Coupang delivered strong Q2 results, with Product Commerce revenue up 14% and active customers growing 10%, highlighting robust core business momentum. Rocket Fresh grocery delivery posted 25% revenue growth, benefiting from expanded fresh assortment and Coupang's logistics edge, supporting a long runway for growth. Taiwan expansion is accelerating, with revenues up 54% quarter-over-quarter and...
Coupang, Inc. (NYSE:CPNG ) Q2 2025 Earnings Conference Call August 5, 2025 5:30 PM ET Company Participants Bom Suk Kim - Founder, CEO & Chairman Gaurav Anand - Chief Financial Officer Michael Parker - Vice President of Investor Relations Conference Call Participants Jiong Shao - Barclays Bank PLC, Research Division Minuh Cha - Goldman Sachs Group, Inc., Research Division Seyon Park - Morgan Sta...
Coupang remains a Buy, with strong core business growth, robust logistics, and a competitive moat, supporting sustainable margin expansion and market dominance. Emerging businesses—third-party merchant services, Rocket WOW membership, and Taiwan expansion—are scaling rapidly, diversifying revenue, and reducing reliance on South Korea. Profitability is consistently improving, with gross margin a...
Investors have fallen in love with artificial intelligence (AI) start-up CoreWeave. The AI cloud provider is growing its capacity at a rapid pace, and it just announced a new $6 billion data center project.
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