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subscriptions

Everything tagged "subscriptions" across the TickerSpark archives.

The New York Times' 13% selloff is pricing the wrong business

NYT's 13.4% selloff is treating a growing digital subscription platform like a shrinking print publisher. Digital-only subscribers, ARPU, advertising and profit are moving higher, so we see the drop as a reframe opportunity rather than a business-breakdown signal.

Aug 6, 2026·3 MIN

Digital Media Subscriptions Valuation

Research ReportCHKP

Check Point Software Technologies (CHKP): Cash Flow and Subscription Growth

Check Point combines strong cash generation with growing subscription revenue, but slower appliance execution has pressured near-term growth. The stock looks reasonably valued for moderate-risk investors after a Buy-rated quarter.

Jul 30, 2026·22 MIN

Technology Software - Infrastructure Cybersecurity

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Pure Storage Inc. · $86.22

The New York Times' 13% selloff is pricing the wrong business

Check Point Software Technologies (CHKP): Cash Flow and Subscription Growth

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