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 Q3 2022 and Q4 2022 earnings reporting periods.

Q4 2022 Recaps:

Boats and ATVs: Brunswick (BC), MarineMax (HZO), and Polaris (PII)

Hershey Q4 2022

Old Dominion Q4 2022

PulteGroup Q4 2022

Whirlpool Q4 2022

Mastercard Q4 2022

Tesla Q4 2022

Microsoft Q2 2023

Johnson & Johnson Q4 2022

Netflix Q4 2022

Bank of America Q4 2022

Taiwan Semiconductor Q4 2022

Constellation Brands Q3 2023

Cintas Q2 2023

FedEx Q2 2023

Adobe Q4 2022

Lennar Q4 2022

Oracle Q2 2023

Costco Q1 2023

Lululemon Q3 2022

Q3 2022 Recaps:

NVIDIA Q3 2023
Walmart Q3 2023
Target Q3 2022
Disney Q4 2022
Zoetis Q3 2022
Generac Q3 2022
Uber Q3 2022
XPO Logistics Q3 2022
Apple Q4 2022
Amazon Q3 2022
Ford Q3 2022
Alphabet Q3 2022
Microsoft Q1 2023
Tesla Q3 2022
Netflix Q3 2022
Johnson & Johnson Q3 2022
UnitedHealth Q3 2022
JP Morgan Q3 2022
PepsiCo Q3 2022
Constellation Brands Q2 2023
Nike Q1 2023
Costco Q4 2022
Lennar Q3 2022
Adobe Q3 2022
Oracle — Q1 2023
DocuSign — Q2 2023
Lululemon — Q2 2022

Recaps published during Q3 2022 are available with a Bespoke Institutional subscription

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