Key Findings:US hotel RevPAR growth averaged -1.4% Y/Y in July, decelerating ~100bps from 2Q. RevPAR growth has been slightly negative the last two months after flat growth in May and April. Through the first three weeks of August, US hotel RevPAR growth has stabilized, averaging -1% Y/Y.Internatio
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
PubMatic to Participate in Upcoming Financial Conferences NO-HEADQUARTERS/REDWOOD CITY, Calif., Aug. 12, 2025 (GLOBE NEWSWIRE) -- PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain of the future, today announced that members of its management team are scheduled to participate at the following upcoming financial conferences: Oppenheimer’s 28th Annual Technology, Internet & Communications Conference on Wednesday, August 13, 2025. Management will participate in a virtual webcasted fire-side chat at 11:35 a.m. ET / 8:35 a.m. PTRosen...
PubMatic Announces Second Quarter 2025 Financial Results Delivered revenue and adjusted EBITDA ahead of guidance; Revenue from omnichannel video, including CTV, grew 34% year-over-year and was 41% of total revenue; CTV revenue grew over 50% year-over-year; Supply Path Optimization represented 55%+ of total activity; and Repurchased 3.5 million shares in Q2 2025, representing 7% of fully diluted shares. NO-HEADQUARTERS/REDWOOD CITY, Calif., Aug. 11, 2025 (GLOBE NEWSWIRE) -- PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain o...
Figure 1. 2Q25 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensus2Q25 results ahead of expectations. DoorDash reported 2Q marketplace gross order value (GOV) of $24.2B (+23.0% Y/Y) above the Street's estimate of $23.6B (+19.8% Y/Y) and ahead of the high end of guidan
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