انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Tech: Peloton, Pinterest, Roku Earnings
Manage episode 306434290 series 2394758
Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.
We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.
Stocks: ROKU, PINS, PTON
2043 حلقات
Manage episode 306434290 series 2394758
Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.
We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.
Stocks: ROKU, PINS, PTON
2043 حلقات
كل الحلقات
×مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.