Uber (UBER) - Q2 2025 Earnings Call
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
At Dash Forward 2025 DoorDash announced restaurant bookings, Dot autonomous delivery robots, expanded grocery access, and DashMart fulfillment, and more, let's dive into what their TAM looks like now| Platform Aeronaut
Navan’s S‑1 shows a TMC built like software: a single platform where AI, direct content, and payments converge to pull unmanaged spend on‑platform (and gross margins along with it).| Platform Aeronaut
A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Concise AI-driven summaries of earnings and conference calls, highlighting the numbers, context, and signals that matter most.| Platform Aeronaut
Big changes to Fortnite developer compensation, selling in-game items, and chasing engagement but lost time and ground to Roblox. Is it too late?| www.platformaeronaut.com
Exploring adoption challenges for Agentic AI through the lens of trust vs technical difficulty with a deep dive into travel.| www.platformaeronaut.com
AI assistants are reshaping how travelers discover and book hotels. Hotels can reclaim visibility, bookings, and guest ownership with AI-readable data through Model Context Protocol (MCP)| Platform Aeronaut
App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.| Platform Aeronaut
Amazon’s latest grocery delivery expansion cements its ambition to be a full-spectrum player. But the bigger story is how competing fulfillment models are reshaping the economics of online grocery.| www.platformaeronaut.com
Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions and running away with market share.| www.platformaeronaut.com
A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.| www.platformaeronaut.com
Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB| www.platformaeronaut.com
Easy to point out whose SBC is a disaster, who is the positive example?| www.platformaeronaut.com
Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+| www.platformaeronaut.com
Interesting quotes and anecdotes from Q3 2023 travel and leisure company earnings calls. Lots of interesting commentary on volatility and the impact from the war in Israel/Gaza.| www.platformaeronaut.com
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.| www.platformaeronaut.com
