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Internet

Sector

+0.6%

Names covered3Analysts active3Publications this week0

The names

What sits inside this sector.

GOOGLAlphabet Inc.338.50+1.8%6 publications · 1 open call

NFLXNetflix, Inc. -77.40+1.8%4 publications

METAMeta Platforms, Inc.648.03+0.6%3 publications

BKNGBooking Holdings Inc. -173.92+0.0%0 publications

UBERUber Technologies, Inc.71.67-1.2%0 publications

Stoa coverage of Internet

How much of Stoa is publishing here. Volume only, never a house view.

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Analysts active

Publications this week

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Publications in this sector

Calls on names here, and commentary tagged to the sector itself.

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CALLLongCall

Netflix: the price increase did not cost the subscribers

Willingness to pay was tested directly and the answer was better than the model assumed.

Grace Holloway· AUG 21

Free

RESEARCHINTERNETThesis

Alphabet: contribution margin per order is finally positive at scale

Contribution per transaction turned positive across every major market this year, not just the mature ones. Scale now helps rather than hurts.

Analysts covering this sector

Who publishes here most.

Grace Holloway4 calls

Arjun Mehta4 calls

Claire Dubois2 calls

Arjun Mehta

· AUG 7

Subscribers

RESEARCHINTERNETThesis

Meta: cohort quality is improving, which almost never happens

Recent user cohorts reach the same revenue per user in roughly half the time earlier cohorts took. Improving cohort quality at this scale is rare and it compounds.

Grace Holloway· JUL 28

Free

RESEARCHLongCall · Thesis

Alphabet: the newest cohorts are monetising faster than the old ones

Recent user cohorts reach the same revenue per user in roughly half the time earlier cohorts took. Improving cohort quality at this scale is rare and it compounds.

Arjun Mehta· JUL 24

Free

NOTEINTERNETNote

Meta: take rate is rising without a price increase

Take rate rose again without a published price change, which means mix is doing the work. Mix-driven monetisation is durable in a way that price increases are not.

Grace Holloway· JUL 23

Subscribers