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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Redfin Corp - Modestly Increasing 4Q Ests, but Lowering...

Redfin Corp - Modestly Increasing 4Q Ests, but Lowering #s for ‘25E; Cont to See Downward Revisio...

1-31-2025

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All Under One Roof - Housing Stats Offers a Tale of Two...

All Under One Roof - Housing Stats Offers a Tale of Two Cities: Positive Data Points for the 4Q, ...

1-28-2025

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Zillow Group - This Morning’s Industry Data Release...

Zillow Group - This Morning’s Industry Data Release Warrants Increasing Top- & Bottom-line Well A...

1-24-2025

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DoorDash - Credit Card Data Analysis Points to Healthy...

DoorDash - Credit Card Data Analysis Points to Healthy Spend Trends & Continued Share Gains

1-17-2025

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Lyft - Card Data Points to 4Q AR/Rides Upside and...

Lyft - Card Data Points to 4Q AR/Rides Upside and Transaction Share Gains; Taking 4Q Est Up & Sta...

1-16-2025

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Compass - Updating 4Q Ests Following + Guidance...

Compass - Updating 4Q Ests Following + Guidance Revision & Flagging Key Takes from Management’s C...

1-15-2025

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Instacart - Credit/Debit Card Data Work Supports...

Instacart - Credit/Debit Card Data Work Supports Increasing 4Q Order Estimates; Staying Buy-rated...

1-15-2025

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Airbnb - AirDNA Data Points to 4Q Room Night &...

Airbnb - AirDNA Data Points to 4Q Room Night & Revenue Upside, but We Remain Cautious

1-13-2025

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Zillow Group - Digital Engagement Analysis Offers a Mix...

Zillow Group - Digital Engagement Analysis Offers a Mix of Positive & Negative (but Not Overly Ne...

1-10-2025

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The Digital Check-in - Web Traffic Analysis Offers a...

The Digital Check-in - Web Traffic Analysis Offers a Mix of +/- Takes for OTAs; BKNG Data Points ...

1-9-2025

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Uber & Lyft - Delta Switching Rideshare Partners Is...

Uber & Lyft - Delta Switching Rideshare Partners Is Positive for Uber & Negative for Lyft; We Rem...

1-8-2025

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Rideshare Road Rules: Uber vs Lyft - Lyft Continued to...

Rideshare Road Rules: Uber vs Lyft - Lyft Continued to Make Service Level Improvements in the 4Q ...

1-6-2025

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All Under One Roof - Collection of Residential Real...

All Under One Roof - Collection of Residential Real Estate Data Offers Positive Readthroughs for ...

12-24-2024

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Compass - Data Work Warrants Taking 4Q Estimates Up,...

Compass - Data Work Warrants Taking 4Q Estimates Up, but Staying Hold-Rated w/ $6.50 PT

12-20-2024

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Zillow Group - Industry Data Points to 4Q Topline...

Zillow Group - Industry Data Points to 4Q Topline Upside Relative to Guidance & Consensus

12-19-2024

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Short-term Rentals - ICYMI: FTC Issued New STR Pricing...

Short-term Rentals - ICYMI: FTC Issued New STR Pricing Regulations; See Implications for ABNB & E...

12-18-2024

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DoorDash - Credit/Debit Card Data Supports Consensus...

DoorDash - Credit/Debit Card Data Supports Consensus KPI Estimates & Points to Continued Share Ga...

12-18-2024

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Lyft - Data Work Points to 4Q Rides Pacing Ahead of...

Lyft - Data Work Points to 4Q Rides Pacing Ahead of Consensus, Driven by Active Rider Growth; Sta...

12-17-2024

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Instacart - Data Checks Offer Positive & Negative...

Instacart - Data Checks Offer Positive & Negative Takes, but More Constructive Than Cautionary; S...

12-16-2024

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Airbnb - AirDNA Data Points to Nights Pacing in Line w/...

Airbnb - AirDNA Data Points to Nights Pacing in Line w/ Consensus, but We Think the Forecast Will...

12-12-2024

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