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. The guidance gives no lost-ride data to isolate the storm’s cost.
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 crossed $1 billion in annual free cash flow. Read the costs too.
Lyft generated $1.03 billion in trailing annual free cash flow in Q3 2025. More rides helped, but insurance still had to be paid.
Q3 2025 gig earnings: Demand grew. So did the cost questions.
Uber, DoorDash, and Lyft grew in Q3 2025. Their filings showed different costs behind the extra trips, orders, and cash flow.
Tesla's Q3 delivery drop left the factory explanation to prove
Tesla delivered 435,059 vehicles in Q3 2023 after planned factory downtime. Sustained output would show whether the upgrades paid off.
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?