Shopify 3Q'22 Earnings Update
Disclosure: I own shares of Shopify By and large, things are in the right direction for Shopify. Here are my highlights from the latest earnings.
Topic
Earnings Update
A collection of 42 issues
Meta 3Q'22 Earnings Update
Disclosure: I own shares of Meta"...I think that those who are patient and invest with us will end up being rewarded."Mark Zuckerberg From October 26, 2015 to today (after-hours), the stock is flat. The"reward"remains elusive.
Spotify 3Q'22 Earnings Update
Disclosure: I own shares of Spotify"...I suspect many of you think Spotify is a great product, yet at the same time, you may also think that we're a bad business or at least a business with bad margins for the foreseeable future."Daniel Ek Unfortunately, the skeptics are yet to be proved wrong as
Alphabet 3Q'22 Earnings Update
Disclosure: I own shares of Alphabet"There's no question we're operating in an uncertain environment"Summertime is over, and winter is almost here. Here are some of my highlights from 3Q'22.
Autodesk 2Q'FY 2023 Earnings Update
Disclosure: I own shares of Autodesk"End market demand remained strong during the quarter, resulting in robust new business activity. Renewal rates were again excellent."This was a solid quarter for Autodesk.
IAC 2Q'22 Earnings Update
Disclosure: I own shares of IAC"We want our shareholders to feel their capital is safe with us...that it’s our responsibility to help that capital grow healthily by building businesses and creating opportunities our shareholders may not have the chance to access on their own."IAC is seeing
Block 2Q'22 Earnings Update
Disclosure: I own shares of Block/Square"...we recognize the importance of exercising discipline with our investments as we enter a period of potential uncertainty."Unfortunately, total opex continues to exceed gross profit, and given the focus on non-GAAP opex, actual opex may remain ignored.
Amazon 2Q'22 Earnings Update
Disclosure: I own shares of Amazon Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact).
Meta 2Q'22 Earnings Update
Disclosure: I own shares of Meta “…we seem to have entered an economic downturn that will have a broad impact on the digital advertising business.
Shopify 2Q'22 Earnings Update
Disclosure: I own shares of Shopify “2022 will be different, more of a transition year in which e-commerce is largely reset to the pre-COVID trend line and is now pressured by persistent high inflation.” Let's dive into this"transition year"!