Which company delivered the best earnings report this week? $RIVN $DIS $TTD $RBLX

In July, Unity $U announced a deal to buy ironSource $IS. On Tuesday, AppLovin $APP made a bid to acquire Unity for $58.85/share, 18% above the stock’s price at the time. Under the terms of the deal, Unity would have to abandon its deal with $IS.

What should Unity $U do, acquire, or get acquired?!

Here is where $U's valuation currently stands against other software stocks.

Leader of the pack?

AppLovin $APP generates $3.42B in revenue which is almost three times Unity’s $U $1.2B and almost five times ironSource’s $IS $623m.

You can look at the detail here.

Or falling behind?

AppLovin $APP has the slowest revenue growth rate at 3.6% compared to Unity $U at 36.3% and ironSource $IS at 58.4%. $APP isn’t exactly operating from a position of strength based on how it stacks up.

Cash is king

Growth aside, AppLovin $APP has generated the greatest cash flow over the past 12 months.

You can view these companies' FCF details here.

If you want to see the complete analysis of these deals, you can read it in our newsletter 👇.

Energy stocks are moving in the reverse of the broader market as inflation came in lower than expected. Meanwhile, growth stocks are reacting positively to the lower-than-expected numbers.

Have we finally peaked?

With 33% of the vote on our Twitter poll, $RBLX is in the lead for the most exciting earnings report this evening. Analysts expect revenue of $644.4m but could there be trouble ahead?

$NVDA recently posted preliminary revenue well below expectations showing only 3% revenue growth based on lower-than-expected gaming demand.

Could this spell trouble for $RBLX?

Here is how RBLX's revenue growth has compared to NVDA's.

Ad-tech innovator Digital Turbine $APPS reported earnings this evening. Analysts expected non-GAAP EPS of $0.35 & revenue of $185m. Last quarter, $APPS delivered its first sequential revenue decline in 8 quarters, but it turned things around this quarter!

Digital Turbine delivered a double-beat with revenue of $188.6m and non-GAAP EPS of $0.38!

Looks like its sequential revenue growth is getting back on track!

$AMZN $AAPL $MSFT $GOOGL

Spirit Airlines $SAVE has been the best performing airline stock over the past year after receiving takeover bids from both JetBlue $JBLU and Frontier $ULCC. JetBlue appears to have had the winning bid. Let’s take a closer look at this deal!

In February, $SAVE announced plans to merge with $ULCC leading to the stock’s outperformance. $JBLU then came in with a higher offer and on July 27th Spirit took it. There’s been some interesting price action as a result!

This merger combines two of the smaller players in the industry but the combined airline would have $11B in revenue and represent 10% of the industry according to Forbes.

$UAL $AAL $LUV $DAL $ALK $JBLU $SAVE $ULCC

Anti-trust regulators aren’t happy. They had previously sued to block a combination of American Airlines $AAL and JetBlue $JBLU.

Want to read about what JetBlue $JBLU needs in order for this deal to go through?

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Strip out the HYPE!

The best performing cybersecurity stocks for the past year are $FTNT, $CHKP, and $PANW.

Fortinet reports earnings this evening. Will this performance continue?

With Speaker Pelosi in Taiwan, the recent CHIPS bill, and $AMD reporting earnings today after the 🔔, semiconductors will be in focus!

Here is where valuations currently stand. $NVDA $ADI $AVGO $TXN $QCOM $INTC $MU

$MSFT $AAPL $AMZN $GOOGL