Jun 26, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers FedEx’s (FDX) Q4 2025 earnings call.
FedEx Corporation (FDX) is a global logistics and transportation company that provides express delivery, freight, and e-commerce services across more than 220 countries and territories. Known for its vast and flexible global network, FedEx connects over 3 million shippers to 225 million consumers and moves $2 trillion worth of goods annually. The company serves a wide range of customers, from large multinationals to small businesses, offering integrated logistics, supply chain solutions, and advanced digital tools to navigate increasingly complex trade environments. FedEx posted a modest 1% revenue growth in Q4 FY2025 amid a volatile global trade landscape, with strong execution driving an 8% increase in adjusted operating income. Tariff disruptions sharply reduced China-to-US volumes, but still, FedEx maintained flexibility, increasing US domestic parcel volume by 6%, and made further progress on its $4B cost-reduction DRIVE initiative. Healthcare and auto logistics were standouts, with $9B in healthcare revenue and GM naming FedEx Supplier of the Year. The Freight spin-off remains on track for June 2026…
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Jun 26, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Carnival Corporation’s (CCL) Q2 2025 earnings call.
Carnival Corporation (CCL) is the world’s largest leisure travel company and cruise operator, with a portfolio of nine global brands including Carnival Cruise Line, Princess Cruises, and Holland America Line. It operates over 90 ships serving millions of passengers annually across North America, Europe, Australia, and Asia. Known for delivering high-value vacation experiences at scale, Carnival provides insight into global travel trends, discretionary consumer spending, and hospitality demand across demographics. What sets the company apart is its ability to pair operational scale with brand differentiation, while also owning and developing exclusive destinations, such as private islands and beach resorts that enhance onboard offerings. In Q2 2025, Carnival delivered record results for the eighth consecutive quarters. Yields rose 6.5% amid strong ticket and onboard demand, and margins surpassed 2019 levels by 200 basis points, the highest in 20 years. Carnival hit all three of its 2026 targets 18 months early, including a 20% carbon intensity reduction. Expansion of Celebration Key and the new “Paradise Collection” were key themes, alongside a revamped loyalty program and ongoing fleet upgrades. Despite geopolitical headwinds, bookings remain strong, and the company raised full-year guidance…
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Jun 26, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers AeroVironment’s (AVAV) Q4 2025 earnings call.
AeroVironment (AVAV) is a US-based defense technology company specializing in unmanned systems, loitering munitions, autonomous platforms, and advanced solutions across air, land, sea, space, and cyber domains. Best known for its Switchblade drones and Puma UAS, AVAV serves the US Department of Defense, international allies, and key government agencies. Its portfolio offers unique insight into military modernization, battlefield autonomy, and the global demand for small, rapidly deployable unmanned systems. AVAV closed fiscal 2025 with record revenue of $821M (up 14%) and Q4 revenue of $275M (up 40%). Loitering Munitions saw massive momentum, pushed forward by a nearly $1B sole-source IDIQ contract from the US Army and $477M in LMS bookings. AVAC introduced three new products (P550, JUMP 20-X, and Red Dragon) all of which are expected to generate hundreds of millions in future backlog. The BlueHalo acquisition expanded AVAV’s reach into space, cyber, and directed energy. Notably, over 52% of fiscal 2025 sales were international, showing surging NATO demand as defense budgets grow globally. AVAV reported better-than-expected results on the top and bottom lines and the stock is up close to 40% since the close on Tuesday, 6/24…
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Jun 20, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Kroger’s (KR) Q1 2025 earnings call.
Kroger (KR) is one of the largest grocery retailers in the United States, operating nearly 2,800 stores under banners like Kroger, Ralphs, and Fred Meyer. It serves millions of households each week, from traditional supermarkets to marketplace stores and digital platforms. Kroger is also a major player in private label brands through Simple Truth and Private Selection, and operates its own pharmacies, fuel centers, and retail media business. KR reported 3.2% identical sales growth excluding fuel, with strength in pharmacy, e-commerce (up 15%), and fresh categories. Private label brands outpaced national competitors for the seventh straight quarter, and the company is launching 80 new protein SKUs. Leadership emphasized cost discipline and capital efficiency, announcing 60 store closures and a renewed focus on high-ROIC projects. The e-commerce business remains unprofitable but showed its best quarterly margin improvement yet. Consumers are trading down, eating at home more, and favoring value, while shrink improved due to AI-driven inventory tools. Tariff exposure is limited, and GLP-1 prescriptions continue to lift pharmacy sales. On mixed results, KR shares were up 10% on 6/20…
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Jun 18, 2025
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 17 new stocks. To sign up, choose either the monthly or annual checkout link below:
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Ambarella (AMBA) is an example of a company that recently reported an earnings triple play after the close on 5/29. It was the company’s fifth straight triple play, although the last two have gotten more pushback from investors as the stock most recently sold off 15.1% on 5/30.
Here’s how AI describes the company: Ambarella (AMBA) is a semiconductor company specializing in low-power, high-performance system-on-chips (SoCs) that enable advanced computer vision, edge AI processing, and image signal processing across a range of end markets. Founded in 2004, the company originally gained recognition for powering HD and Ultra HD video in consumer devices such as GoPro cameras and drones, but has since evolved into a critical enabler of intelligent vision applications. Today, Ambarella’s SoCs are widely used in automotive ADAS (Advanced Driver Assistance Systems) and autonomous driving, security cameras, industrial robotics, and other edge AI applications, where real-time object detection, tracking, and semantic segmentation are vital. The company’s edge AI portfolio, including its CVflow® architecture and most recently its AI domain controller solutions, is designed to reduce latency, enhance energy efficiency, and improve inference accuracy by processing data on-device rather than in the cloud. As demand grows for smarter, connected devices in automotive and industrial settings, Ambarella positions itself as a key player in the convergence of AI, vision processing, and embedded systems.
Ambarella reported Q1 revenue of $85.9 million, up 58% YoY, with record edge AI revenue, which now makes up over 75% of total sales. IoT sales rose mid-single digits sequentially, comprising roughly three-quarters of total revenue, while automotive dipped slightly QoQ but grew over 20% YoY. Management raised full-year revenue growth guidance to 19–25% (from 15–19% prior), citing success with its CVflow edge AI SoCs. The earnings call highlighted growing opportunities beyond traditional security cameras into other verticals such as industrial automation, wearables, conferencing, and fleet telematics, as well as growing adoption across global auto OEMs. A major focus is the emerging edge AI infrastructure market, where Ambarella is layering AI capabilities between endpoints and the cloud, supported by its third-gen AI accelerator. Management reaffirmed confidence in second-half growth, despite caution around geopolitical and tariff-related uncertainty.
Looking at the snapshot below from our Earnings Explorer, Ambarella (AMBA) has been on a triple play hot streak, but the stock’s price moves post-earnings have been weaker this year than the previous few reports. Nonetheless, AMBA sports 100% and 88% EPS and revenue beat rates, respectively, over 51 reports going back to 2012. That consistent success over an extended time frame is impressive.
You can read more about AMBA and the 16 other triple plays we covered in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
Jun 13, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Adobe’s (ADBE) Q2 2025 earnings call.
Adobe (ADBE) is a global software leader best known for its creative and digital experience tools, including Photoshop, Acrobat, and Adobe Experience Cloud. It empowers a wide spectrum of users, from students and freelancers to enterprises, to create, manage, and optimize digital content. The company is at the forefront of AI-driven creativity through its proprietary Firefly models, which generate commercially safe content across images, video, and design. Adobe serves business professionals, consumers, marketers, and creatives, and offers a unique window into how digital content creation and personalization are evolving at scale. Adobe delivered record revenue of $5.87B (up 11% YoY), driven by strong AI adoption and innovation. Firefly content generations topped 24B, with paid Firefly subscriptions nearly doubling QoQ. Monthly active users across Acrobat and Express surpassed 700M, reflecting the convergence of productivity and creativity. Enterprise demand for GenStudio and AEP surged, with AEP subscription revenue growing over 40% YoY. Adobe’s focus on ethical, IP-safe AI continues to differentiate it, particularly amid rising scrutiny of generative content models. Despite better-than-expected results, shares of ADBE tumbled as much as almost 7% on 6/13, the company’s fourth straight decline after posting EPS and revenue beats…
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