We Initiate Strong Buy on Exodus with $93 PT, driven by accelerating user growth and ARPU, outpacing consensus expectations. Exodus’s product mix shift—XO Swap, Passkeys wallet—broadens monetization ...

What if your most valuable users never paid you a cent, but fueled 80% of your product’s growth? In today’s ecosystem-driven economy, it’s already happening. For decades, customer value was measured ...

Spotify Technology S.A. has received a vote of confidence from Oppenheimer, with the firm citing the streaming giant’s strong subscriber growth, expanding profit margins, and underutilized ...

In the highly competitive world of streaming, there is no single recipe for success. As platforms proliferate and audiences grow more fragmented, it has become increasingly clear that sustainable ...

Reddit has achieved profitability and strong 61% YoY revenue growth, driven by advertising, but faces challenges with ad-resistant users and heavy US market reliance. Key risks include dependence on ...

Snap is the parent company of Snapchat, a widely used social media app with over 450 million daily active users. While the application is free to use, Snap makes money by allowing advertisers to ...