CoreWeave reported $2.6 billion in quarterly revenue and $104.2 billion in backlog, then added more than $25 billion in customer commitments after quarter-end. The demand is extraordinary. So is the bill: $9.4 billion in capital spending and $640 million in interest expense in one quarter.

In this episode of Quarters, CEO Mike Intrator describes the demand, while CFO Nitin Agrawal explains why the economics arrive unevenly: CoreWeave pays for the data-center build upfront, while contracted revenue and cash flow follow after the capacity comes online.

The question is no longer whether customers want the compute. It’s whether CoreWeave can finance and deliver enough of it—on time—for the economics to catch up.

Quarters: public earnings calls, only the human part. No stock tips. Not financial advice.

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Rocket Lab delivered a record quarter, but Peter Beck’s real pitch was much larger than the numbers. Through the Iridium deal, he wants Rocket Lab to become what he calls a self-launching, tier-one space power.

In this episode of Quarters, Beck explains the move from rockets and spacecraft into space applications, why Neutron’s tenth launch matters more than its first and how Kepler gives the unflown rocket a real customer.

Revenue reached $234 million, up 62%. Backlog climbed to $2.36 billion, up 137%. Losses remain real, and Neutron now has to support government work, commercial missions and Rocket Lab’s own communications ambitions.

No stock tips. Just the human part of the earnings call.

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Hims & Hers accelerated revenue growth while gross margin fell twelve percentage points. Management calls the quarter proof that the model can scale. The income statement asks for patience.

In this episode of Quarters, Andrew Dudum argues that Hims can expand access to care and remain profitable. CTO Mo Elshenawy describes the company’s AI as load-bearing, not decorative, while insisting that clinicians remain in charge. CFO Yemi Okupe names the cost: gross margins are likely to remain below historical levels.

Revenue reached $753.2 million, up 38%. Gross margin fell to 64% from 76%, and the company posted a net loss of $86.3 million. Growth is the proof. Margin pressure is the price of admission.

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First public print. Revenue nearly doubles. CapEx goes nuclear on AI. Musk still talks like civilization is a bar chart, and Starlink owning most of the world’s internet in “less than 10 years.”

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Palantir posts a cartoon-number quarter: ~93% revenue growth, U.S. commercial up ~149%, Rule of 40 at 155, and Alex Karp still sounds like he’s teaching a late seminar about colonization, token meters, and getting off the sidelines. Madman.

This is a Director’s Cut of the public Q2 2026 earnings call (Aug 3). Not a full reupload. Not a stock tip. Just the human part: the wildest lines, the scoreboard in his voice, and the Box Score.

Source: Palantir Q2 2026 earnings webcast (public).
Not financial advice. Opinions are commentary on the call performance, not investment recommendations.

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Weekend on Quarters: Week of July 27–31.

Three full Director’s Cuts this week: Bill McDermott at ServiceNow, Mark Zuckerberg at Meta, and Tim Cook’s last earnings call as Apple CEO. Then a quick walk through the high-ticket rooms we didn’t cut full episodes for )Amazon, Microsoft, Alphabet) and one weird hallway stop at Coastal Financial’s first-ever earnings call!

Line of the week: Bill. “We are who we said we were.”

Not financial advice. 

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Quarters: Director’s Cut of Apple’s Q3 2026 earnings call.

Tim Cook’s last call as CEO. Best June quarter ever. Stock still slips on supply. Then he thanks the room, and John Ternus barely speaks!

Company: Apple (AAPL)
Call: Fiscal Q3 2026 · July 30, 2026
CEO: Tim Cook (final earnings call) → John Ternus

What we sit with:
• $109.4B June-quarter record / iPhone +22% / Mac +29%
• “Very significant” supply constraints / hundred-year flood on memory
• The farewell: “never been more optimistic”
• Analysts saying goodbye back — including the $108B year vs $109B quarter

Source: public Apple investor webcast.
Commentary + fair-use clips. Not financial advice.

Watch on YouTube: https://www.youtube.com/@watchquarters
Subscribe to Quarters for more Director’s Cuts of earnings calls.

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Quarters: Director’s Cut of Meta’s Q2 2026 earnings call.

The whole world is already Meta’s customer. Wall Street punished the bill. On the call, Mark sells personal agents, CapEx, and “more to share soon” and the confidence sounds a little like a keynote voice working overtime. Not a stock tip. Not the full call. Just the human part.

Company: Meta (META)
Call: Q2 2026 · July 29, 2026
CEO: Mark Zuckerberg

Highlights we sit with:
• 3.6B people on the apps daily / Instagram 2B DAUs
• Scale vs. the receipt (FCF, CapEx)
• Personal agents 24/7 — health, relationships, finances
• The performance of certainty when the cash gets quiet

Source: public earnings webcast.
Commentary + fair-use clips. Not financial advice.

Watch on YouTube: https://www.youtube.com/@watchquarters
Subscribe to Quarters for more Director’s Cuts of earnings calls.

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ServiceNow’s Q2 earnings call with Bill McDermott sounding like Long Island never left the room.

On Quarters we listen for the human part: the odd sentence, the little flex, the person behind the numbers. This week Bill goes back seven years, grades his own homework, and lands the line of the quarter.

Not financial advice. Just the call, and the character.

Source: ServiceNow Q2 2026 earnings conference call (public webcast).

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