Matt Griffin
Person
Matt Griffin is a financial analyst and market commentator. He has appeared as a guest on financial news programs, such as with Scarlet Fu, to discuss corporate stock performance, including that of Under Armour.
What Matt Griffin has said on podcasts
18 statements
JP Morgan expects the NAND flash-memory market to reach $500 billion next year.
“They expect a $500 billion market for that technology next year.”
Open the episode · Sandisk Gains, Reddit Jumps, York Space Systems Sinks on FY Revenue Guidance CutListen at 1:55
The NAND flash-memory market was $70 billion last year.
“That's up from just 70 billion last year.”
Open the episode · Sandisk Gains, Reddit Jumps, York Space Systems Sinks on FY Revenue Guidance CutListen at 2:00
Reddit’s S&P 500 inclusion is set to attract passive buying.
“The announcement that's set to bring in passive buying for this stock.”
Open the episode · Sandisk Gains, Reddit Jumps, York Space Systems Sinks on FY Revenue Guidance CutListen at 2:39
York Space Systems cut its annual revenue outlook, contributing to a 12% stock decline.
“York Space System. That's Ticker Y, which is down about 12% after the satellite company slashed its revenue outlook for the year.”
Open the episode · Sandisk Gains, Reddit Jumps, York Space Systems Sinks on FY Revenue Guidance CutListen at 2:59
York Space Systems may receive delayed government contract money eventually, but not this year.
“So maybe they'll get that money eventually, just not this year.”
Open the episode · Sandisk Gains, Reddit Jumps, York Space Systems Sinks on FY Revenue Guidance CutListen at 3:29
Cisco’s projected data-center sales imply strong year-over-year growth.
“it implies year over year growth. Pretty strong growth.”
Open the episode · Workday Soars, Cisco Falls, Birkenstock RalliesListen at 2:48
Birkenstock forecasts 15% constant-currency revenue growth this year.
“Birkenstock sees constant currency revenue growth this year of 15% percent”
Open the episode · Workday Soars, Cisco Falls, Birkenstock RalliesListen at 3:25
Birkenstock’s German-manufacturing strategy is paying off despite tariff headwinds.
“their strategy has actually been to lean into German manufacturing. Kind of be picky about where they manufacture, where they sell. So this is a sign that despite the headwinds that is paying off”
Open the episode · Workday Soars, Cisco Falls, Birkenstock RalliesListen at 3:47
Atlassian’s current-quarter revenue outlook exceeded Wall Street expectations.
“The stock software company gave a revenue outlook for the current quarter that was better than Wall street expected.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 1:31
Consumers are directing sportswear spending toward Nike or Adidas rather than Under Armour.
“consumers are spending on sportswear, but they're going to Nike. Maybe they're going to Adidas instead.”
Open the episode · Sweetgreen Tumbles, UnderArmour Drops, Doximity Soars as Outlook Spurs AI EnthusiasmListen at 1:51
Atlassian’s outlook is easing investor concerns about its AI-era position and potential AI-software benefits.
“Seems like that number is comforting investors a little bit about Atlassian's place in the age of AI, maybe even some of the benefits they'll get from software that works with AI.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 1:55
Cyclospora illness caused Sweetgreen to reduce its same-store-sales outlook.
“The fast food salad chain slashed an outlook for same store sales after the outbreak of illness caused by the Cyclospora parasite.”
Open the episode · Sweetgreen Tumbles, UnderArmour Drops, Doximity Soars as Outlook Spurs AI EnthusiasmListen at 2:00
Sweetgreen expects same-store sales to decline by up to 8% this year.
“they now expect their same store sales to fall as much as 8% this year.”
Open the episode · Sweetgreen Tumbles, UnderArmour Drops, Doximity Soars as Outlook Spurs AI EnthusiasmListen at 2:19
Airbnb is experiencing strong, resilient travel demand.
“Demand is really strong and it's very resilient.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 3:01
Airbnb raised its revenue outlook for the second time in 2026.
“Airbnb raised its revenue outlook for the second time this year.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 3:09
Airbnb’s boutique-hotel rental business is growing multiple times faster than its core home-rental business.
“it has proven to be such a strong growth driver, growing multiple times the rate of their core rent, you know, renting out homes business”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 3:43
Sweetgreen cut its established-restaurant sales outlook by as much as 8% amid a cyclospora outbreak.
“They cut a full year outlook for sales at established restaurants. Now see that down as much as 8% because of this cyclospora parasite outbreak.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 4:36
Consumers are currently very cautious because of the cyclospora outbreak.
“But they say consumers are very cautious right now.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 4:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
4 episodes featuring Matt Griffin
Stock Movers
SanDisk and Reddit surge while York Space Systems cuts guidance
Understanding the specific catalysts behind daily stock movements helps investors separate short-term market noise from long-term corporate trends.
Aug 14, 2026 · 6 min
Stock Movers
Workday jumps on buyout talk as Cisco tempers AI expectations
The episode shows how acquisition speculation, AI sales guidance, consumer demand, and growth concerns are reshaping sentiment across very different companies.
Aug 13, 2026 · 7 min
Stock Movers
Atlassian surges on strong outlook while Sweetgreen tumbles on outlook cut
Understanding these sharp market movements reveals how tech innovation, consumer health concerns, and travel demand are shifting corporate valuations in real time.
Aug 7, 2026 · 8 min
Stock Movers
Under Armour and Sweetgreen slide as consumer demand softens
As major consumer brands lower their forecasts, investors are getting a clear signal that inflation and shifting spending habits are actively cooling global retail demand.
Aug 7, 2026 · 5 min