MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 706 | Founded | 4 years ago | Last Issue | 2 days ago |
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mbideepdives.substack.comLatest Issues
Uber 3Q'26: Eats vs DoorDash, and the AV Math
Uber's 3Q'26 looked a lot like the last few quarters.
Uber's 3Q'26 looked a lot like the last few quarters. Gross Bookings grew 20% in constant currency, and Delivery (+23%) outgrew Mobility (+17%) again. Mobility, however, came in slightl...
Shopify 3Q’26: Closing In on Half of Amazon
In 1Q'17, Shopify's Gross Merchandise Value (GMV) was ~10% of Amazon's estimated retail GMV.
In 1Q'17, Shopify's Gross Merchandise Value (GMV) was ~10% of Amazon's estimated retail GMV. It took them seven years to reach ~30%. After growing...
Microsoft FY 1Q’27: My Confusion vs. the Market’s Certainty
Microsoft’s quarterly earnings last week was strong, as they were at every hyperscaler this quarter.
Microsoft’s quarterly earnings last week was strong, as they were at every hyperscaler this quarter. Azure grew 48%, up from 42% in the Ju...
DoorDash 3Q’26: Buying the Big Basket
DoorDash had another solid quarter.
DoorDash had another solid quarter. Total orders grew 28% YoY and marketplace Gross Order Value (GOV) grew 36%, and excluding Deliveroo both grew at the same 17% and 23% as in 2Q'26. However, the similar...
Amazon 3Q’26: Trillion Dollar Talks
Amazon rarely says much beyond the next quarter, yet in its 3Q’26 call management highlighted that AWS will grow over 40% in each of 2027 and 2028.
Amazon rarely says much beyond the next quarter, yet in its 3Q’26 call management highlight...
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