Country: US
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Q1 2026
- MELI Q1 2026 Free Shipping Got Cut in Brazil - and Operating Margin Nearly HalvedMay 27
- NU Q1 2026 Nu Says Revenue Crossed $5 Billion. Its Own Filed Statements Say $347 Million Less.May 27
- SE Q1 2026 Sea's Revenue Grew 47%. Its Adjusted EBITDA Grew Just 9%May 26
- CPNG Q1 2026 Did a $1.2 Billion Voucher Bill Just Wipe Out a Quarter's Profits?May 06
- BABA Q1 2026 Why Did Profit Fall Only 20% When Operating Income Cratered 64%?May 06
- GRAB Q1 2026 Grab's Stock Fell 27% This Quarter - Its Best-Ever Q1 Says the Business Didn'tMay 05
Q4 2025
- NU Q4 2025 Nu Introduced a New P&L Framework the Same Quarter Its Growth Rate Needed FlatteringApr 14
- CHYM Q4 2025 Is the Underwriting Finally Catching Up With Growth?Apr 03
- SE Q4 2025 Sea Posted Its Best Profit Quarter Ever. Its Stock Fell 29% AnywayMar 16
- MELI Q4 2025 Revenue Grew 39% This Year - So Why Did Net Income Barely Move?Mar 10
- GRAB Q4 2025 Grab Just Posted Its First Full Year Of Profit - The Stock Fell 17% AnywayFeb 12
- CPNG Q4 2025 Did a 33-Million-Account Data Breach Just Sink the Holiday Quarter?Feb 05
Q3 2025
- SE Q3 2025 Sea Grew 38% and Stayed Silent on Its $86 Million Settlement for a Third Straight QuarterNov 21
- NU Q3 2025 Nu Deliberately Grew Into Lower-Yield Assets in Q3. Its Risk-Adjusted Margin Still Went Up.Nov 20
- MELI Q3 2025 A Brazilian Court Just Handed Down a $501 Million Tax Bill - Why Isn't It in the Headlines?Nov 14
- CHYM Q3 2025 Why Did the Stock Fall 42% the Quarter Adjusted EBITDA Finally Turned Real?Nov 10
- CPNG Q3 2025 The Buyback Finally Executed - Right as the Record Margins Cooled OffNov 04
- GRAB Q3 2025 Grab Raised Guidance Twice This Year - Then Went Quiet On Capital Returns AgainNov 04
Q2 2025
- SE Q2 2025 Sea Just Posted Its Best Quarter Ever. Its $86 Million Settlement Still Hasn't Come Up on a Call.Aug 25
- NU Q2 2025 Nu's Margin Just Compressed on Funding Costs, Not Credit Risk. That's a Different Story.Aug 20
- MELI Q2 2025 MELI's Stock Doubled in Two Years - So Why Did Net Income Just Fall?Aug 20
- CPNG Q2 2025 Record Margins, a Record Stock Price, and a Buyback Still Sitting UntouchedAug 11
- CHYM Q2 2025 A $923 Million Quarterly Loss That Isn't What It Looks LikeAug 08
- GRAB Q2 2025 Grab Finished Its Buyback With Borrowed Money - Is That Capital Discipline?Jul 31
Q1 2025
- SE Q1 2025 Sea Had Its First Real Chance to Address an $86 Million Settlement. It Talked About a Rebrand Instead.May 27
- MELI Q1 2025 MELI's Credit Book Grew 75% - So Why Did Free Cash Flow Go Negative?May 19
- NU Q1 2025 Nu's Reported Revenue Growth Just Halved. The Real Number Didn't.May 13
- CPNG Q1 2025 A Material Weakness Vanished - But Nobody Actually Fixed AnythingMay 05
- BABA Q1 2025 Profit Jumped 63%, and This Time the Filing Actually Says WhyMay 04
- GRAB Q1 2025 Grab's Cash Flow Base Grew Again - So Why Did The Stock Fall?Apr 30
Q4 2024
- MELI Q4 2024 Net Income Nearly Doubled in 2024 - So Why Did the Company's Own Auditor Flag the Credit Book?Mar 25
- SE Q4 2024 Sea Cleared the Profitability Bar This Series Set Two Quarters Ago. Its Earnings Call Skipped the $86 Million Settlement.Mar 18
- GRAB Q4 2024 Grab's Stock Rallied 24% This Quarter - Its First Full Year Of Positive Cash Flow Didn't Keep UpFeb 20
- NU Q4 2024 Nu's Margin Just Compressed for the First Time Since Its IPO. Should That Worry You?Feb 19
- CPNG Q4 2024 Adjusted EBITDA Grew 28% - Net Income Fell 95%. Which One Is the Real Story?Feb 06
Q3 2024
- SE Q3 2024 Shopee Hit Its Promised Profitability Deadline. Did Sea's Own Numbers Finally Agree?Nov 25
- MELI Q3 2024 Why Did Operating Income Fall 29% While Revenue Grew 35%?Nov 25
- NU Q3 2024 Nu Just Crossed 100 Million Customers in Brazil Alone. Is Adult-Population Saturation Actually a Problem?Nov 13
- GRAB Q3 2024 A Full Trailing Year Of Positive Cash Flow Finally Exists - So Why Doesn't The Math Support The Price?Nov 11
- CPNG Q3 2024 Profitable Again - So Why Did Free Cash Flow Turn Negative?Nov 05
Q2 2024
- MELI Q2 2024 Is Margin Being Traded for Market Share in Mexico?Sep 05
- SE Q2 2024 Sea Said All Three Businesses Got More Profitable. One of Them Didn't.Aug 27
- NU Q2 2024 Nu Paid Off Its Foreign Guaranteed Term Loans, Then Borrowed $813 Million at Home InsteadAug 27
- GRAB Q2 2024 A Second 'Positive' Free Cash Flow Quarter Still Adds Up To A Negative First HalfAug 15
- CPNG Q2 2024 A Record Margin Quarter, Erased by a Single FineAug 06
Q1 2024
- NU Q1 2024 Nu's 100-Millionth Customer Arrived Right After a Quarter That Grew Provisions for Lawsuits 70%May 29
- SE Q1 2024 Sea Called This an 'Improved Profit Profile.' The Quarter Posted a Net Loss.May 28
- MELI Q1 2024 Why Argentina's Revenue Fell 22% in a Quarter It Was Actually BoomingMay 24
- GRAB Q1 2024 Adjusted EBITDA Hit A Record High - So Why Did The Net Loss Come Back?May 15
- BABA Q1 2024 The Six-Company Breakup Plan Quietly Disappeared From This Year's Annual ReportMay 08
- CPNG Q1 2024 The First Net Loss in Two Years Somehow Left Stockholders in the BlackMay 06
Q4 2023
- SE Q4 2023 Sea Booked Its First Full-Year Profit Ever. Its Most Mature E-commerce Market Just Went Negative Again.Mar 19
- NU Q4 2023 Nu Hit $1 Billion in Annual Profit. Its Founder Called It Time to Plant, Not Harvest.Mar 04
- MELI Q4 2023 A Decade-Old Tax Dispute Just Cut Quarterly Profit by More Than HalfFeb 27
- GRAB Q4 2023 A First-Ever Profitable Quarter Comes With A First-Ever Buyback - So Why Is Cash Flow Barely Positive?Feb 22
- CPNG Q4 2023 Coupang's First Profitable Year Hides a $905 Million AsteriskFeb 05
Q3 2023
- SE Q3 2023 Sea Ended Its Own Profit Streak — On PurposeNov 27
- NU Q3 2023 Three Straight Profitable Quarters. Nu's ARPAC Just Broke Into Double Digits.Nov 20
- CPNG Q3 2023 Coupang's Streak of Rising Profit Just Broke - Should Investors Care?Nov 13
- GRAB Q3 2023 Grab Turned Adjusted EBITDA Positive For The First Time - Its 'Positive Free Cash Flow' Didn'tNov 09
- MELI Q3 2023 A Stock Buyback That Lost $386 Million to Argentina's Currency ControlsNov 06
Q2 2023
- SE Q2 2023 Sea Just Posted a Third Straight Profitable Quarter — Then Said It's Done Playing It SafeAug 29
- MELI Q2 2023 Every Country Segment Improved Margin Again - Is the Business Actually This Consistent?Aug 25
- GRAB Q2 2023 Grab's Breakeven Guidance Jumped $165 Million in One Quarter - Here's What's Actually Behind ItAug 23
- NU Q2 2023 Nu's Profit Just Doubled Again. So Did the Skepticism About Whether It Lasts.Aug 18
- CPNG Q2 2023 Coupang's Fifth Straight Quarter of Rising Profit Also Hides Its Widest Segment Gap YetAug 14
Q1 2023
- MELI Q1 2023 Operating Income Jumped 144% - Is the Credit Book Finally Under Control, or Just Standing Still?Jun 05
- SE Q1 2023 Headline Profit Fell 79% Quarter-on-Quarter. The Real Number GrewMay 30
- GRAB Q1 2023 Revenue 'Grew' 130% - The Comparable Number Is 58%May 18
- NU Q1 2023 Nu's Biggest Profit Yet. Is the Loss-Making Story Actually Over?May 16
- CPNG Q1 2023 Coupang's Seasonally Weakest Quarter Just Beat Its Own Holiday PeakMay 15
- BABA Q1 2023 Alibaba Voted to Split Into Six Companies the Same Year Profit Finally RecoveredMay 08
Q4 2022
- SE Q4 2022 A First-Ever Profitable Quarter Came With $330 Million of Help That Won't RepeatMar 21
- MELI Q4 2022 Net Income Jumped 5.8x in a Year - But Is the Credit Book Growing Faster Than It Can Manage?Mar 10
- GRAB Q4 2022 Revenue Grew 310% - But a Tenth of It Was an Accounting ReclassificationFeb 23
- NU Q4 2022 Nu Reported a $298 Million Loss. Its CEO Caused It On Purpose.Feb 16
- CPNG Q4 2022 Coupang Cut Its Full-Year Loss 94% - So Why Did the Stock Fall 50%?Feb 06
Q3 2022
- SE Q3 2022 Management Finally Said the Number Out Loud — Right as Its Own Users Started LeavingNov 30
- MELI Q3 2022 Past-Due Loans Just Hit 37% of the Credit Portfolio - Three Quarters Running. Should Investors Worry?Nov 21
- GRAB Q3 2022 Deliveries Broke Even Three Quarters Early - At What Cost to Growth?Nov 16
- NU Q3 2022 Nine Years, One Profitable Quarter - While Delinquencies Kept ClimbingNov 15
- CPNG Q3 2022 The First-Ever Profitable Quarter Doesn't Need an Asterisk This TimeNov 08
Q2 2022
- SE Q2 2022 A First-Ever Goodwill Writedown, a Suspended Guidance, and a Stock Down 80% From Its PeakAug 30
- GRAB Q2 2022 Revenue Beat GMV Growth for the First Time - But At What Cost?Aug 25
- MELI Q2 2022 The Stock Fell 66% From Its Peak This Quarter - The Business Grew Revenue 52% and Turned Its Best Q2 Profit EverAug 19
- NU Q2 2022 Revenue Tripled Again. Adjusted Profit Grew Just 3%. The Stock Fell Below $4 Anyway.Aug 15
- CPNG Q2 2022 The First Positive Adjusted EBITDA Quarter Has an AsteriskAug 11
Q1 2022
- SE Q1 2022 Bookings Turned Negative for the First Time Ever — And the Stock Fell 46% Right Alongside ItMay 30
- MELI Q1 2022 It Turned Profitable Again - So Why Is Operating Cash Flow Still Negative $233 Million?May 19
- GRAB Q1 2022 Down 51% in a Quarter - Did the Business Get Worse, or Just the Stock?May 19
- NU Q1 2022 Nu Called Q1 2022 Its Best Quarter Ever. The Stock Fell 18% Anyway.May 16
- CPNG Q1 2022 The Two-Segment Split Finally Answers Last Quarter's QuestionMay 10
- BABA Q1 2022 Net Income Fell 59%, and This Time a One-Time Charge Isn't the ReasonMay 09
Q4 2021
- MELI Q4 2021 Turned Profitable for the Year - But Q4 Alone Was a Net LossMar 21
- GRAB Q4 2021 A record debut quarter - with a DOJ investigation left out of the deckMar 03
- SE Q4 2021 Full-Year Adjusted EBITDA Turned Negative for the First Time Ever — Right as Its Own Guidance Points to a Shrinking GarenaMar 01
- NU Q4 2021 Turning 'Profitable' by Excluding a Quarter-Billion in Stock CompFeb 22
- CPNG Q4 2021 Active Customers Bounced Back — So Why Did the Full-Year Loss More Than Triple?Feb 07