reports
Wix Introduces a New Way to Create with its Super Bowl Teaser
Wix Introduces a New Way to Create with its Super Bowl Teaser The ad captures a creative journey with Wix Harmony that moves naturally from inspiration to execution NEW YORK – Wix.com Ltd. (Nasdaq: WIX), a leading global platform for creating, managing and growing a complete digital presence, today unveiled the creative behind its Super Bowl LX commercial, following the launch of , its new flagship web creation platform. At the heart of the campaign is Wix Harmony’s hybrid creation experience, which combines AI-powered creation and vibe coding with full visual editing, customization, and...
Introducing Base44’s Super Bowl Teaser: “It’s App to You”
Introducing Base44’s Super Bowl Teaser: “It’s App to You” A campaign built around shaping your ideas into apps that work your way NEW YORK – , the AI-powered platform that lets users build fully functioning apps in minutes, today unveiled the creative behind its Big Game debut, following the announcement that it will air its first-ever Super Bowl ad. The campaign titled, “It’s app to you,” reflects how Base44 is redefining app creation by removing traditional barriers to building. With nothing more than natural language, anyone can create an app for whatever they need, from personal tool...
- David Barden
Not unexpectedly, SATS defaults on AMT leases – We quantify the readth...
AMT (Buy, PT $203), after the close today, shared that SATS has defaulted on its tower lease agreement payments. This was unsurprising following a similar revelation from CCI (Neutral, PT $93) on 1/12/26 (see our note). AMT says this action will have no impact on 2025 results. AMT did not mention the value of the remaining payments, but we assume it is similar to the ~$3.5bn (undiscounted) CCI cited.
Base44 to Air its First Super Bowl Ad
Base44 to Air its First Super Bowl Ad Base44 brings vibe-coding app creation to the biggest advertising stage NEW YORK – , the AI-powered platform that lets users build fully functioning apps in minutes, today announced that it will air its first-ever Super Bowl campaign during the Super Bowl LX broadcast on Sunday, February 8, 2026. “The pace of growth at Base44 over the past year has been extraordinary, and appearing during the Big Game is a marker of that momentum,” said Shay Korin, VP Marketing of Base44. “In less than a year, Base44 has gone from an idea to powering millions of peop...
Wix Announces Board Authorization of $2 Billion Share Repurchase Progr...
Wix Announces Board Authorization of $2 Billion Share Repurchase Program Wix.com Ltd. (NASDAQ: WIX) ("Wix," the "Company," "we" or "our"), today announced that its Board of Directors (the "Board") authorized a 2-year program (FY2026-2027) to repurchase the Company's securities (ordinary shares and/or convertible notes) in an amount up to $2 billion. This repurchase program demonstrates the Board's continued confidence in the Company's ability to drive strong cash flow generation and ongoing commitment to increasing shareholder value. Under the Board authorized repurchase program, Company ...
Wix Returns to the Super Bowl
Wix Returns to the Super Bowl NEW YORK –Wix.com Ltd. (Nasdaq: WIX), a leading global platform for creating, managing, and growing a complete digital presence, announced today that the company will air a TV commercial during the Super Bowl LX broadcast on Sunday, February 8, 2026. The campaign follows the launch of Wix Harmony, Wix’s new flagship platform that introduces a new way to create on the web by bringing AI-powered vibe coding together with hands-on human control. Wix Harmony bridges speed and creativity with structure and scale, enabling ideas to move seamlessly from inspiration t...
Wix Launches Wix Harmony, the AI Website Builder that Merges Human and...
Wix Launches Wix Harmony, the AI Website Builder that Merges Human and Artificial Intelligence, Reinventing Web Creation Wix Harmony provides a first‑of‑its‑kind hybrid experience: vibe coding with full drag‑and‑drop control, all built on Wix’s enterprise‑grade infrastructure and available to everyone NEW YORK – Ltd. (NASDAQ: WIX),a leading global platform for creating, managing, and growing a complete digital presence, today announced Wix Harmony, the company’s new flagship AI website builder designed for ease, speed, and professional‑grade results. Wix Harmony uniquely combines vibe cod...
- David Barden
Towers & interest rates, the biggest moving parts
Given recent news around future interest rate actions by the Fed, we performed a sensitivity analysis to better understand potential AFFO per share implications for each of the three major tower companies. Based on a detailed, tranche by tranche debt analysis, SBAC (Neutral, PT $212) has the largest near-term exposure given its short-term refinancing needs. CCI (Neutral, PT $93) has limited exposure given that we expect its debt reduction using proceeds from its small cells and fiber business sa...
- David Barden
Towers 4Q25 Estimates & Ratings Refresh
The last 3 months have seen substantial tower price dislocation catalyzed by news that SATS intends to invoke contractual clauses and stop paying the tower industry for current leases. We highlight some key industry developments impacting sentiment and preview 4Q results based on our catch-up conversations with the companies in recent weeks.
Wix Payments Grows Europe Coverage in Collaboration with Stripe Offeri...
Wix Payments Grows Europe Coverage in Collaboration with Stripe Offering More Local Payments Options to Merchants Wix and Stripe now offer local payments options in 11 countries, providing businesses a seamless way to accept and manage payments across online and in-person channels NEW YORK – (NASDAQ: WIX), a leading global SaaS platform for creating, managing, and growing a complete digital presence, today announced that Wix Payments now offers more local payments options across Europe through its ongoing collaboration with programmable financial services company Stripe. Wix Payments has b...
Wix Partners with Stripe to Bring Agentic Commerce Suite to Eligible W...
Wix Partners with Stripe to Bring Agentic Commerce Suite to Eligible Wix Merchants in the Agentic Commerce Era Wix merchants will be among the first to have a simple and seamless experience to leverage the potential of agentic commerce via Stripe’s Agentic Commerce Suite NEW YORK -- Today Ltd. (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, announced its integration with Stripe’s new Agentic Commerce Suite, making it even easier for Wix merchants to tap into the growing world of agentic commerce. Through this integration, businesses...
Wix Reports Third Quarter 2025 Results
Wix Reports Third Quarter 2025 Results Total bookings and revenue growth accelerated to 14% y/y in Q3, fueled by robust new cohort behavior and Base44 outperformanceBase44 is quickly proving to be a top vibe coding platform with over 2 million users served and more than one thousand new paying subscribers joining everyday Sustaining tremendous demand as initial product and marketing investments take hold, putting Base44 on track to achieve at least $50 million of ARR by year-end and accelerating path to $100 million ARR milestone NEW YORK -- Wix.com Ltd. (Nasdaq: WIX) (the “C...
Wix to Participate in a Fireside Chat at the UBS Global Technology and...
Wix to Participate in a Fireside Chat at the UBS Global Technology and AI Conference NEW YORK - Ltd. (Nasdaq: WIX), a leading global platform for creating, managing, and growing a complete digital presence, announced today that Wix management will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, December 2, 2025 at 4:15 PM MST (6:15 PM EST). The event will be available via live webcast: An archived replay will be available on Wix's Investor Relations website:. About Wix.com Ltd. is a leading global platform for creating, managing, and growing...
- Jonathan Moreland
LNG CHENIERE ENERGY INC.
WM WASTE MANAGEMENT INC.
VRSK VERISK ANALYTICS INC
SLGN SILGAN HOLDINGS INC.
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
OHI OMEGA HEALTHCARE INVESTORS INC.
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
NBTB NBT BANCORP INC.
MTDR MATADOR RESOURCES COMPANY
MNRO MONRO INC
JBLU JETBLUE AIRWAYS CORPORATION
GBCI GLACIER BANCORP INC.
FISV FISERV INC.
FFIN FIRST FINANCIAL BANKSHARES INC
DENN DENNY'S CORPORATION
CNS COHEN & STEERS INC.
AMT AMERICAN TOWER CORPORATION
ASA ASA
NEWT NEWTEK BUSINESS SERVICES INC.
NCBS NICOLET BANKSHARES INC
RLMD RELMADA THERAPEUTICS
URE UR-ENERGY
KMI KINDER MORGAN INC CLASS P
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
NSC NORFOLK SOUTHERN CORPORATION
AJG ARTHUR J. GALLAGHER & CO.
WINA WINMARK CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
BX THE BLACKSTONE GROUP L.P.
MBIN MERCHANTS BANCORP
OBNK ORIGIN BANCORP
OSPN ONESPAN
FUSB FIRST US BANCSHARES INC
AVO MISSION PRODUCE
UTZ UTZ BRANDS INC (A)
OPCH OPTION CARE HEALTH INC
INTA INTAPP INC
CLVT CLARIVATE PLC
NVCT NUVECTIS PHARMA INC
BPRN BANK OF PRINCETON
GTE GRAN TIERRA ENERGY INC.
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
GAM GENERAL DE ALQUILER DE MAQUINARIA
LAW CS DISCO INC
GF THE NEW GERMANY FUND
ASST INC.
ASSET ENTITIES INC.
American Tower Corp: 1 director
A director at American Tower Corp bought 5,554 shares at 178.990USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
- Jonathan Moreland
Wix Partners with PayPal Becoming Strategic Partner for PayPal’s New A...
Wix Partners with PayPal Becoming Strategic Partner for PayPal’s New Agentic Commerce Solution Wix merchants will be among the first to enable AI-powered product discovery and checkout on leading AI shopping surfaces via PayPal’s agentic commerce services NEW YORK – (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, today announced a strategic collaboration with to enable AI-powered product discovery and commerce for Wix merchants. Through PayPal’s new agentic commerce services, Wix merchants will be able to make their catalogs dis...
Wix to Announce Third Quarter 2025 Results on November 19, 2025
Wix to Announce Third Quarter 2025 Results on November 19, 2025 NEW YORK -- (Nasdaq: ) today announced that it will report its results for the third quarter ended September 30, 2025 before the market opens on Wednesday, November 19, 2025. Management will host a conference call that morning at 8:30 a.m. ET to answer questions about the Company's financial results. Prior to the conference call, Wix will issue a press release reporting these results along with a shareholder update and additional materials at . What:Wix Third Quarter 2025 Results Conference CallWhen: Wednesday, November 19, 2...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Moody's Ratings upgrades AMD's rating to A1; outlook changes to stable
Moody's Ratings (Moody's) upgraded the senior unsecured ratings for Advanced Micro Devices, Inc. ("AMD") and its wholly-owned subsidiary, Xilinx, Inc. ("Xilinx"), to A1 from A2, and the long-term issuer rating of Xilinx to A1 from A2. We affirmed AMD's Prime-1 short-term commercial paper program rat...
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