The hottest Earnings Calls Substack posts right now

CD PROJEKT RED's Witcher 3 has sold over 50 million units, a significant milestone in the gaming industry.
CD PROJEKT RED is highly anticipated for its upcoming expansion pack Phantom Liberty for Cyberpunk 2077, expected to be as large as the original game.
The company is strategically focusing on projects like Project Polaris and Sirius within The Witcher franchise and shifting resources accordingly.

AMD MI300X is not designed for AI workloads, despite the false narrative in the media.
AMD's strategic decision to split GPU efforts into RDNA and CDNA families led to commercial success in gaming and datacenter markets.
AMD's MI300X is optimized for high-precision compute and supercomputing, lacking in low-precision compute capabilities for AI workloads, putting them behind Nvidia until at least H1 2025.

Earnings calls that get more people to actively listen lead to higher trading volume and a better immediate share-price reaction.
People tune in more when calls aren’t scheduled against other events, include slide decks and clear forward-looking numbers, and when presenters speak at a measured pace, vary loudness a bit, and avoid frequent speaker changes.
Don’t try to dazzle or overload listeners; keep the content moderately complex, minimize disruptions, and help investors get into a flow state.

Over 50% of an earnings call focuses on short-term demand trends, which is not helpful for long-term investors.
Earnings calls should address long-term value, competitive environment changes, and management's strategies for improving competitive advantage.
Investors and CEOs should prioritize questions that affect the business's value in the long term, rather than short-term fluctuations.

Generative AI progress takes time - it took Microsoft 2 years to charge for GitHub Copilot.
Expectations for generative AI are currently too high, leading to potential disappointments in the near future.
Investors need to understand the timelines and processes involved in developing and releasing software products.

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