Weekly Update November 4-8
MELI, AXON, NET earnings and musings on TMDX
We had three earnings this week, MercadoLibre, Axon, and Cloudflare. We’ve got a lot to cover so let’s get to it!
MercadoLibre
YoY Revenue
63%
53%
45%
43%
42%
38%
46%
47%
36%
42%
35%
QoQ Growth
7%
16%
4%
12%
6%
13%
10%
12%
-2%
17%
5%
YoY Commerce Revenue
40%
23%
20%
22%
31%
38%
45%
48%
49%
53%
48%
YoY Fintech Revenue
108%
113%
94%
73%
40%
24%
33%
45%
22%
28%
21%
GAAP EBIT margins
6%
15%
11%
12%
13%
19%
20%
…