Rick Watson 5/9/25 Rick Watson 5/9/25

3 Notables from BigCommerce Earnings Call: Housecleaning, Anemic Growth and a Trojan Horse?

Rick Watson 5/8/25 Rick Watson 5/8/25

Q1 2025 Shopify Earnings: BRING IT ON

Rick Watson 5/2/25 Rick Watson 5/2/25

Amazon Q1 2025 Earnings: Investing in AWS and Hoping for the Best

Rick Watson 4/30/25 Rick Watson 4/30/25

UPS Q1 Earnings: Amazon Volume Decline Prompting Big Ch-Ch-Ch-Changes

UPS Q1 2025 earnings reveal how SMBs are taking the brunt of tariff impacts while UPS aggressively pivots post-Amazon. Strategic cost-cutting and network changes hint at a company in full transformation mode.