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 RH’s (RH) Q1 2025 earnings call.
RH (RH), formerly Restoration Hardware, is a luxury lifestyle brand that designs and sells premium home furnishings, lighting, textiles, and décor, complemented by a growing global hospitality business that includes restaurants and guesthouses. It serves affluent consumers and design professionals through immersive physical galleries, sourcebooks, and a membership model that offers exclusive pricing. Despite operating in what CEO Gary Friedman called the “worst housing market in nearly 50 years,” RH grew revenue 12% but that still missed the estimate. Tariff uncertainty disrupted Q2 shipments, prompting RH to delay a major new concept launch to Spring 2026. The company permanently raised its membership discount to 30% and briefly offered 35% off outdoor to seize share during peak season. RH continues investing heavily in global expansion, with Paris, London, and Milan openings planned and international demand up 60%. On mixed results, RH shares were up as much as 20%. Not bad for Friday the 13th…
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Jun 12, 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 Oracle’s (ORCL) Q4 2025 earnings call.
Oracle (ORCL) is a global leader in enterprise software, cloud infrastructure, and database technology. Best known for its Oracle Database, ORCL’s offerings span cloud applications (SaaS), infrastructure (IaaS), and advanced data management tools that support artificial intelligence, cybersecurity, and analytics at scale. ORCL’s Q4 results showed accelerating demand across its cloud infrastructure and applications, with total revenue rising 11% YoY to $15.9B and cloud revenue (SaaS + IaaS) jumping 27% to $6.7B. OCI (Oracle Cloud Infrastructure) revenue grew 52%, while autonomous database consumption climbed 47%. Management emphasized overwhelming demand for cloud capacity, forcing ORCL to turn customers away and ramp CapEx to $25B+ for fiscal 2026. ORCL’s vector-based AI platform (Oracle 23ai) and its ability to serve LLMs with private enterprise data were a major focus, positioning the company as a key enabler of real-world AI deployment. The $138B RPO backlog (+41% YoY) and new mega-contracts with firms like Temu reflect explosive interest in ORCL’s cloud stack and multi-cloud flexibility. Shares of ORCL hit an all-time high, up more than 14%, on 6/12 after posting better-than-expected results…
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Jun 9, 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 Lululemon’s (LULU) Q1 2025 earnings call.
Lululemon Athletica (LULU) is a premium athletic apparel company known for blending high-performance functionality with sleek, lifestyle-focused design. Originally built on yoga wear, the brand now serves fitness enthusiasts, casual wearers, and trend-driven consumers with women’s and men’s apparel, accessories, and footwear. In Q1, LULU reported 7% revenue growth, with US comps up just 2%, but China up 22%. Cautious US consumer behavior and lower store traffic weighed on performance, though new product innovations like Align No Line and Daydrift were successful. Gross margin rose 60 bps to 58.3%, but new tariffs from China are expected to pressure margins in Q2 before mitigation efforts take effect. The company reaffirmed full-year revenue guidance, expecting 7–8% growth, with stronger international expansion and pricing adjustments planned to offset FX and tariff impacts. LULU beat revenue and EPS estimates, but the stock plummeted 19.8% on 6/6…
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Jun 9, 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 ServiceTitan’s (TTAN) Q1 2026 earnings call.
ServiceTitan (TTAN) is a software platform built to power the home and commercial services industries, providing end-to-end business management tools for contractors in trades like HVAC, plumbing, electrical, garage doors, roofing, and more. Its cloud-based solution takes care of everything from dispatching and customer relationship management to marketing, payments, and field technician support. TTAN serves thousands of technicians and businesses, from small shops to private equity-backed consolidators, offering insight into digitization trends across the skilled trades economy. In Q1, TTAN posted 27% YoY total revenue growth to $215.7M, with subscription revenue up 29% and usage revenue up 22%. The company saw traction with large enterprise go-lives and cited record ARR activation in commercial accounts, with more ARR in 28 hours than a typical month. AI-native products like Contact Center Pro began booking jobs autonomously, while the roofing segment advanced via new tech and partnerships (like EagleView). Leadership remained cautious on macro headwinds, especially weather-driven Q2 seasonality and tariff risks. TTAN shares were down 6.9% on 6/6 despite the triple play results…
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Jun 9, 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 DocuSign’s (DOCU) Q1 2026 earnings call.
DocuSign (DOCU) provides cloud-based software for automating the agreement process, best known for its eSignature product but now expanding into a broader platform called Intelligent Agreement Management (IAM). The IAM platform integrates AI to streamline how organizations create, execute, and manage contracts, offering features like biometric ID verification, automated risk review, and obligation tracking. With more than 1.7 million customers globally, DOCU serves a wide range of industries from financial services to healthcare to government. DOCU’s Q1 call centered on the rapid adoption of IAM, which now has over 10,000 customers and is contributing to stronger product usage and upsell potential. IAM self-serve launched in April and added nearly 1,000 customers within three weeks, while international IAM deals grew over 50% sequentially. Although billings growth came in at 4%, slightly below guidance due to earlier-than-expected drops in early renewals, usage trends hit multi-year highs and net dollar retention improved to 101%. DocuSign also unveiled a slate of new AI-powered tools and reaffirmed its commitment to building a long-term, efficient growth engine. DOCU added another triple play under its belt, its seventh in the last nine quarters, but the stock fell 19% on 6/6 on AI growing pains that are impacting billings growth…
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Jun 4, 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 CrowdStrike’s (CRWD) Q1 2026 earnings call.
CrowdStrike (CRWD) is a leading cybersecurity company best known for its Falcon platform, a cloud-native solution that protects endpoints, cloud workloads, identities, and data through AI-powered threat detection and response. Its customers range from Fortune 100 enterprises to government agencies. Its agentic AI, Charlotte AI, and Flex-based subscription model provide unique insights into modern enterprise security operations, platform economics, and the emerging need to secure autonomous AI agents across global digital infrastructure. CRWD posted $194M in net new ARR and 22% ARR growth, fueled by the expanding Falcon Flex model, which now accounts for over $3.2B in deal value across 820 customers. Re-Flex deals (when a customer uses up initial Flex subscription allocation faster than expected and returns to CrowdStrike mid-contract to extend commitment) surged, with one customer increasing their commitment 20x. Charlotte AI and Next-Gen SIEM (Security Information and Event Management) drove notable wins by automating SOC (Security Operations Center) workflows and displacing legacy tools like Splunk. Cloud and identity protection businesses also accelerated. On mixed results and a weaker outlook, CRWD shares fell as much as 7.4% on 6/4…
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