Topic
Earnings
9 articles in this thread.
ARK sold Airbnb. A trade log cannot tell us why.
ARK’s reported Airbnb sale and Robinhood purchase show position changes. They do not prove a new investment mandate.
Lyft’s soft Q1 outlook needs more than a weather explanation
Lyft paired a strong 2025 with cautious Q1 guidance. I would watch bookings and adjusted margin before blaming one storm.
Amazon can spend $200 billion. The return is the hard part.
Amazon planned about $200 billion of 2026 capital spending. AWS growth is real; the payback on that buildout remains unproven.
Uber grew fast in Q4. The earnings miss needs a closer look.
Uber’s Q4 2025 bookings and cash flow grew, while investment marks complicated EPS. The operating margin deserves its own read.
DoorDash's Q3 profit was real. Its new spending still needs a scorecard.
DoorDash earned $244 million in Q3 2025 and planned a large increase in 2026 investment. The global technology stack is the test.
Lyft Missed Earnings by 60% and the Stock Went Up
Lyft missed Q3 EPS by 60% but the stock jumped 7%. Wall Street cared about one thing: $1.03 billion in free cash flow for the first time ever. That's the metric that actually matters.
Q3 2025 Gig Earnings: The Orders Were Easy. The Costs Weren't.
Uber, DoorDash, and Lyft all grew in Q3 2025. The useful question is what each had to spend to keep growing, and which costs actually showed up in the filings.
Tesla's Q3 Vehicle Numbers Fell Short
Tesla has long been the industry leader when it comes to electric vehicles (EVs), constantly setting the bar high for competitors
Peloton reports wider-than-expected loss
Peloton's 2021 price cut and guidance downgrade raised a basic question: would lower-margin Bikes produce lasting subscribers?