Core Insights - Peloton reported Q3 CY2025 revenue of $550.8 million, a 6% year-on-year decline, but exceeded analyst estimates by 2.1% [1][7] - The company provided optimistic guidance for the next quarter, projecting revenue of $675 million at the midpoint, which is 2.2% above analyst expectations [1] - Peloton's GAAP profit was $0.03 per share, surpassing analysts' consensus estimates by $0.03 [1][7] Company Overview - Peloton, initially a Kickstarter campaign, is a fitness technology company recognized for its at-home exercise equipment and interactive online workout classes [4] Revenue Performance - Over the trailing 12 months, Peloton's sales totaled $2.46 billion, indicating stagnation compared to five years ago, reflecting poor business quality [5] - The company has faced challenges in consistently increasing demand, with a 6% annual revenue decline over the last two years [6] Financial Metrics - Adjusted EBITDA for the quarter was $118.3 million, with a margin of 21.5%, exceeding analyst estimates [7] - Operating margin improved to 7.5%, up from 2.1% in the same quarter last year, while free cash flow margin rose to 12.2%, up from 1.8% [7] - The company reaffirmed its full-year revenue guidance of $2.45 billion and EBITDA guidance of $450 million, both above analyst estimates [7] Subscriber Dynamics - Connected fitness subscribers reached 2.73 million, down 168,000 year-on-year, indicating a decline in monetization despite a higher subscriber count compared to revenue growth [8]

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Joining me now is GQG partners Brian Kershman. And Brian, it's really great to have you on here to to lay it all out for us. What what is the nature of this inflection point that uh that you there have perceived and uh and how long have we been at risk.How does it play out from here. >> Yeah, thank you very much first of all for for having us and being able to share our views here. Um so in terms of tech I think our biggest issue at this point in time is for all the spending and all the hype that has happen ...

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Core Insights - Amazon's stock reached an all-time high following a strong Q3 earnings report, with a notable 20% growth in its cloud division, AWS [1][4] - The company is experiencing a significant market value increase, potentially up to $330 billion in a single session, reflecting positive investor sentiment [3] - AWS, while accounting for about 15% of total revenue, contributes approximately 60% of Amazon's operating income, highlighting its importance as a profit driver [5] Financial Performance - Amazon reported $33 billion in revenue for AWS, which was well-received by the market [2] - The company anticipates capital expenditures (capex) to reach around $125 billion next year, with $89.9 billion already booked in the first three quarters, primarily for AI projects [4] - Advertising sales increased by 24% year-over-year, driven by enhanced focus on sponsored content and new advertising placements [7] Management and Strategy - CEO Andy Jassy expressed optimism about the company's growth momentum and highlighted opportunities in advertising and retail sales [6] - The company is undergoing layoffs, totaling around 30,000 jobs, which are not financially driven but rather aimed at streamlining operations and enhancing AI integration [8] Market Reaction - Following the earnings report, analysts have raised price targets for Amazon, indicating strong market confidence [9] - Despite the positive earnings, there may be some hesitation in the stock's momentum in the short term, as it has not shown significant movement in recent months [11]

Financial Data and Key Metrics Changes - Reddit reported total revenue of $585 million for Q3 2025, representing a 68% year-over-year increase [3][11][17] - The company achieved a net income of $163 million, with a net margin of 28%, an improvement of $133 million from the previous year [3][17][24] - Adjusted EBITDA margin reached 40%, marking the first time this profitability goal set at IPO was achieved [3][17][24] - Average revenue per user (ARPU) grew 41% year-over-year to $5.04 [19] Business Line Data and Key Metrics Changes - Advertising revenue grew 74% year-over-year to $549 million, driven by broad-based strength across objectives, verticals, and geographies [11][19] - Other revenue, including data licensing, reached $36 million, up 7% year-over-year [19] - The total active advertiser count expanded by over 75% year-over-year in Q3 [11] Market Data and Key Metrics Changes - Revenue growth in the U.S. was 67% year-over-year, while international revenue grew 74% [19] - The company reported 116 million daily active users (DAUQ) and 444.444 million weekly active users (WAUQ), both growing around 20% year-over-year [3] Company Strategy and Development Direction - Reddit's strategy focuses on enhancing user experience through product improvements, search capabilities, and international growth [5][8] - The company aims to grow app users by improving retention and diversifying traffic sources, including organic, paid, and publisher-driven [8] - Investments in advertising solutions and unique ad formats are intended to drive performance and efficiency for advertisers [12][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting stability but low visibility due to external factors like tariffs [72] - For Q4 2025, revenue is estimated to be between $655 million and $665 million, representing 53% to 55% year-over-year growth [24] - The company aims for a North Star adjusted EBITDA margin of over 50% in the medium term [75] Other Important Information - Reddit is focusing on improving onboarding experiences to enhance user engagement and retention [27][50] - The company is investing in tools for moderators to help grow and strengthen communities [5][6] Q&A Session Summary Question 1: User growth trends and traffic diversification - Management noted that product initiatives, including machine translation, were significant contributors to user growth, with a focus on improving the first session user experience [31][32] Question 2: Revenue opportunity from Reddit Pro - Reddit Pro is seen as a way to bring value to the platform by increasing engagement and potentially converting that into revenue [36][38] Question 3: Marketing spend and user acquisition - The company is currently spending low to mid-single digits as a percentage of revenue on marketing, with a focus on quality user acquisition [40] Question 4: Engagement of users acquired through performance ads - Management highlighted that brand campaigns have led to increased app installs and awareness, providing a foundation for future performance [44][46] Question 5: Simplified onboarding flow results - Early results from the simplified onboarding flow are expected soon, with a focus on streamlining the user experience [50] Question 6: LLM licensing and data value - Management stated that relationships with LLM companies are healthy, focusing on mutual benefits and enhancing user experiences [53][66]

Growth & User Engagement - Roblox's bookings growth increased by 70% year-on-year, reaching 19 billion [1] - Daily active users (DAU) surpassed 150 million, a 70% year-on-year increase [2] - The platform reached a peak of 45 million concurrent players [3] - Cumulative growth has averaged 37% over the last two years [3] Safety & Technology - Roblox is committed to establishing a gold standard for safety, utilizing AI for facial age estimation [4] - The platform employs text filtering and critical harms monitoring to prevent image sharing [5] - New technology aims to support diverse experiences, avatars, and competitive gaming [9] Financial Performance & Infrastructure - Roblox generated over 440 million in free cash flow in Q4 [3] - The company is investing in infrastructure to support growth, including cloud compute and safety measures [1] Market & Future Vision - Roblox aims to capture 10% of the global gaming content market, currently exceeding 3% [8] - The company envisions a future where AI enhances game development and accessibility [12] - The global gaming market is estimated to be between 180 and 200 billion [10]

It is becoming increasingly more difficult to make it on CT, but at the same time easier.Back then, in 2022/23, there was no competition.It was a bear market, most of the big accounts from the NFT cycle had left, leaving plenty of room on the timeline to grow.But it was also an ugly time. There was much less money in the system and no clear path to monetization.That changed radically in 2024/25, first with much more partnerships deals, and then primarily with InfoFi.Nowadays, even with just a few thousand f ...

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You've got the five biggest stocks in the US accounting for about 17% of all the global stock markets according to Goldman Sachs. How do you characterize the importance of these earnings report moving forward. >> Codesa, good to be on.This is clearly a very important week for earnings across the board. Uh and that could set the tone for the AI trade going into the end of the year as well as for 2026. Um and if you look at earnings so far coming into this quarter, they have been pretty good.But I think two f ...