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BREAKING $GRAB Q2 2026 Earning Call Full✅🚀 This is a Triple Beat Quarter, while short sellers expected misses and negative EPS. Short sellers love lying about Mike and lose $5-$10B long term. Current Short Interest: 315,168,660 shares Q2 2026 Earning Call: Revenue: $997M vs $989.5M est ✅ EPS: $0.06...

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We reported our third quarter results this morning. PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, Venmo, and PSP. We also announced a new partnership with OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as Google, OpenAI, and Perplexity Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪

Alex Chriss

66,718 Aufrufe • vor 9 Monaten

I just jumped off Shopify’s Q2 2024 Earnings Call. Shopify had a great quarter and we continue to push the envelope of what’s possible in commerce. ICYMI, here are the highlights of Q2 2024 Shopify: 1️⃣​ We passed a major milestone: Shopify has officially processed 1 TRILLION dollars in cumulative GMV 2️⃣​ We delivered on the financials: - Gross Profit in Q2 was $1 billion dollars - up 25% YoY and grew faster than revenue which was $2 billion for the quarter - Our free cash flow margin more than doubled to 16% from 6% last year - This is our fourth consecutive quarter of double-digit free cash flow margin 3️⃣ Brands continue to flock to Shopify; Casper, Away luggage, Tonal, Vince Camuto, Ami Paris, Therabody, and legacy brands like QVC and Barnes and Noble all joined Shopify. ⚡​We aren’t just helping brands thrive online, but also offline in physical retail. Our offline business surpassed $100 billion in cumulative GMV. Brands like Mejuri and Evereve launched online and offline with Shopify, and Oak + Fort launched online and rolled out Shopify POS in over 40 locations. ⚡​B2B continues to grow. Shopify had its single largest GMV month ever for our B2B business and B2B grew more than 140% YoY. We had incredible operational discipline, and we nailed the execution of the plan we laid out. We are so well positioned to power commerce for years to come. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter🚀

Harley Finkelstein

161,958 Aufrufe • vor 2 Jahren

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 Aufrufe • vor 10 Monaten

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣​ Financially, it was a strong quarter. 🚀​ GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀​ Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀​ Gross profit grew 24% Year over Year 🚀​ Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣​ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡​ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡​ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡​ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀​ We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀​ International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀​ In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Harley Finkelstein

141,986 Aufrufe • vor 1 Jahr

My goal in this budget process has always been to make sure we’re funding core, basic services in a balanced and disciplined manner. We know there is an inherent tension between asking people to pay rates, fees and taxes— and the issue of affordability. We want to make sure our city can provide the quality-of-life services that our residents deserve, but we also want to make sure we’re putting affordability first in our community. While I worry a lot about affordability, I also worry about the ability of our city to deliver quality services without more revenue. I strongly believe that if we're not making the kinds of investments we need to make in our people and our services, we will be managing decay in Austin in a very short period of time. This budget will not meet everyone’s concept of perfection. Truthfully, there are parts of the budget that I don’t like. That goes with living in a big, diverse city—different people will have different priorities, and we need to make room for all of us. Now, it is time for us to trust our voters. Voters have an opportunity in November to make a very important decision. From my perspective, the best part of this budget is that we fully fund our homeless strategy office. That was my greatest emphasis, and we've achieved it. It will make a world of difference in getting homeless people off the street in a very short period of time. I'm also very pleased with what we’ve added to funding for public safety, EMS, and wildfire prevention. A positive vote in the November tax rate election will allow us to pay for these needed services. And we make a significant investment in our parks. I look forward to a result that will be the best benefit of our community.

Mayor Kirk Watson

32,624 Aufrufe • vor 1 Jahr

Loneliness On The Path & Transcending The Matrix Many of us can relate to the sense and experience of feeling alone as we shed the matrix-cultural social programming and sincerely start to seek truth. As we embark on the path, we start to learn, often remember, realize, and begin to see a deeper reality within and without us. This new sight is contrary to what the masses believe in and how they live their lives. It is also opposed to whatever we found to be true at first. But there was a splinter in the mind - a seed deep within that inspired us to question what we've been told and taught most often after a period of intense suffering responding to the yearning of the soul's call to awaken. It pushed us to answer the call and step into the unknown, and down the rabbit hole we tumble. As we progress on our path, going through our trials initiations and process of disillusionment, truth starts to become stranger than fiction. We can no longer relate to pleasures, social interactions, and enjoyments we may have engaged in enthusiastically in the past. Goals, ambitions, and desires we once had and were very attached to start to feel completely foreign to us. We realize that most of our so-called needs and desires, wants, including group and tribal identifications, were based on lies, wounds, and matrix programs, which we mistook stemming from our true self. They do not lead us to nor reflect true fulfillment joy, and love - the pure state of our soul hidden deep within us beyond the ego personality - our unique soul embodied individuality centered in the Divine. We start to see through appearances and all the pretense - the mechanical unconscious social interactions with the unconscious feeding mechanisms between people - emotionally, energetically sexually - where almost everyone is a copy of a copy sleepwalking and dreaming of being awake. We realize how little of real individuality and authenticity there is in the world, and how people mistake their conditioned and programmed ego personality for authenticity and also mistake all kinds of feelings, desires, and cravings within them for the soul being. All of which we have done in the past as well to varying degrees and still may do. We realize how little of true love there is. If we are honest with ourselves, we also question what love truly is and if we have really ever experienced it. The more we uncover within us and work through our shadow aspects, mechanical behavior, wounds, and traumas, the more we see all that in others. As the masks fall away, we start to see the unseen and a whole new world - the real world opens up. At first this view is not pleasant at all, and we may question our sanity, feelings of despair, depression, shame, guilt, anger, sadness, and loneliness come up everything that we have been hiding and have suppressed for lifetimes starts to come to the surface the darkness within and without is being made conscious as we descend into the underworld. The higher we want to rise, the deeper we need to go, The more light we possess, the more darkness we uncover. It is the esoteric law of descent and ascent at the same time. If we are sincere in our process, we start to realize thatwe cannot blame others or anything externally anymore. We are asked to take full self responsibility with radical self-honesty. The more we awaken, the more we are also confronted with the illusion of control, the ego likes to cling to. There is something else, a higher divine force that is pulling us out of inertia and sleep, asking us to surrender to it while, at the same time, the lower forces of nature want to keep us chained to our past, our wounds, programs, and identifications trapped in the victim-blame cycle. The occult adverse forces tag into our lower nature using temptations, egohooks and thought injections targeting our blind spots and wounds to keep us plugged into the matrix. Ultimately, we realize that the battle is and always has been through us. We then also start to see and sense the mighty occult hyperdimensional forces beyond our five sensory cognition that manipulate not only us but all people like puppets with strings attached. We realize that there is something else hidden from the mind of ordinary consciousness that controls and manipulates human beings from occult realms - something that feeds on humanity and keeps us in a frequency prison of fear and survival-based egoic service to self-consciousness. We also start to see the wounds and traumas people carry masked and armored under a thick social mask disconnected from their bodies. In fact, we begin to see how most people suffer deep inside but don't know that they are suffering for all the attention and energy is used to escape it by dissociation and then externalizing or suppressing their pain to avoid the discomfort of feeling it within. Like unconscious drug addicts, most people are constantly looking for a fix, trying to fill a bottomless hole in, always looking for love, fulfillment, and happiness externally- just like we have done in our unconscious sleeping state, dreaming of being awake. We then start to encounter humans who don't seem to have a soul but are empty shells occupied by something else. The eyes always give it away - all of which becomes more obvious as we cleanse our perception by internal work. We don't get fooled by appearances anymore. We begin to see via inner vision and our guidance comes more and more from within, not influenced by the group hive mind or the conditioned mind with all its fragmented thought loops. We let go of comparison, ambition and competition and surrender to our soul's calling to unite with the Divine. However, not only do we experience isolation and loneliness pulling back more and more from exterior life we also become subject to the projections and attacks of people still wandering in the wilderness of the collective matrix program. We realize that longtime friends and even family members or our spouse and partner are not at all who we thought they were - that these connections were often based on the illusion of love, trauma bonds, and social programming. We realize how we mistook love for all kinds of behaviors, feelings, and things that are not love but were based on wounds and unconscious feeding mechanisms. When we tell others about our discoveries and realizations we are most often met with ridicule made fun of or even attacked and shamed. We are being told that we are negative, crazy and live in fear or engage in fear-mongering-when, in fact, this reaction is their unconscious fear of the truth projected onto us. It is their false mechanical ego personality trying to protect itself from disillusionment with occult forces, working through them, using them as unconscious matrix agents and attempting to keep us from awakening, speaking truth, and anchoring the divine force. Hence, we also realize that we cannot possibly take anything personally anymore because it is not them doing anything. Moreover, we also recognize that these attacks and interferences serve a teaching function in the bigger picture of the evolution of consciousness and in the process of our unique soul evolution for all there is are lessons. These realizations and confronting the lies we've been telling ourselves do indeed lead to disillusionment - a moral bankruptcy. It's the necessary death everyone has to go through to be reborn in the true self. It is the way out of the matrix. Yet this loneliness we experience and the inability to fit in anywhere has its purpose, including the suffering we experience. If we keep on the track with faith and trust, learning our lessons with sincerity, patience, humility, and courage, it will lead us to true love, real companionship, and a conscious connection with Spirit as we find our way back home, reuniting with the Divine. We start to experience magical positive synchronicities and there is help and support of the divine force that responds to our call and supports and guides us in unexpected ways. But we can only perceive this guidance if we get out of the tunnel vision of ego identification and out of our heads. Doors open where there have been no doors before. Out of the dark, we emerge into the light, and we realize and experience on an embodied level—not merely philosophically or intellectually—that we were never alone but under a spell of separation from all that is, as we experience and perceive the Divine in all. Godspeed. Bernhard Guenther “We must become so alone, so utterly alone, that we withdraw into our innermost self. It is a way of bitter suffering. But then our solitude is overcome, we are no longer alone, for we find that our innermost self is the spirit, that it is Creator, the indivisible. And suddenly, we find ourselves in the midst of the world, yet undisturbed by its multiplicity, for our innermost soul we know ourselves to be one with all being.” - Hermann Hesse --------------------- Written and narrated by Bernhard Guenther Video and audio editing by Victor Fontane

Bernhard Guenther

136,740 Aufrufe • vor 2 Jahren

When $GRAB is above $20 👌 I firmly believe $GRAB is misunderstood as SEA Uber. When the stock price gets to above $20, that is when investors/institutions start to accept it as a SuperApp or the SEA "WeChat & Amazon". Until then, it is up to investors and institutions to study the business model and to understand how cheap it is right now for its potential. SEA is a difficult market to build the infrastructure like $GRAB today from drivers to merchant network. The regulatory nature or complexity add to the cost for new players, part of the reason why competitors lost or are losing to $GRAB. New players think that they can enter with endless incentives/promo will lose eventually. Longer term, consumers will feel GrabUnlimited as "must have" as it is daily essential saving. Consumers in SEA are extremely price sensitive, and they are addicted to saving/discount. Subscription is the ultimate SuperApp core profitability, similar to Amazon Prime. Ads will also be similar to amazon App, and GrabFin will be similar to Wechat Fin services. Grab knows margin on Mobility/Delivery overall are very low. The real money is in ~Added higher margin services on top of Mobility/Delivery(Luxury rides/Dineout/Faster Delivery/Quick Commerce...) ~GrabFin as the Digital Financial infrastructure for everything ~GrabAds ~GrabUnlimited ~B2B SaaS service tiers ~Tourism(booking, bundle booking, Groupon-like booking...) Then GrabCoin(Loytalty program) to keep the flywheel spinning forever. $GRAB should start generating $ per MTUs at above 200m MTUs or GrabUnlimited after 150m+ members. Just don't forget, GRAB is the only company that is actually proving Bottom Of the Pyramid(BoP) profitable and at scale. Expanding to 5B people TAM is inevitable long term as they generate more FCF and acquire more markets like FoodPanda Taiwan. The BoP is the most difficult group due to high operational costs, low profit margins requiring massive vol/freqency, and the time to earn trust from highly price sensitive consumers. The "Secret Sauce" is to treat Merchants,Drivers and Users as customers, where the rest only prioritizes customers. This makes Grab the highest quality business with massive growth potential in the next 10-15 years in SEA. SuperApp Monopoly is ineviable. Grab will have short sellers fake news. Grab will have competitions. Grab will have Global Monetary Policy Volatility. Grab will have up and down (price action). But GRAB will win long term! Not Financial Advice!

Mike

58,278 Aufrufe • vor 4 Monaten

We are not okay, and that’s okay to say. I wish I could tell you that we are standing here and that the rest of the world is standing with us. With you. Sadly I can’t say that. There is a loud and aggressive minority around the world who doesn’t get, that being murdered at a peace festival does not equal resistance. I do however, know that we are standing here on behalf of all those people in the world, with moral clarity. And there are a lot of them. And there are many who want to be here with you. And they are here with you at heart. On October 7th, your loved ones went to Nova. We call it a peace music festival because that’s what it was—a place to make new friends, to let loos explore and celebrate life. And this juxtaposition hurts the most —because on that day, the light your loved ones were, was met with the most unimaginable darkness. Our lives will never be the same. But today, as we remember them, we also make a promise: to honor their memory by living as they would have. As we stand here in grief, we have a message to the world: we will not be defeated. Israel was attacked on October 7th and every day since, for the crime of existing. For the audacity of just being here. But we are here, and we are here to stay. And despite the trauma we’ve faced, we are in Israel, standing strong together, committed to the memories of those we lost and to the return of our hostages. We, despite the pain and alongside it, are going to build a brighter future. Together. We will dance again. Am Yisrael Chai Forever

Noa Tishby

32,728 Aufrufe • vor 10 Monaten

ABC’s George Stephanopoulos attempted to trip up Secretary of State Marco Rubio by asking the same question about Venezuela three different times. “What is the legal authority for the United States to be running Venezuela?” And three times, Rubio shut him down. RUBIO: “I explained to you what our goals are and how we’re going to use the leverage to make it happen.” “As far as our legal authority on the quarantine, simple. We have court orders. These are sanctioned boats, and we get orders from courts to go after and seize these sanctions. Is a court not a legal authority?” STEPHANOPOULOS: “Is the United States running Venezuela right now?” RUBIO: “Well, I’ve explained once again, I’ll do it one more time.” “What we are running is the direction this is going to move moving forward, and that is we have leverage.” “This leverage we are using and we intend to use. We started using already. You can see where they are running out of storage capacity. In a few weeks, they’re going to have to start pumping oil, unless they make changes.” “That leverage that we have with the armada of boats that are currently positioned, allow us to seize any sanctioned boats coming into or out of Venezuela loaded with oil or on its way in to pick up oil.” “We can pick and choose which ones we go after. We have court orders for each one.” “That will continue to be in place until the people who have control over the levers of power in that country make changes that are not just in the interest of the people of Venezuela but are in the interest of the United States and the things that we care about.” “The legal authority is the court orders that we have.”

Overton

213,086 Aufrufe • vor 7 Monaten

#WATCH | Delhi: At the joint press conference with US Secretary of State Marco Rubio, EAM Dr S Jaishankar says, "India would be one of the very few countries who has very good relations, very strong relations with the United States, with Israel, with Iran, and with the Gulf countries. So we have real interest there. For us, the challenge in this situation is how to maintain all these relationships, how to protect our equities, how to advance our interests. We don't look at it as a zero-sum game. We have to manage and take care of all these accounts. I would say there are some general principles by which we would approach this region. Obviously, we want peace and stability in the region. For us, the welfare, the well-being of the diaspora is crucial. We want to see energy prices go down because we are a very big importer of energy, and much of it comes from that region. As I stated in my remarks, we are very much in favour of safe and unimpeded maritime commerce through the region. What we want to see is really the markets open up there. We don't want to see constraints. So these would be the principles with which we would approach that region and in a way, I think we will find increasingly in the world that there will be conflicts or difficult situations where India, because our interests are growing, we have relationships with all the parties involved, and we are seeing this in the Ukraine conflict as well, where we have very strong relations with Russia, Europe, Ukraine as well, we have it with the United States and then the question is how do you manage all of them. So in that sense, yes, it is multi-alignment because today's India has that range of interests which require us to manage multiple accounts."

ANI

78,056 Aufrufe • vor 2 Monaten

BREAKING: Tesla has released its Master Plan Part 4. "This next chapter in Tesla’s story will help create a world we've only just begun to imagine and will do so at a scale that we have yet to see. We are building the products and services that bring AI into the physical world. Now, we are combining our manufacturing capabilities with our autonomous prowess to deliver new products and services that will accelerate global prosperity and human thriving driven by economic growth shared by all. We are unifying our hardware and software at scale, and in doing so, we are creating a safer, cleaner and more enjoyable world. We’re accelerating the world’s transition to sustainable abundance. We must make one thing clear: this challenge will be extremely difficult to overcome. The elimination of scarcity will require tireless and exquisite execution. Some will perceive it as impossible. And plenty of others will laud every obstacle and setback we inevitably encounter along the way. But once we overcome this challenge, our critics will come to see that what they once thought was impossible is indeed possible. And that will be fine with us, because what matters most is that, together, we create a sustainable and truly abundant future for generations to come. Today we are on the cusp of a revolutionary period primed for unprecedented growth. And this time it will not be a single step but a leap forward for Tesla and humanity as a whole. The tools we are going to develop will help us build the kind of world that we've always dreamed of—a world of sustainable abundance—by redefining the fundamental building blocks of labor, mobility and energy at scale and for all."

Sawyer Merritt

417,246 Aufrufe • vor 11 Monaten

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

Christel Heydemann

13,254 Aufrufe • vor 1 Jahr

Mark Carney's acceptable speech - wow - now that's leadership 👏 "Our old relationship with the United States, a relationship based on steadily increasing integration is over" "The system of global trade anchored by the United States, a system that Canada has relied on since WII, a system while not perfect has helped deliver prosperity for our country decades, is over" "But it's also our new reality" "We are over the shock of the American betrayal, but we should never forget the lessons" "We have to look out for ourselves" "And above all, we have to take care for each other" "When I sit down to speak with President Trump it will be to sit down and discuss the future relationship between two sovereign nations" "And it will be with our full knowledge that we have many many other options than the United States to build prosperity for all Canadians" "We will chart a new path forward, because this is Canada and we decide what happens here" "We will need to think big and act bigger" "We will need to do things previously thought impossible at speeds we haven't seen in generations" "We can give ourselves far more than the Americans take away" "The coming days and months will be challenging and they will call for some sacrifices. But we will share those sacrifices by supporting our workers and our businesses" "We aren't always perfect but we always strive to be good" "We do things because they are right, not because they're easy" "We see kindness as a virtue, not as a weakness" "We know that our strength lies in our resolve to work together as a country, on our unity" "We become just by doing just acts, brave by doing brave acts" "When we are kind, kindness grows" "When we seek unity, unity grows" "When we are Canadian, Canada grows"

Farrukh

221,686 Aufrufe • vor 1 Jahr