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Earnings Reviews

dLocal Q3 2025 Earnings Review
Triple Beat, 6th Straight Q of Acceleration, Concerns about Net Take Rates
Nov 13 • 
GabGrowth
Sea Limited Q3 2025 Earnings Review
Yet another stellar top-line beat... but some profitability concerns?
Nov 11 • 
GabGrowth
Grab Q3 2025 Earnings Review
Another Steady Quarter, High-Margin Business Accelerating
Nov 4 • 
GabGrowth
dLocal Q2 2025 Earnings Review
Triple Beat, Raised Guidance, New Experienced CFO
Aug 14 • 
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Sea Limited Q2 2025 Earnings Review
Phenomenal Quarter, 94% Growth in Loan Book and Highest Growth in 13 Quarters!
Aug 13 • 
GabGrowth
Coupang's Q2 Earnings Signal Long-Term Optionality
Steady growth with potential for acceleration
Aug 7 • 
GabGrowth
Mercado Libre Q2 2025 Earnings Review
Reinvesting in Growth, Short Term Pain for Long Term Gain
Aug 5 • 
GabGrowth
Robinhood Q2 2025 Earnings Review
Robinhood announced their Q2 2025 earnings on 30th July after market close.
Aug 2 • 
GabGrowth
Grab Q2 2025 Earnings Review
Steady Compounding, Strong GFin Performance, but a few concerns...
Jul 31 • 
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Sea Limited Q1 2025 Earnings Review
A brilliant quarter, and an update for subscribers
May 15 • 
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Sea Limited Q4 2024 Earnings Review
Firing On All Cylinders
Mar 5 • 
GabGrowth
Grab Q4 2024 Earnings Review
Good, not Great.
Feb 20 • 
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