Shopify Earnings Review, Block Catch-Up & a Lengthy Earnings Round-Up Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b. Cava (CAVA) * c. Sea Limited (SE) * d. Spotify (SPOT) * 3. Shopify (SHOP)
News of the Week (November 4 - 8, 2024) Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade Desk Earnings Reviews. * Duolingo, Mercado Libre & Celsius Earnings Reviews. * Palantir & Hims
Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e. Call & Release * f. Take * 2. Earnings Round-
Duolingo, Celsius & Mercado Libre Earnings Table of Contents * 1. Duolingo (DUOL) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. 4th Quarter Guidance & Valuation * e. Call & Letter * f. Take * 2. Celsius (CELH) – Earnings
