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

BYND Stock: Revenue Misses by 2% — Q1 2026 Earnings Analysis 07.05.2026 18:09

## Chapters 0:00 The Beyond Meat Story 3:37 Earnings Overview Beyond Meat just reported Q1 2026 earnings — revenue misses by 2%. The mixed results raise questions — here's our full breakdown of what it means for BYND. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $58M vs $60...

FLUT Stock: EPS Beats by 12% — Q1 2026 Earnings Analysis 07.05.2026 18:34

## Chapters 0:00 The Flutter Entertainment Story 3:57 Earnings Overview Flutter Entertainment just reported Q1 2026 earnings — eps beats by 12%. Here's what the double beat means for FLUT 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:...

SYM Stock: EPS Misses Estimates — Q2 FY2026 07.05.2026 18:35

## Chapters 0:00 The Symbotic Story 3:55 Earnings Overview Symbotic just reported Q2 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for SYM. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $676M vs $663M e...

SRPT Stock: EPS Beats by 190% — Q1 2026 Earnings Analysis 07.05.2026 18:40

## Chapters 0:00 The Sarepta Therapeutics Story 3:54 Earnings Overview Sarepta Therapeutics just reported Q1 2026 earnings — eps beats by 190%. Here's what the double beat means for SRPT 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:...

PAYC Stock: EPS Beats by 11% — Q1 2026 Earnings Analysis 07.05.2026 17:34

## Chapters 0:00 The Paycom Story 3:57 Earnings Overview Paycom Software just reported Q1 2026 earnings — eps beats by 11%. Here's what the double beat means for PAYC 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: $572M vs $562M expec...

SEDG Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 07.05.2026 18:28

## Chapters 0:00 The SolarEdge Story 3:57 Earnings Overview SolarEdge Technologies just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for SEDG. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3...

CART Stock: EPS Beats by 46% — Q1 2026 Earnings Analysis 07.05.2026 18:25

## Chapters 0:00 The Instacart Story 3:55 Earnings Overview Instacart just reported Q1 2026 earnings — eps beats by 46%. Here's what the double beat means for CART 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: $1.0B vs $950M expected...

QSR Stock: Revenue Up 8% — Q1 2026 Earnings Analysis 07.05.2026 17:50

## Chapters 0:00 The Restaurant Brands Story 3:57 Earnings Overview Restaurant Brands International just reported Q1 2026 earnings — revenue up 8%. Here's what the double beat means for QSR 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: • Revenu...

BROS Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis 07.05.2026 17:22

## Chapters 0:00 The Dutch Bros Story 3:38 Earnings Overview Dutch Bros just reported Q1 2026 earnings — eps beats by 7%. Here's what the double beat means for BROS 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: $464M vs $450M expecte...

NYT Stock: EPS Beats by 30% — Q1 2026 Earnings Analysis 07.05.2026 17:22

## Chapters 0:00 The New York Times Story 3:41 Earnings Overview New York Times just reported Q1 2026 earnings — eps beats by 30%. Here's what the double beat means for NYT 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: $712M vs $697M...

ALB Stock: EPS Beats by 148% — Q1 2026 Earnings Analysis 07.05.2026 17:57

## Chapters 0:00 The Albemarle Story 3:47 Earnings Overview Albemarle just reported Q1 2026 earnings — eps beats by 148%. Here's what the double beat means for ALB 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: $1.4B vs $1.3B expected...

AXON Stock: $0.8B Revenue — Q1 2026 Earnings Analysis 07.05.2026 17:34

## Chapters 0:00 The Axon Enterprise Story 3:35 Earnings Overview Axon Enterprise just reported Q1 2026 earnings — $0.8b revenue. Here's what the double beat means for AXON 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: $807M vs $778M...

Z Stock: EPS Beats by 73% — Q1 2026 Earnings Analysis 07.05.2026 18:25

## Chapters 0:00 The Zillow Group Story 3:42 Earnings Overview Zillow Group just reported Q1 2026 earnings — eps beats by 73%. The mixed results raise questions — here's our full breakdown of what it means for Z. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $708M vs $720M e...

NVO Stock: Record $15.0B Revenue — Q1 2026 Earnings Analysis 07.05.2026 18:00

## Chapters 0:00 The Novo Nordisk Story 3:53 Earnings Overview Novo Nordisk just reported Q1 2026 earnings — record $15.0b revenue. Here's what the double beat means for NVO 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: $15.0B vs $11...

IONQ Stock: Revenue Up 28% — Q1 2026 Earnings Analysis 07.05.2026 17:35

## Chapters 0:00 The IonQ Story 3:45 Earnings Overview IonQ just reported Q1 2026 earnings — revenue up 28%. The mixed results raise questions — here's our full breakdown of what it means for IONQ. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $65M vs $51M expected (+27.6% b...

SNAP Stock: $1.5B Revenue — Q1 2026 Earnings Analysis 07.05.2026 18:06

## Chapters 0:00 The Snap Inc Story 3:37 Earnings Overview Snap Inc just reported Q1 2026 earnings — $1.5b revenue. Here's what the double beat means for SNAP 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 vs $1.5B expected (+0....

ARM Stock: $1.5B Revenue — Q4 FY2026 Earnings Analysis 07.05.2026 17:46

## Chapters 0:00 The Arm Holdings Story 3:38 Earnings Overview Arm Holdings just reported Q4 FY2026 earnings — $1.5b revenue. Here's what the double beat means for ARM 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 vs $1.5B expe...

GPN Stock: $2.9B Revenue — Q1 2026 Earnings Analysis 07.05.2026 18:51

## Chapters 0:00 The Uber Technologies Story 3:59 Earnings Overview Global Payments just reported Q1 2026 earnings — $2.9b revenue. Here's what the double beat means for GPN 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: $2.9B vs $2.9...

PODD Stock: EPS Beats by 19% — Q1 2026 Earnings Analysis 07.05.2026 18:16

## Chapters 0:00 The Uber Technologies Story 3:51 Earnings Overview Insulet Corporation just reported Q1 2026 earnings — eps beats by 19%. Here's what the double beat means for PODD 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: $752M...

KHC Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 07.05.2026 17:48

## Chapters 0:00 The Uber Technologies Story 3:49 Earnings Overview Kraft Heinz just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for KHC 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: $6.1B vs $5.9B...

NRG Stock: Revenue Up 22% — Q1 2026 Earnings Analysis 07.05.2026 18:16

## Chapters 0:00 The Uber Technologies Story 3:51 Earnings Overview NRG Energy just reported Q1 2026 earnings — revenue up 22%. The mixed results raise questions — here's our full breakdown of what it means for NRG. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.8B vs $6.4...

APO Stock: $5.5B Revenue — Q1 2026 Earnings Analysis 07.05.2026 18:07

## Chapters 0:00 The Uber Technologies Story 3:57 Earnings Overview Apollo Global Management just reported Q1 2026 earnings — $5.5b revenue. Here's what the double beat means for APO 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: $5.5...

JCI Stock: EPS Beats by 6% — Q2 FY2026 Earnings Analysis 07.05.2026 18:17

## Chapters 0:00 The Uber Technologies Story 3:57 Earnings Overview Johnson Controls just reported Q2 FY2026 earnings — eps beats by 6%. Here's what the double beat means for JCI 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: $6.2B vs...

MAR Stock: EPS Beats by 6% — Q1 2026 Earnings Analysis 07.05.2026 18:13

## Chapters 0:00 The Uber Technologies Story 3:56 Earnings Overview Marriott International just reported Q1 2026 earnings — eps beats by 6%. Here's what the double beat means for MAR 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: $6.6...

CVS Stock: Record $100.4B Revenue — Q1 2026 07.05.2026 18:11

## Chapters 0:00 The Uber Technologies Story 3:51 Earnings Overview CVS Health just reported Q1 2026 earnings — record $100.4b revenue. Here's what the double beat means for CVS 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: $100.4B v...