Q1 Earnings Season Conference Call Recaps

Bespoke’s Conference Call Recaps provide helpful summaries of corporate conference calls throughout earnings season.  We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management.  These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results.  We also identify trends emerging for the broader economy in these recaps.

Bespoke’s Conference Call Recaps are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

Below is a list of the Conference Call Recaps published during the Q1 2022 and Q4 2021 earnings reporting period.

Q1 2022 Recaps:

NVIDIA — Q1 2023
NVIDIA (NVDA) Earnings Summary

Best Buy — Q1 2023

Zoom — Q1 2023

Deere — Q2 2022
Deere (DE) Earnings Summary

Palo Alto Networks — Q3 2022

Target — Q1 2022
Target (TGT) Earnings Summary

Q1 Previously Published Recaps

Home Depot Q1 Conference Call — 5/17/22
Walmart Q1 Conference Call — 5/17/22
Disney Q2 Conference Call — 5/11/22
Roblox Q1 Conference Call — 5/11/22
Simon Property Q1 Conference Call — 5/9/22
Tyson Foods Q2 Conference Call — 5/9/22
Block Q1 Conference Call — 5/5/22
Albemarle Q1 Conference Call — 5/5/22
Cheniere Energy Q1 Conference Call — 5/4/22
Uber Q1 Conference Call — 5/4/22
Starbucks Q1 Conference Call — 5/3/22
Advanced Micro Devices Q1 Conference Call — 5/3/22
Hilton Hotels Q1 Conference Call — 5/3/22
Amazon Q1 Conference Call — 4/28/22
Apple Q2 Conference Call — 4/28/22
United Rentals Q1 Conference Call — 4/28/22
McDonald’s Q1 Conference Call — 4/28/22
Meta Platforms Q1 Conference Call — 4/27/22
Automatic Data Processing Q3 Conference Call — 4/27/22
Chipotle Q1 Conference Call — 4/26/22
Microsoft Q3 Conference Call — 4/26/22
Alphabet Q1 Conference Call — 4/26/22
United Parcel Service Q1 Conference Call — 4/26/22
Whirlpool Q1 Conference Call — 4/25/22
Coca-Cola Q1 Conference Call — 4/25/22
American Express Q1 Conference Call — 04/22/22
Snap Q1 Conference Call — 04/21/22
Pool Corp Q1 Conference Call — 04/21/22
Alcoa Q1 Conference Call — 04/20/22
Tesla Q1 Conference Call — 04/20/22
IBM Q1 Conference Call — 04/19/22
Johnson & Johnson Q1 Conference Call — 04/19/22
JB Hunt Conference Call — 04/18/22
Citigroup Q1 Conference Call — 04/14/22
UnitedHealth Group Q1 Conference Call — 04/14/22
Taiwan Semiconductor Q1 Conference Call — 04/14/22
BlackRock Q1 Conference Call — 04/13/22
Delta Q1 Conference Call — 04/13/22
JP Morgan Q1 Conference Call — 04/13/22
CarMax Q4 Conference Call — 04/12/22
Constellation Brands Q4 Conference Call — 4/7/22
Walgreens Q2 Conference Call — 3/31/22
Micron Q2 Conference Call — 3/29/22
Lululemon Q4 Conference Call — 3/29/22
KB Home Q1 Conference Call — 3/23/22
Adobe Q1 Conference Call — 3/22/22
Nike Q3 Conference Call — 3/21/22

Recaps published during Q4 2021 are available with a Bespoke Institutional subscription:

Salesforce Q4 Conference Call — 3/1/22
Target Q4 Conference Call — 3/1/22
Zoom Q4 Conference Call — 2/28/22
Moderna Q4 Conference Call — 2/24/22
Home Depot Q4 Conference Call — 2/22/22
Deere Q1 Conference Call — 2/18/22
Walmart Q4 Conference Call — 2/17/22
NVIDIA Q4 Conference Call — 2/16/22
Airbnb Q4 Conference Call — 2/15/22
Marriott Q4 Conference Call — 2/15/22
Advance Auto Parts Q4 Conference Call — 2/14/22
Uber Q4 Conference Call — 2/9/22
Disney Q1 Conference Call — 2/9/22
Chipotle Q4 Conference Call — 2/8/22
Simon Property Q1 Conference Call — 2/7/22
Tyson Foods Q1 Conference Call — 2/7/22
Snap Q4 Conference Call — 2/3/22
Amazon Q4 Conference Call — 2/3/22
Estée Lauder Q2 Conference Call — 2/3/22
Meta Q4 Conference Call — 2/2/22
Ferrari Q4 Conference Call — 2/2/22
Match Group Q4 Conference Call — 2/2/22
Advanced Micro Devices Q4 Conference Call  — 2/1/22
PayPal Q4 Conference Call — 2/1/22
Starbucks Q1 Conference Call — 2/1/22
Alphabet Q4 Conference Call — 2/1/22
United Parcel Service Q4 Conference Call — 2/1/22
Visa Q1 Conference Call — 1/27/22
Apple Q1 Conference Call — 1/27/22
McDonald’s Q4 Conference Call — 1/27/22
Intel Q4 Conference Call — 1/26/22
Tesla Q4 Conference Call — 1/26/22
Boeing Q4 Conference Call — 1/26/22
Automatic Data Process Q4 Conference Call — 1/26/22
Microsoft Q2 Conference Call — 1/26/22
Johnson & Johnson Q4 Conference Call — 1/25/22
3M Q4 Conference Call — 1/25/22
Lockheed Martin Q4 Conference Call — 1/25/22
American Express Q4 Conference Call — 1/25/22
Netflix Q4 Conference Call — 1/20/22
Intuitive Surgical Q4 Conference Call — 1/20/22
Union Pacific Q4 Conference Call — 1/20/22
Baker Hughes Q4 Conference Call — 1/20/22
UnitedHealth Q4 Conference Call — 1/19/21
Fastenal Q4 Conference Call — 1/19/22
Procter & Gamble Q2 Conference Call — 1/19/22
Silvergate Capital Q4 Conference Call — 1/18/22
Charles Schwab Q4 Conference Call — 1/18/22
BlackRock Q4 Conference Call — 1/14/22
JP Morgan Q4 Conference Call — 1/14/22
KB Home Q4 Conference Call — 1/12/22
Delta Airlines Q4 Conference Call — 1/13/22
Constellation Brands Q3 Conference Call — 1/6/22
Nike Q2 Conference Call — 12/20/21

LIKS Report: 5/23/2022

Bespoke’s Little Known Stocks (LIKS) report highlights a company that may not be on the traditional radar of most investors. In this report, we provide an in-depth analysis of the little known stock, including industry insights, growth lever analysis, insights to the competitive landscape, equity performance, relative valuation, operational efficiency, pros & cons, and more. This week’s report is about a discount retailer that has the ability to benefit as household discretionary budgets compress.

Stock Ideas, Small Cap Stocks

As always, this report is for informational purposes only and is not a recommendation to buy or sell any specific securities.  Investors should do their own research and/or work with a professional when making investment decisions.  Highlighting a stock doesn’t mean we are bullish or bearish on it.  Our goal is simply to provide readers with facts to help them make informed decisions rather than just opinions.

Bespoke’s LIKS reports are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our LIKS reports.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

LIKS Report: 4/13/2022

Bespoke’s Little Known Stocks (LIKS) report highlights a company that may not be on the traditional radar of most investors. In this report, we provide an in-depth analysis of the little known stock, including industry insights, growth lever analysis, insights to the competitive landscape, equity performance, relative valuation, operational efficiency, pros & cons, and more. This week’s report is about an innovative medical devices company that is disrupting the cosmetic procedure market.

Stock Idea

As always, this report is for informational purposes only and is not a recommendation to buy or sell any specific securities.  Investors should do their own research and/or work with a professional when making investment decisions.  Highlighting a stock doesn’t mean we are bullish or bearish on it.  Our goal is simply to provide readers with facts to help them make informed decisions rather than just opinions.

Bespoke’s LIKS reports are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our LIKS reports.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

LIKS Report: 3/22/2022

Bespoke’s Little Known Stocks (LIKS) report highlights a company that may not be on the traditional radar of most investors. In this report, we provide an in-depth analysis of the little known stock, including industry insights, growth lever analysis, insights to the competitive landscape, equity performance, relative valuation, operational efficiency, pros & cons, and more. This week’s report is about a company that manufactures innovative traffic solutions for government entities that also has exposure to commercial businesses through their fleet management software.

As always, this report is for informational purposes only and is not a recommendation to buy or sell any specific securities.  Investors should do their own research and/or work with a professional when making investment decisions.  Highlighting a stock doesn’t mean we are bullish or bearish on it.  Our goal is simply to provide readers with facts to help them make informed decisions rather than just opinions.

Bespoke’s LIKS reports are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our LIKS reports.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

LIKS Report: 3/7/2022

Bespoke’s Little Known Stocks (LIKS) report highlights a company that may not be on the traditional radar of most investors. In this report, we provide an in-depth analysis of the little known stock, including industry insights, growth lever analysis, insights to the competitive landscape, equity performance, relative valuation, operational efficiency, pros & cons, and more. This week’s report is about a defense company that manufactures and distributes unmanned aircrafts to allied nations.

Bespoke’s LIKS reports are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our LIKS reports.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

Q4 Earnings Season Conference Call Recaps

Bespoke’s Conference Call recaps provide helpful summaries of corporate conference calls throughout earnings season.  We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management.  These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results.  We also identify trends emerging for the broader economy in these recaps.

Bespoke’s Conference Call recaps are available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

Below is a list of the Conference Call recaps published during the Q4 2021 earnings reporting period.

Latest Recaps:

Salesforce — Q4 2022

Target — Q4 2021

Zoom — Q4 2022

Q4 Previously Published Recaps

Moderna Q4 Conference Call — 2/24/22
Home Depot Q4 Conference Call — 2/22/22
Deere Q1 Conference Call — 2/18/22
Walmart Q4 Conference Call — 2/17/22
NVIDIA Q4 Conference Call — 2/16/22
Airbnb Q4 Conference Call — 2/15/22
Marriott Q4 Conference Call — 2/15/22
Advance Auto Parts Q4 Conference Call — 2/14/22
Uber Q4 Conference Call — 2/9/22
Disney Q1 Conference Call — 2/9/22
Chipotle Q4 Conference Call — 2/8/22
Simon Property Q1 Conference Call — 2/7/22
Tyson Foods Q1 Conference Call — 2/7/22
Snap Q4 Conference Call — 2/3/22
Amazon Q4 Conference Call — 2/3/22
Estée Lauder Q2 Conference Call — 2/3/22
Meta Q4 Conference Call — 2/2/22
Ferrari Q4 Conference Call — 2/2/22
Match Group Q4 Conference Call — 2/2/22
Advanced Micro Devices Q4 Conference Call  — 2/1/22
PayPal Q4 Conference Call — 2/1/22
Starbucks Q1 Conference Call — 2/1/22
Alphabet Q4 Conference Call — 2/1/22
United Parcel Service Q4 Conference Call — 2/1/22
Visa Q1 Conference Call — 1/27/22
Apple Q1 Conference Call — 1/27/22
McDonald’s Q4 Conference Call — 1/27/22
Intel Q4 Conference Call — 1/26/22
Tesla Q4 Conference Call — 1/26/22
Boeing Q4 Conference Call — 1/26/22
Automatic Data Process Q4 Conference Call — 1/26/22
Microsoft Q2 Conference Call — 1/26/22
Johnson & Johnson Q4 Conference Cal — 1/25/22
3M Q4 Conference Call — 1/25/22
Lockheed Martin Q4 Conference Call — 1/25/22
American Express Q4 Conference Call — 1/25/22
Netflix Q4 Conference Call — 1/20/22
Intuitive Surgical Q4 Conference Call — 1/20/22
Union Pacific Q4 Conference Call — 1/20/22
Baker Hughes Q4 Conference Call — 1/20/22
UnitedHealth Q4 Conference Call — 1/19/21
Fastenal Q4 Conference Call — 1/19/22
Procter & Gamble Q2 Conference Call — 1/19/22
Silvergate Capital Q4 Conference Call — 1/18/22
Charles Schwab Q4 Conference Call — 1/18/22
BlackRock Q4 Conference Call — 1/14/22
JP Morgan Q4 Conference Call — 1/14/22
KB Home Q4 Conference Call — 1/12/22
Delta Airlines Q4 Conference Call — 1/13/22
Constellation Brands Q3 Conference Call — 1/6/22
Nike Q2 Conference Call — 12/20/22

Recaps published during Q3 are available with a Bespoke Institutional subscription:

Zoom Q3 Conference Call — 11/23/2021
NVIDIA Q3 Conference Call — 11/17/2021
Target Q3 Conference Call — 11/17/2021
Home Depot Q3 Conference Call — 11/16/2021
Walmart Q3 Conference Call — 11/16/2021
Tyson Foods Q4 Conference Call — 11/15/2021
Flowers Foods Q3 Conference Call — 11/12/2021
Disney Q4 Conference Call — 11/10/2021
Coinbase Q3 Conference Call — 11/9/2021
TripAdvisor Q3 Conference Call — 11/9/2021
PayPal Q3 Conference Call — 11/8/2021
Johnson Controls Q4 Conference Call — 11/5/2021
Cloudflare Q3 Conference Call — 11/4/2021
AmerisourceBergen Q4 Conference Call — 11/4/2021
Lumen Technologies Q3 Conference Call — 11/3/2021
Diamondback Energy Q3 Conference Call — 11/2/2021
Sprout Social Q3 Conference Call — 11/2/2021
SolarEdge Technologies Q3 Conference Call — 11/2/2021
Simon Property Q3 Conference Call — 11/1/2021
Clorox Q4 Conference Call — 11/1/2021
Intercontinental Exchange Q3 Conference Call — 10/28/2021
Apple Q4 Conference Call — 10/28/2021
Amazon Q3 Conference Call — 10/28/2021
Merck Q3 Conference Call — 10/28/2021
United Rentals Q3 Conference Call — 10/28/2021
Ford Q3 Conference Call — 10/27/2021
Automatic Data Processing Q1 Conference Call — 10/27/2021
Boeing Q3 Conference Call — 10/27/2021
Evercore Q3 Conference Call — 10/27/2021
McDonald’s Q3 Conference Call — 10/27/2021
Alphabet Q3 Conference Call — 11/26/2021
Microsoft Q1 Conference Call — 11/26/2021
Digital Realty Q3 Conference Call — Q3 2021
3M Q3 Conference Call — 10/26/2021
Facebook Q3 Conference Call — 10/25/2021
Olin Q3 Conference Call — 10/21/21
Tesla Q3 Conference Call – 10/21/21
Equifax Q3 Conference Call – 10/21/21
Baker Hughes Q3 Conference Call – 10/21/21
Netflix Q3 Conference Call – 10/21/21
Intuitive Surgical Q3 Conference Call – 10/21/21
Johnson & Johnson Q3 Conference Call – 10/21/21
NextEra Energy Q3 Conference Call – 10/21/21