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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Bending Spoons
Bending Spoons (BSP) investor relations material
Bending Spoons Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration filing summary22 Jun, 2026
Company overview and business model
Operates as a digital business acquirer, transforming and optimizing acquired companies to drive earnings growth and reinvesting proceeds into further acquisitions.
Focuses on operational excellence, leveraging a proprietary platform of talent, technology, and data.
Portfolio includes over 50 acquisitions, with recent additions such as AOL, Eventbrite, and Vimeo.
Serves over 500 million monthly active users and 9 million monthly paying customers as of March 2026.
Financial performance and metrics
Revenue grew from $387 million in 2023 to $1.31 billion in 2025, a CAGR of 84%.
Operating income increased from $84 million in 2023 to $278 million in 2025, with a CAGR of 82%.
Adjusted Operating Income Margin was 47% in 2025, and Adjusted Earnings per Share grew at a CAGR of 82% from 2023 to 2025.
Q1 2026 revenue was $601 million, with 132% YoY growth.
Net cash from operating activities was $291 million in 2025 and $76 million in Q1 2026.
Use of proceeds and capital allocation
Net proceeds of $868 million (or $1,003 million if the underwriters' option is exercised in full) are intended for general corporate purposes and new acquisitions.
Acquisitions remain the primary capital allocation priority for the foreseeable future.
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Bending Spoons
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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