Wall Street Breakfast Biggest movers Airbnb, Roku surge as Twilio slides
Feb 14, 2025
The podcast dives into the impressive market performances of Airbnb and Roku, highlighting their strong Q4 results. Meanwhile, Twilio faces challenges, creating an interesting contrast. GameStop is making headlines with its potential venture into cryptocurrency investments. Additionally, Papa John's stock is soaring amid takeover interest. The discussion also touches on the broader market conditions and upcoming economic reports, providing a snapshot of current financial trends.
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Airbnb's Strong Q4 Performance
- Airbnb saw strong Q4 results, exceeding expectations in bookings and experiences.
- Revenue climbed 12%, leading to a profit of $0.73 per share, rebounding from a previous loss.
Roku's Growth and Profitability
- Roku's Q4 results were also strong, with a positive 2025 forecast.
- They project $4.61 billion in 2025 revenue and $350 million in adjusted EBITDA, exceeding estimates.
Twilio's Mixed Results
- Twilio's Q4 results were mixed, with weaker than expected Q1 guidance.
- Their projected adjusted EPS and revenue fell slightly below consensus estimates.