US public company mentions across podcasts
The API for monitoring US public company mentions across podcasts. Timely, structured, and verifiable.
So how long have you been using the McDonald's app and its rewards program? Just so we have some sort of baseline here.
Kai Ryssdal · Marketplace · When unemployment becomes endless · 2026-08-21What's your favorite Apple product right now?
Carol Massar · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Yeah, it's a fascinating question. I've been asked this the last several weeks. I think there's going to be no impact. You know, the big political thing when it came to Apple, you know, with the, with the Republicans in charge has been tariffs. No matter who wins, I don't see that changing. I don't I don't think there's going to be anything dramatic or even less than dramatic when it comes to whether it's the Democrats or the Republicans in the lead after these midterms.
Mark Gurman · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Yeah, stock is really flat. So, Mark, you know, we've always had high expectations for like what's next from Apple. Where do they go next from here?
Carol Massar · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02We're speaking with, with Mark Gurman. He's Bloomberg News managing editor for global consumer tech. We're in the midst of Apple's numbers. That call does start in just about 14 minutes. Mark's going to go to that in a few minutes. We do have a few more minutes with Mark. But to catch everybody up, if you are just joining us, the company reported revenue gains of 12% to $114.5 billion. That was a beat on the top line. China sales, though, fell short of analysts' estimates. iPhone revenue climbed 17% to $57.6 billion. The shares in the after hours, they're flat right now. They fell, they moved higher. And now they're flat.
Nathan Hager · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Well, the question is why. And one of the answers is because Google searches are down because of AI. And a big chunk of the revenue Apple gets from services is a revenue share from Google Search done in Safari. And as people move to the Gemini app, as people move towards the ChatGPT app or the Claude app or the Muse app or even Siri AI to get things done that they normally would do in a search engine, that service's revenue is going to come down. What Apple needs to do is figure out a way to make up for that revenue loss by monetizing search on its platforms, or shall I say, AI search on its platforms, because they're not doing that. Mm-hmm.
Mark Gurman · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02
- $MSFT Microsoft
- $GOOG Alphabet
- $AMZN Amazon
- $NVDA Nvidia
- $META Meta
- $AAPL Apple