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Motley Fool Hidden Gems Investing

Rule Breaker Earnings Roundup

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 10 February 2026

⏱️ 22 minutes

🧾️ Download transcript

Summary

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss: - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment - Whether or not DataDog’s usage-based business model is under threat as software companies see pullbacks across the board - Ferrari’s attempt to reassure investors that it has growth left in it, even as its EV ambitions evolve Companies discussed: SPOT, DDOG, RACE Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Earning season has been historically rough, but today seems to be the exception.

0:09.5

We're breaking down fourth quarter earnings for three controversial rule breakers today

0:13.5

on Mottley Fool Money.

0:20.6

Today is Tuesday, February 10th. Welcome to Motley Full Money. I'm your host, Emily Flippin,

0:25.5

and today I'm joined by full analyst Jason Hall and Toby Bordelon as we break down earnings

0:30.1

from three of the most popular rule-breaking stocks out there. Now, guys, I know we know which

0:34.9

companies are reporting ahead of time, so of course, we had an idea of what we wanted to cover today.

0:39.7

But what we didn't know was that somehow these three companies would be breaking the mold

0:44.4

of an otherwise really rough earning season.

0:47.0

So I don't know about you, but for me, it's really nice to have some positive news today

0:50.8

as we're going to dive into Data Dog and whether or not its fourth quarter earnings really show that this usage-based observability platform is more insulated than other software

0:58.7

companies, as well as Ferrari, which saw its worst day on record last quarter after guidance

1:03.9

came in weaker than expected, was management sandbacking? We'll get there first. But of course,

1:09.4

we have to start with my favorite of the bunch, which is

1:12.1

Spotify. Now, Spotify basically needs no introduction. It's the audio listening platform that

1:17.1

everybody loves to hate. There's probably people listening to us on Spotify right now, Emily.

1:22.0

Exactly, exactly. And it's, I will say, if you had alternatives, maybe you would go to alternatives.

1:26.6

But Spotify continues

1:28.0

to deliver a superior product that people continue to flock to. And to your point, Jason,

1:32.8

there aren't a lot of alternatives out there that's offer that superior product. That's part of

1:36.7

the reason why they added a record number of monthly users this quarter. I think they hit

1:40.9

290 million paid subscribers.

...

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