{"podcast":{"title":"Dividend Talk","slug":"dividend-talk-939974","podcast_index_feed_id":939974,"rss_url":"https://anchor.fm/s/2755d9a4/podcast/rss","website_url":"https://dividendtalkpodcast.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/6499377/6499377-1755853124449-b310e299a6343.jpg","author":"Dividend Talk","episode_count":306,"summary":"Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.","last_synced_at":"2026-07-26T06:17:28.208914+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974"},"episode":{"title":"Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304","slug":"q2-2026-earnings-season-ibm-crashes-totalenergies-shines-ep-304","published_at":"2026-07-25T06:34:00+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974/q2-2026-earnings-season-ibm-crashes-totalenergies-shines-ep-304","show_page_url":"https://stenobird.com/podcast/dividend-talk-939974","url":"https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Q2-2026-Earnings-Season-IBM-Crashes--TotalEnergies-Shines--EP-304-e3mgqd1","audio_url":"https://traffic.megaphone.fm/APO2623397950.mp3","summary":"Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnergies (TTE) delivers a masterclass in paying down debt. Nestlé (NESN.SW) drops 8%. CME Group (CME) shows what happens when volatility fades. And Novo Nordisk (NVO) squares up to Eli Lilly (LLY) in court over GLP-1 marketing. Then it's over to you. We answer listener questions on what we'd buy in a 30% sell-off, preference shares, Terry Smith selling Wolters Kluwer, the new Amundi all-world SCHD-style UCITS ETF, small-cap dividend payers like Defama (DEF.DE) and Chesnara (CSN.L), and what life actually looks like once the dividends cover the bills. This podcast is for entertainment only and is not financial advice. Read more at https://dividendtalkpodcast.com Want deeper analysis, ad free episodes and more? Check out our premium service for €129 at ⁠dividendtalk.eu⁠Want to talk more about dividends and investing in general? Join the conversation in our community: Discord: ⁠https://discord.gg/xfS35ufm6H⁠ Facebook: ⁠https://www.facebook.com/groups/dividendtalk⁠X (Twitter): ⁠https://x.com/European_DGI","meta_description":"Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4940,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/q2-2026-earnings-season-ibm-crashes-totalenergies-shines-ep-304/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/dividend-talk-939974/q2-2026-earnings-season-ibm-crashes-totalenergies-shines-ep-304.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}