Country: US
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Q2 2023
- NU Q2 2023 Nu's Profit Just Doubled Again. So Did the Skepticism About Whether It Lasts.Aug 18
- CPNG Q2 2023 Coupang's Fifth Straight Quarter of Rising Profit Also Hides Its Widest Segment Gap YetAug 14
Q1 2023
- 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
- BABA Q1 2023 Alibaba Voted to Split Into Six Companies the Same Year Profit Finally RecoveredMay 08
Q4 2022
- 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
- CPNG Q4 2022 Coupang Cut Its Full-Year Loss 94% - So Why Did the Stock Fall 50%?Feb 06
Q3 2022
- GRAB Q3 2022 Deliveries Broke Even Three Quarters Early - At What Cost to Growth?Nov 16
- NU Q3 2022 Nine Years, One Profitable Quarter - While Delinquencies Kept ClimbingNov 15
- CPNG Q3 2022 The First-Ever Profitable Quarter Doesn't Need an Asterisk This TimeNov 08
Q2 2022
- GRAB Q2 2022 Revenue Beat GMV Growth for the First Time - But At What Cost?Aug 25
- NU Q2 2022 Revenue Tripled Again. Adjusted Profit Grew Just 3%. The Stock Fell Below $4 Anyway.Aug 15
- CPNG Q2 2022 The First Positive Adjusted EBITDA Quarter Has an AsteriskAug 11
Q1 2022
- GRAB Q1 2022 Down 51% in a Quarter - Did the Business Get Worse, or Just the Stock?May 19
- NU Q1 2022 Nu Called Q1 2022 Its Best Quarter Ever. The Stock Fell 18% Anyway.May 16
- CPNG Q1 2022 The Two-Segment Split Finally Answers Last Quarter's QuestionMay 10
- BABA Q1 2022 Net Income Fell 59%, and This Time a One-Time Charge Isn't the ReasonMay 09