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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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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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The Impact of Churn $DUOL Duolingo Update
Churn outpacing acquisition; AI optics mask weak top-funnel growth
Oct 7
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Celsius (CELH): Portfolio math after Rockstar, Alani Nu’s spooky surge, and the core CELSIUS brand
Celsius evolves into a three-brand energy portfolio with upside beyond Street’s 2026 forecast
Oct 6
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Byrna (BYRN) – Q4 2025 Preview: Consumer KPIs Point to Upside vs. Consensus
With consumer KPIs re-accelerating post-August, Byrna appears positioned for record holiday-quarter revenues despite muted market expectations
Oct 1
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Fitness Trackers Surge: Zepp, Garmin, and Coros Capture Peak Consumer Demand
Social and ecommerce data confirm that fitness wearables are more than a fad, with public and private brands showing durable growth trajectories
Sep 24
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