News

Roku Stock Is Beaten Down Now, but It Could 10X
It's been a frustrating past four years for patient Roku (NASDAQ: ROKU) shareholders. While the ticker's pullback from its ...
Rubrik raises full-year 2026 guidance with subscription ARR growth of 26%-27% as identity resilience drives platform expansion
Rubrik ended Q1 with subscription ARR of $1.18 billion and net new subscription ARR of $89 million. Cloud ARR was $972 million. Subscription net retention rate remained over 120%. Customers with ...
Spotify's Valuation Implies Subscriber Growth It Doesn't Have
Spotify's strong earnings and premium growth face challenges as user growth slows. Current valuation is stretched, trading at ...