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Nexon ($3659.T) set to deliver strong guidance boosted by Arc Raiders success
Embark’s $40 premium launch Arc Raiders is showing blockbuster traction, setting up Nexon for a potentially transformative Q4 as legacy franchises like…
Nov 10
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Duolingo: Social and Usage Growth Stabilizing, but No Durable Momentum Yet
Slowing social momentum point to a potential DAU miss, even as early signs of stabilization hint at a “better-than-feared” earnings setup for Duolingo
Nov 5
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Sezzle’s Growth Is Still Strong, but Consumer Weakness Is Starting to Show
Alternative data points to resilient growth but rising credit losses and take-rate pressure could temper Sezzle’s near-term profitability momentum
Nov 5
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TickerTrends Expands Data Coverage and Forecasting Capabilities
New developer activity metrics, media coverage data, and prediction signals enhance institutional insight into company performance and investor…
Nov 4
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Wix: Base44 keeps heating up
Breakout demand + stable yields = Base44 ARR upside and a FY’26 re-rate setup
Nov 3
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October 2025
Peloton Earnings Preview: Record Subscriber Loss in Sight as Subscription Headwinds Mount
Subscriber erosion deepens as usage and engagement metrics tumble, leaving Peloton’s cost-cutting efforts struggling to counter a shrinking core…
Oct 31
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Cloudflare ($NET) Earnings Preview: Rising Demand, Rising Bar
Cloudflare’s data shows surging developer traction and platform engagement ahead of earnings, hinting at accelerating AI-driven growth, but lofty…
Oct 30
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Roblox Earnings Preview: Can Engagement and Creator Economics Carry the Stock Higher?
Strong data, stronger expectations, Roblox heads into earnings with real momentum but little room for error
Oct 29
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Roblox Bookings Growth Vs Marketplace Item Demand Graphic
Enterprise Only Data Graphic
Oct 29
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SoFi Q3 2025 Earnings Preview: Usage Acceleration Points to a Strong Quarter Ahead
Data Points to Another Beat, Yet the Market’s Already Priced In Perfection
Oct 27
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Victoria’s Secret ($VSCO): The Fashion Show Comeback Is Driving a Real Turnaround
TickerTrends data shows Victoria’s Secret entering a new demand cycle ahead of its 2025 Fashion Show pointing to a potential revenue beat and…
Oct 15
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The Market Doesn't Understand Reddit: Here's Why
Citation share and absolute platform usage paints a story that fundamentally misreads Reddit's true strengthening position for both advertisers and…
Oct 14
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