Social•Feb 15, 2026
Credit Pushes Guests Toward
Credit almost always leads to people spending more. From Airbnb's Q4 earnings: "Reserve Now, Pay Later saw significant adoption among eligible guests in Q4. It's also led to longer booking lead times and a mix shift towards larger entire homes, especially those with four or more bedrooms." When the pain of payment is delayed, purchase size goes up.
By Thomas Chua (Steady Compounding)
Social•Feb 13, 2026
TOST Q4 Margins Surge, Profit Spikes over 200%
$TOST Q4: Operating income +140% YoY, net income +216% YoY. Margins expanding across the board. Revenue came in at $1.63B, up 22% YoY. Growth moderated vs +25% last quarter, but profitability stepped up meaningfully. Gross profit grew 27% YoY with gross margin...
By Sergey CYW
Social•Feb 12, 2026
Alphabet Q4: Search Rebounds 17%, Cloud Drives 48% Revenue
Alphabet Q4 2025: Search reaccelerated to 17%. Cloud hit 48% at 30% margins. Full breakdown live for SCIS members: https://steadycompounding.com/investing/alphabet-q4-2025/
By Thomas Chua (Steady Compounding)
Social•Feb 12, 2026
Shopify's Profit Soars 26% CAGR, Costs Barely Rise
"While $SHOP gross profit compounded at ~26% CAGR since 2022, its operating expenses (S&M, R&D, and G&A) grew by only ~2% CAGR during this period." Shopify's Miraculous Momentum: https://t.co/ezGEIE1lOG https://t.co/WDbrMgAx78
By “Mostly Borrowed Ideas” (MBI)
Social•Feb 12, 2026
Nebius Q4 2025 Earnings Reveal AI Infrastructure Growth
Nebius, an AI infrastructure business, just released their Q4 2025 earnings. Here’s everything you need to know at a glance:
By Investing Visuals