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The price of Reddit's data
Reddit is the most-cited source in generative AI answers, yet data licensing is barely 6% of its revenue. We size it three ways and value it separately from advertising. The gap between the scenarios is $46 per share.
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Watchlist: the analysis you want, minutes after the earnings call
Compound's Watchlist runs your earnings analysis automatically, within minutes of any company you cover posting a new transcript. Group the companies, write the prompt once, and the finished analysis lands in your inbox.
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SpaceX 2Q26 earnings: Compound's read
SpaceX beat consensus revenue by 14% and Adjusted EBITDA by 71% in its first full quarter as a public company, and the stock still opened 10% lower. We walk the segments and the seven KPIs we track each quarter, including the first reported reading on what a watt of compute actually earns.
The price of Reddit's data
Reddit is the most-cited source in generative AI answers, yet data licensing is barely 6% of its revenue. We size it three ways and value it separately from advertising. The gap between the scenarios is $46 per share.
Watchlist: the analysis you want, minutes after the earnings call
Compound's Watchlist runs your earnings analysis automatically, within minutes of any company you cover posting a new transcript. Group the companies, write the prompt once, and the finished analysis lands in your inbox.
Introducing the Compound CLI
Agents like Claude Code, OpenClaw, and Codex can now hand finance work to Compound — and bring back finished Excel models, Word memos, and PowerPoint decks, with every number traceable to its source.
The Economics of the World Cup
FIFA estimates ~$9.0B of revenue from the 2026 World Cup at a 57% margin. Host governments net close to zero, while local businesses and workers capture the real value. A per-dollar look at where the money actually lands.
SpaceX's $60B Cursor acquisition: deal terms, dilution math, and what it means for shareholders
SpaceX is acquiring Cursor for $60B in all-stock consideration, four days after its record IPO. The strategic logic is compelling — but with a floating exchange ratio and no collar, every leg down in SPCX raises the bill for existing shareholders.
Introducing House Style: Finance-Grade Formatting, Built In
House Style applies the formatting conventions investment teams expect to every workbook Compound builds or edits. Inputs, formulas, and links are clearly distinguished, totals stand out, and number formats stay consistent.
Introducing Team Agents
A Team Agent is a shared AI teammate you can email or mention in Slack. It works from one drive shared by a group, so its work compounds instead of scattering across personal accounts.
Introducing Review: a second set of eyes on every model
Review is a read-only audit of the changes Compound makes to your model—it surfaces the issues that deserve your attention and points you to exactly where each one lives.
Introducing Frankie: your AI coworker, in your inbox
Frankie is your AI coworker for analyst work. Email it a task and it handles the analysis in Compound — pulling the data, building the models, writing the memo — then replies to your inbox with the results.