Shanky

This is one of the LinkedIn posts of all time, but also cool $LMND

I still can't find a company with better innovation opportunities than $LMND in the largest TAM: • OEM integrations / autonomous fleets • Directly embedded into products / software's (i.e. Apple) • Real time insurance • Smart home / IoT integrations • Cross-sell expansion

$LMND Did anyone catch this from @shai_wininger's latest interview? Super cool

I would be curious to see $LMND increase SBC instead of cash for salaries so they can increase capital reserves and fund faster growth. $50M in extra cash would be about 900k shares at current prices 🤔

New $ZETA job posting⬇️ CPaaS (Communications Platform as a Service)

@Davis_C15 @dsteinberg10000 @DivesTech What ideas do you have?

$ZETA While speaking to Dan about $PLTR David says, “and because of you, we’re spending more time with them [Palantir] and getting to know them better.” am I reading into this the way I think I am?? 🧐 @dsteinberg10000 @DivesTech

@lenox0000 @Twistzz @1jcobbb @FaZeEsports It will be interesting to see how this evolves with a larger sample size

Comparison of #Twistzz and #jcobbb positions before karrigan's departure, and after. Conclusion? Neityu's arrival allowed jcobbb get more aggresive positions and more freedom (he's now semi-starplayer) #faze #cs2 #blastrivals

@FaZeEsports Sick

WE'RE ON TO THE SEMIS!

This FaZe has more aura without Karrian

$LMND

@jimcramer thoughts on $LMND earnings?

@shai_wininger @kidfrancescoli $1M IFP per employee is such an impressive feat 👏 $LMND

Lemonade’s Q1 results are 🔥. So much to share, where do I start? First, get into the AI mood, click this, + volume ⏫ open.spotify.com/track/20HCH8XT… (by @kidfrancescoli) 🚀10th consecutive quarter of accelerating IFP growth 🔥 Topline at $1.33 Billion (IFP +32%) 🔥 Revenue grew 71% to $258M 🔥 Gross Profit increased 159% to $100M 🔥 3.14M Customers 🔥 Adj. Free Cash Flow $17M Lemonade Pet exploding! ✅ Surpassed $500M top line early in Q2 ✅ #1 most searched pet insurance brand in the U.S. ✅ @lemonade_inc is now the 4th largest pet carrier in the U.S. ✅ AI-powered automation drives record claim handling efficiency (LAE: ~4%) ✅ Our data + tech edge lets us lower prices while boosting profitability Car picking up speed ✅ Now at 60% YoY growth, $214M IFP ✅ Loss ratio improved to 74% (14 pts better YoY) ✅ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard And more... ↗️ Raising 2026 top & bottom line guidance ↗️ IFP per employee > $1M (3x improvement in 4 years) ↗️ Positive Adj. EBITDA in Q4 ↗️ Investor Day in NYC November 17

Has anyone actually used or built anything with these Claude "capabilities." Is the market only getting scared because of a highly edited promo video?? lol

Now go after the big industry CAD names.

@bj23air @Lemonade_Inc Idk. They just reached 3 million customers in January. I wouldn't be surprised if we see a large uptick QoQ after the free marketing Elon Musk tweets, but 500k customers in 2-3 months would be almost 4 customer every minute

I have been reviewing the website data and there is a chance that @Lemonade_Inc has will have big beats for Q1 2026. It is possible that their customers are over 3.5 million, a 37% YOY increase! This would also likely result in significant beats for IFP, revenue & profit. $LMND

@alexcapital01 One of @PaperBagInvest's top $LMND Say questions is about ADR. I hope it is answered. I bet an analyst will ask about it if not.

$LMND's Annual Dollar Retention (ADR) is an important metric as it measures the percentage of In Force Premium (IFP) retained over 12 months. It includes changes in policy value, number of policies, policy type, and churn. How it's calculated: $LMND totals the IFP of the same active customers at the start and end of the period, then divides ending IFP by beginning IFP. 👉🏼 In essence: High ADR = customers are “sticking” — they stay, renew, and often even increase their spend (upgrades, more policies, higher value). $LMND mentioned on the latest Q4 call that only 5% of customers have multiple policies. That's a huge opportunity to cross-sell (bundle) and increase the customer stickiness, as measured by the ADR. I would like to see ADR being 90%+. It's not the most important metric atm, but it will be one the Street will look at very soon.

2.) Billing is the most common complaint. Here is Gemini's summary of the $LMND billing complaints: **Take the data with a grain of salt as the sample size is relatively small.

1.) There have been ~80 more 1⭐️ $LMND Trustpilot reviews since January. A common theme among them is billing and price increases. Here is the data, analyzed with Gemini, for you to draw your own conclusions⬇️