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:

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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

B.I.G. Tips – Top Earnings Triple Plays (Q1 ’22)

Today we published our newest Top Triple Plays report.  This season we identified 11 earnings triple plays that may be worth taking a closer look at.

What is a triple play?  When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance.  We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com.  We consider triple plays to be the cream of the crop of earnings season, and we’re constantly finding new long-term opportunities from this basket of names each quarter.  You can track the newest earnings triple plays on a daily basis at our Triple Plays page if you’re a Bespoke Premium or Bespoke Institutional member.  To read our newest report and see the triple plays that we think look the best right now, start a two-week trial to Bespoke Premium!

Earnings Reports Triple Plays