When Rule Breakers Find Religion (or, at least profits)
Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.
They discuss third quarter earnings reports for:
- Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.
- Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of
- Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential
Companies discussed: SHOP, SPOT, UBER, GRAB
Host: Emily Flippen, Jason Hall, Jeff Santoro
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Natasha Hall
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