Rule Breaker Earnings Roundup
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 10 February 2026
⏱️ 22 minutes
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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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