ABNB: Red-Hot World Cup Ignites Travel & Hospitality
Dolphin Research·
Dolphin Research insights
ABNB: Red-Hot World Cup Ignites Travel & HospitalityMNST: Valuation in Overdrive — How Long Can the Honeymoon Last?ABNB 2Q26 First Take: as widely expected, boosted by the World Cup backdrop, Airbnb delivered a solid print with faster …MNST 2Q26 First Take: results remained solid, with revenue and GPM both beating. However, stepped-up marketing spend off…ABNB (Trans): FY guide raised on both top- and bottom-line; Q3 margin slightly downMNST (Trans): Net sales top $2.5bn; U.S. price hike in Q4From AI gloom to ad breakout, U finally stands tallMELI Still Split: E-comm Burns Cash, Lending Tightens?U (Trans): Vector +23% QoQ; Turned Profitable One Quarter EarlyUnity 2Q26 First Take: Q2 finally turned the corner, delivering a rare, clear beat for Unity in recent years and validat…UBER: Robotaxi headaches; pivoting hard to delivery?SpaceX faces a $100bn+ lockup expiry; DeepSeek plans a sharp hike to API pricing | Daily News RecapAPP: Top performer stumbles — is the 'e-comm dream' still alive?APP 2Q26 First Take: a name that usually beats and raises posted a rare miss. Revenue came in below estimates, and the Q…DUOL (Trans): DAU +23%, Max plan may be discontinuedAppLovin (Trans): Model upgrade lagged; Q3 re-acceleratedMELI Trans: Revenue tops $10bn; margins still give way to investment.Block (Trans): Guidance raised, but Q4 growth eases to mid-teensSHOP: +30% Surge — Blowout Results, Valuation Conundrum?DIS Holds Up Amid Headwinds