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The AEO Exchange moved online!
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Earnings summaries, sector roundups, and in-depth analyses of the market’s most closely followed companies. Stay ahead of the curve with our focused, insightful updates.
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Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
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Welcome to You're On Fire, A Pokémon Unite Podcast hosted by Spragels, Louche and Krashy! Louche is our resident Australian, both a creator and a competitive player who loves to produce content and is hard at work for a shot at Pokémon Unite Worlds with his team, OWL. Krashy is an American creator with a background in competitive gaming specifically for FPS and MOBA titles and of course Spragels, the content cowboy who is Unite's most beloved creator...depending on which Jake you're watching ...
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In the latest episode, we delve into American Eagle Outfitters' Q2 2024 earnings call, where the company posted record revenue of $1.3 billion, marking an 8% year-over-year increase. Highlights include a robust 4% growth in comparable sales for both American Eagle and Aerie, fueled by innovative product launches and a compelling marketing strategy.…
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In this episode, we delve into Oracle's Q1 2025 earnings call, where CEO Safra Catz revealed a robust 8% year-over-year revenue growth, totaling $13.3 billion. Highlighting a remarkable 22% increase in cloud revenue, Catz outlined the company's resilient SaaS and IaaS performances, with IaaS soaring 46%. Explore Oracle’s strategic momentum as Catz …
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Wolfspeed (NYSE: WOLF) is one of Wall Street's ultimate battleground stocks. As the world's largest provider of silicon carbide, it supplies one of the most necessary materials for next-generation Electric Vehicles. Based on the size of its potential market and the long-term supply agreements with large automakers, its stock appears to be extremely…
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Tesla always gives investors plenty to talk about! In today's show, 7investing CEO Simon Erickson describes 3 key takeaways from the company's second quarter report: - The all-time high in regulatory credits, driven by attractive financing rates and political uncertainty - The Energy business recognizing an all-time high in revenue and growing 100%…
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In the latest episode, we break down UiPath's impressive Q2 2025 earnings call, where the company reported annual recurring revenue (ARR) of $1.551 billion—up 19%—and non-GAAP revenue of $360 million. CEO Daniel Dines highlighted the surge in demand for AI-powered automation, illustrated by successful partnerships with major clients, including an i…
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The "organ transplant as a service" market is taking the medical world by storm. How long can the accelerated growth rates continue? TransMedics (Nasdaq: TMDX) is a unique company you might have never heard of. But it’s playing an important role in saving the lives of thousands of Americans every year. As the creator of its patented Organ Care Syst…
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C3.ai's Q1 2025 earnings call reveals an impressive performance that outpaced projections in revenue, cash flow, and profitability. The company reported total revenue of $87.2 million, a 21% increase year-over-year, with subscription revenue climbing to $73.5 million—a 20% rise. CEO Thomas Siebel highlighted the sixth consecutive quarter of acceler…
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United Therapeutics (Nasdaq: UTHR) is a very smart, very innovative, and very profitable company. First it treated an untreatable disease. Now it's disrupting the entire organ transplant industry. In today's show, 7investing CEO Simon Erickson introduces United Therapeutics, describing why the company was created and its five commercially-approved …
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In the latest earnings call, Ciena (NASDAQ: CIEN) reported impressive Q3 2024 results, with revenues hitting $942 million and an adjusted gross margin of 43.7%. CEO Gary Smith highlighted a thriving order environment driven by cloud providers, resulting in a healthy book-to-bill ratio exceeding 1. Ciena's innovative WaveLogic 6 technology is gainin…
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In this episode, we dive into GitLab's transformative Q2 2025 earnings call, where the company reported a remarkable revenue surge of 31% year-over-year, totaling $183 million. CEO Sid Sijbrandij highlights the pivotal role of their integrated DevSecOps platform and cutting-edge AI tools, notably GitLab Duo, which have not only enhanced software de…
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Tune into this insightful episode as we dissect Dell Technologies’ impressive Q2 2025 earnings call. Discover how the company generated $25 billion in revenue, driven by a remarkable 38% surge in its Infrastructure Solutions Group, and how AI initiatives are steering their growth. Hear from CEO Jeff Clarke on the soaring demand for AI servers and t…
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In this episode, we dive into Dollar General's Q2 2024 earnings call, where CEO Todd Vasos and CFO Kelly Dilts share critical insights on the company's mixed performance amidst tough market conditions. Hear how net sales climbed 4.2% to $10.2 billion, driven by a rise in customer traffic, yet juxtaposed with a concerning 0.5% increase in same-store…
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In this episode, we dive into Best Buy's Q2 2025 earnings call, where the company reported a surprising resilience with just a 2.3% decline in comparable sales, exceeding forecasts. CEO Corie Barry reveals insights on their strong performance in tablets and computing, while acknowledging struggles in other sectors like appliances and gaming. Discov…
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Tune in to our latest episode as we dissect Salesforce's impressive Q2 2025 earnings report! With revenue soaring to $9.33 billion and subscription growth hitting 9% year-over-year, CEO Marc Benioff and CFO Amy Weaver share invaluable insights on the company's transformation journey powered by cutting-edge AI initiatives. Discover why Agent Force, …
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Dive into NVIDIA's impressive Q2 2025 earnings call, where record-breaking growth and groundbreaking technology take center stage! With a staggering $30 billion in revenue—an astonishing 122% increase year-over-year—CFO Colette Kress highlights the booming data center segment driving this success. CEO Jensen Huang shares exciting insights about the…
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Kohl's Q2 2024 earnings call reveals a mixed bag for investors, with net sales dipping 4.2% yet earnings soaring by 13%. CEO Tom Kingsbury highlights the company’s strategic repositioning amidst a challenging consumer landscape, emphasizing growth in key sectors like Sephora, which boasted an impressive 45% surge in beauty sales. The expansion in g…
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Discover the latest insights from Snowflake's (SNOW) Q2 2025 earnings call, where CEO Sridhar Ramaswamy and CFO Mike Scarpelli reveal a powerhouse performance with product revenue soaring to $829 million—up 30% year-over-year. Dive into discussions of strategic AI integration as Ramaswamy shares how major companies like NBC and Pfizer are harnessin…
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In the latest episode, we dissect Macy's Q2 2024 earnings call, where the retail giant exceeded expectations amid a shifting consumer landscape. Key highlights include net sales of $4.9 billion, with adjusted earnings per share reaching $0.53—substantially above forecasts. CEO Tony Spring attributed this success to staff dedication and strategic in…
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Join us for an insightful recap of Target's Q2 2024 earnings call, where CEO Brian Cornell and CFO Michael Fiddelke share their perspectives on the company's remarkable performance. With a 2% surge in comparable sales and a staggering 42% year-over-year growth in earnings per share, Target is clearly on a strong recovery path. Discover the strategi…
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In this episode, we unpack Lowe's Companies' Q2 2024 earnings call, revealing insights from CEO Marvin Ellison and CFO Brandon Sink amidst a challenging quarter. With sales at $23.6 billion and a 5.1% year-over-year decline in comparable sales driven by soft DIY demand, Ellison highlights a silver lining in Pro and online sales growth, crediting th…
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Join us in this insightful episode as we delve into The Estée Lauder Companies' Q4 2024 earnings call, revealing critical updates from President and CEO Fabrizio Freda and CFO Tracey Travis. Despite a challenging year, Freda highlights a triumphant return to growth with Q4 organic sales climbing 8%, an encouraging sign amid market headwinds. Yet, t…
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In this episode, we delve into Deere & Company's Q3 2024 earnings call, where CEO John May and CFO Josh Jepsen unpack the company's performance amid a challenging economic backdrop. With net sales dropping 17% to $13.152 billion and equipment sales down 20%, they discuss their resilience in managing margins and inventory despite the pressures of so…
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Dive into the latest earnings call for Alibaba Group Holding Limited, where CEO Eddie Wu and CFO Toby Xu unpack the company’s Q1 2025 results. Discover how Alibaba achieved a 6% revenue growth, driven by its commitment to a "user first and AI-driven" strategy, and learn about the impressive surge in Gross Merchandise Volume across key platforms lik…
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In this episode, we dive into Walmart’s impressive Q2 2025 earnings call, where CEO Doug McMillon and CFO John David Rainey share insights that paint a promising picture for the retail giant. With a 4.9% growth in net sales and a remarkable 21% surge in global e-commerce, Walmart is not just meeting expectations, but exceeding them. Learn how a str…
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In this episode, we dive into The Home Depot's Q2 2024 earnings call, where CEO Ted Decker and CFO Richard McPhail share candid insights on the current challenges and future outlook of the home improvement giant. Discover how rising interest rates and macroeconomic uncertainty impacted sales, with comparable sales down 3.3%, while still showcasing …
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Join us as we dive into Sea Limited’s Q2 2024 earnings call, where CEO Forrest Li and CFO Tony Hou unveil key insights from a quarter marked by solid growth across all segments. Discover how Shopee’s e-commerce dominance propelled a 23% year-over-year revenue surge to $3.8 billion, with Li projecting a positive EBITDA by Q3. Hear about the impressi…
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Join us for an insightful recap of Occidental Petroleum’s Q2 2024 earnings call, where CEO Vicki Hollub and CFO Sunil Mathew unveil key highlights from a quarter marked by exceptional performance. Discover how record production levels and a staggering $1.3 billion in free cash flow were achieved, driven by advancements in the Permian Basin and Gulf…
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In this compelling episode, delve into Eli Lilly's impressive Q2 2024 earnings call, where CEO Dave Ricks and CFO Gordon Brooks unveil a strong 36% revenue growth, largely fueled by the soaring demand for Mounjaro and Zepbound. Discover how Lilly's innovative supply chain strategies have led to a revised revenue forecast, now projected between $45.…
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In this episode, dive into Shopify's stellar Q2 2024 earnings call, where CEO Harley Finkelstein and CFO Jeff Hoffmeister unveil a compelling narrative of growth and innovation. With revenue soaring to $2 billion—a 21% year-over-year increase—and GMV hitting $67.2 billion, Shopify showcases its resilient market position. Finkelstein highlights the …
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Join us for an insightful analysis of The Walt Disney Company's Q3 2024 earnings call, where CEO Bob Iger and CFO Hugh Johnston provide key insights into the company's performance and future trajectory. Discover how a 2% revenue growth was powered by Disney's robust intellectual properties, stabilizing attendance at parks, and the expanding Experie…
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Join us for an insightful analysis of Hyatt Hotels' Q2 2024 earnings call, where CEO Mark Hoplamazian and CFO Joan Bottarini share the company’s robust performance amid market challenges. Discover how a 4.7% growth in system-wide RevPAR and record gross fees of $275 million highlight Hyatt's resilience and strategic focus on people and operational …
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In this episode, we dive deep into Caterpillar's Q2 2024 earnings call, held on August 6th, where CEO Jim Umpleby and CFO Andrew Bonfield share illuminating insights about the company's performance amid challenging market conditions. Despite a 4% decline in overall sales to $16.7 billion, Caterpillar achieved record adjusted operating profit and pr…
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Join us as we dissect Palantir Technologies's impressive Q2 2024 earnings call, where the company reported a remarkable 27% year-over-year revenue growth, totaling $678 million. CEO Alex Karp highlights Palantir's unparalleled position in the enterprise AI landscape, emphasizing a $600 billion opportunity that sets the stage for transformative inno…
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Join us for our latest episode as we dive into Chevron’s Q2 2024 earnings call, where CEO Michael Wirth and CFO Eimear Bonner unveil the company’s impressive $4.4 billion earnings and robust production growth. With a remarkable increase in output from the Permian Basin and strategic developments in new energy sectors, Chevron is navigating a dynami…
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In this episode, we delve into Exxon Mobil's impressive Q2 2024 earnings call, where CEO Darren Woods and CFO Kathy Mikells shared crucial insights on the company's robust performance, reporting earnings of $9.2 billion—its second-best Q2 in a decade. Discover how Exxon plans to generate between $80 billion and $140 billion in surplus cash from 202…
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Join us for an insightful episode as we dive into Snap's (SNAP) Q2 2024 earnings call, where CEO Evan Spiegel and CFO Derek Andersen reveal the company's impressive financial turnaround and user growth. With over 850 million monthly active users and a robust increase in revenue to $1.24 billion, Snap is making strides toward its ambitious goal of 1…
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Join us for an insightful episode as we delve into Amazon's Q2 2024 earnings call, where CEO Andy Jassy and CFO Brian Olsavsky reveal the numbers behind the narrative. Discover how Amazon achieved a remarkable $148 billion in revenue, driven by an impressive 91% surge in operating income and a staggering 664% increase in free cash flow. Jassy share…
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In this episode, we delve into Apple’s Q3 2024 earnings call, where the tech giant shattered records with an impressive $85.8 billion in revenue, a 5% year-over-year increase. CEO Tim Cook highlights the company’s momentum in markets like Canada and India, underscoring a stellar services revenue surge to an all-time high of $24.2 billion, driven by…
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In the latest episode, we dive into Block's (SQ) impressive Q2 2024 earnings call, where transformative growth and strategic advancements take center stage. CEO Jack Dorsey emphasizes the company's "superpower" of combining ecosystems, a move aimed at enhancing agility and collaboration across platforms. CFO Amrita Ahuja celebrates Cash App's remar…
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Dive into the latest episode as we break down MGM Resorts International's Q2 2024 earnings call, a revealing discussion led by CEO Bill Hornbuckle and CFO Jonathan Halkyard. Discover how a 3% year-over-year revenue growth, bolstered by a strategic partnership with Marriott, is reshaping the company’s landscape amid thriving occupancy rates and luxu…
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In this episode, we dive into the blockbuster Q2 2024 earnings call of Meta Platforms (META), where CEO Mark Zuckerberg and CFO Susan Li unveil promising growth metrics and strategic advancements. With total revenue soaring to $39.1 billion—a 22% year-over-year increase—Zuckerberg highlights the company’s expanding user base, including significant …
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In this episode, we dive deep into Mastercard's Q2 2024 earnings call, where CEO Michael Miebach and CFO Sachin Mehra unveil impressive results and optimistic forecasts. With net revenues soaring by 13% and adjusted net income up 24%, hear how robust consumer spending and strategic partnerships are shaping Mastercard's growth trajectory. Miebach sh…
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In this episode, we dive into The Boeing Company's Q2 2024 earnings call, where CEO Dave Calhoun and CFO Brian West unveil a candid look at the aerospace giant's ongoing challenges and strategic pivots. With revenues hitting $16.9 billion despite a loss per share of $2.90, the discussion reveals critical insights into Boeing's focus on recovery and…
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Join us in this episode as we unpack Microsoft's Q4 2024 earnings call, where CEO Satya Nadella and CFO Amy Hood unveil remarkable growth and strategic insights driving the tech giant forward. With annual revenue surpassing $245 billion—a 15% year-over-year increase—Nadella highlights the pivotal role of AI in propelling Azure’s performance and att…
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In the latest episode of our financial podcast, join us as we dive into Pinterest’s (PINS) Q2 2024 earnings call, where CEO Bill Ready and CFO Julia Donnelly unveil exciting growth metrics and strategic insights. With global monthly active users jumping to 522 million—a 12% year-over-year increase—Ready emphasizes that Pinterest has hit its best pr…
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In this episode, we delve into Advanced Micro Devices's (AMD) impressive Q2 2024 earnings call, where the tech titan reports a remarkable $5.8 billion in revenue, driven by soaring growth in the data center and client sectors. CEO Lisa Su highlights a staggering 115% year-over-year spike in data center revenue, fueled by the success of the Instinct…
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In the latest episode of our financial podcast, dive deep into Pfizer's (PFE) Q2 2024 earnings call, where CEO Albert Bourla and CFO Dave Denton unveil a compelling roadmap for growth. With total revenues hitting $13.3 billion—up 3% year-over-year—Bourla highlights a remarkable 14% surge in operational revenue when excluding COVID-related products,…
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Dive into PayPal's Q2 2024 earnings call in this episode, where CEO Alex Chriss and CFO Jamie Miller unravel the company's impressive performance and strategic vision. With total payment volume soaring to $417 billion and non-GAAP earnings per share jumping 36%, discover how PayPal is transforming its business model to enhance growth and profitabil…
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Tune in to this episode as we dive into McDonald's Q2 2024 earnings call, where CEO Chris Kempczinski and CFO Ian Borden unveil the fast-food giant's strategic response to a challenging quick-service restaurant landscape. Despite a 5% dip in adjusted earnings per share, the duo highlights a robust business model with $3.5 billion in restaurant marg…
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In this episode, we dive into Bristol-Myers Squibb's (BMY) Q2 2024 earnings call, where CEO Chris Boerner and CFO David Elkins share pivotal insights on the company’s impressive growth trajectory. Discover how a remarkable 18% revenue increase in their growth portfolio showcases their strategic prowess, with key product gains and regulatory wins bo…
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