Earnings Unscripted: Stock Earnings Calls & Analysis
Claim This Podcastby Miro Benes
Podcast Overview
<p>Earnings Unscripted delivers short, AI-powered earnings call analysis, with every episode under 15 minutes.</p><p>We break down corporate earnings calls, analyze financial results, and compare what companies say with what the numbers show.</p><p>If you want fast earnings analysis without listening to full earnings calls, this podcast is designed for you.</p><p>New episodes released regularly.</p><p>* Not financial advice.</p>
Language
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Publishing Since
12/31/2025
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Recent Episodes
June 19, 2026
Daily Earnings: Ditching Robots & Billing Bots (KR, ACN) | Jun 18
<p>Companies are structurally rethinking their physical and digital footprints because massive, generalized technology strategies are simply too expensive to maintain.</p><p><br></p><p>- Kroger (KR) ate a $2.5 billion loss to replace robotic warehouses with local human fulfillment.</p><p>- GLP-1 prescriptions are physically forcing retail chains to reroute store traffic away from center carbohydrates.</p><p>- Accenture (ACN) is spending $9 billion to replace hourly consulting with direct software and AI tollbooths.</p><p><br></p><p>Both companies delivered exceptional internal cost-cutting this quarter, yet faced steep market punishments from artificial macro top-line constraints.</p>
June 19, 2026
Accenture (ACN): The $9B cyber pivot & escaping the body-shop model [Q3 2026]
<p>Accenture is launching a massive $9 billion M&A pivot to abandon the traditional billable hour and survive a brutal macro slowdown in Q3 2026. </p><p><br></p><p>In ~10 minutes:</p><p>• Why the stock cratered 17% despite a 320 bps margin expansion.</p><p>• Committing $9B to acquire Operational Technology (OT) security platforms.</p><p>• Launching "Accenture Edge" to target the $240B mid-market tier.</p><p>• Quantifying a $100M direct revenue hit from Middle East geopolitics.</p><p><br></p><p>Geopolitical headwinds have frozen large-scale enterprise IT transformations, exposing the vulnerability of the legacy consulting model. To adapt, Accenture is taking on long-term debt for a historic acquisition spree, aggressively pushing into high-margin software revenues to replace stagnant human headcount growth. We unpack whether this capital allocation gamble will actually shield the firm from shrinking corporate budgets heading into the fiscal year-end.</p><p><br></p><p>Accenture (ACN) | Q3 FY2026</p><p>AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.</p>
June 19, 2026
Kroger (KR): Killing warehouse robots & the Ozempic grocery shift [Q1 2026]
<p>In Q1 FY2026, Kroger's radical pivot away from automated fulfillment finally pushed its digital business into the black—yet the market still punished the stock.</p><p><br></p><p>In this episode:</p><p>• Killing $2.5B in robot warehouses to achieve e-commerce profitability.</p><p>• How Ozempic prescriptions are repainting the traditional grocery cart.</p><p>• The new ex-Walmart CEO's brutal assessment of underperforming stores.</p><p>• Hidden top-line drags from egg deflation and Medicare drug caps.</p><p><br></p><p>Despite logging core cost savings 30% ahead of internal targets, Kroger's margin was squeezed by unexpected diesel freight costs and massive pharmacy shifts. We break down CEO Greg Foran's surgical turnaround strategy and the multi-million dollar consultant bills required to execute it.</p><p><br></p><p>Kroger (KR) | Q1 FY2026</p><p>AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.</p>
388 total episodes available
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Frequently asked questions
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- What is Earnings Unscripted: Stock Earnings Calls & Analysis?
<p>Earnings Unscripted delivers short, AI-powered earnings call analysis, with every episode under 15 minutes.</p><p>We break down corporate earnings calls, analyze financial results, and compare what companies say with what the numbers show.</p><p>If you want fast earnings analysis without listening to full earnings calls, this podcast is designed for you.</p><p>New episodes released regularly.</p><p>* Not financial advice.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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