Earnings
monday.com shares fell after Q2 revenue grew 22% and earnings topped expectations, as investors focused on Q3 guidance calling for growth to slow to 16%-17%. Rising enterprise adoption, AI contribution, and RPO growth provide important context for the outlook.
Business Trends
This week’s market behavior showed a consistent divide: companies with strong execution, improving margins, and credible growth were rewarded, while even solid results were punished when guidance, valuation, or spending failed to clear elevated expectations.
Earnings
Instacart reported 14% growth in Q2 gross transaction value and revenue, while adjusted EBITDA rose 19% and free cash flow reached $480 million. Stronger customer engagement, advertising growth, AI tools and enterprise expansion supported the quarter and Q3 outlook.
Earnings
Lyft posted record Q2 gross bookings as active riders, rides, and revenue increased, while adjusted EBITDA rose 37%. The results highlight broader rideshare demand, expanding partnerships, and early autonomous vehicle initiatives as Uber also reports strong platform growth.
Earnings
Airbnb raised its 2026 revenue and profitability outlook after strong global travel demand, accelerating bookings, AI-driven efficiencies, and growth beyond its core homes business helped deliver one of the company's strongest quarters in years.
Earnings
Twilio and Atlassian surged after stronger-than-expected results showed accelerating adoption of AI-powered communications and workplace software. Twilio raised its 2026 outlook, while Atlassian reported 31% cloud growth and expanding use of its Rovo AI platform.
Innovation & Tech
Meta Platforms (META) launched Muse Code, a new AI coding agent powered by Muse Spark 1.2, expanding its push into enterprise AI tools as the company raises infrastructure spending and explores new ways to monetize computing capacity.
Earnings
Expedia (EXPE) delivered stronger-than-expected second-quarter results, raised its full-year outlook, and highlighted continued momentum in B2B travel, AI-powered personalization, and operating margin expansion despite ongoing pressure in parts of Europe.
Earnings
Etsy (ETSY) paired stronger marketplace growth and a higher full-year outlook with a 12% workforce reduction and organizational restructuring, highlighting management's effort to accelerate execution while continuing to invest in long-term growth.
Earnings
DoorDash (DASH) delivered another quarter of strong revenue, order, and profitability growth as expanding grocery, international operations, subscriptions, and AI-powered initiatives reinforced confidence in its long-term local commerce strategy.
Earnings
eBay (EBAY) reported stronger-than-expected second-quarter results, raised its full-year outlook, and completed its $1.4 billion acquisition of Depop, highlighting accelerating marketplace growth despite near-term integration costs.
Earnings
Sandisk (NASDAQ:SNDK) delivered stronger-than-expected quarterly results as AI-driven data center demand fueled record revenue and margins. However, slightly softer guidance than investors anticipated triggered a sharp selloff after the stock's massive rally.