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Joby Aviation earnings review and 2025 outlook $JOBY

Company Overview Joby Aviation is a U.S.-based aerospace company focused on developing all-electric vertical takeoff and landing (eVTOL) aircraft and operating an aerial rideshare service. The company aims to offer quiet, emission-free air mobility for urban and regional transport, with its aircraft designed to carry one pilot plus up to four passengers. Headquartered in Santa…

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Instacart earnings review and 2025 outlook $CART

Instacart is a North American grocery-delivery and retail media company that operates a marketplace connecting consumers, grocery retailers, and personal shoppers. It enables customers to order groceries and other items from participating stores via its app or website, with picking, packing and delivery handled by Instacart’s shopper network. The company also monetises via advertising and…

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Duolingo earnings review and 2025 outlook $DUOL

Overview Duolingo, Inc. is a U.S.-based ed tech company that offers a freemium, game-like platform for language learning (and increasingly other subjects). It was founded to make high-quality education universally accessible and now claims tens of millions of users globally. Its flagship app supports dozens of languages and premium subscriptions, and it has been expanding…

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Ferrari earnings review and 2025 outlook $RACE

Company Overview: Ferrari N.V. (Ticker: RACE) Ferrari N.V. is an Italian luxury sports-car manufacturer known globally for its iconic “Prancing Horse” emblem and racing heritage. Founded with motorsport roots in Maranello, Italy, the company now designs, engineers, produces and sells high-end performance road and track-oriented vehicles, and provides related services and licensing of its brand.  The…

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Grab holdings, earnings review and 2025 outlook $GRAB

Grab Holdings is a Singapore-based technology company that has built a “super-app” in Southeast Asia, offering ride-hailing, food and grocery delivery, and digital financial services. It operates across multiple countries (including Singapore, Malaysia, Indonesia, the Philippines, Thailand, Vietnam and Cambodia) and aims to empower consumers and merchants with one unified platform. The company’s mission is…

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Hims and Hers earnings review and 2025 outlook $HIMS

Hims & Hers Health is a digital-health and wellness company that operates a consumer-facing telehealth platform connecting individuals with licensed healthcare providers and, where appropriate, delivering prescription and over-the-counter medications and wellness products.  The company was founded in 2017 and is headquartered in San Francisco, California.  Its 2024 revenue reached approximately US$1.48 billion, representing strong growth over…

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Vimeo earnings review and 2025 outlook $VMEO

Overview Vimeo, Inc. (NASDAQ: VMEO) is a software-as-a-service (SaaS) provider offering a comprehensive video platform that enables businesses, creators, and brands to create, host, edit, manage and distribute high-quality videos. The company was founded in 2004 and is headquartered in New York City. In 2024, Vimeo generated approximately US $417 million in revenue (essentially flat versus the…

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Carvana earnings review and deep dive 2025 $CVNA

Carvana Co. is a U.S.-based e-commerce platform that enables customers to buy and sell used cars online, and offers vehicle delivery and pick-up services. The company was founded in 2012 and is headquartered in Tempe, Arizona. It reported substantial revenue growth in recent years driven by rising used-car demand and its verticalised business model. Carvana…

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UPS earnings review and 2025 outlook $UPS

Overview United Parcel Service, Inc. (UPS) is a global logistics and package-delivery company that offers ground, air, freight, and supply-chain services in more than 200 countries and territories. In 2024 it reported total revenue of approximately $91.1 billion. UPS is headquartered in Atlanta, Georgia and operates one of the largest fleets of alternative-fuel vehicles and…

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PayPal earnings review and 2025 outlook $PYPL

PayPal Holdings is a leading global technology platform that enables digital and mobile payments for consumers and merchants around the world. Founded (in its earlier forms) in the late 1990s and spun out as PayPal in 2015, the company had 2024 revenues of roughly $29.8 billion and has grown its payment-volume scale significantly in recent…

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