November 14, 2025
Headlines

    Peer Comparison

    CrowdStrike (CRWD) vs SentinelOne (S) vs Palo Alto (PANW) – Endpoint Security Leaders Compared

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    Executive summary (First 100 words include the focus keyphrase: crowdstrike vs sentinelone vs palo alto comparison 2025.) Summary fundamentals All figures are latest reported quarter per company filings and earnings releases. Detailed fundamental analysis Business models and TAM exposure CrowdStrike operates a cloud-native endpoint protection platform (Falcon) with subscription and ARR economics. Scale is the…

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    NVIDIA (NVDA) vs AMD (AMD) vs Intel (INTC) – Who Wins the AI Chip War?

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    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and addressable markets NVIDIA’s revenue performance is dominated by datacenter AI compute. Q2 fiscal 2026 showed $41.1B of data-center sales – the vast majority of NVIDIA’s top-line growth and the clearest indicator of AI infrastructure demand. That scale gives NVIDIA leverage across DGX/GB200/Blackwell systems, software, and…

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    Coinbase (COIN) – Staking Revenue, Regulation, and Institutional Growth

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    Executive summary Summary fundamentals Detailed fundamental analysis Revenue mix and staking mechanics Coinbase’s revenue base in Q2 2025 is split between transaction revenue (primarily trading), subscription and services (stablecoin revenue, blockchain rewards, custody, prime financing), and interest/other. Transaction revenue was $764.3M while subscription and services contributed $655.8M; blockchain rewards accounted for $144.5M within subscription and…

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    Shopify vs BigCommerce 2025 comparison

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    Executive summary Summary fundamentals Shopify (SHOP) BigCommerce / Commerce (BIGC) Wix (WIX) – public peer for platform comparison Detailed fundamental analysis Revenue trends and TAM dynamics Shopify’s Q2 result continues an acceleration in revenue and GMV driven by Merchant Solutions and international expansion; GMV rose to $87.8B, demonstrating network effects and larger average merchant transaction…

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    Peer Comparison: MicroStrategy (MSTR) – Software Business vs Bitcoin Treasury Strategy

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    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends MicroStrategy’s software business is small relative to its bitcoin treasury. Q2 2025 consolidated revenue was $114.5 million, up 2.7% YoY, with subscription services expanding strongly (+69.5% YoY) but product support and other services declining. The software business is growing modestly and remains margin-rich but not scale-dominant…

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    Peer Comparison: Charles Schwab vs Robinhood – Net Deposits and Retail Trading Trends in 2025

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    Executive summary • Schwab recorded core net new assets of $80.3 billion in Q2 2025 while Robinhood reported net deposits of $13.8 billion in the same quarter; the differential frames deposit-gathering scale for incumbent custodian vs scaled retail platform. • Schwab Q2 net revenues were $5.9 billion and adjusted EPS $1.14; Robinhood Q2 net revenues…

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    Comparison: AppLovin vs Unity vs Digital Turbine – Mobile Adtech Winners

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    Executive summary AppLovin (APP), Unity (U) and Digital Turbine (APPS) occupy adjacent positions in mobile adtech: AppLovin is a large-scale performance ad platform that recently exited game development to focus on high-margin adtech; Unity is a broader real-time content and monetization platform with a growing ad network and AI-led product push; Digital Turbine is a…

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