Nutrien Ltd
Nutrien 1Q26: Strong Retail Performance Amid Tight Global Supply
2026-05-21
Materials
North America
Quarterly Results
Nutrien reported net earnings of US$139mn in 1Q26 and diluted earnings per share of US$0.27. The company generated sales of US$6,046mn in 1Q26, up 19% YoY, while gross margin increased 25% YoY to US$1,646mn.
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Mosaic Co
Mosaic 1Q26: Volatile Conditions Weigh on Production Plans
2026-05-19
Materials
North America
Quarterly Results
The Mosaic Company reported a 4Q25 net loss of $258mn, compared with a profit of $238mn a year earlier, and diluted EPS of -$0.81 in 1Q26. Results were affected by $323mn of pre-tax notable items, including $442mn of charges related to the idling of Araxa and Patrocinio operations ($328mn non-cash). Adjusted EBITDA declined to $416mn in 1Q26 from $544mn a year earlier. Higher phosphate sales volumes, lower conversion costs, and higher potash prices were offset by lower volumes and margins at Mosaic Fertilizantes.
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Udemy Inc
Coursera and Udemy: Combination Completion Strengthens Comprehensive Skills Platform
2026-05-15
Academic and Educational Services
Technology
North America
Company Update
Coursera and Udemy announced the completion of their merger, which had been approved by shareholders of both companies earlier in April. Coursera shares began trading on Nasdaq following the completion of the transaction. Each outstanding Udemy share was exchanged for 0.800 shares of Coursera common stock, with former Udemy shareholders receiving cash in lieu of fractional shares
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Uber Technologies Inc
Uber 1Q26: Robust Gross Bookings, Expanding Member Benefits, AVs on Track
2026-05-14
Technology
North America
Quarterly Results
Uber reported 25% YoY growth in Gross Bookings (21% in constant currency) to $53.7bn in 1Q26. Revenue increased 14% YoY to $13.2bn. The main driver was a 17% YoY increase in Monthly Active Platform Consumers (MAPC) to 199mn, which translated into a 22% rise in the number of trips to 3,643mn. Uber also reported a 33% increase in Adjusted EBITDA to $2,481mn in 1Q26.
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Lyft Inc
Lyft 1Q26: Robust Gross Bookings, Softer Rides, and Gett UK Acquisition
2026-05-11
Technology
North America
Quarterly Results
Lyft reported an 18.8% increase in Gross Bookings (GB) to $4,946mn in 1Q26, seasonally weaker compared to the previous quarter. Revenue was $1,650mn, up 13.8% YoY and 3.6% QoQ. The results include TBR Global Chauffeuring (acquired in October 2025) and Freenow (acquired in July 2025).
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Nutrien Ltd
Nutrien 4Q25: Solid Earnings Amid Volume Growth and Cost Controls
2026-02-27
Materials
North America
Quarterly Results
Nutrien reported net earnings of $580mn in 4Q25, up from $118mn a year earlier, with diluted earnings per share of $0.83 compared to $0.31 in 4Q24. FY25 net earnings reached $2,297mn, up from $700mn in the prior year.
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Udemy Inc
Udemy 4Q25: Mixed Results; Uncertainty Weighs on Outlook
2026-02-20
Academic and Educational Services
Technology
North America
Quarterly Results
Udemy reported a mixed set of results amid its transition to a subscription model. The monthly average number of buyers declined 5.4% YoY to 1.25 million, while Udemy Business customers decreased 0.39% YoY to 17,029 in 4Q25.
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Lyft Inc
Lyft 4Q25: Record Results, Softer Quarter Ahead
2026-02-13
Technology
North America
Quarterly Results
Lyft reported a 19% increase in Gross Bookings (GB) to $5.1bn in 4Q25. Revenue, however, came in lower at $1.6bn, reflecting a $168mn impact from legal, tax, and regulatory reserve changes and settlements. The company also recognized a benefit from the release of a valuation allowance, resulting in net earnings of $2.8bn for 4Q25
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Uber Technologies Inc
Uber 4Q25: Consistent Top-Line Trends; Positioned for Faster AV Adoption
2026-02-10
Technology
North America
Quarterly Results
Uber reported a record quarter, with total Gross Bookings up 22% YoY to $54.1bn, driven by 18% YoY growth in Monthly Active Platform Consumers (MAPC) to 202mn. The number of trips reached 3.75bn, up 22% YoY. In FY2025, Uber delivered 13,567 million trips, up 20% YoY, and generated $193,454mn in Gross Bookings, up 19% YoY, driven by audience expansion and higher frequency.
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Nutrien Ltd
Nutrien 3Q25: Solid Margins; Phosphates Under Strategic Review
2025-11-24
Materials
North America
Quarterly Results
Nutrien reported net earnings of $469mn in 3Q25, up from $25mn a year ago, with diluted net earnings per share of $0.96, compared to $0.04 last year.
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Uber Technologies Inc
Uber 3Q25: Strong Performance Driven by High Engagement
2025-11-18
Technology
North America
Quarterly Results
Uber reported a strong quarter, with total Gross Bookings up 21.4% YoY to $49.74bn, driven by 17.4% YoY growth in Monthly Active Platform Consumers (MAPC) to 189mn. The number of trips reached 3.4bn, up 22.5% YoY and 7.5% QoQ.
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Mosaic Co
Mosaic 3Q25: Strong Potash Volumes, Softer EBITDA Outlook for 4Q
2025-11-12
Materials
North America
Quarterly Results
The Mosaic Company reported 3Q25 net income of $411mn, which includes notable items totaling $135mn. These items comprise a $308mn mark-to-market unrealized gain on the value of the Ma’aden shares, partially offset by $173mn in losses, mostly related to a $75mn treatment charge for the Taquari mine.
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Lyft Inc
Lyft 3Q25: Partnerships Boost Gross Bookings; 12M FCF Tops $1bn
2025-11-10
Technology
North America
Quarterly Results
Multiple factors contributed to record highs in rides, driver hours, and Gross Bookings (GB), according to Lyft. As a result, the company delivered strong financial performance, reporting record Adjusted EBITDA of $138.9mn, up 29% YoY, and free cash flow of $277.8mn.
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Nutrien Ltd
Nutrien 2Q25: Strong Potash and Nitrogen Results Support Margin Growth
2025-08-26
Materials
North America
Quarterly Results
Nutrien reported net earnings of $1,229mn in 2Q25, up from $392mn a year ago, with diluted net earnings per share of $2.50, compared to $0.74 in 2Q24. The primary drivers were a 12% YoY increase in potash sales volumes, a 30% YoY rise in offshore potash prices, a 7% YoY increase in nitrogen sales volumes, and an 11% rise in urea prices.
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Mosaic Co
Mosaic 2Q25: Notable Items Boosted Earnings; Steady Outlook for 2H25
2025-08-15
Materials
North America
Quarterly Results
The Mosaic Company reported net income of $411mn, reflecting a positive $339mn impact from notable items - mostly FX gains in Brazilian real and Canadian dollar - in 2Q25. Adjusted EBITDA for 2Q was $566mn, negatively affected by idle expenses and larger provisions compared to the prior year.
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Lyft Inc
Lyft 2Q25: Record Gross Bookings and FCF, FreeNow closure
2025-08-13
Technology
North America
Quarterly Results
Lyft reported a 10.1% YoY increase in active riders to 26.1mn, and an 11.7% YoY increase in Gross Bookings to $4,490mn in 2Q25. Gross bookings rose 7.9% QoQ, with revenue per active rider up 1.5% QoQ.
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Uber Technologies Inc
Uber 2Q25: Healthy Growth and Cost Discipline Drive Strong Outlook
2025-08-11
Technology
Multi-regional
Quarterly Results
Uber reported a 17% YoY Gross Bookings growth to $46,756mn, 9.2% higher than in 1Q25. Monthly Active Platform’s Consumers grew by 15.4% YoY to 180mn, driving an 18.2% YoY increase in trips to 3.3bn. Results were in line with the company guidance, with record Adjusted EBITDA of $2,119mn, up 35% YoY
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Uber Technologies Inc
Uber 1Q25: Solid Growth and Advancing AV Strategy
2025-05-13
Technology
North America
Quarterly Results
Uber’s Gross Bookings grew 14% YoY to $42.8 bn in 1Q25, driven by a 14% YoY increase in Monthly Active Platform Consumers (MACPs) and a 3% growth in monthly trips per MACP. The total number of trips rose 18% YoY to $3,036mn. The company reported 170mn in MAPCs in 1Q25. Results were in line with the company’s guidance, though slightly impacted by seasonal softness compared to the previous quarter.
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Lyft Inc
Lyft 1Q25: Strong Revenue Growth in a Seasonally Weak Quarter
2025-05-09
Technology
North America
Quarterly Results
Lyft reported a 10.5% YoY increase in Active riders to 24.2mn, and a 12.7% YoY increase in Gross Bookings to $4,162mn in the first quarter of the year, which is typically a seasonally low period for the company. The platform facilitated 218mn rides, up 16.4% YoY. Adjusted EBITDA rose to $107mn, making an 80% YoY increase. Lyft stated that commute rides, the company’s primary segment, remains strong and are expected to continue growing in 2025, with more bike and scooter rides anticipated during the summer.
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Mosaic Co
Mosaic 1Q25: Strong Results and Positive Price Momentum
2025-05-08
Materials
North America
Quarterly Results
The Mosaic Company reported a net income of $238mn, compared to $169mn in 4Q24 and $45mn in 1Q24. Prices increased across all segments relative to the previous quarter but remained slightly below 1Q24 levels.
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