Internet RESEARCH

We leverage unique data resources including web tracking, credit card data, geolocation and other data for insights on large and small cap internet companies.

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Robert Mollins

Research Analyst, Internet

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Booking Holdings - We’re Buyers Heading into the Print,...

Booking Holdings - We’re Buyers Heading into the Print, but Maintain Longer-term Hold-Rating

4-22-2025

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Lyft - ICYMI: Lyft Entering the European Market via...

Lyft - ICYMI: Lyft Entering the European Market via M&A; We Like the Transaction, but Don’t Like ...

4-16-2025

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Lyft - Data Science Work Supports the Street’s 1Q GB...

Lyft - Data Science Work Supports the Street’s 1Q GB Estimate; April Trends Appear Solid, but it’...

4-16-2025

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Instacart - Card Work Warrants Modeling 1Q Orders >...

Instacart - Card Work Warrants Modeling 1Q Orders > Street; Early April Order Growth Decelerating...

4-15-2025

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Residential Real Estate - Flagging Key Details...

Residential Real Estate - Flagging Key Details Regarding Zillow's New Listing Policy

4-11-2025

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Airbnb - Data Points to 1Q KPI Shortfalls, but Expect...

Airbnb - Data Points to 1Q KPI Shortfalls, but Expect Moot Reaction, as Investors Will Place Grea...

4-10-2025

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Zillow Group - Digital Engagement Analysis Skews...

Zillow Group - Digital Engagement Analysis Skews Negative for Hold-rated Zillow w/ Early Web Tren...

4-9-2025

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The Digital Check-in - Online Travel Company Web Data...

The Digital Check-in - Online Travel Company Web Data Analysis Offers Positive Takes for BKNG & C...

4-8-2025

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Blowing Through the Windy City Rideshare Data - Data...

Blowing Through the Windy City Rideshare Data - Data from the City of Chicago Offers a Couple of ...

4-2-2025

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Rideshare Road Rules: Uber vs Lyft - Lyft’s Service...

Rideshare Road Rules: Uber vs Lyft - Lyft’s Service Levels in 1Q Outperformed Uber; Industry Pric...

4-1-2025

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All Under One Roof - Analysis of a Collection of...

All Under One Roof - Analysis of a Collection of Residential Real Estate Data Keeps Us More Cauti...

3-26-2025

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ICYMI: NAR Introducing a New Policy, but Keeping CCP in...

ICYMI: NAR Introducing a New Policy, but Keeping CCP in Place - View MLOS Policy in Combination w...

3-25-2025

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Zillow Group - January & February Data Suggests...

Zillow Group - January & February Data Suggests Upside to For Sale Revenue, but Pending Sales Dat...

3-20-2025

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DoorDash - Data Work Supports Street GOV Est, but Think...

DoorDash - Data Work Supports Street GOV Est, but Think Our Work Could Prove Conservative; Underl...

3-18-2025

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Instacart - 1Q Order Volumes Pacing Ahead of Street;...

Instacart - 1Q Order Volumes Pacing Ahead of Street; See Affordability Initiatives Driving Increa...

3-17-2025

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Lyft - Data Work/Analysis Supports Consensus Gross...

Lyft - Data Work/Analysis Supports Consensus Gross Bookings Estimates and Offers a Mix of Constru...

3-17-2025

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Compass - ICYMI: Compass Reportedly in Talks to Acquire...

Compass - ICYMI: Compass Reportedly in Talks to Acquire Berkshire Hathaway’s Real Estate Brokerag...

3-13-2025

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Airbnb - AirDNA Data Points to 1Q KPI Shortfalls &...

Airbnb - AirDNA Data Points to 1Q KPI Shortfalls & Supports Travel Industry Slowdown Concerns w/ ...

3-13-2025

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Zillow Group - Web Data Analysis Offers More Cautionary...

Zillow Group - Web Data Analysis Offers More Cautionary Data Points than Constructive Ones. Febru...

3-12-2025

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The Digital Check-in - OTA Web Traffic Worsening...

The Digital Check-in - OTA Web Traffic Worsening Sequentially Throughout the 1Q, but There Are So...

3-11-2025

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