Country: US
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Q4 2024
- 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
- CPNG Q4 2024 Adjusted EBITDA Grew 28% - Net Income Fell 95%. Which One Is the Real Story?Feb 06
Q3 2024
- 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
- CPNG Q3 2024 Profitable Again - So Why Did Free Cash Flow Turn Negative?Nov 05
Q2 2024
- NU Q2 2024 Nu Paid Off Its Foreign Guaranteed Term Loans, Then Borrowed $813 Million at Home InsteadAug 27
- GRAB Q2 2024 A Second 'Positive' Free Cash Flow Quarter Still Adds Up To A Negative First HalfAug 15
- CPNG Q2 2024 A Record Margin Quarter, Erased by a Single FineAug 06
Q1 2024
- NU Q1 2024 Nu's 100-Millionth Customer Arrived Right After a Quarter That Grew Provisions for Lawsuits 70%May 29
- GRAB Q1 2024 Adjusted EBITDA Hit A Record High - So Why Did The Net Loss Come Back?May 15
- BABA Q1 2024 The Six-Company Breakup Plan Quietly Disappeared From This Year's Annual ReportMay 08
- CPNG Q1 2024 The First Net Loss in Two Years Somehow Left Stockholders in the BlackMay 06
Q4 2023
- NU Q4 2023 Nu Hit $1 Billion in Annual Profit. Its Founder Called It Time to Plant, Not Harvest.Mar 04
- GRAB Q4 2023 A First-Ever Profitable Quarter Comes With A First-Ever Buyback - So Why Is Cash Flow Barely Positive?Feb 22
- CPNG Q4 2023 Coupang's First Profitable Year Hides a $905 Million AsteriskFeb 05
Q3 2023
- NU Q3 2023 Three Straight Profitable Quarters. Nu's ARPAC Just Broke Into Double Digits.Nov 20
- CPNG Q3 2023 Coupang's Streak of Rising Profit Just Broke - Should Investors Care?Nov 13
- GRAB Q3 2023 Grab Turned Adjusted EBITDA Positive For The First Time - Its 'Positive Free Cash Flow' Didn'tNov 09