IMMEDIATE CALL POSTMORTEMS

The first take, while it still matters.

After earnings, most sell-side research takes a day or more to publish, and much of it repeats the press release. An Immediate Call Postmortem is our unfiltered first read: posted on X within minutes of the call ending, then archived here and on Substack. It’s free, it’s short, and it focuses on what actually changed. We only write one when a call gives us something worth saying, and a much more thoughtful Upon Further Review report tends to follow within 3–5 business days.

Why speed matters: read Confessions of a Sell-Side Analyst →

Matthew McClintock 10/1/26 Matthew McClintock 10/1/26

Nike: 1Q27 Immediate Call Postmortem

Immediate Call Postmortem on Nike’s 1Q27 earnings call.

Matthew McClintock 6/30/26 Matthew McClintock 6/30/26

Nike 4Q26 Immediate Call Postmortem

“The real story isn’t the celebration. The real story is everything it took to get there.”

Matthew McClintock 3/31/26 Matthew McClintock 3/31/26

Nike 3Q26 Immediate Call Postmortem

End of day they beat on revenue because of depressed expectations in China and APLA but missed in critical North America and EMEA regions that were supposed to be leading indicators of the turnaround.

Matthew McClintock 12/18/25 Matthew McClintock 12/18/25

Nike 2Q26 Immediate Call Postmortem

Every region (and Converse) except for North America missed consensus revenue expectations with China the most notable shortfall.