Country: US

Q4 2021

• 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

• 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

• HOOD Q2 2021 The Dogecoin Quarter, and the $87 Million Regulatory Tab Coming DueAug 20
• DASH Q2 2021 Why Is DoorDash Suddenly Losing More Money Than It Did a Year Ago?Aug 19
• CPNG Q2 2021 A $296 Million Fire Explains Half This Quarter's Loss — What Explains the Rest?Aug 12

Q1 2021

• DASH Q1 2021 Is DoorDash Now Paying for the Ballot Measure It Won?May 21
• 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

• SOFI Q4 2020 A $6.57 Billion Price Tag, Set Before a Single Share Ever TradedMar 17
• DASH Q4 2020 A Record IPO Year, Funded in Part by a Ballot Measure It Quietly BankrolledMar 05

Q3 2020

• SOFI Q3 2020 Before There Was a Merger Target, There Was Already a 20% PromoteNov 20

Q1 2020

• 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

Q2 2019

• 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
• 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