『Quarterly Confessions』のカバーアート

Quarterly Confessions

Quarterly Confessions

著者： Ashton
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 They say numbers don't lie... but what are they really telling us? "Quarterly Confessions" dives deep into the financial soul-searching of publicly traded companies through their quarterly 10-Q filings. Hosted by a business-obsessed engineer-turned-MBA, we'll unpack the data, reveal the strategic plays, and confess the surprising stories hidden within. If you're curious about corporate strategy and love a good data deep dive, your search ends here.Copyright Ashton 個人ファイナンス 政治・政府 経済学
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  • Carvana Q2 2025 Financial Report

    Carvana Q2 2025 Financial Report
    2025/10/05
    Forget everything you thought you knew about the online used-car market. Carvana just posted jaw-dropping Q2 2025 results, with revenue surging 42% to $4.84 billion and retail unit sales skyrocketing 41% year-over-year. But the real story is their profitability: they hit a record $308 million in net income and an industry-leading 12.4% Adjusted EBITDA margin, a sign that their vertical integration and focus on efficiency is fundamentally reshaping the business. We're diving deep into the stunning turnaround, what's driving this massive scale and efficiency, and what their $2.0 to $2.2 billion full-year EBITDA forecast means for the future of auto retail. Is this the model that finally dominates the used-car industry? Tune in to find out!
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    26 分
  • Amazon Q2 2025 Financial Report

    Amazon Q2 2025 Financial Report
    2025/10/05
    AMAZON Q2 BREAKDOWN: THE AWS AI PROBLEM

    Get ready for an electrifying breakdown of Amazon’s Q2 2025 results! They crushed revenue expectations with $167.7 Billion in sales and a huge operating income of $19.2 Billion. The retail engine is roaring with faster delivery speeds and record-breaking seller services.But here’s the drama: AWS cloud growth clocked in at 17.5% solid, but lagging far behind its major competitors!

    Is Amazon falling behind in the AI arms race, or are their capacity constraints a sign of massive future demand?We’ll dive into the numbers and unpack the one thing that spooked the market and cost Amazon's CEO billions: the slowing cloud growth and the massive AI capital expenditures.Tune in to find out what Amazon is really doing with all that cash!
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    27 分
  • Paypal Q2 2025 Financial Report

    Paypal Q2 2025 Financial Report
    2025/10/04
    Get ready for a fast-paced deep dive into PayPal's Q2 2025 results! They delivered, beating estimates with a Non-GAAP EPS of $1.40 and a 8.3 billion revenue haul. We'll confess the good news: transaction margins are up, and strategic areas like BNPL exploded by over 20%. But here's the twist: total payment transactions are actually down 5%. What gives? Join us as we break down the numbers, analyze the surge in branded experiences, and figure out if PayPal's focus on a new, profitable customer is working!
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    14 分
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