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Confirmed

Merchant Technology Solutions

6 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
FISVFiserv, Inc.+3.7%Group member
PCORProcore Technologies, Inc.Technology+4.8%Group member
PAYPaymentus Holdings, Inc.Technology+8.6%Most structurally connected
DASHDoorDash, Inc.Consumer Cyclical+6.1%Group member
SHOPShopify Inc.Technology+2.7%Group member
MMYTMakeMyTrip LimitedConsumer Cyclical+2.6%Group member

Why we believe this

Cohort

6 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

5/6 members

product pipeline / R&D affecting expense

Research and Development Expenses Research and development expenses increased primarily due to an increase in employee-related costs, including benefits, driven by increased headcount, higher stock-based compensation and increases in annual compensation, a rise in cloud computing services expenses, reflecting higher utilization of our cloud-based infrastructure and increased data processing demands, an increase in the amortization of capitalized internal-use software development costs and an increase in expenses related to third-party software and technology licenses.

PAY 10-K

restructuring affecting expense

We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests, and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense.

DASH 10-Q

demand / volume affecting orders

Furthermore, the laws and regulations that govern us are subject to constant change, evolving interpretations and new legislation and executive orders, making it difficult to predict their application to our operations, new products and international expansion.

PAY 10-K

Merchant Technology Solutions can stay leader-led if SHOP and the next software names fail to join while PAY keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.