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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Compass - See Path Forward for Continued Share Gains,...

Compass - See Path Forward for Continued Share Gains, but w/ Gains Expected & Stock Up Big YTD, S...

2-19-2025

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Booking Holdings - Looking for 4Q Upside, but We’re...

Booking Holdings - Looking for 4Q Upside, but We’re Cautious about 1Q Guidance; Staying Hold-rated

2-19-2025

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Airbnb - Upgrading to Hold; See Valuation Premium Here...

Airbnb - Upgrading to Hold; See Valuation Premium Here to Stay w/ ’24 Margin Floor Outperformance...

2-13-2025

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Lyft - Pricing Environment Casts Incremental Doubt on...

Lyft - Pricing Environment Casts Incremental Doubt on Targets, but Lower Prices Could Drive Highe...

2-13-2025

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DoorDash - Another Q of Impressive GOV Growth; See...

DoorDash - Another Q of Impressive GOV Growth; See Sustainable Growth Levers, but Invests Likely ...

2-12-2025

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Zillow Group - Solid Operational Execution, but Shares...

Zillow Group - Solid Operational Execution, but Shares Rightfully Coming Under Pressure w/ Lofty ...

2-12-2025

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Expedia Group - Solid 4Q Print & ‘25E EBITDA Margin...

Expedia Group - Solid 4Q Print & ‘25E EBITDA Margin Expansion Guide – Esp w/ Topline Headwinds; R...

2-7-2025

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Uber Technologies - Mixed 4Q Print & Lackluster 1Q...

Uber Technologies - Mixed 4Q Print & Lackluster 1Q GB Guidance, but Staying Buy-rated w/ Levers i...

2-5-2025

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

Blowing Through the Windy City Rideshare Data - Trips Cont’d to Grow in the 4Q, but at a Decel Pa...

2-4-2025

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Uber & Lyft - Tracking Headlines Over Recent Weeks...

Uber & Lyft - Tracking Headlines Over Recent Weeks that Have Weighed on Sentiment

2-3-2025

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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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