Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning. Today is Friday, February 14th. I'm Julie Morgan.

Airbnb and Roku are on the rise pre-market as Twilio Falls. GameStop is looking into crypto.

And why exactly did Papa John's experience double-digit gains on Thursday? Airbnb is up 13% pre-market after posting strong Q4 results,

with gross booking value and nights and experiences booked rising 13 and 12% respectively,

both exceeding expectations.

Revenue climbed 12% leading to a profit of 73 cents per share,

a sharp rebound from a 55 cents loss a year ago, and 15 cents above estimates.

While adjusted EBAA surged 31 to $7655 million,

easily beating the 651 million consensus. However, the company's Q1 Outlook was muted due to an

unfavorable calendar comparison from last year's Easter timing and leap day, which is expected

to impact growth by about three percentage points. Roku is also a 13% in pre-market action

after reporting strong Q4 results in providing a 2025 forecast that met consensus

while aiming for profitability in fiscal year 2026.

The company projects 2025 revenue of $4.61 billion, slightly above the $4.6 billion consensus,

an adjusted EBITA of $350 million, surpassing the $290 million estimate.

Roku highlighted clear paths to increasing key performance metrics, including streaming

hours, platform revenue, adjusted EBTA, and free cash flow, reaffirming its expectation

to achieve full-year operating income profitability in 2026.

Twilio has also landed on our biggest movers list.

TWLO is down 9.5% pre-market after delivering mixed Q4 results in issuing weaker than

expected Q1 guidance.

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