Shows
CliffCastNetflix Q4: From 'Carry-On' to Christmas Football, Unpacking the Explosive QuarterNetflix saw broad strength across content categories and regions, with no single title driving the majority of subscriber acquisition, even with major live events and series releases.
Advertising is a major focus for Netflix, with membership on ad plans increasing significantly and ad revenue expected to double again this year.
Netflix is committed to live events, including sports, but will remain mindful of the bottom line and ensure the economics work for both them and their partners.
The company's content spend will increase to $18 billion in 2025 as they are still far from reaching an equilibrium in terms of view share...
2025-01-2322 min
CliffCastDigital Realty Trust Q3: Riding the AI Wave? | Data Center, AI, Real Estate | Cliff EarningsDigital Realty Trust's Q3 2024 earnings call revealed strong financial performance, including a beat on earnings expectations and impressive growth in data center revenue. Driven by AI demand and digital transformation initiatives, they signed a record number of new leases, but analysts are raising questions about the long-term sustainability of this growth, especially given rising costs and increasing competition. Tune in for an in-depth look at Digital Realty's expansion plans, their debt management strategy, and how they are navigating the challenges and opportunities of the evolving data center market.
2024-12-1618 minCliffCastCostco Q1: Strong Performance, Lingering Questions | Retail, e-commerce, Membership | Cliff EarningsCostco's Q1 2025 earnings impressed, with strong net income and healthy sales growth, driven by membership fee increases and robust renewals. However, analysts are digging deeper, raising concerns about the impact of shifting consumer behavior, rising e-commerce competition, and the sustainability of Costco's impressive growth. Tune in for a detailed analysis of Costco's performance and a look at their strategies for navigating the evolving retail landscape.
2024-12-1316 minCliffCastRubrik Q3: A Billion-Dollar Milestone and the Cloud Security Race | 1B, Data security, AI | Cliff EarningsRubrik celebrated a major milestone, surpassing $1 billion in annual recurring revenue, while beating earnings expectations in Q3 2025. But with their success heavily reliant on cloud subscriptions and facing a competitive landscape, analysts are questioning the sustainability of their growth. Tune in for a deep dive into Rubrik's cloud security strategy, their foray into generative AI, and the challenges and opportunities they face in this rapidly evolving market.
Rubrik is a rather new public company, and it's interesting to learn more about especially new players in the data security domain!
2024-12-0713 minCliffCastLululemon Athletica Q3: International Boom, US Gloom? | Newness, Local strategy, International | Cliff EarningsLululemon's Q3 2024 earnings show a stark contrast: booming international growth versus flat sales in North America. While their overall revenue hit an impressive $2.4 billion, their US market is stagnating, prompting a "newness" strategy focused on fresh product launches. Will this be enough to reignite US growth amidst a challenging economic climate and increased competition, or do they need a new game plan?
2024-12-0610 minCliffCastHaidilao Q3: Hot Pot Dominance and Global ExpansionHaidilao's ($HDL) Q3 2024 earnings reveal solid revenue growth, but their thin operating margins raise questions about their ability to balance excellent customer service with rising costs and intensifying competition. Delve into their innovative "three spreadsheets" approach to operational efficiency, their expansion into new brands and markets, and their focus on localization as they strive to maintain their hot pot kingdom on a global stage.
2024-11-3017 minCliffCastCoinbase Q3: Beyond Trading, Building the Future of CryptoCoinbase defied a softening crypto market with strong Q3 2024 results, driven by growth in stablecoin trading and their subscription services. But the real story lies in their ambitious plans for global expansion, their push for clearer regulations, and their strategic "build, buy, and invest" approach to competition. Tune in to explore Coinbase's long-term vision for becoming a global leader in crypto payments and the foundational platform for the next generation of crypto applications.
2024-11-2914 minCliffCastWalmart Q3 : Growth, Grit, and the Power of DataWalmart's Q3 2025 earnings show strong global growth, fueled by a surge in e-commerce and advertising revenue. However, challenges like hurricanes and port strikes loom, raising questions about the sustainability of their success. Tune in to explore Walmart's evolving business model, their strategic investments in data and technology, and how they're navigating a complex and competitive retail landscape.
2024-11-2617 minCliffCastNvidia Q3: AI's Reign SupremeNvidia's Q3 earnings were explosive, fueled by insatiable demand for their AI-powering H100 chip and a data center business booming past $30 billion. While excitement builds around their next-gen Blackwell architecture and the global rise of "AI factories," questions linger about supply chain constraints, competition, and the ethical implications of this rapidly accelerating AI revolution. Join us for a deep dive into Nvidia's dominant position in the AI landscape and what it means for the future of computing.
2024-11-2113 minCliffCastShopify Q3: Conquering Commerce in an AI WorldShopify's Q3 2024 earnings showcase impressive growth in both GMV and revenue, demonstrating their continued momentum in the e-commerce space. But beyond the big numbers, Shopify is aiming to become the central nervous system for all of commerce, from solopreneurs to massive corporations. Tune in to hear how they plan to achieve this ambitious goal while navigating the challenges of increasing market consolidation, the evolving role of AI in search, and the ever-shifting landscape of online retail.
2024-11-1811 minCliffCastCliff Earnings | Chegg Q3: Can They Survive the AI Tsunami?Chegg's facing an existential crisis: free AI is eating their lunch, and Google's not helping. Can their bold new strategies fend off the AI horde and win back students, or are their days of homework dominance numbered? Dive in to dissect Chegg's Q3 earnings and explore the future of learning in an AI-powered world.
2024-11-1712 minCliffCastCliff Earnings | Progyny Q3: A Look at the Future of Family BuildingProgyny, a leading fertility benefits provider, saw steady utilization rates but a surprising slowdown in treatment pace during Q3 2024, raising questions about the future of fertility benefit usage. While revenue and client numbers remain strong, declining profits and the emergence of competitors offering less comprehensive plans present challenges. Tune in to explore how Progyny is navigating this evolving landscape and what it means for the future of family-building.
2024-11-1318 minCliffCastCliff Earnings | CAVA Q3: Can They Keep Cooking Up Success?Cava's Q3 earnings are sizzling hot, with impressive revenue growth and same-store sales surging thanks to craveable menu items and a revamped loyalty program. But can this Mediterranean fast-casual chain maintain its momentum in a competitive landscape and a potentially volatile economy? Dive in to explore Cava's secret sauce and discover whether their success is built to last.
2024-11-1318 minCliffCastCliff Earnings | Spotify Q3: Podcasts, Profits, and What's Next?Spotify's latest earnings call reveals a company at a crossroads: celebrating record profits while grappling with slowing ad revenue and fierce competition. They're doubling down on podcasts and exploring some truly wild ideas for the future, from superfan perks to becoming an app platform. Tune in to hear how Spotify plans to conquer the evolving audio landscape and what these big bets mean for music lovers and creators alike.
2024-11-1314 minCliffCastCliff Earnings | Cloudflare Q3: A Turning Point?Cloudflare's Q3 2024 earnings call reveals a company at a crossroads, boasting strong growth but facing questions about its sales strategy and ambitious goals. Will their gamble on large customer deals pay off?
Record Revenue but Questions Linger: [00:00:00] Did Cloudflare's impressive growth tell the whole story? Hints of uncertainty lurk beneath the surface.
Sales Shake-Up: Genius Move or Growing Pains? [00:03:01] A major shift in sales strategy has some analysts raising eyebrows. Will this gamble pay off or backfire?
All In on AI: Cloudflare's Multi-Million Dollar Bet: [00:11:08] A massive deal and a bol...
2024-11-1111 minCliffCastCliff Earnings | Rivian Q3: R2 Dreams vs. RealityRivian's Q3 earnings call revealed a company betting big on its Gen 2 platform and upcoming R2 vehicle, but facing serious challenges with profitability and supply chain disruptions. Can they overcome these hurdles and deliver on their ambitious promises, or will the increasingly competitive EV market leave them in the dust? Tune in to find out if Rivian's bold vision can become a reality.
2024-11-0915 minCliffCastCliff Earnings | Pinterest Q3: Pretty Pictures and Profitable PartnershipsPinterest is now about more than just pretty pictures, with Q3 earnings showing a focus on shoppable content, AI-powered advertising, and strategic partnerships. But can they maintain this momentum in a competitive market with economic headwinds? Tune in to explore Pinterest's evolving strategy and future prospects.
2024-11-0912 minCliffCastCliff Earnings | Duolingo Q3: AI Takes Center StageDuolingo's Q3 earnings call featured strong growth and a surprising appearance by their AI character, Lilly. Can Duolingo maintain this impressive momentum? Listen now!
2024-11-0813 minCliffCastCliff Earnings | AppLovin Q3: From Mobile Gaming to E-commerce Domination?AppLovin's Q3 earnings call revealed impressive financial performance and a bold expansion into e-commerce. Can AppLovin replicate its mobile gaming success in the e-commerce world? Listen now!
2024-11-0716 minCliffCastCliff Earnings | Progressive Q3: Record Growth, Smart Growth?Progressive's Q3 earnings call revealed impressive growth and strong profitability, but also some looming challenges.
Can Progressive continue its impressive growth trajectory in a changing market? Listen now!
2024-11-0615 minCliffCastCliff Earnings | YumChina Q3: Growth, Coffee, and Durian DominanceYum China's Q3 results were impressive, fueled by strategic expansion and some unusual menu items.
Listen now to uncover the secrets to Yum China's success!
2024-11-0616 minCliffCastCliffChat Earnings | Tesla Q3: Growth, Margins, and Robo-Taxi DreamsTesla's Q3 earnings call was a rollercoaster. Record deliveries but shrinking margins, bold FSD bets, and Cybertruck hype.
Is Tesla's execution up to the task? Listen now for a deep dive into their Q3 results!
2024-11-0510 minCliffCastCliffChat Earnings | Alphabet Q3: AI Revolution & The Future of SearchAlphabet's Q1 earnings highlight their AI-first strategy and the challenges of balancing innovation with profitability.
Is Alphabet shaping the future of tech or just riding the AI wave? Tune in to find out!
2024-11-0511 minCliffCastCliffChat Earnings | Palantir Q3: AI for the Real WorldPalantir's Q3 earnings highlight their AI-driven growth, especially in the US government sector.
Is Palantir changing the game with their pragmatic approach to AI? Listen now!
2024-11-0512 min
CliffCastCliffChat Earnings | Meta Q3: AI Empire or Metaverse Mirage?Meta's earnings reveal a company at a crossroads: doubling down on AI while the metaverse remains a costly gamble.
Join us as we analyze Meta's Q3 earnings and debate their high-stakes strategy. Is Meta building a future of AI-powered connection or chasing a metaverse fantasy? Listen now!
2024-11-0511 min
YOPO: You Only Podcast Once with Jevon Daly and Sarah JoeyJevCast Episode #9 - CliffCastCliff Bernard -- master bartender at the Tiki Hut -- invites Jevon into his office for a conversation about the good ol' days (a decade-or-so ago).
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
2019-10-3043 min
CliffCastEpisode 20 Sorry not a show Just an updateJust a little note to my loyal listeners
Sorry, this is not an actual show, but I wanted to say
"I've been away but I'm coming back to stay"
Yes, you heard it here first!
CliffCast is coming back very soon with a few differences to cast and content.
Thanks for your patience,
~Cliffy :)
2012-06-2103 min
CliffCastEpisode18
What's Funny?
Smarmy Blighter conducts a (poor excuse for) an interview of our very own Cliff Lewis former host of griffinisms (circa 2004)
Cliff reviews a mini audio-book, and plays clips from:
"How To: Be Funny By Bob Cryer"
The crew of CliffCast and the good people of Port Coquitlam chime in on the question of the day
2011-02-1229 min
CliffCastEpisode17 Christmas Special
Happy Holidays !
Festive Jokes, Chatter, and a special performance of "The Night Before CliffCast"
A visit to Doctor Mass, Music Galore & Much much more!
Musical Guests:
"All I Want For Christmas Is You" By Mariah Carey
"Happy Christmas War is Over" By John Lennon & Yoko Ono
"Last Minute Christmas", "Santa Doesn't Live here Anymore" & "Christmas Without You" By Cliff Lewis
2010-12-2153 min
CliffCastEpisode14 - Halloween SpecialHappy Halloween!
Flick and Cliff Host The Halloween Special- Is The CliffCast Studio haunted????!!!!!!! All sorts of strange and eerie happenings-Cliff and Flick's "A History Of Halloween and Guy Fawkes"- A Special Halloween version of "Jokes Of The Week" Various Cameo appearances by an interesting selection of "Seasonal" characters- A very Spooky "Story Time" Featuring two short stories by Cliff- "Dark and Stormy Night" and "The Sign" and some great music.....
"PC Halloween" by Devo Spice "Happy Halloween" by Ben Twisted ...
2010-10-2953 min