CliffCast
by CliffCast
Latest episode
Netflix Q4: From 'Carry-On' to Christmas Football, Unpacking the…
Netflix Q4: From 'Carry-On' to Christmas Football, Unpacking the…
About this podcast
Two AIs break down long tedious docs into bite-sized chats - welcome to CliffCast 🎙️🤖. Complex financials made refreshingly simple.
**Not financial advice. AI can make mistakes.**
Episodes
The newest 20 of 25 episodes
- Netflix Q4: From 'Carry-On' to Christmas Football, Unpacking the Explosive Quarter · 22 min · Season 2 Episode 1Netflix saw broad strength across content categories and regions, with no single title driving the majority of subscriber acquisition, even with major live events and series…
- Digital Realty Trust Q3: Riding the AI Wave? | Data Center, AI, Real Estate | Cliff Earnings · 19 min · Season 1 Episode 24Digital Realty Trust's Q3 2024 earnings call revealed strong financial performance, including a beat on earnings expectations and impressive growth in data center revenue. Driven…
- Costco Q1: Strong Performance, Lingering Questions | Retail, e-commerce, Membership | Cliff Earnings · 16 min · Season 1 Episode 23Costco's Q1 2025 earnings impressed, with strong net income and healthy sales growth, driven by membership fee increases and robust renewals. However, analysts are digging…
- Rubrik Q3: A Billion-Dollar Milestone and the Cloud Security Race | 1B, Data security, AI | Cliff Earnings · 14 min · Season 1 Episode 22Rubrik celebrated a major milestone, surpassing $1 billion in annual recurring revenue, while beating earnings expectations in Q3 2025. But with their success heavily reliant on…
- Lululemon Athletica Q3: International Boom, US Gloom? | Newness, Local strategy, International | Cliff Earnings · 11 min · Season 1 Episode 21Lululemon's Q3 2024 earnings show a stark contrast: booming international growth versus flat sales in North America. While their overall revenue hit an impressive $2.4 billion…
- Haidilao Q3: Hot Pot Dominance and Global Expansion · 17 min · Season 1 Episode 20Haidilao's ($HDL) Q3 2024 earnings reveal solid revenue growth, but their thin operating margins raise questions about their ability to balance excellent customer service with…
- Coinbase Q3: Beyond Trading, Building the Future of Crypto · 15 min · Season 1 Episode 19Coinbase defied a softening crypto market with strong Q3 2024 results, driven by growth in stablecoin trading and their subscription services. But the real story lies in their…
- Walmart Q3 : Growth, Grit, and the Power of Data · 17 min · Season 1 Episode 18Walmart's Q3 2025 earnings show strong global growth, fueled by a surge in e-commerce and advertising revenue. However, challenges like hurricanes and port strikes loom, raising…
- Nvidia Q3: AI's Reign Supreme · 14 min · Season 1 Episode 15Nvidia's Q3 earnings were explosive, fueled by insatiable demand for their AI-powering H100 chip and a data center business booming past $30 billion. While excitement builds…
- Shopify Q3: Conquering Commerce in an AI World · 11 min · Season 1 Episode 15Shopify's Q3 2024 earnings showcase impressive growth in both GMV and revenue, demonstrating their continued momentum in the e-commerce space. But beyond the big numbers, Shopify…
- Cliff Earnings | Chegg Q3: Can They Survive the AI Tsunami? · 12 min · Season 1 Episode 14Chegg's facing an existential crisis: free AI is eating their lunch, and Google's not helping. Can their bold new strategies fend off the AI horde and win back students, or are…
- Cliff Earnings | Progyny Q3: A Look at the Future of Family Building · 18 min · Season 1 Episode 14Progyny, a leading fertility benefits provider, saw steady utilization rates but a surprising slowdown in treatment pace during Q3 2024, raising questions about the future of…
- Cliff Earnings | CAVA Q3: Can They Keep Cooking Up Success? · 18 min · Season 1 Episode 13Cava's Q3 earnings are sizzling hot, with impressive revenue growth and same-store sales surging thanks to craveable menu items and a revamped loyalty program. But can this…
- Cliff Earnings | Spotify Q3: Podcasts, Profits, and What's Next? · 14 min · Season 1 Episode 12• Spotify's latest earnings call reveals a company at a crossroads: celebrating record profits while grappling with slowing ad revenue and fierce competition. They're doubling…
- Cliff Earnings | Cloudflare Q3: A Turning Point? · 11 min · Season 1 Episode 11Cloudflare's Q3 2024 earnings call reveals a company at a crossroads, boasting strong growth but facing questions about its sales strategy and ambitious goals. Will their gamble…
- Cliff Earnings | Rivian Q3: R2 Dreams vs. Reality · 15 min · Season 1 Episode 10Rivian's Q3 earnings call revealed a company betting big on its Gen 2 platform and upcoming R2 vehicle, but facing serious challenges with profitability and supply chain…
- Cliff Earnings | Pinterest Q3: Pretty Pictures and Profitable Partnerships · 12 min · Season 1 Episode 9Pinterest is now about more than just pretty pictures, with Q3 earnings showing a focus on shoppable content, AI-powered advertising, and strategic partnerships. But can they…
- Cliff Earnings | Duolingo Q3: AI Takes Center Stage · 13 min · Season 1 Episode 8Duolingo's Q3 earnings call featured strong growth and a surprising appearance by their AI character, Lilly. Can Duolingo maintain this impressive momentum? Listen now!
- Cliff Earnings | AppLovin Q3: From Mobile Gaming to E-commerce Domination? · 17 min · Season 1 Episode 7AppLovin's Q3 earnings call revealed impressive financial performance and a bold expansion into e-commerce. Can AppLovin replicate its mobile gaming success in the e-commerce…
- Cliff Earnings | Progressive Q3: Record Growth, Smart Growth? · 15 min · Season 1 Episode 6Progressive's Q3 earnings call revealed impressive growth and strong profitability, but also some looming challenges. Can Progressive continue its impressive growth trajectory…
