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• BMBL: Rating Goes Lower

  Bumble has the lowest rating among all major dating apps (4.19 vs competitors' 4.48) , and it dipped 0.35% over the COVID pandemic

• Dropbox vs BOX

  Storage & File sharing markets are seeing massive growth as well as more intense competition. Over the last 6 months, BOX has speeded up hiring by 55.7% while DropBox cut 11.8% openings.

• DDOG: Expanding Rapidly & Outgrowing Competitors

  Over the last 2 years, DDOG has outgrown its competitors, LinkedIn headcount data reveals that Datadog number of employees has increased 130.87% over the last 2 years (stock price more than tripled - 262.97%+) , Splunk 36.98% and New Relic 5.3%

• PTON: Sentiment Data Helps Evaluate Performance

  For DTC brands, customer feedback matters in measuring the product quality and forecasting future sales. Peloton's stock price rallied when the ratings got improved then soon tanked following the drop in the rating score.

• MRVL: Enterprise Expansion

• JD.com: Service & Supply Chain Comp in Transformation

  Web traffic can be a proxy for revenue estimate for ecommerce retailers, growth in average traffic represents growth for online sales for PDD, JD and Alibaba. Over the past year, PDD outperformed and increased its weekly pageviews by 60.8% YoY, while JD.com lost 27.5%

• FTNT

• NFLX: Secured 18.77% YoY Growth, Outran Hulu 9.06%

• GOOG: Headcount Growth vs Stock Performance

• NOW: Management is Important

• TMUS: Competition Mapped Out

  The bubble map shows the number of nearby ATT & Verizon stores within 1 mile of each T-mobile store.