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MercadoLibre's Q1 2026 TPV was about 4.6x marketplace GMV, showing that Mercado Pago is more than a checkout layer. Amazon has the larger global machine, but official filings do not show a comparable disclosed Latin America fintech flywheel.
OpenSEC filings, financial facts, source resources, and Goglides workspace context for AMAZON COM INC.
OpenQ2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expan
OpenMercadoLibre reported FY2025 revenue of $28.9 billion and Q1 2026 revenue of $8.8 billion. The thesis depends on marketplace growth, fintech credit discipline, logistics investment, margin durability and cash conversion.
OpenAmazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.
OpenACI Worldwide has raised 2026 guidance, $1.21 billion of FY2025 recurring revenue, strong Payment Software and Biller economics, and an aggressive buyback posture. The harder question is whether Connetic, real-time payments, and Speedpay One can keep a 50-year
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