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Adyen Earnings, Payments is Not a Commodity, Lowering Total Cost of Ownership & The Flywheel
Adyen Earnings (H2 2024)
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Sabar Capital
The Trade Desk: Leading the Charge in CTV as Advertisers Embrace Premium Content and Data-Driven Precision
The Trade Desk (TTD) Q3 2024 Earnings Analysis
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Sabar Capital
Netflix: Profitability Takes Center Stage as Growth Reaccelerates
Netflix (NFLX) Q3 2024 Earnings Analysis
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Sabar Capital
Costco: Driving Growth Through Value
Costco (COST) Q4 2024 Earnings Analysis
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Sabar Capital
Adyen: Processing More, Earning More
Adyen N.V. (ADYEN) H1 2024 Earnings Analysis
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Sabar Capital
Datadog: Resilient Growth, Profitability, and a Path to Re-Acceleration
Datadog (DDOG) Q2 2024 Earnings Analysis
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Sabar Capital
2
The Trade Desk: A Growth Story That Keeps Compounding
The Trade Desk (“TTD”) Q2 2024 Earnings Analysis
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Sabar Capital
Paycom Software Q2 2024 Earnings Update
BETI adoption picking up, international expansion underway, sales team ramping up and a healthy balance sheet
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Sabar Capital
Amazon Q2 2024 Earnings Update
Focused on lowering cost to serve while still investing for the future
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Sabar Capital
Meta Q2 2024 Earnings Update
Meta AI, AI Infrastructure, Facebook, Threads, WhatsApp and Meta Smart Glasses
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Sabar Capital
Netflix Q2 2024 Earnings Update
Operating Leverage and the Value Translation Mechanism, Advertising Continues to Scale and Netflix’s Sports Play
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Sabar Capital
Hingham Institution for Savings (HIFS) Q2 2024 Earnings Update
Implications of a Liability-sensitive Balance Sheet, Unique Loan Underwriting Process, and the Potential Inflection Point
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Sabar Capital
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