Quarters
Quarters listens to public earnings calls for the human part: the odd sentence, the little flex, the person behind the numbers. Affectionate. A little dry. Not financial advice.
Episodes
9 episodes
CoreWeave’s $104 Billion Backlog -- and the Bill to Build It
CoreWeave reported $2.6 billion in quarterly revenue and $104.2 billion in backlog, then added more than $25 billion in customer commitments after quarter-end. The demand is extraordinary. So is the bill: $9.4 billion in capital spending and $6...
Rocket Lab Q2 2026: A Self-Launching Space Power
Rocket Lab delivered a record quarter, but Peter Beck’s real pitch was much larger than the numbers. Through the Iridium deal, he wants Rocket Lab to become what he calls a self-launching, tier-one space power.In this episode of Quarter...
Hims & Hers Q2 2026: Growth Up, Margins Down
Hims & Hers accelerated revenue growth while gross margin fell twelve percentage points. Management calls the quarter proof that the model can scale. The income statement asks for patience.In this episode of Quarters, Andrew Dudum a...
SPCX Q2: Majority of the world’s internet. Eighteen billion CapEx.
First public print. Revenue nearly doubles. CapEx goes nuclear on AI. Musk still talks like civilization is a bar chart, and Starlink owning most of the world’s internet in “less than 10 years.”
Alex Karp’s Wildest Lines from Palantir’s Blowout Q2 Call
Palantir posts a cartoon-number quarter: ~93% revenue growth, U.S. commercial up ~149%, Rule of 40 at 155, and Alex Karp still sounds like he’s teaching a late seminar about colonization, token meters, and getting off the sidelines. Madman....
Weekend on Quarters: Cook’s Last Call, Zuck’s Receipts, Bill’s Catchphrase (July 27–31)
Weekend on Quarters: Week of July 27–31.Three full Director’s Cuts this week: Bill McDermott at ServiceNow, Mark Zuckerberg at Meta, and Tim Cook’s last earnings call as Apple CEO. Then a quick walk through the high-ticket rooms we didn...
Tim Cook’s last call as CEO
Quarters: Director’s Cut of Apple’s Q3 2026 earnings call.Tim Cook’s last call as CEO. Best June quarter ever. Stock still slips on supply. Then he thanks the room, and John Ternus barely speaks!Company: Apple (AAPL)Call: Fi...
Wall Street Hates Mark Zuckerberg, Meta Q2 2026
Quarters: Director’s Cut of Meta’s Q2 2026 earnings call.The whole world is already Meta’s customer. Wall Street punished the bill. On the call, Mark sells personal agents, CapEx, and “more to share soon” and the confidence sounds a lit...
ServiceNow Q2: Bill McDermott “We Are Who We Said We Were”
ServiceNow’s Q2 earnings call with Bill McDermott sounding like Long Island never left the room.On Quarters we listen for the human part: the odd sentence, the little flex, the person behind the numbers. This week Bill goes back seven y...
