The chapter delves into Toast's financial performance in the food industry, discussing their positive results in revenue growth and margin improvement, alongside challenges like restructuring charges and layoffs affecting profitability. It highlights the company's focus on unit economics, cash generation, and understanding core profitability metrics like adjusted EBITDA for future growth.
Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
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