Experience & Mobility Platform Incremental Margins & Earnings | PA Dispatch No. 6

November 07, 2025

Expedia (EXPE) - Q3 2025 Earnings Call

November 07, 2025

Airbnb (ABNB) - Q3 2025 Earnings Call

November 07, 2025

Lyft (LYFT) - Q3 2025 Earnings Call

November 06, 2025

DoorDash (DASH) - Q3 2025 Earnings Call

November 06, 2025

Sabre (SABR) - Q3 2025 Earnings Call

November 05, 2025

Trivago (TRVG) - Q3 2025 Earnings Call

November 05, 2025

Unity Software (U) - Q3 2025 Earnings Call

November 05, 2025

Toast (TOST) - Q3 2025 Earnings Call

November 05, 2025

Marriott (MAR) - Q3 2025 Earnings Call

November 04, 2025

Hilton Hotels (HLT) - Q3 2025 Earnings Call

November 04, 2025

Norwegian Cruise (NCLH) - Q3 2025 Earnings Call

November 04, 2025

Uber (UBER) - Q3 2025 Earnings Call

November 04, 2025

Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy | PA Dispatch No. 5

October 30, 2025

Avis Budget (CAR) - Q3 2025 Earnings Call

October 30, 2025

Roblox (RBLX) - Q3 2025 Earnings Call

October 30, 2025

Carnival Cruise (CCL) - Q3 2025 Earnings Call

October 29, 2025

Electronic Arts (EA) - Q1 2026 Earnings Call

October 29, 2025

Royal Caribbean (RCL) - Q3 2025 Earnings Call

October 29, 2025

Booking Holdings (BKNG) - Q3 2025 Earnings Call

October 29, 2025

Uber's Third Engine: Driver-Led AI Work | PA Dispatch No. 4

October 19, 2025

Delta Airlines (DAL) - Q3 2025 Earnings Call

October 19, 2025

United Airlines (UAL) - Q3 2025 Earnings Call

October 19, 2025

OpenAI "App Store": What it Means for Travel | Platform Aeronaut Dispatch No. 3

October 09, 2025

Platform Aeronaut Dispatch | No. 2 | AI Travel Distribution Models & EA Take-Private

October 03, 2025

Airbnb (ABNB) - 2025 Goldman Sachs TMT Conference

October 02, 2025

Lyft (LYFT) - 2025 Goldman Sachs TMT Conference

October 02, 2025

Tripadvisor (TRIP) - 2025 Goldman Sachs TMT Conference

October 02, 2025

Uber (UBER) - Q2 2025 Earnings Call

October 01, 2025

DoorDash (DASH) - Q1 2025 Earnings Call

October 01, 2025

Expedia (EXPE) - Q2 2025 Earnings Call

October 01, 2025

DoorDash (DASH) - Q2 2025 Earnings Call

October 01, 2025

DoorDash TAM Expansion and a Push into POS Systems?

October 01, 2025

Navan S-1 & TMC Industry Deep Dive | A Modern AI-Powered Travel Management Company

September 28, 2025

Platform Aeronaut Dispatch | No. 1 | Navan IPO Filing, Toast Pricing Error

September 25, 2025

Lyft (LYFT) - Q2 2025 Earnings Call

September 24, 2025

Booking Holdings (BKNG) - Q2 2025 Earnings Call

September 24, 2025

Tripadvisor (TRIP) - Q2 2025 Earnings Call

September 24, 2025

Instacart (CART) - Q2 2025 Earnings Call

September 24, 2025

Toast (TOST) - 2025 Goldman Sachs TMT Conference

September 24, 2025

Uber Technologies (UBER) - 2025 Goldman Sachs TMT Conference

September 23, 2025

Booking Holdings (BKNG) - 2025 Goldman Sachs TMT Conference

September 23, 2025

Instacart (CART) - 2025 Goldman Sachs TMT Conference

September 23, 2025

Fortnite Going All-In on UGC but Chasing Roblox

September 23, 2025

The Agentic AI Adoption Matrix: Consumer & Travel

September 09, 2025

How Hotels Can Thrive in an Agentic AI World: From SEO to MCP

August 26, 2025

AI Agents and the Future of Grocery Delivery

August 22, 2025

Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery

August 19, 2025

Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

July 14, 2025

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

June 17, 2025

Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash

June 16, 2025

Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)

June 11, 2025

Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms

May 19, 2025

Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?

May 14, 2025

Tech Dilution: Stabilization on Large; Divergence at the Margin

April 01, 2025

The State of Rideshare and Autonomous Vehicles

February 13, 2025

Enterprise Software AI Pricing Power & Strategy

October 25, 2024

ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?

October 03, 2024

Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard

August 22, 2024

Is the Consumer Weak or Not? Anecdotes from Companies

August 07, 2024

Tesla Robotaxi: Impact on Rideshare Model

May 30, 2024

Seven Ways to Look at Stock-Based Compensation & Dilution

March 23, 2024

Travel & Leisure Q4 Earnings Quotes

February 23, 2024

Airline Loyalty Program Economics & Enterprise Value

February 02, 2024

Excerpts from BG² Conversation with Dara Khosrowshahi

January 16, 2024

Tech Company Dilution: Finding Ground Truth

November 27, 2023

Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)

November 09, 2023

Travel & Leisure Q3 Earnings Quotes

November 03, 2023