This is a tale of two earnings rewards that we have to day. So if palatine lut is almost is, is kissing right up to default dead, another pan pandemic darling is booming. Let me guess. Revenue up theo great growth company. 20 to 30 %. I don't knw. But if it's general slutman, my guy sloman zaslov, i'm going to guess slopman is double is de higroorqorder ineadof went year, ove a year instead of 20 to 30%. This is snowflake.
Big show! First up J+M break down two pandemic darlings on two totally different paths: $PTON and $SNOW (2:26). Then, Lon Harris joins to talk about HBO's record breaking House of the Dragon premiere (27:12), MoviePass returning (47:16), and more!
(0:00) J+M tee up today's segments!
(2:26) Peloton earnings breakdown: it's getting grim, so J+M brainstormed on where the company can go from here, stock was down over 20%
(16:26) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(17:53) Snowflake earnings breakdown: massive quarter, stock was up over 20%
(25:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(27:12) Lon Harris joins to break down this week's streaming news! First up: HBO's House of the Dragon set a record for most-watched premiere with almost 10M viewers
(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:58) $WBD CEO David Zaslav continues to make cuts
(47:16) MoviePass is making a comeback and Lon gives some streaming picks