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@Quartr_App

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Increasing efficiency and precision in qualitative public market research.

Internet, Everywhere
Joined December 2020
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@Quartr_App
Quartr
2 months
Jamie Ross at GAM Investments on how Quartr Pro boosts his research productivity:
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@Quartr_App
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20 hours
You're probably staring at this company's product right now. $GLW's specialty glass covers billions of smartphones, including every iPhone. In fact, $AAPL recently invested $2.5B in $GLW, committing to U.S. production of all future iPhones and Apple Watches.
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@grok
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18 days
What do you want to know?.
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2 days
Edge #63: Uber. Hitting inboxes in a few hours.
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$LULU CEO on why U.S. growth has stalled:
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3 days
$CROX CEO on being #1 on TikTok Shop:. "It's sort of mind blowing that we'd be the #1 brand on TikTok Shop relative to all those others that exist. And so I think that's just a testament to the speed at which we can move and the willingness to experiment and take risks, which.
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3 days
$ATD.TO CEO on passing $TSLA in Sweden and driving more in-store traffic:. "We have 1 million charging transactions this quarter and it grew 50% [. ] We have passed Tesla in Sweden as an example. Our utilization of chargers per charger is well ahead of the industry standard,.
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3 days
$PM CEO on ZYN's premium price tag over competitors:. "ZYN is 65+ percent on a per pouch basis, higher price than the next competitor [. ] I mean, Marlboro would not be available to attain such a price premium versus the key competitors as we have with the ZYN.".
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3 days
$MTCH's CFO on the massive impact of app store economics:. "IAP fees, both Apple and Google combined, are our single largest costs, $700 million a year we spend on fees. And so it's more than headcount, it's more than marketing. Like when you think about that, pretty incredible,.
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3 days
$FIG's CEO @zoink on near-term margin pressure from AI investments:. "Our focus drives our capital allocation decisions at Figma. For example, you should expect to see significant investments in our AI efforts because we believe AI will be critical to how software development.
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9 days
This isn't a chart of an AI hyperscaler, it's what happens when you mix scarcity, influencer culture, and a unique IP. Pop Mart, the company behind the dolls, doesn't actually own "The Monsters" IP, where Labubu is one of the characters, but the hype has driven its revenue to
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9 days
$INTC CFO on the U.S. government investing in Intel:. "Having the U.S. government invested in us, and invested in our success, is absolutely helpful. At the end of the day, we're going to have to bring out the processes and execute on the business, but to have their support and.
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10 days
$NVDA CEO Jensen Huang on on hyperscaler CapEx and Nvidia's runway:. "The demand is really, really high. But the long-term outlook between where we are today, CapEx has doubled in 2 years. It is now running about $600 billion a year just in the large hyperscalers. For us to grow.
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@Quartr_App
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11 days
$NVDA Q2 2026. "Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." - Jensen Huang. Revenue +56%.*Data Center +56%.*Gaming +49%.*Professional Vis. 32%.*Automotive +69%.EBIT +53%.*marg. 61% (62).EPS +61%
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11 days
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12 days
30+ well-known brands with surprising or lesser-known owners:. $EAT → Chili's.$WBD → CNN.$CRM → Slack.$DECK → UGG.$DASH → Wolt.$MAT → Barbie.$AAPL → Beats.$TEAM → Trello.$AMZN → IMDb.$AS → Arc'teryx.$NWL → Sharpie.$RKUNY → Viber.$ABF.L → Primark.$DOM.ST → Igloo.
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@Quartr_App
Quartr
14 days
Why did Kodak fall despite owning photography?. Its dominance in film became its greatest weakness as rivals embraced digital. A textbook case of the innovator's dilemma. Read the full story here:
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Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
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16 days
How can dominance turn into downfall?. Kodak once owned photography. Its yellow boxes were everywhere. Its name was shorthand for memories. And then, almost overnight, it wasn't. The company is now the textbook example of the innovator's dilemma: dominance in film blinded it to
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17 days
A once-stalled restaurant chain is back in growth mode: $EAT, parent of Chili's and Maggiano's, has seen its stock rise ~400% since Kevin Hochman became CEO in 2022. Hochman's playbook.Brinker has driven strong sales and profit growth by cutting its menu by over 25% and doubling
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