About Earnings Unscripted: Stock Earnings Calls & Analysis
What companies say versus what the numbers show - in about ten minutes.
Earnings Unscripted turns dense quarterly filings into sharp, entertaining conversations. Each episode, hosts Susie and Miro take one company's earnings report and dig past the headline beat: the brand-new non-GAAP adjustment quietly flattering EPS, the retention rate slipping beneath a big contract win, the one line on the call that tells you where things are actually headed.
You get the essentials - revenue, earnings, margins, guidance, and the stock reaction - plus one deep dive into the most revealing detail most coverage misses. No jargon walls, no hour-long call replays, no filler.
The show is an openly AI-assisted production: an experiment in whether synthetic voices, guided by human editorial judgment, can make financial filings genuinely fun to listen to. We think the answer is yes. You can judge for yourself.
Want a ticker covered? Email earningsunscripted@datamadness.ca (mailto:earningsunscripted@datamadness.ca) or reach us on X.
New episodes each earnings season. Not financial advice - just two curious voices reading the footnotes so you don't have to.
Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1
Corporate leverage has violently changed hands this week as both heavy tech infrastructure suppliers and legacy consumer retailers are willingly destroying immediate sales volume to claw back their long-term pricing power.
* Micron exploits massive physical fabrication bottlenecks to lock frantic AI buyers into multi-year upfront cash contracts.
* Nike intentionally swallows a $200 million revenue hit by slashing premium sneaker production to manufacture exclusivity.
* Accenture radically shifts hiring pipelines from entry-level consultants to forward-deployed software engineers as token costs plummet.
Together, these deliberate moves away from volume growth prove that defending operational leverage requires actively denying the customer exactly what they want today.
2 Oct 2026
Accenture (ACN): Emulating Palantir to save legacy consulting [Q4 2026]
Accenture posted a stunning optical earnings beat this quarter, but the real story is how the firm is radically shifting its entry-level hiring strategy to survive the age of AI.
In ~10 minutes:
• Why the massive 46% GAAP earnings spike is just an accounting illusion.
• How a regulatory delay on $3B in M&A artificially inflated Q4 cash flow.
• Replacing classic junior analysts with embedded "Forward Deployed Engineers." ⚙️
• Why crashing AI token costs actually drives up enterprise consulting volumes.
• The rising structural fee pressures capping operating margin expansion.
While Wall Street cheered the surface-level numbers and pushed the stock 16% higher, management quietly warned of tightening budgets and lower pricing across multiple segments. We explore whether their aggressive capital deployments will translate to durable pricing power or just bloated balance sheets.
Accenture (ACN) | Q4 FY2026
AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
2 Oct 2026
Nike (NKE): Slashing Dunk supply by 50% to force scarcity [Q1 2027]
Nike is deliberately strangling sales of its most iconic shoes in Q1 2027 to rebuild premium hype while orchestrating a painful global restructuring.
In ~10 minutes:
• Why the 50% cut to Dunk inventory wiped out $200 million.
• Walking away from Chinese digital distributors to end discount wars.
• The new "Pace" restructuring collapses four global regions into three.
• Pivoting volume defense to $65 sub-premium "family footwear" lines.
• Why management explicitly warned that Greater China revenues will worsen.
Nike's 9% post-market stock plunge reflects the pain of a business taking massive short-term revenue hits to prevent long-term brand dilution. By intentionally severing online retail channels in Asia and absorbing a billion dollars in reorganization charges, the company is attempting an open-heart surgery on its legacy operations.
Company: Nike Inc (NKE) | Q1 FY2027
AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
