

BI Weekend: US Earnings, Morning Consult Poll
Aug 2, 2024
Anurag Rana, a technology analyst, shares insights on Microsoft’s earnings and challenges within Azure growth. Laura Davison, politics editor, analyzes shifting voter demographics as Kamala Harris gains traction. George Ferguson delves into Boeing’s leadership changes and financial hurdles. Dave Regnery discusses Trane Technologies’ strong earnings driven by sustainability efforts. John Butler highlights T-Mobile's impressive subscriber growth and competition in 5G. Together, they unravel key market trends and strategic shifts across various industries.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Earnings and Elections: Tech Growth and Political Trends
01:46 • 10min
Analyzing T-Mobile's Subscriber Growth and Financial Decision Biases
12:11 • 2min
Leadership Changes and Market Dynamics
14:40 • 12min
Understanding Financial Biases and Resources for Small Businesses
26:45 • 3min
McDonald's Sales Struggles and Strategic Shifts
29:18 • 10min
Navigating Challenges in the Evolving Beer Market
39:09 • 4min