Duolingo is becoming much stickier with its users. 37% of Monthly Active Users are now Daily Active Users as well. That's up significantly from the same figure 5 years ago. $DUOL

"AI is eating software" $CRM $NOW $HUBS $ADBE

Palo Alto Networks Q4 Revenue +16% Adj. EPS +27% Remaining Performance Obligations +24% Next-Gen ARR +32% $PANW: +6.7% after hours

PayPal is trading at nearly a 10% buyback yield. Value play or value trap? $PYPL

Crocs is currently trading near its lowest valuation in 10 years. EV/FCF: 7.97 $CROX

Home Depot Vice President on today's conference call: "we continue to see softer engagement in larger discretionary projects where customers typically use financing to fund the renovation project." $HD

MercadoLibre's growth in Mexico has been astounding. "Mexico was another standout in Q2. GMV growth accelerated sharply and the number of items sold in the platform increased at the fastest pace in almost 2 years" $MELI

Still crazy to me but Fiscal.ai (formerly FinChat) has literally invented realtime fundamental financial data. Every other provider and aggregator in 24-48 hours delayed. We're 3-6 minutes for US data. - Extracted - Cleaned - Standardized - Delivered

Estée Lauder just reported its largest organic revenue decline in a decade. When will this turn around? $EL: -2.4% today

Target's Revenue per Store is down over the last ~4 years. How long until the retail giant gets back to its 2022/2023 numbers? $TGT

Meta's per employee financials continue to improve. Revenue per Employee: $2.4M, +16% YoY Gross Profit per Employee: $2M, +25% YoY Operating Profit per Employee: $1.1M, +16% YoY How much of these productivity gains are thanks to AI? $META

Walmart has now reported 22 consecutive quarters of more than 4% comp store sales growth in the US. $WMT: -4.4% today

Walmart CEO on tariff impacts: "Not surprisingly, we see more adjustments in middle and lower income households than we do with higher income" $WMT

Fiscal AI is growing fast and so is our team! 🚀 If you're interested in joining our company check out some of our open roles at apply.workable.com/fiscal-ai/