NFLX

Earnings Review

Nu & Disney Earnings Reviews

Table of Contents * 1. Disney (DIS) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * e. Call & Release

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Earnings Review

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

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Earnings Review

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.

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LMND

Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots

Table of Contents * 1. Earnings Round-Up — Lemonade, Robinhood & Coinb … * a. Lemonade (LMND) * b. Coinbase (COIN) * c. Robinhood (HOOD) * 2. Meta Platforms (META) — Earnings Review

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GOOGL / GOOG

AMD, Alphabet, Visa & TransMedics Earnings Coverage

Table of Contents * 1. Quick Earnings Snapshots – Visa (V) & TransMedi … * a. Visa * b. TransMedics (TMDX) * 2. AMD (AMD) – Earnings Summary * a. Results * b. Balance

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