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4 episodes about network effects

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.
Axon Enterprise Inc. (AXON)
• 15:56 •Ep 225 •The Earnings Debate
Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year."
Tencent Holdings Limited (TCEHY)
• 19:26 •Ep 65 •The Earnings Debate •▶ Play on Apple
Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace artwork

Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace
Angi Inc. (ANGI)
• 43:53 •Ep 34 •Inside the Business •▶ Play on Apple
Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year. artwork

Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year.
Angi Inc. (ANGI)
• 20:01 •Ep 64 •The Earnings Debate •▶ Play on Apple