George Bernard Shaw: “The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore, all progress depends on the unreasonable man.”

Operating cash flow rose by $107.4M to $90.0M. Free cash flow was $89.2M, with capital expenditures at 0.8% of revenue. EPS: $0.40 (basic), $0.36 (diluted). Fully diluted shares outstanding: 206.2M, down 0.1% q/q. $RDDT

Kayleen Walters, Microsoft's VP of Gaming, has been named the new head of Mojang. She will take on this role in addition to her position as vice president & head of franchise development at Microsoft Gaming, following the departure of Asa Bredin as Mojang's head. $MSFT

@Meta’s shares hit new all-time highs, marking its 18th consecutive green trading day, the longest win streak in the company’s history. $meta

BetMGM sportsbook reached $13B in handle for 2024, securing approximately 8% of the nationwide market share across all legal sports betting states and jurisdictions. $MGM

TEMU and SHEIN saw U.S. sales drop after Trump targeted China trade, with Shein’s sales falling 16%-41% and Temu’s dropping up to 32% from February 5th - Bloomberg.

Q1 Outlook Revenue: $365M, versus. estimated $358M EBITDA: $85M, vs. estimated $72M $RDDT

The Trade Desk Outlook: $TTD Revenue: $575 million, versus estimates of $592 million EBITDA: $145 million, versus estimates of $193 million

Unity reduces its workforce once more as part of “significant organizational changes.” $U

@vladtenev @TJHSST_Official @tjpartnership @TJCoachMark Vlad, you delivered impressive earnings and followed it up with this benevolent act to make America great. I love seeing it.

Like 4chan found a Bloomberg terminal.

it’s a powerful visual to keep in mind.

Net income surged more than tenfold y/y, reaching a record $916M Adjusted EBITDA skyrocketed over 300% y/y to a record $613M. $HOOD

@white_lenka @elonmusk @HSajwanization @e_fragkos @DOGE @DOGE is the new global development initiative.

@stocktalkweekly @SerSigma Ah! alright, mix them up—sometimes posting combined reports and other times individual ones.

@stocktalkweekly I prefer that you post individual analyst reports.

UPSTART $UPST Q4’24 EARNINGS: REVENUE: $218.96M EST. $181.92M EPS: $0.26 EST. -$0.04