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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DoorDash - Flagging Key Takes From an Investor...

DoorDash - Flagging Key Takes From an Investor Conference

5-13-2025

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Airbnb - Launching Services & Revamping...

Airbnb - Launching Services & Revamping Experiences; See the Add-on Process as Improved vs Prior;...

5-13-2025

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Lyft - Staying Buy-rated Post the 1Q Print

Lyft - Staying Buy-rated Post the 1Q Print

5-12-2025

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Compass - Compass Continues to Gain Share, but isn’t...

Compass - Compass Continues to Gain Share, but isn’t Immune from Macro Volatility; We’re Staying ...

5-9-2025

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Expedia Group - US Exposure Weighing on Topline, but...

Expedia Group - US Exposure Weighing on Topline, but Cost Savings Driving Margins Higher; See EXP...

5-9-2025

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Instacart - Fidji's Resigning as CEO to Join...

Instacart - Fidji's Resigning as CEO to Join OpenAI; Disappointed in the News, but CART’s on Soli...

5-8-2025

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Zillow Group - Executing Well Against Growth Pillar...

Zillow Group - Executing Well Against Growth Pillar Strategy, but See Limited Upward Revision & M...

5-7-2025

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Uber Technologies - Remain Buyers w/ Near- and...

Uber Technologies - Remain Buyers w/ Near- and Long-term Drivers in Place for Continued Topline G...

5-7-2025

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Opendoor Technologies - Dropping Coverage

Opendoor Technologies - Dropping Coverage

5-6-2025

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DoorDash - Core Biz Performing Well from a Topline...

DoorDash - Core Biz Performing Well from a Topline Growth Perspective, but Too Many Unknowns w/ R...

5-6-2025

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Airbnb - Staying Hold-rated Post Print & Guide;...

Airbnb - Staying Hold-rated Post Print & Guide; View Incremental Expansion as Hard Fought w/ Too ...

5-2-2025

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Instacart - Solid Print & Guide; See Room for...

Instacart - Solid Print & Guide; See Room for Further Retailer Integration & in Turn Upward Top- ...

5-2-2025

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Booking Holdings - Solid 1Q, but Macro Environment...

Booking Holdings - Solid 1Q, but Macro Environment Weighed on ’25 Outlook; US Travel Commentary O...

4-30-2025

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Blowing Through the Windy City Rideshare Data -...

Blowing Through the Windy City Rideshare Data - Recently Released TNP Data Offers a Mix of Constr...

4-29-2025

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All Under One Roof - Analysis of Numerous Residential...

All Under One Roof - Analysis of Numerous Residential Real Estate Data Points Keeps Us Cautious &...

4-28-2025

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Travel Demand Learnings from Airline Earnings -...

Travel Demand Learnings from Airline Earnings - Flagging Key Themes & Trends Ahead of Online Trav...

4-25-2025

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Zillow Group - Recent Data Points Warrant Increasing 1Q...

Zillow Group - Recent Data Points Warrant Increasing 1Q Ests, but Expect Challenging Transaction ...

4-24-2025

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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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