reports
TransUnion Announces Strong Third Quarter 2025 Results, Exceeding All ...
TransUnion Announces Strong Third Quarter 2025 Results, Exceeding All Key Financial Metrics Delivered 8 percent revenue growth, or 11 percent organic constant currency excluding impact of last year’s large breach remediation win in our Consumer Interactive businessAccelerated revenue growth in U.S. Financial Services and Emerging Verticals to 19 percent and 7.5 percent, respectivelyIncreased pace of share repurchases to $160 million in third quarter and October, bringing year-to-date total to $200 millionIncreased share repurchase authorization up to $1 billionRaising 2025 financial guidanc...
- Wedbush Research
TRIP TRIPADVISOR INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PASG PASSAGE BIO
ABNB AIRBNB INC. CLASS A
APP APPLOVIN CORP
YOU CLEAR SECURE INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
New TransUnion Research Reveals Marketers’ Confidence in Measurement H...
New TransUnion Research Reveals Marketers’ Confidence in Measurement Has Stalled AI Adoption and long-term ROI strategies on the rise as most marketers face internal skepticism CHICAGO, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Marketers’ confidence in measurement has plateaued at a time when it should be rising, according to new research from TransUnion (NYSE: TRU) and EMARKETER. The study, , surveyed 196 U.S. marketers and found that while most (62%) have some confidence in their performance metrics, more than half (54%) reported no change in confidence year over year, and 14% said it has ac...
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
TVTX PRAXIS PRECISION MEDICINES
TLS TRAVERE THERAPEUTICS INC
DASH TELOS
ABNB DOORDASH
SNOW AIRBNB INC. CLASS A
STX SNOWFLAKE INC. CLASS A
VERA SEAGATE TECHNOLOGY HLDGS PLC
GFS VERA THERAPEUTICS INC
PL GLOBALFOUNDRIES INC
YOU PLANET LABS PBC
EWTX CLEAR SECURE INC
RUM EDGEWISE THERAPEUTICS INC
CRBP RUMBLE INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
MAZE MAPLEBEAR INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: September '25 Traffic Trends
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
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
- Seth Basham
WDC WESTERN DIGITAL CORPORATION
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
IMAX IMAX CORPORATION
INOD INNODATA
ARGX ARGENX ADS
MSFT MICROSOFT CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SNOW SNOWFLAKE INC. CLASS A
ARTV ARTIVA BIOTHERAPEUTICS INC
SNDK SANDISK CORP
STUB STUBHUB HOLDINGS INC.
- Pierre FerraguÊ
TransUnion Introduces New Mortgage Credit Offerings Leveraging Powerfu...
TransUnion Introduces New Mortgage Credit Offerings Leveraging Powerful Data – Delivering Lender Choice, Certainty and Homebuyer Savings Innovative new approach creates a credit scoring ecosystem that is more competitive, affordable and inclusive for millions of American families CHICAGO, Oct. 17, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) is taking up FHFA Director Bill Pulte’s challenge to increase competition in mortgage credit scoring and lower the cost of borrowing for consumers. This pivotal policy shift empowers mortgage lenders to unlock the full benefit of trended and alte...
Auto Fraud Losses Higher Among Those in Traditionally Better Risk Tier...
Auto Fraud Losses Higher Among Those in Traditionally Better Risk Tiers, TransUnion Analysis Finds Credit washing emerges as a growing concern as synthetic fraud and misrepresentation tactics evolve LAS VEGAS, Oct. 16, 2025 (GLOBE NEWSWIRE) -- from TransUnion (NYSE: TRU) released at this week’s Auto Finance Summit reveals that fraud-related charge-off losses in auto lending are not only significant—they are dramatically higher than those seen in other consumer credit product types. Synthetic identity fraud, which occurs when real and fake information are combined to create a new, ficti...
TransUnion Expands Partnership with RPM Living, Providing Resident Scr...
TransUnion Expands Partnership with RPM Living, Providing Resident Screening to Entire Portfolio New agreement creates a streamlined screening experience for RPM’s residents CHICAGO, Oct. 15, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) announced today an expansion of its partnership with leading multifamily property management, investment and development company RPM Living. The enhanced agreement brings TransUnion’s TruVision™ Resident Screening solution to 188,000 units in the RPM Living portfolio. TransUnion will provide data-driven insights to help RPM Living streamline their ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
CST-GA Extends Agreement with TransUnion for Call Authentication Suppo...
CST-GA Extends Agreement with TransUnion for Call Authentication Support for Canadian Carriers Telecommunications Industry is committed to Protecting Canadian Consumers from Spoofing and Illegal Robocalls TORONTO, Oct. 14, 2025 (GLOBE NEWSWIRE) -- The announced today an agreement with to provide support for Canadian telecommunications service providers to participate in the STIR/SHAKEN call authentication ecosystem. As part of this agreement, TransUnion will continue to act as the Secure Telephone Identity Policy Administrator (STI-PA) and provide system and support services to tel...
- Gary Brode
- William Nestuk
QCOM QUALCOMM INC
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6702 FUJITSU LIMITED
6504 FUJI ELECTRIC CO. LTD.
6503 MITSUBISHI ELECTRIC CORP.
6645 OMRON CORPORATION
6268 NABTESCO CORPORATION
6273 SMC CORPORATION
9984 SOFTBANK GROUP CORP.
6506 YASKAWA ELECTRIC CORPORATION
6324 JT HARMONIC DRIVE SYSTEMS
- Pierre FerraguÊ
Oracle AI cloud margins: Much ado about nothing
The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.
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