1. Housekeeping

The detailed Robinhood earnings review is getting pushed to Saturday. I’ll publish that alongside a detailed Palo Alto earnings review (snapshot included below) and part 2 of the DraftKings review (call is tomorrow). I wanted to get Robinhood published tonight, but I just ran out of hours in the day. Peak earnings season. Apologies. Coming soon. On it. From what I’ve been able to read so far, things looked great for the brokerage disruptor.

2. Airbnb (ABNB) – Earnings Review

a. Key Points

• A decent quarter thanks to strong product execution and travel demand.

• It’s investing $225 million this year into the May “Experiences” relaunch.

• The marketing campaigns in Latin America worked extremely well and delivered a sharp acceleration in first-time customers.

• The tech stack overhaul is now largely complete.

b. Demand

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