4 FY2026 13.05.2026 17:23

## Chapters 0:00 The Alibaba Group Story 4:00 Earnings Overview Alibaba Group just reported Q4 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for BABA. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $35.3...

PAGS Stock: Revenue Misses by 1% — Q1 2026 Earnings Analysis 13.05.2026 17:31

## Chapters 0:00 The PagSeguro Digital Story 3:58 Earnings Overview PagSeguro Digital just reported Q1 2026 earnings — revenue misses by 1%. We break down what went wrong and whether PAGS can recover. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $660M vs $670M expected (-1....

REZI Stock: EPS Beats by 8% — Q1 2026 Earnings Analysis 13.05.2026 16:31

## Chapters 0:00 The Resideo Technologies Story 3:57 Earnings Overview Resideo Technologies just reported Q1 2026 earnings — eps beats by 8%. Here's what the double beat means for REZI and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1...

KRMN Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 13.05.2026 16:39

## Chapters 0:00 The Karman Holdings Story 3:51 Earnings Overview Karman Holdings just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for KRMN. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $15...

FNV Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 13.05.2026 16:01

## Chapters 0:00 The Franco-Nevada Story 3:48 Earnings Overview Franco-Nevada just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for FNV and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $651M vs $595M e...

OKLO Stock: Earnings Deep Dive — Q1 2026 Earnings Analysis 13.05.2026 15:28

## Chapters 0:00 The Oklo Story 3:32 Earnings Overview Oklo just reported Q1 2026 earnings — earnings deep dive. Here's what the double beat means for OKLO and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • EPS: $-0.19 vs $-0.20 expected (-5.0% be...

JD Stock: EPS Beats by 48% — Q1 2026 Earnings Analysis 12.05.2026 14:52

## Chapters 0:00 The JD.com Story 3:46 Earnings Overview JD.com just reported Q1 2026 earnings — eps beats by 48%. Here's what the double beat means for JD and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $45.8B vs $45.0B expected (+1.9...

ONON Stock: EPS Beats by 38% — Q1 2026 Earnings Analysis 12.05.2026 14:44

## Chapters 0:00 The On Holding Story 3:43 Earnings Overview On Holding just reported Q1 2026 earnings — eps beats by 38%. Here's what the double beat means for ONON and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.1B vs $1.1B expect...

SE Stock: EPS Beats by 12% — Q1 2026 Earnings Analysis 12.05.2026 14:29

## Chapters 0:00 The Sea Limited Story 3:43 Earnings Overview Sea Limited just reported Q1 2026 earnings — eps beats by 12%. Here's what the double beat means for SE and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.1B vs $6.6B expect...

ARMK Stock: $4.9B Revenue — Q2 FY2026 Earnings Analysis 12.05.2026 14:06

## Chapters 0:00 The Aramark Story 3:48 Earnings Overview Aramark just reported Q2 FY2026 earnings — $4.9b revenue. Here's what the double beat means for ARMK and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $4.9B vs $4.8B expected (+2....

ZBRA Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 12.05.2026 13:57

## Chapters 0:00 The Zebra Technologies Story 3:46 Earnings Overview Zebra Technologies just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for ZBRA and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.5B...