The Earnings Debate

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We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs. On the beat so you don't miss a beat.

  1. GoDaddy Inc. [GDDY] Announced Q4 2025 Earnings on February 24, 2026, Reporting "total revenue grew 7% on a reported and constant currency basis to $1.3 billion"

    13M AGO

    GoDaddy Inc. [GDDY] Announced Q4 2025 Earnings on February 24, 2026, Reporting "total revenue grew 7% on a reported and constant currency basis to $1.3 billion"

    GoDaddy Inc. reported its fourth quarter and full year 2025 financial results. For the fourth quarter, "total revenue grew 7% on a reported and constant currency basis to 1.3billion". The company reported Q4 normalized EBITDA of "431 million" and delivered an expanded margin of "34%". For the full year 2025, revenue was "approximately $5 billion," representing growth of "8%", and free cash flow grew "19% to $1.6 billion". The company highlighted a "sharpened and deliberate strategy" focusing on an "AI journey" and evolving its go-to-market approach.... Management discussed evolving Airo into an "agentic operating system for small businesses brought to life on Airo.ai," which currently has "25 agents live". Additionally, GoDaddy introduced a "streamlined purchase experience for new domain customers" and a promotional price for .com domains with a 1-year term, successfully increasing new customer volume. Internally, "AI tools are now generating the majority of our code". In product and partnership announcements, GoDaddy launched an integration between "MuleSoft, Agentic Fabric and GoDaddy ANS" to validate its framework and extend Agent Name Service into enterprise-grade workflows. Looking ahead to full year 2026, management expects "total revenue to be within a range of $5.19 billion to $5.27 billion" and to drive "free cash flow of approximately 1.8 billion".  For Q1 2026, the company expects total revenue of "1.25 billion to $1.27 billion".

    10 min
  2. The Home Depot (HD) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total sales were $38.2 billion".

    7H AGO

    The Home Depot (HD) Announced Q4 2025 Earnings on February 24, 2026, Reporting "total sales were $38.2 billion".

    The Home Depot reported fourth quarter 2025 total sales of $38.2 billion, representing a decrease of approximately 3.8% compared to the fourth quarter of the prior year. For the quarter, total company comparable sales increased 0.4%, and U.S. comparable sales were positive 0.3%. Operating margin for the fourth quarter was 10.1%, and gross margin was approximately 32.6%. Fourth quarter diluted earnings per share were $2.58, and adjusted diluted earnings per share were $2.72. For the full fiscal year 2025, total sales reached $164.7 billion, an increase of 3.2% over fiscal 2024, with full-year adjusted diluted earnings per share at $14.69. Executives indicated that fourth quarter results aligned with expectations, impacted by ongoing consumer uncertainty, housing pressures, and a lack of storm activity in the third quarter, though January storms provided a sales benefit. The company noted growth in its Pro ecosystem and "interconnected shopping experience," driven by new capabilities such as "real-time delivery tracking for big and bulky deliveries" and an "AI takeoff scheme" that allows Pros to quickly build project lists. Strategic acquisitions were also a focus, with management highlighting that SRS delivered organic sales growth and expanded market share, while integration with GMS is actively creating revenue synergies. Looking ahead to fiscal 2026, management anticipates that broader housing and economic pressures will persist, citing historical lows in housing turnover and no immediate catalyst for an inflection in activity. The company expects fiscal 2026 total sales growth of approximately 2.5% to 4.5% and comparable sales growth between flat to 2%. Adjusted diluted earnings per share are projected to grow approximately flat to 4%, and the company plans to open approximately 15 new stores and 40 to 50 new SRS locations during the year.

    12 min
  3. Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million".

    7H AGO

    Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million".

    Hims & Hers Health, Inc. reported fourth quarter 2025 revenue of $618 million, representing a year-over-year growth rate of 28%. For the 2025 fiscal year, the company generated revenue of $2.35 billion, a 59% year-over-year growth rate. Fourth quarter adjusted EBITDA was $66 million, reflecting an 11% margin, while full year 2025 adjusted EBITDA increased nearly 80% year-over-year to $318 million. The company generated over $57 million in free cash flow in 2025 and ended the year with $929 million of cash, short-term and long-term investments on its balance sheet. Throughout 2025, subscribers on the platform grew to over 2.5 million, with approximately 65% utilizing a personalized treatment. Management highlighted the company's evolution toward "proactive and preventative care" by bringing new offerings to market. Within a 90-day span, Hims & Hers launched a new Labs offering as well as hormone therapies supporting low testosterone, menopause, and perimenopause. The company also expanded its international presence through the acquisitions of ZAVA and Livewell, serving consumers in markets including the U.K., Germany, and Canada. Looking ahead, management announced an agreement to acquire Eucalyptus, a global health innovator, for up to $1.15 billion in total consideration to expand into Australia and Japan. For the first quarter of 2026, Hims & Hers is anticipating revenue in the range of $600 million to $625 million and adjusted EBITDA between $35 million to $55 million. For the full year 2026, the company expects revenue between $2.7 billion to $2.9 billion and adjusted EBITDA between $300 million and $375 million, which excludes the pending Eucalyptus transaction.

    15 min
  4. Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"

    5D AGO

    Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"

    For the fourth quarter, management reported that "revenue was up 4.9% in constant currency," and "adjusted operating income grew even faster at 10.5%". For the full year, the company noted "adding $35 billion in revenue, with sales exceeding $700 billion for the first time". Full year "operating cash flow of $42 billion" and "growth in free cash flow of 18% in FY '26" were also reported. Additionally, the company ended the quarter with "inventory up 2.6%". Key business updates included that "eCommerce sales were strong across markets, with growth up 24%" for the quarter. In Walmart U.S., "eCommerce sales grew 27%, with 35% of store-fulfilled orders delivered in under 3 hours". Management also observed that "Our advertising businesses globally increased 37%" and "Consolidated membership income increased more than 15%". The company noted "share gains in GM, and in fashion". On the product and partnership front, management discussed "enhancing our shopping assistance, like Sparky, and building new experiences with partners like OpenAI and Alphabet that are shaping the future of agentic commerce". Customers engaging with Sparky saw "an average order value that's about 35% higher". The Board also "authorized a $30 billion share repurchase program, our largest to date". For the full year, forward guidance states "constant currency sales are expected to grow between 3.5% and 4.5%" and "operating income is expected to grow between 6% and 8%, with EPS in the range of $2.75 to $2.85". For Q1, expectations are for "constant currency growth in sales of 3.5% to 4.5% and operating income of 4% to 6%, with EPS of $0.63 to $0.65"

    13 min
  5. Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter

    5D AGO

    Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter

    For the first quarter, "John Deere completed the first quarter with a 5.9% operating margin for the equipment operations". For the quarter, "Net sales and revenues were up 13% to $9.611 billion, while net sales for the equipment operations were up 18% to $8.001 billion". In addition, for the quarter, "Net income attributable to Deere & Company was $656 million or $2.42 per diluted share". Management provided several business updates, noting that "All business segments delivered higher net sales year-over-year with both Small Ag and Turf and Construction Forestry top line growing by over 20%". Executives stated that "results for the quarter exceeded our forecast" and observed that "order books continue to grow". In terms of forward guidance, management noted, "For fiscal year '26. Our updated outlook for net income is now between $4.5 billion and $5 billion". Additionally, for the full year, "projections for cash flow from the equipment operations increased by $500 million at both ends of our range and is now expected to be between $4.5 billion and $5.5 billion". The guidance for the year also "incorporates an effective tax rate between 25% and 27%". On the product and partnership front, the company stated, "yesterday, we completed the acquisition of Tenna". Management also announced, "we are excited to announce our new Deere Design 2010 class excavators at the upcoming ConExpo Show in Las Vegas", adding that the event "will feature 24 product launches".

    18 min
  6. Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion

    6D AGO

    Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion

    Palo Alto Networks reported "total revenue was 2.59billion" for the quarter, which "grew 15%. The company delivered diluted non−GAAP EPS of 1.03" and "Q2 adjusted free cash flow was $502 million". Operating performance showed "Q2 operating margin of 30.3%". Management noted that "NGS ARR grew 33% to $6.33 billion", stating that "on an organic basis, NGS ARR was up 28%". Key business updates included the fact that the company "closed both the CyberArk and Chronosphere acquisitions". Management highlighted that "in Q2, we delivered approximately 110 net new platformizations". Additionally, the "SASE business continued to go from stand to stand, surpassing the $1.5 billion ARR milestone". In the realm of AI security, "Prisma AIRS... is scaling rapidly with over 100 customers ending Q2". Regarding forward guidance, for "fiscal third quarter 2026," management expects "revenue to be in the range of $2.941 billion to $2.945 billion" and "diluted non-GAAP EPS to be in the range of $0.78 to $0.80". For "fiscal year 2026," the company projects "revenue to be in the range of $11.28 billion to $11.31 billion" and "diluted non-GAAP EPS to be in the range of $3.65 to $3.70 per share". On the product front, executives announced their "intent to acquire Koi, a pioneer in securing the next major inflection point in security, the agentic endpoint". Management also discussed "Gen 5 firewalls" and noted that "Prisma Browser has been adopted by over 1,500 customers"

    12 min
  7. Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion

    6D AGO

    Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion

    Garmin Ltd. reported "record consolidated revenue" for the fourth quarter of 2025, with "consolidated revenue increased 17% to more than $2.1 billion". The company achieved "record fourth quarter operating income of $614 million" and "record pro forma EPS of $2.79". For the full year 2025, Garmin reported "consolidated revenue increased 15% to $7.25 billion" and "operating margin expanded by 60 basis points to 25.9%". Management noted that "gross margin was 58.7%" for the full year, which they described as a "significant achievement considering the impact of generationally high tariff structures". Business updates highlighted growth across segments, with "strong double-digit revenue growth in 3 business segments" during the quarter. Management reported that "Fitness revenue increased 33% to $2.36 billion" for the year, driven by "wearables as we continue to benefit from both market share gains and market growth". In the Auto OEM segment, the company announced a program with "Mercedes-Benz" that "will broadly apply across their portfolio of passenger car models". Additionally, the Aviation segment saw the "Garmin G5000H cockpit system" selected for the "Brazilian Air Force UH-60 Black Hawk helicopter". Looking ahead to 2026, Garmin anticipates "revenue to increase approximately 9% to $7.9 billion" and expects "operating income to exceed $2 billion for the first time". The company also provided guidance for "pro forma earnings per share approximately $9.35". Management addressed supply chain concerns, noting that their guidance considers "recent cost pressures on memory components".

    13 min
  8. Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion

    6D AGO

    Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion

    Medtronic reported "revenue of $9 billion" for the third quarter of fiscal year 2026, which "grew 8.7% reported and 6% organic". The company delivered "adjusted operating profit of 2.2billion" for the quarter, with an "adjusted operating margin of 24.1.  Adjusted EPS for the quarter was 1.36," which management noted was a "beat of $0.03". Business updates focused on four "generational growth drivers," including the Cardiac Ablation Solutions business where "PFA grew nearly 200% worldwide". Management highlighted that the "Hugo robot received FDA clearance for urologic surgical procedures," and they "completed our first cases at Cleveland Clinic". In Neuroscience, the company "secured FDA clearance for our Stealth AXiS Surgical System," describing it as a "new transformative platform that unifies AI-powered planning, robotics and navigation". Looking ahead, Medtronic is "reiterating fiscal '26 organic revenue growth guidance of approximately 5.5%". The company is "maintaining our fiscal '26 EPS guidance in the range of $5.62 to $5.66" and maintains their "expectation for high single-digit EPS growth in fiscal year '27"

    14 min
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We turn quarterly earnings calls into a fast-paced financial comedic debate. Our AI hosts (one skeptic and one optimist) agree on almost nothing. We cut through jargon, pressure-test claims, and spotlight the questions that matter. Rigorous analysis. Actual laughs. On the beat so you don't miss a beat.

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