Earnings Review

News of the Week

News of the Week (February 10 - 14, 2025)

In case you missed it: * Amazon, Cloudflare and Disney Earnings Reviews * Datadog Earnings Review * Airbnb Earnings Review * Uber Earnings Review * Shopify & Chipotle Earnings Reviews

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ABNB

Airbnb & DraftKings Earnings Reviews + Palo Alto Snapshot

Digesting two earnings reports with a snapshot of a third.

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DDOG

Datadog Q4 2024 Earnings Review

Table of Contents * 1. Datadog (DDOG) – Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Annual

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Earnings Review

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

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Earnings Review

Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today

1. Chipotle (CMG) – Earnings Review a. Key Points * Somewhat underwhelming quarter doesn’t interrupt fantastic multi-year trends. * There was some traffic variability in December and

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