Country: US
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Q3 2026
- GRAB Grab's $600M Bet on the One Deal Uber Couldn't Get Past Taiwan's RegulatorAug 17
- MELI Whose Fintech Side-Business Is Actually the Better Business: MELI's, SE's, GOTO's, or GRAB's?Aug 02
Q2 2026
- MELI Q2 2026 A $10 Billion Revenue Quarter, Right After Losing a Multi-Year Tax FightAug 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
- CPNG Q2 2026 A $570 Million Loss - Or $160 Million, Depending Which Number You TrustAug 15
- XYZ Q2 2026 The DOJ Accrual More Than Doubled — So Why Did Profit Come Back?Aug 15
- SE Q2 2026 Sea's Revenue Grew 48%. Its Adjusted EBITDA Grew Just 11%Aug 15
- NU Q2 2026 Nu Just Booked Its First $1 Billion Profit Quarter. Its Cost Base Grew Faster Than Revenue To Get There.Aug 15
- UBER Q2 2026 Uber Just Bought a 37% Stake in a Rival - Then Offered to Buy the RestAug 15
- SOFI Q2 2026 Every Number Was a Record and Guidance Went Up - So Why Are the Capital Ratios Still Falling?Aug 15
- LYFT Q2 2026 Lyft's Gross Bookings Grew Twice as Fast as Its Rides Again - What's Actually Driving the Gap?Aug 15
- CHYM Q2 2026 Growth Reaccelerated for the First Time in a Year - Then the CFO QuitAug 15
- HOOD Q2 2026 Are Prediction Markets Now A Bigger Legal Risk Than A Growth Driver?Aug 15
- GRAB Q2 2026 Four Records on the Income Statement. Free Cash Flow Fell Anyway.Aug 06
Q1 2026
- PDD Q1 2026 Why Did Net Income Fall 15% in a Quarter Operating Profit Rose 22%?Aug 15
- SOFI Q1 2026 Record Profit, Record Revenue - So Why Did the Stock Halve From Its November High?Aug 14
- HOOD Q1 2026 Why Did The Stock Crash 53% While Revenue Kept Growing?Aug 14
- XYZ Q1 2026 Did the Profit Really Disappear, or Is $852 Million of Charges Hiding It?Jun 05
- MELI Q1 2026 Free Shipping Got Cut in Brazil - and Operating Margin Nearly HalvedMay 27
- NU Q1 2026 Nu Says Revenue Crossed $5 Billion. Its Own Filed Statements Say $347 Million Less.May 27
- SE Q1 2026 Sea's Revenue Grew 47%. Its Adjusted EBITDA Grew Just 9%May 26
- DASH Q1 2026 DoorDash Exited Several Countries and Restarted Its Buyback the Same Quarter Its Stock Fell Below $150May 14
- CHYM Q1 2026 First Profitable Quarter Ever - and the Market Paid Less For the Stock AnywayMay 11
- CPNG Q1 2026 Did a $1.2 Billion Voucher Bill Just Wipe Out a Quarter's Profits?May 06
- 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
- BABA Q1 2026 Why Did Profit Fall Only 20% When Operating Income Cratered 64%?May 06
- GRAB Q1 2026 Grab's Stock Fell 27% This Quarter - Its Best-Ever Q1 Says the Business Didn'tMay 05
Q4 2025
- PDD Q4 2025 Growth Fell From 59% to 9.6% in One Year — And the Tariff Shock Barely Hit YetMay 15
- NU Q4 2025 Nu Introduced a New P&L Framework the Same Quarter Its Growth Rate Needed FlatteringApr 14
- CHYM Q4 2025 Is the Underwriting Finally Catching Up With Growth?Apr 03
- SE Q4 2025 Sea Posted Its Best Profit Quarter Ever. Its Stock Fell 29% AnywayMar 16
- MELI Q4 2025 Revenue Grew 39% This Year - So Why Did Net Income Barely Move?Mar 10
- XYZ Q4 2025 Operating Income Nearly Doubled for the Year - Then the Company Announced It Would Cut Over 40% of Its WorkforceMar 05
- HOOD Q4 2025 The First Sports-Contracts Court Fight Just Ended in a Loss - And a Deal to Stop Trading in NevadaMar 03
- SOFI Q4 2025 A Ninth Straight Profitable Quarter Closes Out SoFi's Best Year YetFeb 20
- 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
- CPNG Q4 2025 Did a 33-Million-Account Data Breach Just Sink the Holiday Quarter?Feb 05
Q3 2025
- SE Q3 2025 Sea Grew 38% and Stayed Silent on Its $86 Million Settlement for a Third Straight QuarterNov 21
- NU Q3 2025 Nu Deliberately Grew Into Lower-Yield Assets in Q3. Its Risk-Adjusted Margin Still Went Up.Nov 20
- XYZ Q3 2025 Revenue Growth Returned, Cash App Reaccelerated to 24%, and Free Cash Flow Hit $1.4 Billion in a Single QuarterNov 20
- SOFI Q3 2025 SOFI Finally Cleared Its January 2021 All-Time HighNov 18
- MELI Q3 2025 A Brazilian Court Just Handed Down a $501 Million Tax Bill - Why Isn't It in the Headlines?Nov 14
- DASH Q3 2025 DoorDash Closed the Deliveroo Acquisition Two Days After the Quarter EndedNov 13
- CHYM Q3 2025 Why Did the Stock Fall 42% the Quarter Adjusted EBITDA Finally Turned Real?Nov 10
- LYFT Q3 2025 Lyft's Founders Voluntarily Converted Their Last Class B Shares to Class A, Ending Its Dual-Class StructureNov 05
- HOOD Q3 2025 Native American Tribes Just Filed a RICO Suit Over the Event Contracts - What's the Claim About?Nov 05
- CPNG Q3 2025 The Buyback Finally Executed - Right as the Record Margins Cooled OffNov 04
- 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
Q2 2025
- XYZ Q2 2025 The Same Bitcoin Swing That Cut Net Income 60% Last Quarter Just Added 183% to ItSep 10
- SE Q2 2025 Sea Just Posted Its Best Quarter Ever. Its $86 Million Settlement Still Hasn't Come Up on a Call.Aug 25
- NU Q2 2025 Nu's Margin Just Compressed on Funding Costs, Not Credit Risk. That's a Different Story.Aug 20
- MELI Q2 2025 MELI's Stock Doubled in Two Years - So Why Did Net Income Just Fall?Aug 20
- SOFI Q2 2025 Financial Services Is Now Within 23% of Overtaking Lending as SoFi's Top SegmentAug 18
- CPNG Q2 2025 Record Margins, a Record Stock Price, and a Buyback Still Sitting UntouchedAug 11
- CHYM Q2 2025 A $923 Million Quarterly Loss That Isn't What It Looks LikeAug 08
- 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
- HOOD Q2 2025 The Stock More Than Doubled This Quarter - Did the Business Actually Catch Up?Aug 06
- LYFT Q2 2025 Lyft Posted a Second Positive Quarter of GAAP Operating Income, and Doubled Its Buyback Authorization to $750 MillionAug 06
- GRAB Q2 2025 Grab Finished Its Buyback With Borrowed Money - Is That Capital Discipline?Jul 31
Q1 2025
- XYZ Q1 2025 Operating Income Grew 32% - Net Income Fell 60% on a Bitcoin Swing Nobody ControlsJul 05
- SE Q1 2025 Sea Had Its First Real Chance to Address an $86 Million Settlement. It Talked About a Rebrand Instead.May 27
- MELI Q1 2025 MELI's Credit Book Grew 75% - So Why Did Free Cash Flow Go Negative?May 19
- SOFI Q1 2025 A Sixth Straight Profitable Quarter, Clean of Any One-Time ItemMay 15
- NU Q1 2025 Nu's Reported Revenue Growth Just Halved. The Real Number Didn't.May 13
- 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
- HOOD Q1 2025 Sports Betting Contracts Just Got Suspended By Regulators - Then Relaunched Weeks LaterMay 07
- UBER Q1 2025 Uber's Operating Income More Than Doubles to $1,228 Million - Net Income Swings Back to a ProfitMay 06
- CPNG Q1 2025 A Material Weakness Vanished - But Nobody Actually Fixed AnythingMay 05
- BABA Q1 2025 Profit Jumped 63%, and This Time the Filing Actually Says WhyMay 04
- GRAB Q1 2025 Grab's Cash Flow Base Grew Again - So Why Did The Stock Fall?Apr 30
Q4 2024
- XYZ Q4 2024 $2.9 Billion of Net Income Was Reported - $1.9 Billion of It Was a Tax Accounting EntryApr 10
- PDD Q4 2024 Net Income Nearly Doubled and the Stock Fell 34% Anyway - Was 2024 the Cheapest PDD Ever Got?Apr 05
- MELI Q4 2024 Net Income Nearly Doubled in 2024 - So Why Did the Company's Own Auditor Flag the Credit Book?Mar 25
- SE Q4 2024 Sea Cleared the Profitability Bar This Series Set Two Quarters Ago. Its Earnings Call Skipped the $86 Million Settlement.Mar 18
- HOOD Q4 2024 Net Income Tripled to $1.4 Billion - How Much of That Is Actually Operating Profit?Mar 04
- GRAB Q4 2024 Grab's Stock Rallied 24% This Quarter - Its First Full Year Of Positive Cash Flow Didn't Keep UpFeb 20
- NU Q4 2024 Nu's Margin Just Compressed for the First Time Since Its IPO. Should That Worry You?Feb 19
- SOFI Q4 2024 SoFi's Full-Year Profit Was Half a Tax Release, Not Half OperationsFeb 18
- 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
- CPNG Q4 2024 Adjusted EBITDA Grew 28% - Net Income Fell 95%. Which One Is the Real Story?Feb 06
- UBER Q4 2024 Uber's FY2024 - $9.9 Billion Net Income, Mostly a Tax Valuation Release, on a Genuinely Record Operating YearFeb 05
Q3 2024
- SE Q3 2024 Shopee Hit Its Promised Profitability Deadline. Did Sea's Own Numbers Finally Agree?Nov 25
- MELI Q3 2024 Why Did Operating Income Fall 29% While Revenue Grew 35%?Nov 25
- SOFI Q3 2024 Four Straight Profitable Quarters, and Financial Services Is Now the Second-Biggest EarnerNov 20
- XYZ Q3 2024 Revenue Growth Slowed to 6% - Gross Profit Grew Almost Three Times as FastNov 15
- DASH Q3 2024 DoorDash Posted Its First-Ever Profitable Quarter, Both on an Operating and Net Income BasisNov 14
- NU Q3 2024 Nu Just Crossed 100 Million Customers in Brazil Alone. Is Adult-Population Saturation Actually a Problem?Nov 13
- GRAB Q3 2024 A Full Trailing Year Of Positive Cash Flow Finally Exists - So Why Doesn't The Math Support The Price?Nov 11
- HOOD Q3 2024 Election Betting Contracts Just Launched - Is That a Regulatory Time Bomb?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
- CPNG Q3 2024 Profitable Again - So Why Did Free Cash Flow Turn Negative?Nov 05
- UBER Q3 2024 Uber's Net Income Jumps to $2.6 Billion on a $1 Billion Aurora Markup - Plus a Genuine Operating RecordNov 01