Reading List

The most recent articles from a list of feeds I subscribe to.

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

Samantha Subin / CNBC:
Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours  —  Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and forecast upbeat guidance.

PlayStation State of Play February 2026: all the news and trailers

Strap in, because the next PlayStation event is going to be a long one. Sony’s latest State of Play — a showcase event for upcoming PS5 games — kicks off on February 12th at 5PM ET and it’ll last more than an hour. We don’t know what exactly will be shown. Sony says that the […]

Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap)

Lucas Manfredi / The Wrap:
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours  —  The streaming hardware maker forecasts 16% revenue growth in 2026  —  Shares of Roku climbed as much as 13% in after-hours trading on Thursday …

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)

Ashley Capoot / CNBC:
Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates  —  Shares of Airbnb were up about 2% in extended trading Thursday after the company reported fourth-quarter results that beat expectations …

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