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

Keyword

Tickers

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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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Zillow Group - Digital Engagement Analysis Points to...

Zillow Group - Digital Engagement Analysis Points to Zillow Gaining Web Traffic Share vs Peers

12-11-2024

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The Digital Check-in - Digital Engagement Analysis...

The Digital Check-in - Digital Engagement Analysis Offers a Mix of Positive & Negative Takes for ...

12-10-2024

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Instacart - Flagging Five Key Takes From an Investor...

Instacart - Flagging Five Key Takes From an Investor Conference

12-10-2024

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Compass - Compass to Acquire Christies &...

Compass - Compass to Acquire Christies & @properties; We Like the Deal Rationale, but Staying on ...

12-2-2024

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

All Under One Roof - Collection of Residential Real Estate Data Points Offer Positive & Negative ...

11-27-2024

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Residential Real Estate - ICYMI: DOJ Filed a Statement...

Residential Real Estate - ICYMI: DOJ Filed a Statement of Interest in the Sitzer|Burnett Case Two...

11-25-2024

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Redfin Corp - Flagging Key Takes from CFO Commentary at...

Redfin Corp - Flagging Key Takes from CFO Commentary at Recent Investor Conferences

11-20-2024

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Clear Cooperation Learnings From 3Q Earnings Season -...

Clear Cooperation Learnings From 3Q Earnings Season - Flagging Key CCP Learnings From the Past Fe...

11-14-2024

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Commission Rate Learnings from 3Q Earnings Season - Not...

Commission Rate Learnings from 3Q Earnings Season - Not Much Has Changed on the Commission Rate F...

11-13-2024

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Instacart - Solid 3Q, but Weak 4Q EBITDA Guide; Staying...

Instacart - Solid 3Q, but Weak 4Q EBITDA Guide; Staying Buy-Rated w/ Levers in Place to Drive Upw...

11-12-2024

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