$MAR Marriott International reported earnings Q4 FY2024 results ended on December 31, 2024 - Total revenue: $6.43B, +5% YoY - Net income: $455M, -46% YoY - Adjusted EBITDA: $1.29B, +7% YoY CEO Anthony Capuano: "Marriott achieved excellent results in 2024, as we delivered best-in-class experiences that helped drive strong demand for our industry-leading portfolio of brands. Full year global RevPAR rose 4.3 percent and, with record gross room additions of over 123,000, net rooms grew 6.8 percent to over 1.7 million rooms worldwide at year-end." 🌱Revenue & Growth - Base management fees: $333M, +4% YoY - Franchise fees: $795M, +13% YoY - Worldwide RevPAR: +5.0% YoY - International RevPAR: +7.2% YoY - US & Canada RevPAR: +4.1% YoY 💰Profits & Financials - Operating income: $752M, +5% YoY - Adjusted diluted EPS: $2.45 vs $3.57 in Q4 2023 - Interest expense: $170M vs $144M in Q4 2023 - Cash and equivalents: $0.4B vs $0.3B end of 2023 - Total debt: $14.4B vs $11.9B end of 2023 📌Business Highlights - Added over 123,000 gross rooms in 2024 - Net rooms grew 6.8% from year-end 2023 - Development pipeline reached over 577,000 rooms - Returned over $4.4B to shareholders through dividends and share repurchases 🔮Future Outlook Q1 2025: - Worldwide RevPAR growth: +3% to +4% YoY - Gross fee revenues: $1.24B to $1.26B - Adjusted EBITDA: $1.17B to $1.20B Full Year 2025: - Worldwide RevPAR growth: +2% to +4% YoY - Net rooms growth: +4% to +5% - Gross fee revenues: $5.37B to $5.48B - Capital return to shareholders: ~$4.0B

$SPGI S&P Global reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $3.592B, +14% YoY - Net Income: $880M, +52% YoY - Adjusted EPS: $3.77, +20% YoY CEO Martina Cheung: "I am pleased that S&P Global delivered an outstanding year in 2024. We reported revenue growth in all segments, as well as strong operating margin expansion and EPS growth for the company, exceeding our consolidated financial guidance on both a GAAP and adjusted basis." 🌱Revenue & Growth - Market Intelligence: $1.186B, +5% YoY - Ratings: $1.062B, +27% YoY - Commodity Insights: $545M, +10% YoY - Mobility: $411M, +9% YoY - Indices: $436M, +21% YoY - Subscription revenue: $1.882B, +6% YoY 💰Profits & Financials - Operating Profit Margin: 36.5% vs 28.2% in Q4 2023 - Adjusted Operating Margin: 46.7%, +260 bps YoY - Operating Profit: $1.309B, +47% YoY - Cash and equivalents: $1.666B vs $1.291B end of 2023 📌Business Highlights - Successfully executed leadership transition with Martina Cheung as CEO - Vitality revenue from new/enhanced products: 11% of 2024 revenue - Returned $4.4B to shareholders through dividends ($1.1B) and share repurchases ($3.3B) 🔮Future Outlook - FY2025 revenue growth: 5.0-7.0% - FY2025 GAAP EPS guidance: $14.20-$14.45 - FY2025 adjusted EPS guidance: $17.00-$17.25 - Board authorized $4.3B share repurchase and quarterly dividend of $0.96

$SHOP Shopify reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $2.81B, +31% YoY - Net Income: $1.29B vs $657M last year - Free Cash Flow: $611M, +37% YoY with 22% margin President Harley Finkelstein: "2024 was a stand-out year for Shopify. We seized every opportunity to fuel our growth and it showed in the results quarter after quarter. Heading into 2025, we are committed to making entrepreneurship more common and further establishing Shopify as the go-to commerce platform for businesses of all sizes." 🌱Revenue & Growth - Total GMV: $94.46B, +26% YoY - Subscription Solutions: $666M, +27% YoY - Merchant Solutions: $2.15B, +33% YoY - Monthly Recurring Revenue: $178M, +24% YoY - International Revenue Growth: +33% YoY 💰Profits & Financials - Gross Profit: $1.35B, +27% YoY - Operating Income: $465M vs $289M last year - Operating Margin: 16.5% vs 13.5% last year - Cash & Marketable Securities: $5.48B - Equity & Other Investments: $4.65B 📌Business Highlights - Crossed $1 trillion milestone in cumulative GMV - Achieved >12% US ecommerce market share - Shop Pay reached over 200M users - B2B GMV grew >140% YoY 🔮Future Outlook Q1 2025 Guidance: - Revenue growth: mid-twenties percentage YoY - Gross profit growth: low-twenties percentage YoY - Operating expense: 41-42% of revenue - Free cash flow margin: mid-teens - Stock-based compensation: $120M

$KO Coca-Cola Company reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $11.54B, +6% YoY - Net Income: $2.19B, +11% YoY - Organic Revenue Growth: +14% YoY CEO James Quincey: "Our all-weather strategy is working, and we continue to demonstrate our ability to lead through dynamic external environments. Our global scale, coupled with local-market expertise and the unwavering dedication of our people and our system, uniquely position us to capture the vast opportunities ahead." 🌱Revenue & Growth - Europe, Middle East & Africa: $1.79B, +6% YoY - Latin America: $1.64B, +10% YoY - North America: $4.68B, +16% YoY - Asia Pacific: $1.22B, +9% YoY - Global Ventures: $850M, +5% YoY - Unit Case Volume: +2% YoY globally 💰Profits & Financials - Operating Income: $2.71B, +19% YoY - Operating Margin: 23.5% vs 21.0% in Q4 2023 - Free Cash Flow: $4.7B for FY2024 - Comparable EPS: $0.55, +12% YoY - Dividend: Paid $8.4B during 2024 📌Business Highlights - Added 250,000+ new outlets and nearly 600,000 new coolers globally - Returnable glass bottles added 1.6B unit cases to volume performance - Gained value share in total nonalcoholic ready-to-drink beverages 🔮Future Outlook - FY2025 organic revenue growth expected: 5% to 6% - Comparable EPS growth: 2% to 3% vs $2.88 in 2024 - Currency headwind expected: 6% to 7% on comparable EPS - Projected free cash flow: ~$9.5B excluding fairlife contingent consideration payment

$DD DuPont de Nemours reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $3.09B, +7% YoY - Net Loss: $(61)M vs $(300)M loss in Q4 2023 - Operating EBITDA: $807M, +13% YoY CEO Lori Koch: "DuPont closed out a year of strong financial performance with solid fourth quarter results as we saw continued strength in electronics end-markets and a return to year-over-year top-line growth in Water & Protection driven by further improvement in water and medical packaging end-markets." 🌱Revenue & Growth - Electronics & Industrial: $1.51B, +11% YoY - Water & Protection: $1.36B, +6% YoY - Corporate & Other: $227M, -13% YoY - Asia Pacific sales: +11% organic growth - U.S. & Canada sales: +5% organic growth 💰Profits & Financials - Operating EBITDA margin: 26.1% vs 24.7% in Q4 2023 - Adjusted EPS: $1.13 vs $0.87 in Q4 2023 - Cash from operations: $564M vs $646M in Q4 2023 - Transaction-adjusted free cash flow: $455M vs $501M in Q4 2023 📌Business Highlights - Making progress on Electronics business separation targeted for November 1, 2025 - Continuing focus on operational execution and cost discipline - Achieved 100 basis points of margin expansion for full year 2024 🔮Future Outlook - Q1 2025E: Revenue ~$3.025B, Operating EBITDA ~$760M, Adjusted EPS ~$0.95 - Full Year 2025E: Revenue $12.8B-$12.9B - Operating EBITDA guidance: $3.325B-$3.375B - Adjusted EPS guidance: $4.30-$4.40

$ON onsemi reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $1.72B, -15% YoY - Net income: $379.9M, -32% YoY - Free cash flow: $422.4M, +88% YoY CEO Hassane El-Khoury: "As we continue to navigate this market downturn, our actions over the last four years have proven we are a structurally different company that is well-equipped to navigate prolonged volatility." 🌱Revenue & Growth - PSG (Power Solutions Group): $809.4M, -16% YoY - AMG (Advanced Solutions Group): $610.6M, -18% YoY - ISG (Intelligent Solutions Group): $302.5M, -2% YoY - Full year revenue: $7.08B, -14% YoY 💰Profits & Financials - Gross margin: 45.2% vs 46.7% in Q4 2023 - Operating margin: 23.7% vs 30.3% in Q4 2023 - Cash and investments: $2.99B as of December 31, 2024 - Returned 54% of 2024 free cash flow through share repurchases 📌Business Highlights - Reorganized reporting units and segment structure in Q1 2024 - Maintained financial discipline during market downturn - Focused on delivering intelligent power and sensing solutions 🔮Future Outlook - Q1 2025 revenue guidance: $1.35B-$1.45B - Q1 2025 gross margin: 39.0%-41.0% - Q1 2025 diluted EPS guidance: $0.45-$0.55

$MNDY reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $268.0M, +32% YoY - Net income: $23.0M vs $12.3M last year - Free cash flow: $72.7M vs $55.4M last year, +31% YoY Co-CEOs Roy Mann and Eran Zinman: "2024 was a remarkable year, reflecting our rapid product innovation and focus on go-to-market execution, driving strong demand across customers of all sizes. We are proud to have further expanded our product suite with monday service, which is already seeing rapid adoption." 🌱Revenue & Growth - Annual revenue: $972.0M, +33% YoY - Net dollar retention rate: 112% - Customers with >10 users: 59,214, +10% YoY - Customers with >$50k ARR: 3,201, +39% YoY - Customers with >$100k ARR: 1,207, +45% YoY 💰Profits & Financials - Q4 Gross margin: 89%, flat YoY - Q4 Operating margin: 4% vs -1% last year - Non-GAAP operating income: $40.3M vs $21.2M last year - Cash and equivalents: $1.41B vs $1.12B last year 📌Business Highlights - Launched monday service, now generally available to all customers - Announced Digital Workforce, AI Agents for analyzing project risks and sales - Surpassed $1 billion in annual recurring revenue (ARR) 🔮Future Outlook - Q1 2025 revenue: $274M-$276M, +26-27% YoY expected - FY2025 revenue: $1.208B-$1.221B, +24-26% YoY expected - FY2025 free cash flow: $300M-$308M, ~25% margin expected

$MCD McDonald's Corporation reported earnings Q4 FY2024 results ended on December 31, 2024 - Global Systemwide sales over $130B for full year 2024, +$1B YoY - Q4 revenues flat at $6.39B vs $6.41B year ago - Q4 net income decreased 1% to $2.02B CEO Chris Kempczinski: "Accelerating the Arches continues to be the right strategy as we focus on growing market share. We're playing to win, focusing on our customers with outstanding value, exciting menu innovation and culturally relevant marketing." 🌱Revenue & Growth - Q4 global comparable sales: +0.4% YoY - U.S. comparable sales: -1.4% YoY - International Operated Markets: +0.1% YoY - International Developmental Licensed Markets: +4.1% YoY - Systemwide sales to loyalty members: $30B for full year, +30% YoY 💰Profits & Financials - Q4 operating income: $2.87B, +2% YoY - Q4 diluted EPS flat at $2.80 - Full year operating income: $11.71B, +1% YoY - Full year diluted EPS: $11.39, -1% YoY - Free cash flow: $6.67B vs $7.26B in 2023 📌Business Highlights - 90-day active loyalty users reached 175M across 60 markets, +15% YoY - Completed sale of McDonald's business in South Korea - Acquired McDonald's business in Israel 🔮Future Outlook - Focusing on Accelerating the Organization initiative for modernizing operations - Investing in menu innovation and culturally relevant marketing - Continuing expansion of loyalty program across markets

$LSCC Lattice Semiconductor reported earnings Q4 FY2024 results ended on December 28, 2024 - Revenue: $117.4M, -31.2% YoY - Net Income: $16.5M, -83.3% YoY - Adjusted EBITDA margin: 24.8% vs 43.1% in Q4 2023 CEO Ford Tamer: "We achieved record design wins, significantly reduced operating expenses, and delivered a strong 31.8% adjusted EBITDA margin in 2024. We are starting to see signs of improvement in the broader market environment as evidenced by our stronger backlog and improved book to bill." 🌱Revenue & Growth - Communications and Computing: $58.0M, 49% of revenue - Industrial and Automotive: $49.2M, 42% of revenue - Consumer: $10.2M, 9% of revenue - Geographic: Asia 66%, Americas 23%, Europe 11% 💰Profits & Financials - Gross Margin: 61.1% vs 69.7% YoY - Operating Loss: -$12.2M vs +$43.1M YoY - Free Cash Flow: $39.7M, 33.8% margin - Cash Balance: $136.3M 📌Business Highlights - Extended Avant Portfolio with new capacity and package options - Launched new Nexus 2 small FPGA platform - Board authorized additional $100M share repurchase through December 2025 - Received over 20 industry awards in 2024 🔮Future Outlook - Q1 2025 Revenue: $115M-$125M - Q1 2025 Gross Margin: 69% ±1% (non-GAAP) - Q1 2025 EPS: $0.20-$0.24 (non-GAAP)

$ALAB Astera Labs reported earnings Q4 FY2024 results ended on December 31, 2024 - Record quarterly revenue of $141.1M, +179% YoY - GAAP net income of $24.7M vs $14.3M in Q4 2023 - Non-GAAP net income of $66.5M vs $17.6M in Q4 2023 CEO Jitendra Mohan: "Astera Labs delivered strong Q4 results, with revenue growing 25% versus the previous quarter, and capped off a stellar 2024 with 242% revenue growth year-over-year. The revenue growth in 2024 was largely driven by Aries PCIe Retimer products, with Taurus Smart Cable Modules for Ethernet coming in strongly in Q4." 🌱Revenue & Growth - Q4 revenue: $141.1M, +179% YoY, +25% QoQ - Full year revenue: $396.3M, +242% YoY - Strong growth in Aries PCIe Retimer products - Taurus Smart Cable Modules gaining momentum in Q4 💰Profits & Financials - Q4 GAAP gross margin: 74.0% - Q4 Non-GAAP gross margin: 74.1% - Q4 Non-GAAP operating margin: 34.3% - Cash and equivalents: $79.6M - Marketable securities: $834.8M 📌Business Highlights - Introduced new Scorpio Smart Fabric Switches for AI infrastructure - Joined Ultra Accelerator Link Consortium as promoting board member - Demonstrated first end-to-end PCIe optical connectivity for GPU clusters 🔮Future Outlook - Q1 FY2025 revenue guidance: $151M-$155M - Q1 GAAP gross margin expected ~74% - Q1 Non-GAAP diluted EPS expected $0.28-$0.29 - Expects 2025 to be breakout year with revenue from all four product families

$NWL Newell Brands reported earnings Q4 FY2024 results ended on December 31, 2024 - Net sales: $1.9B, -6.1% YoY - Net loss: $54M vs $86M loss YoY - Normalized gross margin improved to 34.6% vs 31.1% YoY CEO Chris Peterson: "Newell Brands delivered strong results in 2024 driven by disciplined implementation of our new corporate strategy, operating model and culture transformation. We drove year-over-year sales performance improvement as we significantly strengthened the company's front-end selling and marketing capabilities." 🌱Revenue & Growth - Home & Commercial Solutions: $1.17B, -8.4% YoY - Learning & Development: $628M, -1.1% YoY - Outdoor & Recreation: $152M, -7.9% YoY - International sales showed 4.0% core sales growth - North America sales declined 6.6% on core basis 💰Profits & Financials - Operating income: $9M vs -$10M loss YoY - Normalized operating margin: 7.1% vs 6.4% YoY - Full year normalized EBITDA: $900M vs $782M YoY - Operating cash flow: $496M vs $930M YoY - Total debt reduced to $4.6B from $4.9B YoY 📌Business Highlights - Successfully refinanced $1.25B of debt at attractive rates - Implemented organizational realignment plan with $75M annualized savings - Learning & Development segment returned to positive annual sales growth 🔮Future Outlook - Q1 2025: Net sales decline of 8% to 5%, core sales decline of 4% to 2% - Full Year 2025: Net sales decline of 4% to 2% - Core sales expected between -2% to +1% - Normalized EPS guidance: $0.70 to $0.76 - Operating cash flow projected $450M to $500M

$NET Cloudflare reported earnings Q4 FY2024 results ended on Dec 31, 2024 - Revenue: $459.9M, +27% YoY - Large customers (>$1M annually) grew to 173, +47% YoY - Non-GAAP operating margin improved to 14.6% vs 11.0% YoY CEO Matthew Prince: "We had a very strong end of 2024. We saw record growth in our largest customers, those that spend more than $1 million with Cloudflare per year—closing the year with 173. We added 55 of those customers in 2024, and more than half of these new additions came in during fourth quarter alone." 🌱Revenue & Growth - Q4 Revenue: $459.9M, +27% YoY - Full Year Revenue: $1.67B, +29% YoY - Large customers spending >$1M grew to 173, +47% YoY 💰Profits & Financials - Q4 Gross Margin: 76.4% vs 77.0% YoY - Q4 Non-GAAP Operating Income: $67.2M vs $39.8M YoY - Q4 Free Cash Flow: $47.8M, 10% of revenue vs 14% YoY - Cash and available-for-sale securities: $1.86B 🔮Future Outlook - Q1 2025 Revenue: $468.0M to $469.0M - Q1 2025 Non-GAAP Operating Income: $54.0M to $55.0M - FY2025 Revenue: $2.09B to $2.094B - FY2025 Non-GAAP Operating Income: $272.0M to $276.0M

$ILMN Illumina reported earnings Q4 FY2024 results ended on Dec 29, 2024 - Core Revenue: $1.1B, +1% YoY - GAAP Operating Income: $175M vs -$164M in Q4 2023 - Cash Flow from Operations: $364M vs $224M in Q4 2023 CEO Jacob Thaysen: "The Illumina team delivered fourth quarter revenue that exceeded our expectations, and we made significant progress in 2024 toward our goals to drive customer-centric innovation, margin expansion, and EPS growth." 🌱Revenue & Growth - Core Illumina Q4 Revenue: $1.104B, +1% YoY - Product Revenue: $939M vs $923M in Q4 2023 - Service Revenue: $165M vs $199M in Q4 2023 - Full Year Revenue: $4.372B, -3% YoY 💰Profits & Financials - Q4 GAAP Gross Margin: 65.9% vs 60.1% in Q4 2023 - Q4 Non-GAAP Operating Margin: 19.7% vs 4.6% in Q4 2023 - Free Cash Flow: $322M vs $173M in Q4 2023 - Cash and Investments: $1.22B at quarter end 📌Business Highlights - Announced collaboration with NVIDIA for multiomic data analysis - Launched pilot proteomics program with UK Biobank - Advanced NovaSeq X Series with single-flow-cell system and new kits 🔮Future Outlook - FY2025 Revenue: $4.28B-$4.4B, expecting low single-digit growth - Non-GAAP Operating Margin: ~23% - Non-GAAP EPS: $4.50-$4.65 - Guidance excludes impact from recent China Ministry of Commerce announcement

$DOCS Doximity reported earnings Q3 FY2025 results ended on Dec 31, 2024 - Revenue: $168.6M, +25% YoY - Adjusted EBITDA: $102.0M, +39% YoY - Net income: $75.2M, +57% YoY CEO Jeff Tangney: "We're proud to deliver another quarter of record engagement in Q3, with over 610,000 unique providers using our clinical workflow tools. Our AI tools grew the fastest last quarter, up 60% over the prior quarter, while our newsfeed surpassed more than one million unique providers." 🌱Revenue & Growth - Total revenue: $168.6M vs $135.3M (+25% YoY) - Clinical workflow tools: 610,000+ unique providers - AI tools growth: +60% QoQ - Newsfeed: Over 1M unique providers 💰Profits & Financials - Net income margin: 44.6% vs 35.4% YoY - Non-GAAP gross margin: 93.3% vs 92.8% YoY - Operating cash flow: $65.2M, +30% YoY - Free cash flow: $63.4M, +30% YoY 📌Business Highlights - Strong adoption of AI tools with 60% QoQ growth - Record clinical workflow engagement with 610k+ providers - Newsfeed reached milestone of 1M+ unique providers 🔮Future Outlook - Q4 FY2025 revenue guidance: $132.5M-$133.5M - FY2025 revenue guidance: $564.6M-$565.6M - FY2025 adjusted EBITDA guidance: $306.6M-$307.6M

$SKX Skechers USA Inc. reported earnings Q4 FY2024 results ended on December 31, 2024 - Record annual sales of $8.97B, +12.1% YoY - Q4 sales reached $2.21B, +12.8% YoY - Q4 diluted EPS of $0.65, +16.1% YoY COO David Weinberg: "We delivered record full year sales of $8.97 billion in 2024, reflecting the continued robust global consumer demand supported by effective marketing campaigns. The year ended with a strong holiday season that enabled record fourth quarter sales of $2.21 billion." 🌱Revenue & Growth - Wholesale sales: $5.10B, +13.2% YoY - Direct-to-Consumer sales: $3.87B, +10.7% YoY - Americas (AMER): $4.37B, +10.7% YoY - Europe, Middle East & Africa (EMEA): $2.22B, +21.4% YoY - Asia Pacific (APAC): $2.38B, +6.9% YoY - China sales: $1.22B, -0.9% YoY 💰Profits & Financials - Gross margin: 53.2%, +120 bps YoY - Operating margin: 10.1%, +30 bps YoY - Cash and investments: $1.38B, -0.3% vs 2023 - Inventory: $1.92B, +25.8% YoY - Share repurchases: $330.1M in 2024 📌Business Highlights - Opened net 47 domestic stores and 92 international stores - Launched Skechers Cricket footwear in India - Expanded athlete partnerships including Joel Embiid and Rickea Jackson 🔮Future Outlook - FY2025 sales guidance: $9.70B-$9.80B - FY2025 diluted EPS guidance: $4.30-$4.50 - Q1 2025 sales guidance: $2.40B-$2.43B - Capital expenditure: $600M-$700M planned for 2025 - Income tax rate expected between 22%-23%

$MCHP Microchip Technology Inc. reported earnings Q3 FY2025 results ended on December 31, 2024 - Revenue: $1.026B, -41.9% YoY - GAAP net loss of $53.6M vs net income of $419.2M YoY - Non-GAAP net income of $107.3M vs $592.7M YoY CEO Steve Sanghi: "Our December quarter performance reflects the need for the decisive steps we are taking to realign our business, as revenue declined to $1.026 billion and inventory levels reached 266 days. Since returning as CEO in November, we have already initiated several key actions, including restructuring our manufacturing footprint, adjusting our channel strategy and intensifying our customer engagement." 🌱Revenue & Growth - Net sales: $1.026B, -41.9% YoY, -11.8% QoQ - Cash flow from operations: $271.5M vs $853.3M YoY - Free cash flow: $253.4M vs $793.8M YoY 💰Profits & Financials - GAAP gross margin: 54.7% vs 63.4% YoY - Non-GAAP gross margin: 55.4% vs 63.8% YoY - GAAP operating margin: 3.0% vs 30.0% YoY - Non-GAAP operating margin: 20.5% vs 41.2% YoY - Returned $244.6M to stockholders through dividends 📌Business Highlights - Quarterly dividend increased 1.1% YoY to 45.5 cents per share - Strong momentum in RISC-V processors and connectivity solutions - Focus on restructuring manufacturing footprint and channel strategy 🔮Future Outlook - Q4 FY25 revenue guidance: $920.0M to $1.000B - Q4 Non-GAAP EPS guidance: $0.05 to $0.15 - Capital expenditures for FY2025 expected to be about $135M

$TTWO Take-Two Interactive Software reported earnings Q3 FY2025 results ended on December 31, 2024 - Net revenue: $1.36B vs $1.37B last year - Net Bookings: $1.37B, +3% YoY - Net loss: $125.2M vs $91.6M loss last year CEO Strauss Zelnick: "We achieved solid results during the holiday season. Our Net Bookings of $1.37 billion were within our guidance range, as significant outperformance in NBA 2K helped to offset moderation experienced in several of our mobile franchises." 🌱Revenue & Growth - Game revenue: $1.24B vs $1.21B last year - Advertising revenue: $116.7M vs $158.1M last year - US revenue: $825.7M (61% of total) - International revenue: $534.1M (39% of total) 💰Profits & Financials - Loss per share: $0.71 vs $0.54 loss last year - EBITDA: $88.8M vs $146.5M last year - Cash and equivalents: $1.21B vs $754.0M in March 2024 📌Business Highlights - NBA 2K25 showed significant outperformance - Released Red Dead Redemption and Undead Nightmare for PC - Launched Grand Theft Auto Online: Agents of Sabotage update 🔮Future Outlook - FY2025 Net Bookings guidance: $5.55B to $5.65B - Q4 FY2025 Net Bookings guidance: $1.48B to $1.58B - Planning to launch Sid Meier's Civilization VII (Feb 11), Mafia: The Old Country (Summer), Grand Theft Auto VI (Fall), and Borderlands 4 - Expects record Net Bookings levels in FY2026 and FY2027

$BILL BILL Holdings reported earnings Q2 FY2025 results ended on Dec 31, 2024 - Total revenue: $362.6M, +14% YoY - Core revenue (subscription & transaction fees): $319.6M, +16% YoY - Processed $84B in total payment volume, +13% YoY CEO René Lacerte: "We delivered strong financial results and innovated at a rapid pace as we executed on our vision to be the de facto intelligent financial operations platform for SMBs." 🌱Revenue & Growth - Subscription fees: $67.7M, +7% YoY - Transaction fees: $251.9M, +19% YoY - Float revenue: $42.9M (interest on funds held for customers) - Processed 30M transactions, +17% YoY 💰Profits & Financials - Gross profit: $295.9M, gross margin 81.6% vs 81.7% YoY - Operating loss: -$21.7M vs -$67.7M YoY - Non-GAAP operating income: $62.8M vs $44.3M YoY - Free cash flow: $71.6M vs $74.2M YoY 📌Business Highlights - Served 481,300 businesses using BILL solutions - Completed $1.4B convertible senior notes offering due 2030 - Repurchased ~2.3M shares for ~$200M - Added new board members Keri Gohman and Dan Wernikoff 🔮Future Outlook Q3 FY25 Guidance: - Total revenue: $352.5M-$357.5M, +9-11% YoY - Core revenue: $317.5M-$322.5M, +13-15% YoY FY25 Guidance: - Total revenue: $1.45B-$1.47B, +13-14% YoY - Core revenue: $1.30B-$1.31B, +16-17% YoY

$PINS Pinterest reported earnings Q4 FY2024 results ended on December 31, 2024 - Revenue: $1.15B, +18% YoY - Global Monthly Active Users (MAUs): 553M, +11% YoY - First billion-dollar revenue quarter in company history CEO Bill Ready: "2024 was a banner year for Pinterest, capped off by a milestone Q4 – achieving the company's first billion-dollar revenue quarter and a record 553 million monthly active users, as we continue to drive profitable growth and free cash flow. Our strategy is paying off. People are coming to Pinterest more often, the platform has never been more actionable, and our lower funnel focus is driving results for users and advertisers." 🌱Revenue & Growth - Global Revenue: $1.15B, +18% YoY - US and Canada: $900M, +16% YoY - Europe: $196M, +21% YoY - Rest of World: $58M, +44% YoY - Global ARPU: $2.12, +6% YoY 💰Profits & Financials - Net Income: $1.85B vs $201M YoY - Adjusted EBITDA: $471M, +28% YoY - Adjusted EBITDA margin: 41% vs 38% YoY - Free Cash Flow: $250M, -1% YoY - Cash and Cash Equivalents: $1.14B 📌Business Highlights - Global MAUs by region: US & Canada 101M (+4% YoY), Europe 145M (+7% YoY), Rest of World 307M (+15% YoY) - Released valuation allowance on deferred tax assets resulting in $1.6B benefit - Share repurchases of $100M in Q4 🔮Future Outlook - Q1 2025 revenue guidance: $837M-$852M, +13-15% YoY - Q1 2025 Adjusted EBITDA guidance: $155M-$170M - Expects ~2% foreign exchange headwind based on current rates

$CLSK CleanSpark reported earnings Q1 FY2025 results ended on December 31, 2024 - Revenue: $162.3M, +120% YoY - Net Income: $246.8M vs $25.9M YoY - Adjusted EBITDA: $321.6M vs $69.1M YoY CEO Zach Bradford: "We exceeded 2024 guidance and surpassed 40 EH/s in January, while driving fleet efficiency down to 16.15 J/Th. CleanSpark delivered $162.3 million in revenue at a marginal cost to mine of approximately $34,000 per bitcoin for the quarter." CFO Gary Vecchiarelli: "We overcame virtually all of the halving impact on the bitcoin block subsidy while growing our current bitcoin treasury to over 10,500 – 100% of which was entirely self-mined by CleanSpark and exclusively in the USA." 🌱Revenue & Growth - Bitcoin Mining Revenue: $162.3M, +120% YoY from $73.8M - Bitcoin Treasury: Over 10,500 BTC, all self-mined in USA - Operating Hashrate: Exceeded 40 EH/s in January - Fleet Efficiency: Improved to 16.15 J/Th 💰Profits & Financials - Gross Margin: 57% - Total Assets: $2.8B - Cash: $276.6M - Bitcoin Holdings Value: $929.1M - Total Liquidity: $1.2B - Long-term Debt: $641.4M 📌Business Highlights - Closed $650M convertible bond offering - Concluded at-the-market offering program - Marginal cost per bitcoin decreased 6% to ~$34,000 at owned facilities 🔮Future Outlook - Targeting 50 EH/s in first half of 2025 - Planning expansion in Wyoming, Tennessee, and Georgia - Replicating regional expansion strategy developed in Georgia nationally