What’s News in Earnings: Airlines Feel the Pain of an Oil Shock
In this episode Jacob Passi talks with WSJ airline reporter Alison Sider about the sharp rise in jet fuel costs caused by the Iran conflict and its impact on airline earnings. Fuel prices have roughly doubled, adding billions of dollars in expenses for carriers like Delta, American, and United, prompting higher ticket fares, increased bag fees, and schedule cuts on less profitable routes. Budget airlines such as Spirit are hit hardest, facing potential liquidation and seeking a $500 million loan from the Trump administration in exchange for equity warrants. Despite higher prices, consumer demand remains strong, but airlines are bracing for possible future demand erosion.
Earnings, Earnings, and (You Guessed It) More Earnings
In this episode, Tyler Crowe, Matt Frankel, and Jon Quast dissect the latest earnings reports from consumer giants like Walmart, Booking Holdings, Etsy, and eBay, highlighting mixed performance across sectors. They analyze eBay’s strategic acquisition of Etsy’s Depop platform and...
The ERP Minute Episode 225 - February 17th, 2026
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
E632: Amazon’s Stock Is Cratering – Here’s What Happened
In this episode Dave breaks down Amazon’s near‑10% stock plunge, contrasting it with an 8% e‑commerce growth rate and record‑high AWS revenue. He examines the factors behind the dip, including aggressive 2026 capital spending and investor skepticism about AI initiatives...