Category: On-Demand Services
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Q3 2026
Q2 2026
- SWIGGY Q2 2026 Instamart Hit Its Breakeven Target On Schedule. The Quarterly Loss Barely Moved.Aug 15
- DASH Q2 2026 DoorDash Repurchased $887 Million of Stock and More Than Doubled Its Credit Line the Same Quarter Net Income Fell 30%Aug 15
- UBER Q2 2026 Uber Just Bought a 37% Stake in a Rival - Then Offered to Buy the RestAug 15
- LYFT Q2 2026 Lyft's Gross Bookings Grew Twice as Fast as Its Rides Again - What's Actually Driving the Gap?Aug 15
- GRAB Q2 2026 Four Records on the Income Statement. Free Cash Flow Fell Anyway.Aug 06
- GOTO Q2 2026 GoTo's Profit Nearly Tripled and Adjusted EBITDA Topped Rp1 Trillion - So Why Did the Buyback Slow 60%?Jul 30
- ETERNAL Q2 2026 Segment Profit Hit a Record Rs. 849 Crore - So Why Did Net Income Fall 47%?Jul 29
Q1 2026
- MEITUAN Q1 2026 Is Bank Debt Now Funding China's Delivery Price War?Aug 14
- ETERNAL Q1 2026 Net Income Rose for a Third Straight Quarter - So Why Did the Full Fiscal Year Fall 31%?May 20
- DASH Q1 2026 DoorDash Exited Several Countries and Restarted Its Buyback the Same Quarter Its Stock Fell Below $150May 14
- SWIGGY Q1 2026 Instamart's Full-Year Loss Grew 62%. Its Own Breakeven Deadline Is Due Starting Next Quarter.May 11
- GOTO Q1 2026 GoTo's Real Operating Income Hit a Record Rp418 Billion. Its Stock Fell 20% Anyway.May 08
- UBER Q1 2026 Uber's Operating Income Rises 57% to $1,923 Million, Its Highest Yet - While Net Income Falls 85% on a $1.5 Billion Equity-Stake LossMay 06
- LYFT Q1 2026 Lyft Finished Its $750 Million Buyback Program and Immediately Authorized a New $1 Billion OneMay 06
- GRAB Q1 2026 Grab's Stock Fell 27% This Quarter - Its Best-Ever Q1 Says the Business Didn'tMay 05
- BIRD Q1 2026 Revenue Rose 11.5% This Quarter - So Why Did Operating Profit Fall Nearly 10%?Mar 31
Q4 2025
- DHER Q4 2025 Delivery Hero Hit Its Adjusted EBITDA Target - So Why Does One Subsidiary Have a Going-Concern Warning?Apr 20
- GOTO Q4 2025 GoTo Beat Its Full-Year Guidance. Its Real Operating Loss Tripled the Same Quarter.Mar 13
- DASH Q4 2025 DoorDash's Net Income Jumped 660% to $935 Million the Same Year Its Stock Fell 17% in the Final QuarterFeb 19
- UBER Q4 2025 Uber's FY2025 - Operating Income Nearly Doubles to $5.6 Billion, While Net Income Growth Stalls on a Second Tax ReleaseFeb 13
- GRAB Q4 2025 Grab Just Posted Its First Full Year Of Profit - The Stock Fell 17% AnywayFeb 12
- LYFT Q4 2025 A $2.9 Billion Tax Benefit Pushed Lyft's Full-Year Net Income to $2.84 Billion - Even as Its GAAP Operating Loss WidenedFeb 11
- SWIGGY Q4 2025 Two Straight Quarters of a Shrinking Loss, Bought With an 11.5% Dilution and a Quick-Commerce Business Going the Wrong WayJan 29
- ETERNAL Q4 2025 Net Income Rose for a Second Straight Quarter - So Why Is the Founder Stepping Down as CEO?Jan 29
- BIRD Q4 2025 Net Income Rose 8.7% This Year - So Why Did Bank Debt Jump 66%?Dec 31
Q3 2025
- DASH Q3 2025 DoorDash Closed the Deliveroo Acquisition Two Days After the Quarter EndedNov 13
- GOTO Q3 2025 GoTo Raised Its Guidance and Turned Cash Flow Positive. Its Real Operating Line Slipped Back Into a LossNov 06
- LYFT Q3 2025 Lyft's Founders Voluntarily Converted Their Last Class B Shares to Class A, Ending Its Dual-Class StructureNov 05
- UBER Q3 2025 Uber's Net Income Hits $6.6 Billion on a Second Straight Tax Valuation Release - This Time the NetherlandsNov 04
- GRAB Q3 2025 Grab Raised Guidance Twice This Year - Then Went Quiet On Capital Returns AgainNov 04
- ETERNAL Q3 2025 Revenue Nearly Doubled in a Quarter — Was Any of That Growth Real?Oct 30
- SWIGGY Q3 2025 For the First Time, the Loss Shrank From Last Quarter. It's Also Asking For More Cash It Says It Isn't Needed.Oct 30
- BIRD Q3 2025 Revenue Rose 8.5% This Quarter - So Why Did Profit Fall 15%?Sep 30
Q2 2025
- DHER Q2 2025 Delivery Hero Finally Posted a Profitable Operating Result - So Why Is a €860 Million Spain Liability Still Unrecognized?Sep 15
- DASH Q2 2025 DoorDash Took On Its First-Ever Debt to Fund a $2.8 Billion Bid for DeliverooAug 07
- UBER Q2 2025 Uber's Operating Income Rises 82% to $1,450 Million - A New Quarterly HighAug 06
- GOTO Q2 2025 Why Did GoTo's Stock Crash 30% in Its Best Quarter Yet?Aug 06
- LYFT Q2 2025 Lyft Posted a Second Positive Quarter of GAAP Operating Income, and Doubled Its Buyback Authorization to $750 MillionAug 06
- ETERNAL Q2 2025 Revenue Jumped 23% in a Quarter — So Why Did Net Income Fall a Fifth Straight Time?Aug 04
- SWIGGY Q2 2025 Instamart's Breakeven Guidance Finally Held Still. Everything Else Slowed Down To Get There.Jul 31
- GRAB Q2 2025 Grab Finished Its Buyback With Borrowed Money - Is That Capital Discipline?Jul 31
- BIRD Q2 2025 Debt-to-Equity Just Crossed 0.50x - Does the Profit Growth Make Up for It?Jun 30
Q1 2025
- ETERNAL Q1 2025 The Best Fiscal Year Ever — So Why Did Free Cash Flow Turn Negative?May 14
- SWIGGY Q1 2025 Food Delivery Finally Turned Real Money. Instamart Just Moved the Goalposts Again.May 09
- GOTO Q1 2025 Who Rewrites the Formula Behind Its Own First Profitable Year?May 08
- DASH Q1 2025 DoorDash Announced a $5 Billion Buyback - 4.5x Its Last One - Then Bought Back Zero SharesMay 08
- LYFT Q1 2025 Lyft Posted Its First-Ever Profitable First Quarter, and Bought Back $50 Million of Stock Under Its New ProgramMay 08
- UBER Q1 2025 Uber's Operating Income More Than Doubles to $1,228 Million - Net Income Swings Back to a ProfitMay 06
- GRAB Q1 2025 Grab's Cash Flow Base Grew Again - So Why Did The Stock Fall?Apr 30
- BIRD Q1 2025 Net Income Jumped 43% This Quarter - So Why Did the Stock Keep Falling?Mar 31
Q4 2024
- DHER Q4 2024 How Did Delivery Hero Turn a €341 Million Operating Loss Into a €3.8 Billion Cash Pile?May 06
- GOTO Q4 2024 FinTech Hit Breakeven By Rp14 Billion. Is That a Real Turnaround?Mar 13
- GRAB Q4 2024 Grab's Stock Rallied 24% This Quarter - Its First Full Year Of Positive Cash Flow Didn't Keep UpFeb 20
- DASH Q4 2024 DoorDash Closed Its First Full Year of GAAP Net Income - Then Let the Buyback Go Dormant AgainFeb 13
- LYFT Q4 2024 Lyft Closed 2024 With Its First Full Year of GAAP Net Income - $22.8 Million - and a New $500 Million Buyback AuthorizationFeb 12
- SWIGGY Q4 2024 Why Faster Growth Meant A Bigger Loss, Not A Smaller OneFeb 05
- UBER Q4 2024 Uber's FY2024 - $9.9 Billion Net Income, Mostly a Tax Valuation Release, on a Genuinely Record Operating YearFeb 05
- ETERNAL Q4 2024 Net Income Has Now Fallen Three Straight Quarters - Is the Profitable Era Cracking?Jan 29
- BIRD Q4 2024 Profit Jumped 74% This Quarter - So Why Did the Stock Fall 18%?Dec 31
Q3 2024
- SWIGGY Q3 2024 The Profitable Business Bankrolling the One That Isn'tDec 18
- DASH Q3 2024 DoorDash Posted Its First-Ever Profitable Quarter, Both on an Operating and Net Income BasisNov 14
- GRAB Q3 2024 A Full Trailing Year Of Positive Cash Flow Finally Exists - So Why Doesn't The Math Support The Price?Nov 11
- ETERNAL Q3 2024 Segment Profits Rose 12% This Quarter - So Why Did Net Income Fall 30%?Nov 06
- LYFT Q3 2024 Lyft Slipped Back to a Net Loss One Quarter After Its First-Ever Profit, Even as Operating Cash Flow Hit a New HighNov 06
- GOTO Q3 2024 The Highest Adjusted EBITDA Ever Posted, and a Country Exit That Never Made It Into the FilingNov 04
- UBER Q3 2024 Uber's Net Income Jumps to $2.6 Billion on a $1 Billion Aurora Markup - Plus a Genuine Operating RecordNov 01
- BIRD Q3 2024 The Stock Jumped 32% in One Quarter - Did the Business Actually Get That Much Better?Sep 30
Q2 2024
- DHER Q2 2024 Delivery Hero's Adjusted EBITDA Nearly Tripled. Then the EU Antitrust Bill Came to €403 Million.Sep 09
- ETERNAL Q2 2024 Adjusted EBITDA Hit a Record Rs. 299 Crore - So Why Did the Re-Rating Finally Stall?Aug 16
- DASH Q2 2024 The California Supreme Court Finally Ended DoorDash's Three-Year Proposition 22 FightAug 15
- GRAB Q2 2024 A Second 'Positive' Free Cash Flow Quarter Still Adds Up To A Negative First HalfAug 15
- LYFT Q2 2024 Lyft Reported Its First-Ever Quarterly GAAP Profit - $5.0 Million Net Income - as the Stock Fell 27% AnywayAug 07
- UBER Q2 2024 Uber's Operating Income More Than Doubles to $796 Million - Sixth Straight Positive QuarterAug 01
- GOTO Q2 2024 GoTo Just Posted Its Best Growth Quarter Since the Turnaround. Its Stock Hit an All-Time Low AnywayJul 30
- BIRD Q2 2024 Blue Bird's Stock Fell 15% Last Quarter - Did the Business Actually Get Worse?Jun 30
Q1 2024
- DASH Q1 2024 DoorDash Authorized a $1.1 Billion Buyback, Then Spent Not a Dollar of It the Same QuarterJun 10
- LYFT Q1 2024 Lyft Turned $156 Million of Cash In From Operations in a Single Quarter - a Complete Reversal From a Year AgoJun 10
- ETERNAL Q1 2024 A Fully Profitable First Fiscal Year - So Why Did the Auditor Still Add an Emphasis of Matter?May 17
- GRAB Q1 2024 Adjusted EBITDA Hit A Record High - So Why Did The Net Loss Come Back?May 15
- UBER Q1 2024 Uber's Fifth Straight GAAP Operating Profit - While Aurora's Stake Drags Net Income Back to a LossMay 01
- GOTO Q1 2024 GoTo's Numbers Just Got 9% Smaller and 63% Bigger, Depending on Which One You ReadApr 30
- BIRD Q1 2024 Is Blue Bird's Margin Slide Now a Trend, Not a Blip?Mar 31
Q4 2023
- DHER Q4 2023 Delivery Hero Posted Its First Profitable Year of Adjusted EBITDA. It Also Just Wrote Off €858 Million of Goodwill.May 06
- DASH Q4 2023 DoorDash Turned Its First Profitable-Feeling Year With Adjusted EBITDA Up 230% - Then Announced a Buyback 47% Bigger Than the Last OneApr 10
- LYFT Q4 2023 Lyft Posted Its First Positive Quarterly Free Cash Flow While the Stock Rallied 63% in a Single QuarterFeb 25
- GRAB Q4 2023 A First-Ever Profitable Quarter Comes With A First-Ever Buyback - So Why Is Cash Flow Barely Positive?Feb 22
- ETERNAL Q4 2023 Adjusted EBITDA Hit a Third Straight Positive Quarter - So Why Did the Revenue-to-GOV Ratio Just Fall?Feb 12
- UBER Q4 2023 Uber's First-Ever Profitable Fiscal Year - $1.9 Billion Net Income, $1.1 Billion GAAP Operating ProfitFeb 01
- GOTO Q4 2023 GoTo Hit Its Q4 Profit Target. Its Balance Sheet Just Took a Rp79 Trillion Hit to Get There.Jan 30
- BIRD Q4 2023 Why Did Profit Fall Again Despite Double-Digit Revenue Growth?Dec 31
Q3 2023
- LYFT Q3 2023 Lyft's Net Loss Shrank to $12 Million as Revenue Crossed $1.15 Billion - and Active Riders Just Became the Headline Metric, Not a Discontinued OneNov 17
- DASH Q3 2023 DoorDash Finished Its $750 Million Buyback the Same Quarter Net Loss Shrank 75%Nov 15
- ETERNAL Q3 2023 The Tax-Credit Asterisk Is Gone - So What's Still Not Adding Up?Nov 10
- GRAB Q3 2023 Grab Turned Adjusted EBITDA Positive For The First Time - Its 'Positive Free Cash Flow' Didn'tNov 09
- UBER Q3 2023 Uber Confirms Its Operating-Profit Milestone With a Second Straight Positive QuarterNov 01
- GOTO Q3 2023 The User Decline Just Stopped. Q4 Profitability Got Less Certain.Oct 26
- BIRD Q3 2023 Revenue Grew 18% YoY, But Both Profit Lines Shrank — What Broke The StreakSep 30
Q2 2023
- DHER Q2 2023 Delivery Hero Just Hit Adjusted EBITDA Breakeven. So Why Is the Stock Down 64% in Two Years?Sep 05
- MEITUAN Q2 2023 Turned Profitable Again — Then Bought Its Own Departing Co-Founder's AI StartupAug 24
- GRAB Q2 2023 Grab's Breakeven Guidance Jumped $165 Million in One Quarter - Here's What's Actually Behind ItAug 23
- LYFT Q2 2023 Lyft's Adjusted EBITDA Definition Rewrote Its Own Q2 2022 History, Turning a $79 Million Profit Into a $196 Million LossAug 19
- DASH Q2 2023 DoorDash Nearly Exhausted a $750 Million Buyback in Five Months While Adjusted EBITDA Kept CompoundingAug 15
- ETERNAL Q2 2023 The First Profitable Quarter Ever - So Why Was the Underlying Business Still Losing Money?Aug 10
- UBER Q2 2023 Uber Posted Its First-Ever Quarterly Operating Profit - $326 Million, After 14 Years of LossesAug 01
- GOTO Q2 2023 The New CEO Said Out Loud What Two Quarters of Earnings Calls Wouldn'tJul 27
- BIRD Q2 2023 Free Cash Flow Is Still Negative — But The Gap Just Shrank By Two-ThirdsJun 30
Q1 2023
- ETERNAL Q1 2023 The Slowest Revenue Growth in Two Years - So Why Did Food Delivery Just Post Its Best Quarter Ever?May 19
- GRAB Q1 2023 Revenue 'Grew' 130% - The Comparable Number Is 58%May 18
- DASH Q1 2023 Adjusted EBITDA Nearly Quadrupled the Same Quarter Proposition 22 Won on AppealMay 15
- LYFT Q1 2023 California's Court of Appeal Upheld Proposition 22 as Constitutional - Resolving Lyft's Longest-Running Legal Overhang, Just Not Quite YetMay 04
- UBER Q1 2023 Uber's Adjusted EBITDA More Than Quadrupled - and Net Loss Narrowed 97% to Just $157 MillionMay 02
- GOTO Q1 2023 Group Contribution Margin Turned Positive Exactly on Schedule. The User Base Kept Shrinking Anyway.Apr 27
- BIRD Q1 2023 Operating Profit Nearly Quadrupled - So Why Is Free Cash Flow Still Negative?Mar 31
Q4 2022
- DHER Q4 2022 What Does It Cost to Discover a €742 Million Mistake Six Months In?May 15
- GOTO Q4 2022 On-Demand Turned Profitable for a Full Quarter. The Balance Sheet Just Absorbed an Rp11 Trillion Hit for It.Mar 20
- DASH Q4 2022 A $312 Million Writedown and DoorDash's First Layoff Drove Net Loss to $1.4 Billion in a Record-EBITDA YearMar 01
- GRAB Q4 2022 Revenue Grew 310% - But a Tenth of It Was an Accounting ReclassificationFeb 23
- LYFT Q4 2022 Lyft Strengthened Insurance Reserves by $375 Million in Q4 2022, Redefined Adjusted EBITDA to Include Such Charges, and Swung to a Full-Year Adjusted EBITDA LossFeb 14
- ETERNAL Q4 2022 Blinkit's First Full Quarter Landed - So Why Did the Real Story Turn Out to Be Food Delivery Stalling?Feb 09
- UBER Q4 2022 Uber Posted a Rare Quarterly Profit in Q4 2022 - After Paying $733 Million to Settle a UK Tax DisputeFeb 08
- BIRD Q4 2022 The Best Year Since The Pandemic Came With A Negative Cash Flow QuarterDec 31
Q3 2022
- GOTO Q3 2022 Real Cost Discipline, or a Net Revenue Number That Doesn't Add Up?Nov 21
- GRAB Q3 2022 Deliveries Broke Even Three Quarters Early - At What Cost to Growth?Nov 16
- DASH Q3 2022 DoorDash Bought Back $400 Million of Its Own Stock the Same Year It Was Still Posting GAAP LossesNov 15
- ETERNAL Q3 2022 Food Delivery Finally Turned a Profit - So Why Did Zomato's Loss Get Bigger?Nov 10
- LYFT Q3 2022 A $135.7 Million Impairment Drove Lyft's Net Loss to $422 Million - Its Largest Ever - While Adjusted EBITDA Fell Sequentially for the First TimeNov 07
- UBER Q3 2022 Uber's Adjusted EBITDA Hit a Record $516 Million - And the Stock Finally Rebounded, Up 30%Nov 01
- BIRD Q3 2022 Every Metric Hit A Record. The Stock Fell Anyway.Sep 30
Q2 2022
- UBER Q2 2022 Uber's Stock Fell 43% This Quarter - While Adjusted EBITDA and Free Cash Flow Both Turned PositiveSep 10
- DHER Q2 2022 Is a Majority Stake in Glovo Worth a Dawn Raid From Brussels?Sep 05
- GOTO Q2 2022 The Margins Improved Sequentially. The Real Segment Losses Didn't.Aug 30
- GRAB Q2 2022 Revenue Beat GMV Growth for the First Time - But At What Cost?Aug 25
- DASH Q2 2022 The Wolt Deal Finally Closed at Less Than Half Its Announced Price - Here's WhyAug 15
- LYFT Q2 2022 Lyft Grew Adjusted EBITDA 44% Sequentially While the Stock Fell 65% - the Widest Gap Yet Between Operating Results and ValuationAug 04
- ETERNAL Q2 2022 Food Delivery Finally Broke Even - So Why Give Away 7.6% of the Company for Blinkit?Aug 01
- BIRD Q2 2022 The Margin Collapse That Undid Itself In One QuarterJun 30
Q1 2022
- UBER Q1 2022 Uber Just Reported a $5.9 Billion Loss - and Delivery Turned Its First-Ever Profitable QuarterJun 15
- GOTO Q1 2022 The first earnings call after Indonesia's biggest IPOMay 30
- ETERNAL Q1 2022 The Loss Widened 435% This Quarter - So Why Did the Business Actually Get Better?May 23
- GRAB Q1 2022 Down 51% in a Quarter - Did the Business Get Worse, or Just the Stock?May 19
- LYFT Q1 2022 Lyft's Fourth Straight Profitable-Adjusted-EBITDA Quarter Came With Its Widest Operating Cash Outflow Since the PandemicMay 15
- DASH Q1 2022 DoorDash's Operating Cash Flow Just Went Negative for the First Time Since Its IPOMay 10
- BIRD Q1 2022 The Taxi Margin That Didn't Survive Its First EncoreMar 31
Q4 2021
- DHER Q4 2021 How Do You Halve a Net Loss While the Business Is Actually Losing More Money?May 05
- UBER Q4 2021 Uber's Net Loss Shrank 93% in a Year - Almost None of It From the Business Actually Turning a ProfitMar 10
- DASH Q4 2021 DoorDash's Stock Gave Back a Third of Its Value the Same Quarter Adjusted EBITDA Hit a RecordMar 08
- GRAB Q4 2021 A record debut quarter - with a DOJ investigation left out of the deckMar 03
- LYFT Q4 2021 Lyft Closed 2021 With Its First Full Year of Positive Adjusted EBITDA - While an Alameda Court Ruled Proposition 22 UnenforceableMar 01
- ETERNAL Q4 2021 Down 85% Quarter-on-Quarter - But Was the Loss Actually Shrinking?Feb 10
- MEITUAN Q4 2021 A $6 Billion Grocery Bet Hiding Inside Two Profitable BusinessesFeb 03
- BIRD Q4 2021 Did Reopening Actually Fix Taxi, or Just Pause the Bleeding for One Good Quarter?Dec 31
Q3 2021
- UBER Q3 2021 Uber Hit Its First Adjusted EBITDA Profit - While a Single Stock Stake Wiped Out $3.2 Billion on PaperDec 20
- DASH Q3 2021 DoorDash Just Signed an €7 Billion Deal — Does the Balance Sheet Support It?Nov 18
- LYFT Q3 2021 Lyft Turned Cash Flow Positive for the First Time - Helped by a $119 Million Gain From Finally Closing the Toyota DealNov 15
- ETERNAL Q3 2021 Two Months After Its IPO, Already Spending Like a Holding Company?Nov 11
- BIRD Q3 2021 Was Indonesia's Delta Wave as Bad as 2020's Lockdown? The Numbers Say NoSep 30
Q2 2021
- UBER Q2 2021 First-Ever Quarterly Profit - But $1.4 Billion of It Came From a Didi Stock Gain, Not the BusinessOct 15
- DHER Q2 2021 Woowa Is Finally in the Numbers. So Is a Restated Two-Year-Old Accounting ErrorSep 20
- DASH Q2 2021 Why Is DoorDash Suddenly Losing More Money Than It Did a Year Ago?Aug 19
- LYFT Q2 2021 Lyft Posted Its First-Ever Positive Adjusted EBITDA Quarter - Then Closed the $550 Million Toyota Deal Two Weeks LaterAug 15
- ETERNAL Q2 2021 A Founder's Stock Grant, Almost Exactly the Size of the Quarter's Adjusted LossAug 10
- BIRD Q2 2021 Blue Bird's Q2 Revenue 'Doubled' YoY - But the Comparison Quarter Was the Full LockdownJun 30
Q1 2021
- UBER Q1 2021 The UK Supreme Court Just Cost Uber $600 Million - And Revenue Would Have Grown Without ItJul 15
- LYFT Q1 2021 Lyft Just Sold Its Self-Driving Unit to Toyota for $550 Million - Weeks After Reporting Its Smallest Quarterly Revenue Since 2017Jul 15
- DASH Q1 2021 Is DoorDash Now Paying for the Ballot Measure It Won?May 21
- BIRD Q1 2021 One Year After Indonesia's First Covid Quarter, Is Blue Bird's Base Actually Low Enough to Beat?Mar 31
Q4 2020
- DHER Q4 2020 To Buy Korea's Biggest Delivery App, Delivery Hero Had to Sell Its OwnMay 20
- UBER Q4 2020 Postmates Closed and Prop 22 Passed This Quarter - Then, After Year-End, Uber Sold Its Self-Driving Unit and Refinanced Its DebtApr 20
- LYFT Q4 2020 Lyft's Stock Nearly Doubled in a Quarter on a Ballot Measure - While Full-Year Revenue Fell 35% and the Adjusted EBITDA Loss WidenedApr 20
- DASH Q4 2020 A Record IPO Year, Funded in Part by a Ballot Measure It Quietly BankrolledMar 05
- BIRD Q4 2020 Blue Bird's First Annual Loss Since Its IPO - So Why Did the Stock Rally 51% in Q4?Dec 31
Q3 2020
- LYFT Q3 2020 Lyft's Riders Came Back 44% in a Quarter - So Why Did the Adjusted EBITDA Loss Get Worse?Dec 15
- UBER Q3 2020 Mobility Revenue Still Down 53% - Is Uber's Delivery Boom Enough to Carry It Through the Pandemic?Nov 05
- BIRD Q3 2020 Q3 2020 Net Revenue Rebounded 51% as PSBB Eased - So Why Did Headcount Keep Falling Faster Than Ever?Sep 30
Q2 2020
- DHER Q2 2020 Orders Doubled in a Pandemic. So Did the Losses. Where's the €3.25 Billion Going?Sep 15
- LYFT Q2 2020 Did COVID-19 Just Break Lyft's Margin Streak? Revenue Fell 61% and Contribution Margin Gave Back Five Quarters of GainsSep 15
- UBER Q2 2020 Mobility Revenue Collapsed 67% - So Uber Took a $382M Restructuring Charge, Killed JUMP, and Agreed to Buy PostmatesAug 10
- BIRD Q2 2020 Net Revenue Fell 71.6% Once Jakarta's Lockdown Actually Hit - and Management Finally Cut Its Own PayJun 30
Q1 2020
- UBER Q1 2020 Rides Margin Tripled as COVID-19 Hit — But a $1.9 Billion Paper Loss on Didi and Grab Buried the Good NewsMay 15
- LYFT Q1 2020 Lyft's Margins Kept Improving Through COVID's First Two Weeks - Then Active Riders Fell for the First Time EverMay 10
- BIRD Q1 2020 The Taxi Business Just Posted Its First-Ever Loss - Before Jakarta Even Locked DownMar 31
Q4 2019
- LYFT Q4 2019 Lyft Closed Its First Full Year Public With Contribution Margin Above 50% - So Why Did Two Fresh Lawsuits Barely Move the Stock?Mar 01
- UBER Q4 2019 Uber's First Full Year as a Public Company Cost $8.5 Billion — And AB5 Just Took EffectFeb 25
- DHER Q4 2019 Is Delivery Hero's First Annual Profit Actually Two Different Numbers?Feb 18
- BIRD Q4 2019 FY2019: Profit Down 31%, But the Acer Fight Is Finally OverDec 31
Q3 2019
- UBER Q3 2019 Rides Is Profitable Enough to Cover All of Uber's Overhead — So Why Is the Stock Down 34%?Dec 10
- LYFT Q3 2019 Lyft's Adjusted EBITDA Loss Shrank By Half - But an $86 Million Insurance Surprise Tells a Different StoryDec 03
- BIRD Q3 2019 Profit Fell 51% and the Stock Hit a New Low - Did the Multiple Finally Catch Up?Nov 04
Q2 2019
- LYFT Q2 2019 The IPO Charge Was One-Time. The New $300M-a-Quarter Bill Isn't.Aug 19
- UBER Q2 2019 A Record $5.2 Billion Quarterly Loss - And the Core Business Actually Got Healthier. How?Aug 16
- DHER Q2 2019 Can a €721 Million Profit Really Just Be an Accounting Artifact?Aug 08
- BIRD Q2 2019 The Stock Corrected 18% This Quarter - So Why Did the P/E Get More Expensive?Aug 08
Q1 2019
- UBER Q1 2019 Was the Core Business Actually Losing Money Right Before the IPO?Jun 04
- LYFT Q1 2019 A Billion-Dollar Debut Loss That's Mostly a Bill for Going PublicMay 17
- BIRD Q1 2019 Profit Fell 10% and the Stock Rallied 21% Anyway - What Actually Changed This Quarter?May 10
Q4 2018
- DHER Q4 2018 Whatever Happened to That First-Ever Profit?Feb 20
- BIRD Q4 2018 Full-Year Revenue Finally Turned Positive - So Why Did a New Lender Show Up in Q4?Feb 06
Q3 2018
Q2 2018
- DHER Q2 2018 How Do You Post Your First-Ever Profit While Burning More Cash Than Ever?Oct 15
- BIRD Q2 2018 Revenue Fell for a Sixth Straight Quarter - So Why Did Net Income Jump 21%?Aug 03
Q1 2018
Q4 2017
- DHER Q4 2017 Why Did the Loss Grow 79% in a Year the Business Actually Got Better?May 04
- BIRD Q4 2017 The Stock Gave Back Nine Months of Gains in One Quarter - Did the Business Actually Get Worse?Apr 09
Q3 2017
Q2 2017
- BIRD Q2 2017 Go-Jek Went Live Five Months Ago. The Numbers Still Don't Show It.Aug 05
- DHER Q2 2017 A Record Growth Half-Year, With a Net Loss That Grew Even FasterAug 04