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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AkhenOsiris
May I interest you in No Growth at an Unreasonable Price?

XYZ -13% https://t.co/W27eCcywYe - BuccoCapital Bloke
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AkhenOsiris
$PTON

Either the wider consumer is doing just fine, or the rich people propping up the economy are really dumb (buying Pelotons?!)
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AkhenOsiris
$DKNG $FLUT $GENI $SRAD

👀👀 DraftKings indicates it will launch sports event contracts "in many states" in the coming months, per company investor letter; sports betting state regulators have warned licensees not to offer event contracts, and even doing so in other states could jeopardize license - Ryan Butler
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AkhenOsiris
@eightyhi

Will the meteor make it to Earth or disintegrate before arrival?

👀👀 DraftKings indicates it will launch sports event contracts "in many states" in the coming months, per company investor letter; sports betting state regulators have warned licensees not to offer event contracts, and even doing so in other states could jeopardize license - Ryan Butler
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AkhenOsiris
In a world where they are one of many...90% of their trading volume is sports...has Kalshi peaked?

Their UI sucks compared to incumbent OSBs. If the incumbents offer more choice and complex parlays, feels like the party is over.

@astraffon @SteveRuddock @DustinGouker
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Clark Square Capital
RT @CapitalValor: * Not easy to find new equity ideas
* Looking for an industry with tailwinds, compamy growing fast, generating cash, at a reasonable multiple? Struggling to find new names!
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