Topic
Stocks, page 3
Amazon takes stake in Grubhub
Amazon's 2022 Grubhub deal offered Prime distribution, but repeat orders after the free membership were the real test.
SEC to require climate-change risk disclosures
The SEC proposed climate disclosures in 2022. The value would depend on comparable risk data, not a longer sustainability report.
Bird continues to face challenges
Bird's scooters were useful when they worked. Broken vehicles made fleet uptime and repair cost the business question.
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?
AMD beats revenue estimates with $4.31B
AMD's 54% revenue growth in Q3 2021 said more about its product position against Intel than the day's share-price move.
Facebook Q3 earnings: profit beats estimates
Facebook's Q3 2021 profit beat proved its ad business could absorb a shock for a quarter, not that Apple's privacy changes were harmless.
PayPal is exploring Pinterest acquisition
The reported PayPal–Pinterest talks in 2021 raised a product question: could payments improve shopping without spoiling discovery?
Facebook fined $69.6 million in the UK for Giphy takeover
The UK's £50.5 million Giphy fine targeted Facebook's conduct during merger review, which is more telling than the size of the penalty.
Netflix adds 4.4 million membership
Netflix added 4.4 million memberships in the third quarter of 2021, beating its own forecast as revenue and profit rose.
DoorDash and Uber Eats are gaining on Grubhub
DoorDash and Uber Eats gained share from Grubhub in 2021. Share estimates showed who won orders, not who earned them profit.