Country: US
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Q2 2024
- MELI Q2 2024 Is Margin Being Traded for Market Share in Mexico?Sep 05
- SE Q2 2024 Sea Said All Three Businesses Got More Profitable. One of Them Didn't.Aug 27
- NU Q2 2024 Nu Paid Off Its Foreign Guaranteed Term Loans, Then Borrowed $813 Million at Home InsteadAug 27
- XYZ Q2 2024 Block's Operating Profit Streak Hit Two Quarters - While the Stock Fell 24%Aug 20
- DASH Q2 2024 The California Supreme Court Finally Ended DoorDash's Three-Year Proposition 22 FightAug 15
- SOFI Q2 2024 A Third Straight Profitable Quarter, This Time Without a One-Time GainAug 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
- HOOD Q2 2024 A Deal to Buy a Global Crypto Exchange Just Landed - Why Bitstamp, Why Now?Aug 07
- CPNG Q2 2024 A Record Margin Quarter, Erased by a Single FineAug 06
- UBER Q2 2024 Uber's Operating Income More Than Doubles to $796 Million - Sixth Straight Positive QuarterAug 01
- NU Q2 2024 Nu's Earnings Materials Never Break Out Revenue by Country. Its 20-F Just Did.Apr 24
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
- XYZ Q1 2024 The First Quarterly GAAP Operating Profit Since Afterpay Finally ArrivedJun 05
- NU Q1 2024 Nu's 100-Millionth Customer Arrived Right After a Quarter That Grew Provisions for Lawsuits 70%May 29
- SE Q1 2024 Sea Called This an 'Improved Profit Profile.' The Quarter Posted a Net Loss.May 28
- MELI Q1 2024 Why Argentina's Revenue Fell 22% in a Quarter It Was Actually BoomingMay 24
- GRAB Q1 2024 Adjusted EBITDA Hit A Record High - So Why Did The Net Loss Come Back?May 15
- SOFI Q1 2024 A Second Straight Profitable Quarter, Boosted by a One-Time Debt GainMay 15
- BABA Q1 2024 The Six-Company Breakup Plan Quietly Disappeared From This Year's Annual ReportMay 08
- HOOD Q1 2024 The Most-Watched User Metric Just Stopped Being Reported - Why Now?May 08
- CPNG Q1 2024 The First Net Loss in Two Years Somehow Left Stockholders in the BlackMay 06
- UBER Q1 2024 Uber's Fifth Straight GAAP Operating Profit - While Aurora's Stake Drags Net Income Back to a LossMay 01
Q4 2023
- 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
- PDD Q4 2023 Gross Margin Fell 13 Points the Same Year Temu Went Global - So Why Did Net Income Almost Double?Apr 05
- SE Q4 2023 Sea Booked Its First Full-Year Profit Ever. Its Most Mature E-commerce Market Just Went Negative Again.Mar 19
- XYZ Q4 2023 The First Profitable Quarter in Two Years Arrived Alongside a TIDAL Writedown and a New CFPB InvestigationMar 10
- HOOD Q4 2023 The Full-Year Loss Just Shrank By Half - Is the Turnaround Actually Real Now?Mar 05
- NU Q4 2023 Nu Hit $1 Billion in Annual Profit. Its Founder Called It Time to Plant, Not Harvest.Mar 04
- MELI Q4 2023 A Decade-Old Tax Dispute Just Cut Quarterly Profit by More Than HalfFeb 27
- 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
- SOFI Q4 2023 SoFi Just Posted Its First-Ever GAAP-Profitable QuarterFeb 20
- CPNG Q4 2023 Coupang's First Profitable Year Hides a $905 Million AsteriskFeb 05
- UBER Q4 2023 Uber's First-Ever Profitable Fiscal Year - $1.9 Billion Net Income, $1.1 Billion GAAP Operating ProfitFeb 01
Q3 2023
- SE Q3 2023 Sea Ended Its Own Profit Streak — On PurposeNov 27
- NU Q3 2023 Three Straight Profitable Quarters. Nu's ARPAC Just Broke Into Double Digits.Nov 20
- SOFI Q3 2023 SoFi Wrote Down $247 Million of Goodwill the Same Quarter Revenue Hit a RecordNov 20
- 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
- CPNG Q3 2023 Coupang's Streak of Rising Profit Just Broke - Should Investors Care?Nov 13
- XYZ Q3 2023 Pretax Profit Arrived for the First Time in Two Years - Then a Tax Charge Turned It Back Into a LossNov 10
- GRAB Q3 2023 Grab Turned Adjusted EBITDA Positive For The First Time - Its 'Positive Free Cash Flow' Didn'tNov 09
- HOOD Q3 2023 The Shares the DOJ Seized From Sam Bankman-Fried Just Got Bought BackNov 07
- MELI Q3 2023 A Stock Buyback That Lost $386 Million to Argentina's Currency ControlsNov 06
- UBER Q3 2023 Uber Confirms Its Operating-Profit Milestone With a Second Straight Positive QuarterNov 01
Q2 2023
- SE Q2 2023 Sea Just Posted a Third Straight Profitable Quarter — Then Said It's Done Playing It SafeAug 29
- MELI Q2 2023 Every Country Segment Improved Margin Again - Is the Business Actually This Consistent?Aug 25
- SOFI Q2 2023 Financial Services Nearly Broke Even - After Eight Straight Quarters of Losing MoreAug 25
- 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
- NU Q2 2023 Nu's Profit Just Doubled Again. So Did the Skepticism About Whether It Lasts.Aug 18
- XYZ Q2 2023 Adjusted EBITDA Doubled Again - But Free Cash Flow Just Turned Positive for the First Time in a YearAug 15
- DASH Q2 2023 DoorDash Nearly Exhausted a $750 Million Buyback in Five Months While Adjusted EBITDA Kept CompoundingAug 15
- CPNG Q2 2023 Coupang's Fifth Straight Quarter of Rising Profit Also Hides Its Widest Segment Gap YetAug 14
- HOOD Q2 2023 The First-Ever Profitable Quarter Just Landed - What Actually Got It There?Aug 08
- UBER Q2 2023 Uber Posted Its First-Ever Quarterly Operating Profit - $326 Million, After 14 Years of LossesAug 01
Q1 2023
- SOFI Q1 2023 Deposits Crossed $10 Billion the Same Month SVB Collapsed - And SoFi Says It Didn't Lose AnyJun 15
- MELI Q1 2023 Operating Income Jumped 144% - Is the Credit Book Finally Under Control, or Just Standing Still?Jun 05
- SE Q1 2023 Headline Profit Fell 79% Quarter-on-Quarter. The Real Number GrewMay 30
- XYZ Q1 2023 Revenue Grew 26% and Barely Broke Even - Is the BNPL Deal Finally Working?May 20
- GRAB Q1 2023 Revenue 'Grew' 130% - The Comparable Number Is 58%May 18
- NU Q1 2023 Nu's Biggest Profit Yet. Is the Loss-Making Story Actually Over?May 16
- CPNG Q1 2023 Coupang's Seasonally Weakest Quarter Just Beat Its Own Holiday PeakMay 15
- DASH Q1 2023 Adjusted EBITDA Nearly Quadrupled the Same Quarter Proposition 22 Won on AppealMay 15
- HOOD Q1 2023 The Founders' Stock Awards Just Got Cancelled - Why Did That Widen the Loss?May 10
- BABA Q1 2023 Alibaba Voted to Split Into Six Companies the Same Year Profit Finally RecoveredMay 08
- 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
- NU Q1 2023 Nu's Earnings Release Skipped Two Lawsuits. The Actual 20-F Didn't.Apr 24
Q4 2022
- PDD Q4 2022 Net Income Quadrupled the Same Year the Company Quietly Stopped Reporting the Metrics That Explained ItJun 10
- SOFI Q4 2022 A First Full-Year Profitable Quarter on Adjusted EBITDA, While the Student Loan Business Stays FrozenApr 20
- SE Q4 2022 A First-Ever Profitable Quarter Came With $330 Million of Help That Won't RepeatMar 21
- XYZ Q4 2022 The First Annual Net Loss Landed the Same Year as the $13.8 Billion Afterpay DealMar 15
- MELI Q4 2022 Net Income Jumped 5.8x in a Year - But Is the Credit Book Growing Faster Than It Can Manage?Mar 10
- HOOD Q4 2022 FTX Just Collapsed - Why Does the DOJ Now Own 7.6% of the Company?Mar 05
- 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
- NU Q4 2022 Nu Reported a $298 Million Loss. Its CEO Caused It On Purpose.Feb 16
- 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
- UBER Q4 2022 Uber Posted a Rare Quarterly Profit in Q4 2022 - After Paying $733 Million to Settle a UK Tax DisputeFeb 08
- CPNG Q4 2022 Coupang Cut Its Full-Year Loss 94% - So Why Did the Stock Fall 50%?Feb 06
Q3 2022
- SE Q3 2022 Management Finally Said the Number Out Loud — Right as Its Own Users Started LeavingNov 30
- MELI Q3 2022 Past-Due Loans Just Hit 37% of the Credit Portfolio - Three Quarters Running. Should Investors Worry?Nov 21
- GRAB Q3 2022 Deliveries Broke Even Three Quarters Early - At What Cost to Growth?Nov 16
- XYZ Q3 2022 Block's Gross Profit Grew 38% While Its Stock Fell 80% From Its 2021 PeakNov 15
- NU Q3 2022 Nine Years, One Profitable Quarter - While Delinquencies Kept ClimbingNov 15
- DASH Q3 2022 DoorDash Bought Back $400 Million of Its Own Stock the Same Year It Was Still Posting GAAP LossesNov 15
- HOOD Q3 2022 The First Profitable Quarter Ever Just Landed - By Cutting, Not GrowingNov 12
- SOFI Q3 2022 Deposits Doubled Again to $5 Billion - But So Did the Debt They Were Supposed to ReplaceNov 10
- CPNG Q3 2022 The First-Ever Profitable Quarter Doesn't Need an Asterisk This TimeNov 08
- 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
Q2 2022
- UBER Q2 2022 Uber's Stock Fell 43% This Quarter - While Adjusted EBITDA and Free Cash Flow Both Turned PositiveSep 10
- SE Q2 2022 A First-Ever Goodwill Writedown, a Suspended Guidance, and a Stock Down 80% From Its PeakAug 30
- GRAB Q2 2022 Revenue Beat GMV Growth for the First Time - But At What Cost?Aug 25
- XYZ Q2 2022 Block's Own Bitcoin Bet Lost 56% of Its Value the Same Quarter Crypto CrashedAug 20
- MELI Q2 2022 The Stock Fell 66% From Its Peak This Quarter - The Business Grew Revenue 52% and Turned Its Best Q2 Profit EverAug 19
- HOOD Q2 2022 Why Did the Balance Sheet Suddenly Grow $4.8 Billion Without a Dollar of Real Growth?Aug 18