The Transcript
Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
The Transcript
The Transcript Podcast Episode 88
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 88
In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season.
Show Notes
00:00:00 Introduction
00:00:08 A Cooling Down
00:01:55 Inflation Cooling in Europe
00:03:03 Inflation in Services
00:05:52 A Hunkering for Fries
00:06:49 The AI revolution
00:09:19 Weakening Data Center Demand
00:11:15 Earnings Season Preview
00:12:40 Conclusion