👩🏻‍💻 Atlassian: Growth Beyond Jira And Confluence
Posted inFinancials Analysis

👩🏻‍💻 Atlassian: Growth Beyond Jira And Confluence

July 28, 2025
Atlassian co-founder Scott Farquhar TLDR; 47% free cash flow margin proves Atlassian prints money faster than competitors burn it. Jira Service Management at $600M ARR (+30% YoY) is Atlassian's enterprise Trojan horse. 1.5M AI Rovo users in one quarter shows AI can drive both stickiness and pricing power. Microsoft's 36% margin vs. Atlassian's 19% means ... Read more
🏦 NU Holdings: LatAm’s Fintech Ecosystem
Posted inAnalysis Financials

🏦 NU Holdings: LatAm’s Fintech Ecosystem

May 24, 2025
TLDR; Nu Holdings' expansion into new geographies has created some headwinds, affecting their net interest margin. Hyper-Scalable Model: Strong unit economics and low customer acquisition costs signal future profitability. Strategic Market Expansion: New banking license in Mexico and deposit growth in Colombia mitigate concentration risk. Superior Profitability: Nu's profitability metrics are superior compared to key ... Read more
🤑Robinhood : Ready to Run
Posted inAnalysis Financials

🤑Robinhood : Ready to Run

May 12, 2025
Robinhood App TLDR; Mission: “Democratize finance” via zero fees, global expansion (UK/EU), retirement accounts ($14.4B AUC). Financials: $927M rev(+50%), $336M net income (+114%), $631M FCF, $6.1B cash, $221B assets (+70% YoY). Revenue Drivers: Crypto ($252M,+100% YoY), Options ($240M, +56% YoY), subscriptions (3.2M Gold users, +90%). Risks: Crypto volatility (30% QoQ drop), PFOF/margin scrutiny, interest rate sensitivity (14% ... Read more
grab
Posted inFinancials Analysis

🚕 GRAB : South East Asia’s Super App

March 13, 2025
TLDR; 3 consecutive quarters of positive FCF - Added $500 million to cash balances in last Q. Became GAAP profitable last quarter. Expanding digital banking presence across Singapore, Malaysia, and Indonesia Cross-Selling Opportunities & Reduced Customer Acquisition Costs for new services. GRAB Q4 FY24 Results: Revenue: $764M (+17% YoY) Net Income: $11M Net Margin: 1.4% ... Read more
trade desk
Posted inAnalysis Financials

📺 The Trade Desk : Digital Ads Backbone

February 22, 2025
TTD's Digital Out Of Home (OOH) Advertising TLDR; Customer Retention: Retention rate above 95% for 10th consecutive year.  Connected TV (CTV) Growth: largest and fastest-growing channel, with video ads comprising nearly 50% of the business.  Unified ID 2.0 Partnerships: Expanded collaborations, including with Spotify and Roku, to enhance user privacy and advertising relevance. Slower rollout ... Read more
amazon
Posted inFinancials Analysis

📦Amazon: Sleeping Giant

February 9, 2025
TLDR; AMZN Q4 FY24 results show strong growth with $187.79B revenue (+10.5% YoY) Cloud computing revenue expected to reach $690B by 2032, driving growth. E-commerce revenue expected to reach $1.1T by 2027, with AMZN's 45% market share. Digital advertising revenue expected to reach $150B with 10% market share. AMZN expands into new areas: logistics, fintech, ... Read more
🚗UBER: Its a Verb
Posted inAnalysis Financials

🚗UBER: Its a Verb

December 15, 2024
TLDR; From money loosing to free cash flow of $2.1B(+133% YoY) Good growth in existing mature markets. Expansion in new markets (Japan, Spain, Argentina, Germany, South Korea, Italy) Uber has smart strategic partnerships with its competitors. Uber owns a 27.5% stake in Grab (Southeast Asian Uber) If Waymo and Tesla dominate the US market, they ... Read more
🥤Celsius Holdings: Specialized Drinks
Posted inFinancials Analysis

🥤Celsius Holdings: Specialized Drinks

December 1, 2024
TLDR; CELH Q3 FY24 Results: Revenue down 31% YoY, Net Income down 92% YoY, but International Sales up 37% YoY. Business Overview: Functional energy drink brand targeting fitness enthusiasts with low-calorie, no-sugar drinks. Competitors: CELH has 3% market share, vs. MNST (35%), Red Bull (25%), and Rockstar Energy (14%). Valuation: CELH's FCF margin is 16.5%, ... Read more
JD.com: Navigating Growth Challenges!
Posted inFinancials Analysis

JD.com: Navigating Growth Challenges!

November 14, 2024
JD.com TLDR; Strong direct sales model ensuring product authenticity. Robust logistics network. Proven ability to expand margins. Strong performance in electronics and appliances categories. Recent weak revenue growth. Dependence on Chinese market conditions. Potential benefits from government consumption stimulus. Trade-in programs for consumer durable goods. Expansion into new product categories or services. JD.com Q3 FY24 ... Read more