<img src="https://pubads.g.doubleclick.net/activity;dc_iu=/5206/invc.invc/VisibleAlpha_Blog_RT;ord=1?" width="1" height="1" border="0/">

The Edge | Company Analysis - Technology

Company Analysis Company Analysis - Technology
Jul 25, 2022

Coursera, Udemy As They Pave Their Way To Growth & Profitability

The Covid-19 pandemic brought strong momentum to the revenue growth of the EdTech industry, which expanded by 14.6% in 2021, according to Visible Alpha consensus. Furthermore, ...

Company Analysis Company Analysis - Technology
Jul 19, 2022

Breaking The Rule of 40: Analyst Projections On Leading U.S. Application Software Companies

In recent years, a popular indicator to measure the health of software companies has been the Rule of 40. The Rule of 40 helps investors gauge a company’s operating ...

Company Analysis Investment Research Company Analysis - Technology
Jan 19, 2022

Adding Users or Selling Ads? A Quantitative Analysis of Social Media Stock Returns to KPI Surprises

What are the key revenue drivers in social media, and how does the market react to surprising new information about them?

Company Analysis - Technology
May 13, 2020

Snapchat, Facebook Expected To Weather Covid-19 Storm Better Than Peers

The Covid-19 pandemic is shifting a larger portion of consumer budgets online and shaking up the digital advertising industry. Analysts believe Snapchat and Facebook are best ...

Company Analysis - Technology
Mar 23, 2020

Uber's Growth Story Hits a Speed Bump

Analysts significantly lowered Uber’s bookings growth estimates after the company provided an update on March 19 on the impact of the COVID-19 crisis to their business. After ...