The Quarterly Call
The Quarterly Call
The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes only and should not be interpreted as financial or investment advice. We are not financial advisors, and any strategies, insights, or information discussed do not constitute a recommendation to buy, sell, or hold any financial instruments.
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26 apr 2026
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Avsnitt
Alibaba Q1 2026 Earnings: AI, Cloud, and Consumption Transformation 04.09.2025 18:11
The primary focus of the discussion revolves around Alibaba's strategic investments in two key pillars: AI + Cloud and a comprehensive consumption platform , which includes significant expansion in quick commerce . Management highlights the solid growth in their cloud business, driven by accelerated AI demand , and details the synergies and future potential of their integrated e-com...
Snowflake Q2 2026 Earnings: AI Drives Growth 04.09.2025 26:33
Key topics include strong product revenue growth, the acceleration of AI adoption within the enterprise, and strategic investments in sales and marketing . The participants address financial metrics like product revenue, net revenue retention, and operating margins , along with competitive dynamics and the sustainability of their core analytics market . The call highlights Snowflake's comm...
Palo Alto Networks: Q4 2025 Earnings, Cybersecurity in AI 19.08.2025 27:03
The call focuses on the company's strong financial performance, particularly its record-breaking revenue run rate in cybersecurity and the success of its "platformization" strategy . A significant portion of the discussion addresses the company's innovation in AI security and the strategic acquisition of CyberArk to enhance identity security in the evolving threat landscap...
Datadog_Q2_2025__AI-Driven_Growth,_Integrated_Security,_and_a_Deep_Dive_into_Cloud_Observability 09.08.2025 29:47
Datadog_Q2_2025__AI-Driven_Growth,_Integrated_Security,_and_a_Deep_Dive_into_Cloud_Observability
Toast Q2 2025 09.08.2025 23:34
Toast Q2 2025
Block Q2 2025 09.08.2025 31:42
Block Q2 2025
DoorDash Q2 2025 Earnings 07.08.2025 23:30
DoorDash Q2 2025 Earnings
Airbnb Q2 2025 Earnings 07.08.2025 25:14
Airbnb Q2 2025 Earnings
Uber Q2 2025 Earnings 07.08.2025 27:47
Uber Q2 2025 Earnings
AMD Q2 2025 Earnings 06.08.2025 26:22
AMD Q2 2025 Earnings
Arista Networks Q2 2025 06.08.2025 20:13
Arista Networks Q2 2025
Xometry Q2 2025 Earnings 06.08.2025 30:50
Xometry Q2 2025 Earnings
MercadoLibre Q2 2025 Earnings 05.08.2025 26:54
MercadoLibre Q2 2025 Earnings
Palantir Technologies_ Q2 2025 Earnings 05.08.2025 34:29
Palantir Technologies_ Q2 2025 Earnings
Powell's Press Conference_ Monetary Policy and Economic Outlook 04.08.2025 31:55
Powell's Press Conference_ Monetary Policy and Economic Outlook
Robinhood Markets Q2 2025 Earnings 02.08.2025 23:37
Robinhood Markets Q2 2025 Earnings
QUALCOMM Q3 2025 Earnings 02.08.2025 24:54
QUALCOMM Q3 2025 Earnings
KLA Corp Q4 2025 Earnings 02.08.2025 21:42
KLA Corp Q4 2025 Earnings
Apple's Q3 2025: Record Revenue, AI, and Global Growth 01.08.2025 23:14
Apple's Q3 2025: Record Revenue, AI, and Global Growth
Amazon's Q2 2025 Earnings: AI, AWS, and Growth 01.08.2025 29:13
Amazon's Q2 2025 Earnings: AI, AWS, and Growth
Palo Alto Networks Acquires CyberArk_ Identity Security's New Era 01.08.2025 21:54
Palo Alto Networks Acquires CyberArk_ Identity Security's New Era
Arm Holdings_ Q1 2026 Earnings 31.07.2025 24:32
Arm Holdings_ Q1 2026 Earnings
Meta Q2 2025 Earnings_ AI and Superintelligence Vision 31.07.2025 36:56
Meta Q2 2025 Earnings_ AI and Superintelligence Vision
Microsoft Q4 2025 Earnings_ AI and Cloud Leadership 31.07.2025 35:46
Microsoft Q4 2025 Earnings_ AI and Cloud Leadership
Starbucks Q3 2025 Earnings: Back to Starbucks Turnaround 30.07.2025 40:13
Starbucks Q3 2025 Earnings: Back to Starbucks Turnaround
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