Earnings Update/ Regulations

I’m down with COVID-19 this week but this earnings season still has me curious as to whether the economy is becoming as bad as what the news is reporting. Let’s…

Click here to read the latest research report on Alphabet if you haven’t already. To understand why it is so difficult to compete with Google, let’s look at how the…

DocuSign is not a company I have covered in my research reports nor do I hold an investment in it, but I have received a lot of questions about the…

Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million…

Google Q1 2022 Another solid quarter for Google as they delivered revenue growth of 23% year over year (YoY) from $55.3b to $68b.  Let’s dive deeper into its two main…

Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely…

Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today,…

This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…

Earnings Highlight (Italics are my comments) Revenue increased 56% year-over-year (YOY) to $28.6 billion. Amazing how long of a runway they have on their advertising business alone, and they have…