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$Uber missed Eats bookings in q2, stock tanked
Missed eats booking in q3, stock tanked
Yet still street modeling 550bps acceleration in q4???
Where is the pilotpic.twitter.com/TplKgMToeI
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I am confused why they aren’t taking advantage of their lower transaction costs (ach) to make acquisitions. Couldn’t Pypl double sq/stripe/etc margins ? Shift to PayPal as funding source (100bps vs 200)
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PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation...pic.twitter.com/mjNcrxCMEL
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Took $30bn off uber mkt cap. And I don’t understand how you couldn’t have seen it coming. WeWork was a mistake, we all have them. But to me the story is the funding of competitors, structurally lowering profit pools and multiples.https://twitter.com/eliotwb/status/1222912309154074626 …
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34%. Nice inflection in YoY $ added
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$amzn I think I need >31% aws growth and comfort unit strength will continue beyond Q1. Expect ebit ests to continue down as they plow fwd on global one-day, so unit growth better be there.Show this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
Why on earth would DoorDash be reluctant to entertain merger talks with Uberpic.twitter.com/xun7SqZDfd
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$FB Ad load full Time spent not growing (mix adjusted) Privacy going the wrong way Either CPMs
or FB slowspic.twitter.com/zLwW6LJbZx
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$EBAY on pace to buy back every last share of their double digit declining GMV business
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Headline accurate: Uber's self-driving cars are a key to its path to profitability Replace body: sale to offload segmenthttps://www.cnbc.com/2020/01/28/ubers-self-driving-cars-are-a-key-to-its-path-to-profitability.html …
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Underrated CEO. Big loss for MTCHhttps://twitter.com/danprimack/status/1222317907264274433 …
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Charlie Zvibleman Retweeted
The cruising cap in NYC sounded great until you see how it plays out in real life.https://twitter.com/tdmcamie/status/1220880347090563074 …
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Disappointing. Cruising caps/Wage guarantee Congestion tax Fewer opportunities https://www.reuters.com/article/us-uber-new-york/uber-to-limit-drivers-app-access-to-comply-with-nyc-regulation-idUSKBN1W12OV …https://twitter.com/BlackCarNYC/status/1220016149817102336 …
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I give this 18 months



This Dallas startup just hauled in $14.5 million to disrupt Uber, Lyfthttps://www.dallasnews.com/business/entrepreneurs/2019/01/22/this-dallas-startup-just-hauled-in-14-5-million-to-disrupt-uber-lyft/ …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Guided conservative bc they underestimated the pull fwd from YE’18 for Q1’19 guide a year ago. Can see similar ramp at YE’19. Plus pointed to better Q2’20 vs Q2’19. Didn’t blow it out... but sub trajectory steady, margins up another 300bps in 2020... autopilot
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$Nflx I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.pic.twitter.com/YxX9nE01ur
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This is interesting from
@TheRideshareGuypic.twitter.com/KSusiAmWF3
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This is how stocks go parabolic. A strong Q4 beats the bear case for good.https://twitter.com/GerberKawasaki/status/1217561648841408512 …
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