Earnings Review

META

Meta Q3 2025 Earnings Review

Sections d, e, f & g are for paid readers. They get into 2026 guidance, valuation, CapEx, the balance sheet, conference call notes and my

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PYPL

PayPal Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They walk through guidance, the conference call, the investor presentation and my take on the quarter.

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SOFI

SoFi Q3 2025 Earnings Review

sections d, e, f & g are for paid readers. They walk through detailed credit information, capital market liquidity and all of the relevant notes

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TSLA

Tesla Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They include detailed data and commentary on guidance, valuation, the shareholder letter and the conference call,

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NFLX

Netflix Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They include detailed data and commentary on the balance sheet, guidance, valuation, shareholder letter and conference

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