Earnings Reviews

dLocal Q2 2026 Earnings Review

92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead

Aug 16 • GabGrowth

Sea Limited Q2 2026 Earnings Review

More top-line acceleration (48%!), profitability set to ramp in H2

Aug 14 • GabGrowth

My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings

In the past few days, 5 of my portfolio holdings reported earnings.

Aug 7 • GabGrowth

Grab Q2 2026 Earnings Review

Record numbers again, acquisitions are starting to take shape

Aug 5 • GabGrowth

Sea Limited Q1 2026 Earnings Review

47% Revenue Growth, Highest in 16 Quarters. All 3 Segments Accelerating

May 14 • GabGrowth

Grab Q1 2026 Earnings Review

Surprisingly Strong Results Amidst a Challenging Climate

May 5 • GabGrowth

dLocal Q4 2025 Earnings Review

Exponential Growth, But Margins Are Collapsing... Here Is Why I Believe The Market Is Completely Missing The Point

Mar 23 • GabGrowth

Rubrik Q4 2026 Earnings Review

Another Fantastic Quarter by Rubrik. Are the Software Disruption Fears Warranted?

Mar 22 • GabGrowth

Sea Limited Q4 2025 Earnings Review

The Real Reason Behind the Selloff

Mar 3 • GabGrowth

Grab Q4 2025 Earnings Review

Short-Term Weakness, Long-Term Strength

Feb 12 • GabGrowth

Rubrik Q3 2026 Earnings Review

Rubrik reported Q3 2026 earnings after the market close on 4th December 2025.

Dec 5, 2025 • GabGrowth

dLocal Q3 2025 Earnings Review

Triple Beat, 6th Straight Q of Acceleration, Concerns about Net Take Rates

Nov 13, 2025 • GabGrowth

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