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Eugene Ng

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Peloton $PTON 3Q22 Earnings - - Rev $964m -24% - GP $184m -59% margin 19% -1614 bps - Adj EBITDA $-194m margin -20% -2512 bps - NG Net

Shopify $SHOP 1Q22 Earnings - Rev $1.2b +22% - Gross Profit $638m +14% margin 53% -354 bps - NG EBIT $32m -85% margin 3% -1867 bps

Block $SQ 1Q22 Earnings - Rev (ex-BTC) $2.2b +38% - Gross Profit (ex-BTC) $1.3b +30% margin 56% -330 bps - Adj EBITDA $195m -17% margin 9% -581 bps

Meta $FB 1Q22 Earnings - Rev $27.9b +7% - EBIT $8.5b -25% margin 31% -1293 bps - Net Income $7.5b -21% margin 27% -954 bps - OCF $14.1b

Roku $ROKU 1Q22 Earnings - Rev $734m +28% - Gross Profit $365m +12% margin 50% -719 bps - Adj EBITDA $58m -54% margin 8% -1409 bps - OCF

Twilio $TWLO 1Q22 Earnings- Rev $875m +48% (organic +35%)- Gross Profit $425m +42% margin 49% -200 bps - NG EBIT $5m -71% margin 1% -236 bps -