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Earnings: Robinhood FY25 Q4
Robinhood Markets (NASDAQ:HOOD) reported mixed results for Q4 2025, beating earnings expectations but missing on revenue due to a significant slowdown in the crypto market. Total revenue rose 27% year-over-year Read more
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Earnings: Amazon.com Inc FY25 Q4
Amazon.com Inc (NASDAQ:AMZN) reported record-breaking Q4 results today, comfortably topping revenue expectations even as it narrowly missed on the bottom line. Total revenue climbed 14% year-over-year to $213.4 billion, fueled Read more
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Earnings: Uber Technologies FY25 Q5
Uber Technologies (NYSE:UBER) delivered record results for Q4 2025, beating revenue expectations but missing on the bottom line. Total revenue rose 20% year-over-year to $14.37 billion, driven by a 22% Read more
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Earnings: Snap Inc FY25 Q4
Snap Inc (NASDAQ:SNAP) delivered a quarter of mixed progress, beating analyst expectations on revenue and posting a surprise positive net income of $45 million. Total revenue grew 10% year-over-year to Read more
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Earnings: PayPal Holdings FY25 Q4
PayPal Holdings (NASDAQ:PYPL) reported underwhelming Q4 results, missing consensus estimates on both revenue and earnings while issuing a weak outlook for 2026. Total revenue grew just 4% year-over-year, as the Read more
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Earnings: Alphabet Inc FY25 Q4
Alphabet Inc (NASDAQ:GOOG) delivered a blockbuster Q4, comfortably beating analyst expectations on both the top and bottom lines. Google Services remained the backbone of the company, with Search and YouTube Read more
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Earnings: Advanced Micro Devices FY25 Q4
Advanced Micro Devices (NASDAQ:AMD) delivered a robust Q4 performance, exceeding both revenue and earnings expectations. The Data Center segment was the primary driver of this strength, growing 39% year-over-year to Read more
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Desk Notes: The Beginning of the End for PayPal?
PayPal’s stock tells a story few long term investors expected. After trading above $300 during the pandemic driven surge in digital payments, the shares now sit below $50 as growth Read more
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Desk Notes: The Great SaaS Misunderstanding
Enterprise software has been sold off as investors assume AI, agents, and “vibe coding” will replace platforms like Salesforce, ServiceNow, and even Palo Alto Networks. The narrative suggests AI can Read more
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Earnings: SoFi Technologies FY25 Q4
SoFi Technologies (NASDAQ:SOFI) capped the year with a standout Q4, exceeding revenue and earnings expectations while demonstrating clear operating leverage across the platform. Record results in Financial Services and the Read more
