Uber is ready to start moving some serious weight The fastest-growing part of Uber isn't Uber Eats, and it's not bikes. It's not scooters, or the ridesharing business, according to Apple app store reviews - it's Uber Freight, growing at a frightfully fast pace. Jon Marino 8.5.19 10:54 AM
DoorDash's Caviar deal isn't just another M&A pickup - it's a shift into a new market DoorDash's $410 million Caviar deal isn't about taking out a competitor - it's about positioning the food delivery startup before an entirely different segment of the restaurant marketplace. Jon Marino 8.2.19 2:30 PM
Etsy alternative data grows and points to positive trends with earnings approaching All of the right things are on the rise at Etsy - app ratings, social chatter, and job postings for engineers and data pros that are powering the e-commerce company's future. Jon Marino 8.1.19 10:38 AM
Qualcomm is still growing - and it has years to solve its biggest problem Qualcomm's alternative data has been solid for a while - and so has its stock price. Investors may not need to worry for earnings this quarter. Jon Marino 7.31.19 10:58 AM
Apple doubled design team staffing plans in preparation for life without Jony Apple doubled down on its design team job postings as the company braced for longtime visionary Jony Ive's June departure. Jon Marino 7.29.19 10:00 AM
T-Mobile and Sprint mega-merger approved - this is how alternative data foreshadowed it T-Mobile and Sprint became confident earlier this year that their mega-merger would be approved - and it is in the alternative data. Jon Marino 7.26.19 3:43 PM