Fiscal.ai
Oscar Health just reported 2.1 million members for Q3, up 28% YoY.

The burgeoning health insurance provider has now increased its total members 5x over the last 5 years.

$OSCR +10.8% pre-market https://t.co/jzzHaOKfZa
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Fiscal.ai
"Our equity fluctuates; often as a result of what our competitors are doing as opposed to our results. To this end, our board has authorized a new $1 billion stock repurchase program, which is the largest in our history."

$FOUR https://t.co/xKLQeKPg5F

@buccocapital Fiserv had an Argentinian tailwind that caught up with them (among other issues). FOUR doesn't. And I would hope those that like FOUR do so based on the fundamentals over the last two decades and not because I post on X. Earnings in a week.. - Jared Isaacman
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Fiscal.ai
Lululemon is trading at its cheapest multiple ever.

EV/EBIT: 8.2x

Why wouldn't they beat the market over the next 5 years?

$LULU https://t.co/bNqu4TcBEU
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Fiscal.ai
Wise 1H 2026 Results

Revenue +11%
Gross Profit +13%
Operating Profit -15%
Active Customers +18%
Cross Border Volume +24%

$WISE: -6.6% today https://t.co/tQ0cbtim0N
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Fiscal.ai
Airbnb Q3 Results

Revenue +10% (est. +9.8%)
EPS +3.8% (est. +8%)
Free Cash Flow +26%
Gross Booking Value +14%
Nights Booked +9%

$ABNB https://t.co/h1tzvANB2P
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Dimitry Nakhla | Babylon Capital®
Several key takeaways from FICO’s latest quarterly call (Q4 2025 transcripts for reference)

$FICO remains one of the most quietly dominant businesses in the market & arguably among the best examples of consistent execution & pricing power 🧵 https://t.co/R8Vqfl7REn
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App Economy Insights
$ABNB Airbnb Q3 FY25:

💵 GBV +12% Y/Y fxn to $22.9B.
🛌 Nights booked +9% Y/Y to 134M.

• Revenue +10% Y/Y to $4.1B ($10M beat).
• Operating margin 40% (-1pp Y/Y).
• EPS $2.21 ($0.11 miss).
• Q4 FY25 revenue outlook +7% to 10% Y/Y. https://t.co/dOxeGk2k1S
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Fiscal.ai
The Trade Desk beat Q3 estimates on both the top and bottom line.

Revenue $739M, +17.7% (est. +15.9%)
Adj. EPS $0.45, +15.4% (est. +12.4%)

$TTD: -7.6% after hours https://t.co/PQFNz5TSQg
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Fiscal.ai
As steady as it comes.

Monster Beverage has grown its total cases sold by ~13% annually over the last decade.

$MNST https://t.co/UfohsUG69K
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Fiscal.ai
The 3 major OTAs now process $386 billion in annual booking volume. Here's how the market share shakes out:

Airbnb: 23%
Expedia: 30%
Booking: 47%

$ABNB $EXPE $BKNG https://t.co/sKIqnipcJ9
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Clark Square Capital
That $EXPE print seems like a narrative violation for a weak US consumer, no?
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