ArrowMark’s sharp reduction in its Alight stake comes at a moment when the market is questioning whether the company can turn its consulting-heavy work into steadier recurring revenue, and that tension may say more about sentiment than about the strength of the platform itself.On November 14, 2025, ArrowMark Colorado Holdings LLC disclosed in an SEC filing that it sold 9,793,024 shares of Alight (ALIT 1.15%) in the third quarter, reducing its position by an estimated $74.46 million.Sold 9,793,024 shares; po ...

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Group 1 - Netflix has successfully implemented a recurring revenue model that has led to a stock increase of 1,140% over the last decade [1][7] - Coinbase is aiming to adopt a similar subscription-based revenue strategy, focusing on predictable cash flows from its users [2][4] - Coinbase One service offers tiered benefits, which could generate consistent revenue independent of crypto trading fees, with $656 million in revenue reported for Q2 2025 [4] Group 2 - Coinbase's platform advantage includes serving as a custodian for new Bitcoin ETFs, enhancing its institutional relationships and fee streams [5] - The competitive landscape for Coinbase includes traditional financial institutions, which may complicate its path to becoming a leading platform in the crypto space [6][8] - For Coinbase to succeed, it must maintain its competitive edge and adapt to the evolving market, unlike Netflix's earlier, less competitive environment [8]