Country: US
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Q2 2022
- DASH Q2 2022 The Wolt Deal Finally Closed at Less Than Half Its Announced Price - Here's WhyAug 15
- NU Q2 2022 Revenue Tripled Again. Adjusted Profit Grew Just 3%. The Stock Fell Below $4 Anyway.Aug 15
- SOFI Q2 2022 Deposits Doubled, Debt Fell - The Stock Fell Further StillAug 15
- CPNG Q2 2022 The First Positive Adjusted EBITDA Quarter Has an AsteriskAug 11
- LYFT Q2 2022 Lyft Grew Adjusted EBITDA 44% Sequentially While the Stock Fell 65% - the Widest Gap Yet Between Operating Results and ValuationAug 04
Q1 2022
- UBER Q1 2022 Uber Just Reported a $5.9 Billion Loss - and Delivery Turned Its First-Ever Profitable QuarterJun 15
- SE Q1 2022 Bookings Turned Negative for the First Time Ever — And the Stock Fell 46% Right Alongside ItMay 30
- SOFI Q1 2022 The Bank Charter Went Live - And the Stock Kept Falling AnywayMay 25
- XYZ Q1 2022 Block's Balance Sheet More Than Doubled the Same Quarter It Swung to an Operating LossMay 20
- HOOD Q1 2022 Revenue Got Cut Nearly in Half - Did Costs Follow Fast Enough to Matter?May 20
- MELI Q1 2022 It Turned Profitable Again - So Why Is Operating Cash Flow Still Negative $233 Million?May 19
- 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
- LYFT Q1 2022 Lyft's Fourth Straight Profitable-Adjusted-EBITDA Quarter Came With Its Widest Operating Cash Outflow Since the PandemicMay 15
- CPNG Q1 2022 The Two-Segment Split Finally Answers Last Quarter's QuestionMay 10
- DASH Q1 2022 DoorDash's Operating Cash Flow Just Went Negative for the First Time Since Its IPOMay 10
- BABA Q1 2022 Net Income Fell 59%, and This Time a One-Time Charge Isn't the ReasonMay 09
Q4 2021
- PDD Q4 2021 The First Profitable Year Arrived the Same Year It Promised Away RMB10 Billion of Future ProfitMay 10
- SOFI Q4 2021 The Bank Charter Closed Right After Posting a $484 Million LossApr 05
- MELI Q4 2021 Turned Profitable for the Year - But Q4 Alone Was a Net LossMar 21
- XYZ Q4 2021 A First Year Under a New Name Closed With a $13.8 Billion Acquisition DisclosureMar 15
- UBER Q4 2021 Uber's Net Loss Shrank 93% in a Year - Almost None of It From the Business Actually Turning a ProfitMar 10
- HOOD Q4 2021 What Does the First Year as a Public Company Actually Prove?Mar 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
- SE Q4 2021 Full-Year Adjusted EBITDA Turned Negative for the First Time Ever — Right as Its Own Guidance Points to a Shrinking GarenaMar 01
- LYFT Q4 2021 Lyft Closed 2021 With Its First Full Year of Positive Adjusted EBITDA - While an Alameda Court Ruled Proposition 22 UnenforceableMar 01
- NU Q4 2021 Turning 'Profitable' by Excluding a Quarter-Billion in Stock CompFeb 22
- CPNG Q4 2021 Active Customers Bounced Back — So Why Did the Full-Year Loss More Than Triple?Feb 07
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
- SE Q3 2021 Adjusted EBITDA Went Negative Again — This Time, It Wasn't an Accounting IllusionNov 30
- MELI Q3 2021 Both Brazilian Tax Defenses Just Lost Round One - Where's the Reserve?Nov 28
- XYZ Q3 2021 A Swing Back to a Net Loss Landed the Same Quarter Bitcoin Revenue Cooled OffNov 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
- SOFI Q3 2021 Revenue Keeps Climbing While the Stock Keeps FallingNov 10
- CPNG Q3 2021 Revenue Grew 48% This Quarter — So Why Did the Paying Customer Base Shrink?Nov 08
- HOOD Q3 2021 Did Robinhood's Growth Story Peak the Quarter It Went Public?Nov 04
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
- SE Q2 2021 Adjusted EBITDA Turned Negative Again. Here's the One Number That Explains WhyAug 30
- MELI Q2 2021 Why Did Operating Cash Flow Go Negative While Revenue Nearly Doubled?Aug 27
- XYZ Q2 2021 Jay-Z's TIDAL Was Bought the Same Quarter the Bitcoin Bet Turned ProfitableAug 20
- HOOD Q2 2021 The Dogecoin Quarter, and the $87 Million Regulatory Tab Coming DueAug 20
- SOFI Q2 2021 SoFi Finally Has an Operating P&L - And It Lost $165 Million AnywayAug 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
- CPNG Q2 2021 A $296 Million Fire Explains Half This Quarter's Loss — What Explains the Rest?Aug 12
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
- SOFI Q1 2021 A SPAC Shell Just Restated Its Books and Disclosed a Material Weakness - Right Before Taking SoFi PublicJun 08
- SE Q1 2021 Four Straight Profitable Quarters, and This Time No Stock Sale Paid for ItMay 25
- DASH Q1 2021 Is DoorDash Now Paying for the Ballot Measure It Won?May 21
- XYZ Q1 2021 Profitability Returned the Same Quarter Bitcoin Became 69% of RevenueMay 20
- MELI Q1 2021 Stockholders' Equity Just Went Negative - Should That Actually Worry You?May 20
- CPNG Q1 2021 Public for Six Weeks, and Already Flagging That Its Own Controls Don't WorkMay 13
- BABA Q1 2021 Revenue Grew 41%, the Fastest in Three Years, But Operating Income Actually FellMay 08
Q4 2020
- PDD Q4 2020 The Stock Nearly 5x'd in a COVID Year — But the Operating Loss Also Got Wider. Which Number Is Lying?May 15
- 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
- XYZ Q4 2020 A Profitable Year Closed With an Immediate $170 Million Bet on BitcoinApr 05
- SOFI Q4 2020 A $6.57 Billion Price Tag, Set Before a Single Share Ever TradedMar 17
- MELI Q4 2020 Revenue Nearly Doubled in 2020 - So Why Did the Company Barely Break Even?Mar 10
- DASH Q4 2020 A Record IPO Year, Funded in Part by a Ballot Measure It Quietly BankrolledMar 05
- SE Q4 2020 Group Adjusted EBITDA Went Positive for the Full Year. So Did Two Multi-Quarter MysteriesMar 02
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
- XYZ Q3 2020 A GAAP Profit Arrived After the Stock Had Already Tripled - Which One Should You Trust?Dec 10
- SOFI Q3 2020 Before There Was a Merger Target, There Was Already a 20% PromoteNov 20
- SE Q3 2020 Group Adjusted EBITDA Hit $120 Million. So Did the Adjusted-Revenue Metric That Used to Track ItNov 17
- MELI Q3 2020 Revenue Doubled in the Pandemic - So Why Are Internal Controls Still Broken?Nov 16
- UBER Q3 2020 Mobility Revenue Still Down 53% - Is Uber's Delivery Boom Enough to Carry It Through the Pandemic?Nov 05
Q2 2020
- XYZ Q2 2020 A New Segment Split Reveals Two Businesses - and One of Them Is ShrinkingSep 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
- MELI Q2 2020 Every Segment Got More Profitable During Lockdown - Even Mexico, for the First Time EverAug 24
- SE Q2 2020 Sea Turned Adjusted EBITDA Positive for the First Time. The Stock Got There FirstAug 18
- UBER Q2 2020 Mobility Revenue Collapsed 67% - So Uber Took a $382M Restructuring Charge, Killed JUMP, and Agreed to Buy PostmatesAug 10
Q1 2020
- XYZ Q1 2020 Revenue Grew 44% in the Worst Quarter Yet - Bitcoin Did Almost All of ItJun 15
- MELI Q1 2020 Revenue Grew 37.6% in the First COVID Quarter - So Why Did Operating Cash Flow Go Negative?May 20
- SE Q1 2020 Sea's Losses Shrank During a Pandemic. Was That the Business or the Lockdowns?May 18
- 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
- BABA Q1 2020 Net Income Grew 70%, But Two One-Time Gains Are Bigger Than the Entire IncreaseMay 08
Q4 2019
- PDD Q4 2019 GMV Crossed ¥1 Trillion in 2019 — So Why Did It Just Fund Its Own Executives to Buy a Payment Company?Apr 22
- 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
- SE Q4 2019 The Question That's Chased Sea for Three Quarters Just Got an AnswerFeb 27
- UBER Q4 2019 Uber's First Full Year as a Public Company Cost $8.5 Billion — And AB5 Just Took EffectFeb 25
- MELI Q4 2019 Losses Widened Nearly 5x in 2019 - Was the Spending Actually Worth It?Feb 24
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
- SE Q3 2019 Sea's Path to Breakeven Got Longer. Its Payments Business Is Why.Nov 15
- MELI Q3 2019 A $146 Million Net Loss Just Landed - Is the Investment Cycle Working or Spiraling?Nov 15
Q2 2019
- MELI Q2 2019 Investors Just Got Told It's Spending the $2 Billion - Should That Worry You?Aug 20
- SE Q2 2019 Sea's Adjusted EBITDA Loss Shrank to $11 Million. Its Net Loss Still Grew.Aug 20
- 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
Q1 2019
- UBER Q1 2019 Was the Core Business Actually Losing Money Right Before the IPO?Jun 04
- SE Q1 2019 Sea's Net Loss Tripled Because Its Stock Price RoseMay 22
- MELI Q1 2019 It Raised $2 Billion From PayPal and Wall Street - What Is It Actually Buying?May 17
- LYFT Q1 2019 A Billion-Dollar Debut Loss That's Mostly a Bill for Going PublicMay 17
- BABA Q1 2019 Operating Income Fell 18% the Same Year Net Income Grew 37%May 10