Adobe (ADBE) Adobe is a key source of aggregated consumer spending data for Black Friday-Cyber Monday. Its predicted $5.6 billion in 2023 Thanksgiving spending came precisely to fruition. This represents…
Demand Please note that Autodesk is shifting from multi-year contracts to annual billings which is temporarily impacting growth for that metric. Profitability Guidance Autodesk roughly met Q4 revenue estimates. It…
Many are familiar with Sam Altman as OpenAI’s CEO, especially after ChatGPT’s success. However, fewer know that he is also the co-founder and CEO of a SPAC.
PayPal (PYPL) – Chriss’ Shake Up New CEO Alex Chriss is shaking up the structure of PayPal. He’s driving more reporting transparency, more obvious segment organization and more focus. To…
Sea Limited (SE)- Earnings Review – Q3 2023 Sea Limited beat revenue estimates by 3.1%. Please note that the financial services 3-yr CAGR is comping vs. a base period in…
Delta Air Lines details its lucrative partnership with American Express, projected to generate $6.5B in revenue in 2023. Is Delta becoming as much a credit card company as an airline?…