SPOT
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
Read More
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
Read More
Alphabet
Alphabet & AMD Earnings Reviews + Spotify & Chipotle Earnings Snapshots
In case you missed it, our detailed PayPal Earnings Review from this afternoon. This was a very long 16-hour work day. If there’s an
Read More
GOOGL / GOOG
Earnings Season Discounts End This Week
Happy weekend. Peak earnings season is back and 20% annual plan discounts end this week. This quarter, we plan to send about 50 detailed earnings
Read More