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The Edge | Company Analysis

Company Analysis
Jan 14. 2020

Uber & Lyft’s Road to Profitability Gets Shorter

Analysts are expecting ridesharing companies Uber & Lyft to achieve profitability on an adjusted EBITDA basis sooner than previously ...

author: Johnathan Ritucci

Company Analysis
Dec 17. 2019

Roku Deceleration Expected Despite New Streaming Services

Roku’s impressive growth to date has been driven by the cord-cutting trend, a growing number of streaming services and ...

author: Johnathan Ritucci

Company Analysis
Dec 09. 2019

Macau Casino Analysts Believe 2020 Will Be Mass-ive

Casino operators in Macau have been struggling from less visiting traffic due to tensions in Hong Kong, macro ...

author: Johnathan Ritucci

Company Analysis
Dec 05. 2019

ASML’s EUV Monopoly May Stack Chips in 2020

Analysts Forecast EUV Delivery Upside ASML’s breakthroughs in ...

author: Johnathan Ritucci

Company Analysis
Nov 19. 2019

Google SEO Shake-up Sends Expedia On A Bad Trip

Weaker Macro, Operational Issues and SEO Headwinds Lower Profit Estimates Expedia analysts drastically cut ...

author: Johnathan Ritucci

Company Analysis
Nov 18. 2019

Uber Eats Away At Grubhub's Growth and Profitability

Rivals Lure “Promiscuous” Customers  Grubhub (GRUB) customers have become increasingly less loyal as rival ...

author: Johnathan Ritucci

Company Analysis
Jun 12. 2018

Explore the players in online food ordering and on-demand music streaming services

author: Visible Alpha

Company Analysis
Apr 11. 2018

A deep dive into Facebook, Snapchat and Twitter

author: Visible Alpha

Company Analysis
Mar 28. 2018

Go Beyond Consensus Webinar: Deep dive into Facebook (FB), Twitter (TWTR) and Snap (SNAP)

author: Visible Alpha

Company Analysis
Feb 28. 2018

Facebook: Consensus Estimates Diverging with Stock Underperformance

We’ve noticed an interesting divergence between recent Facebook (FB) performance and consensus estimates. Over ...

author: Visible Alpha