NASDAQ · Aug 17, 2026
Grab is paying $600 million cash for foodpanda's Taiwan business - its first market outside Southeast Asia in eight years, and a country where Uber already tried and failed to buy the exact same asset. Taiwan's regulator blocked Uber's $950 million bid in 2024 over a near-monopoly; now it's reviewing Grab's smaller deal too, because Uber itself owns roughly 13% of Grab.
IDX · Aug 17, 2026
GoTo is Indonesia - On-Demand Services, Fintech, and E-Commerce all in one Indonesia-only P&L - while Indonesia is only Grab's third-largest market by revenue. Comparing the two inside Indonesia specifically is lopsided by design: GoTo discloses a full segment P&L for the country it operates in, while Grab discloses only Indonesia's revenue line, once a year, with no cost, margin, or profit breakdown attached to it at all.
Q2 2026 · IDX · Aug 16, 2026
Blue Bird's Q2 2026 net revenue rose 11.04% YoY to Rp1,519.20 billion, but net income attributable to owners fell 2.93% to Rp165.07 billion as operating income dropped 13.17%. Free cash flow's shortfall narrowed sharply to -Rp87.91 billion from -Rp201.99 billion a year ago, but a larger AGM cash dividend (Rp166/share, up from Rp120) drained equity 3.92% quarter-on-quarter, pushing debt-to-equity to ~0.62x - a new high in this site's coverage.
Q2 2026 · NSE · Aug 15, 2026
Bharti Airtel's Q1 FY27 net income attributable to owners rose 37.3% YoY to Rs8,167.4 crore on genuinely clean operating growth - revenue up 18.4%, EBITDA up 19.3% to a fresh 57.4% margin. But nearly half of that consolidated growth, and the quarter's two biggest disclosures, came from Africa: a stake increase to 79.1% via an all-share swap, and a first-ever announcement that Airtel Money is preparing for a London listing in H2 2026, even as India's own mobile revenue growth held below 10% for a third straight quarter.
Q2 2026 · NASDAQ · Aug 15, 2026
MercadoLibre's Q2 2026 10-Q shows net revenue and financial income crossing $10 billion for the first time (+49.8% YoY to $10,169 million), but operating margin stayed compressed at 6.7% (from 12.2% a year ago) as direct contribution margin fell in every one of the four country segments. Adjusted free cash flow turned positive again, to $214 million, reversing Q1's outflow, but a Brazil-Argentina withholding-tax dispute this coverage has tracked since FY2025 just lost its appeal - the provision grew to $632 million and the Company opened two new related cases in May 2026 to try a narrower legal argument.
Q2 2026 · NSE · Aug 15, 2026
Swiggy's Q1 FY27 (quarter ended June 30, 2026) delivered exactly what CFO Rahul Bothra promised a year ago - Quick Commerce hit contribution-margin breakeven in May 2026 - and consolidated revenue grew 37.3% year-over-year to Rs. 6,812 crore. But the headline net loss of Rs. 791 crore barely narrowed sequentially (just 1.1% versus Q4 FY26's Rs. 800 crore), because management chose this exact moment to pivot from margin discipline back toward growth, deliberately loosening Instamart's contribution-margin target to -100 basis points. Food Delivery kept compounding (Rs. 299 crore segment profit, up 48.0% year-over-year), Quick Commerce's own segment loss narrowed to Rs. 651 crore, and the stock closed the quarter at Rs. 239.35 - its lowest close since listing, 38.6% below the IPO price.
Q2 2026 · NSE · Aug 15, 2026
Vodafone Idea's Q1 FY27 net loss narrowed 43.2% YoY to Rs3,754 crore on real revenue, EBITDA, and subscriber-growth progress - but the shareholders' deficit widened again this quarter, a reminder that last quarter's headline profit was a one-time AGR accounting credit, not a business turnaround. The Rs100,000 crore three-year funding bridge still isn't closed.
Q2 2026 · NYSE · Aug 15, 2026
DoorDash's Q2 2026 10-Q shows Adjusted EBITDA up 40% to $914 million and revenue up 36% to $4.454 billion, even as GAAP net income fell 30% to $200 million on non-operating items. The buyback jumped from $162 million in Q1 to $887 million in Q2, and as a subsequent event the company more than doubled its revolving credit facility to $2.0 billion while loosening covenants and releasing guarantors.
Q2 2026 · NYSE · Aug 15, 2026
Coupang's Q2 2026 net revenue grew 4% (10% constant currency) to $8.856 billion, but a $410 million accrual for two Korean privacy-regulator fines drove operating income to a $(556) million loss and a $(570) million net loss - management's own preferred number, excluding the fines, was a $(160) million loss, a real but far smaller problem.
Q1 2026 · NASDAQ · Aug 15, 2026
PDD Holdings' first unaudited quarterly results of 2026 show an operating business that's actually re-accelerating - revenue up 11%, operating profit up 22% - while a nearly RMB6 billion swing in non-operating items dragged net income down 15%. This is the first quarter of the coverage where the operating story and the headline number genuinely diverge.