In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings.

Meta 3Q25 Earnings Update

Perimeter Solutions 3Q25 Earnings Update

CoStar Earnings Recap

This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.

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Show Notes

(0:00) — Intro
(0:55) — CoStar 3Q25 Update
(3:30) — CoStar's S&M Spend
(10:10) — CoStar Valuation
(12:10) — Meta 3Q25 Update
(18:30) — Meta Capex Spend
(29:05) — Competition For Time Spent
(32:36) — Meta Valuation
(35:30) — PRM 3Q25 Update
(45:35) — PRM Valuation
(49:00) — Outro

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CoStar, Meta, and Perimeter Solutions. Furthermore, accounts one or more contributors advise on may also have a position in CoStar, Meta, and Perimeter Solutions. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M

The Synopsis

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M