Locust Valley, New York--(Newsfile Corp. - February 12, 2026) - Two Hands Corporation (CSE: TWOH) (OTCID: TWOH) ("Two Hands" or the "Company") is pleased to announce significant progress in its strategic transformation into an AI- and mobile app-focused technology platform, targeting high-growth markets in India and Southeast Asia. The Company has invested in ON GRAPH, a project to develop a n AI platform centered on character creation and companion experiences. This platform will integrate directly with p ...

Core Insights - The app "Nightly: Wake Up, Sleep, Alarm, Meditation" has rapidly climbed to the top 50 of the Japan App Store and ranks first in the health and fitness download category, generating significant revenue of $312,000 in the last 30 days, with 96% of this revenue coming from the Japanese market [1][4][7]. Group 1: Market Performance - Nightly has achieved impressive results in the Japanese sleep aid market, which is characterized by a high demand for sleep solutions due to the country's sleep deprivation issues [2][4]. - The app's revenue performance is notable compared to other sleep apps, with the best-performing app, Sleep Cycle, generating only about $50,000 monthly in Japan [7]. - Nightly's revenue in Japan has surged, with the market accounting for approximately 96% of its total income, indicating a strong market presence [8]. Group 2: Product Features and Technology - Nightly employs a unique approach to sleep aid through "Brainwave Entrainment," which uses specific sound frequencies to synchronize with brain activity, promoting sleep [9][11]. - The app requires users to answer four questions about their current state before generating personalized audio tracks, enhancing user experience and effectiveness [13][16]. - Nightly provides a sleep analysis report post-wake-up, introducing the concept of "sleep debt" to help users monitor their sleep quality over time [16]. Group 3: Target Audience and Marketing Strategy - Nightly targets young adults and students in Japan who are struggling with sleep deprivation, using marketing strategies that resonate with their specific needs and concerns [19][20]. - The app's promotional materials focus on relatable experiences and the urgency of addressing sleep issues, rather than technical product details [20][25]. - The founder's personal experience with sleep difficulties and extensive user research contributed to the app's design, aligning it closely with the needs of the Japanese market [26][27]. Group 4: User Feedback and Challenges - User reviews indicate a polarized perception of the app's effectiveness, with some users reporting positive experiences while others find the sound frequencies ineffective or even disruptive [18][28]. - Concerns regarding the app's subscription model and pricing have also been highlighted, with some users feeling that the service does not justify its cost [18][28].

Key Points Life360 is successfully converting users into paying customers. Management expects the company's promising growth trends to persist. 10 stocks we like better than Life360 › Shares of Life360 (NASDAQ: LIF) rallied on Friday after the location-sharing mobile app maker announced preliminary fourth-quarter results. By the close of trading, Life360's stock price was up more than 24%. Image source: Getty Images. Life360's safety-focused services are resonating with consumers Life360's mont ...

Core Viewpoint - Life360 is actively challenging a patent infringement claim by GoCodes, asserting that the patent in question is invalid and lacks merit [1][2]. Group 1: Legal Actions - Life360 has filed a complaint in the District of Delaware seeking a declaratory judgment to invalidate GoCodes, Inc.'s U.S. Patent No. 8,973,813, which GoCodes previously claimed Life360 infringed [1]. - GoCodes voluntarily dismissed its patent infringement lawsuit against Life360 on July 23, 2025, without prejudice [1]. Group 2: Patent Validity Arguments - The complaint argues that GoCodes' patent is a patent-ineligible, abstract, and generic idea, supported by extensive publicly available prior art that predates the patent [2]. Group 3: Company Background and Achievements - Life360 has a history of defending its innovations against meritless litigation, having previously won a case against AGIS Inc. in 2015, which was deemed "exceptionally weak" [3]. - Tile, a subsidiary of Life360, successfully invalidated the majority of claims in a patent-infringement suit by Cellwitch, leading to a summary judgment confirming no infringement [3]. - Life360 serves approximately 91.6 million monthly active users across more than 180 countries, providing services that enhance family safety and connection [4].

Market Overview - U.S. equities showed upward momentum in Q3, with the S&P 500 Index increasing by 8.1% and the Russell 3000 Index rising by 8.2% due to improved tariff outcomes, the passing of the One Big Beautiful Bill Act, anticipated interest rate cuts, and strong corporate earnings [2] - Growth stocks outperformed, with the Russell 3000 Growth Index up by 10.4%, surpassing its value counterpart by nearly 500 basis points [3] Sector Performance - The ClearBridge Select Strategy outperformed its benchmark for the second consecutive quarter, driven by contributions from consumer staples, communication services, IT, and industrials sectors [4] - Performance Food Group (PFGC) was a key contributor in consumer staples, boosted by activist investor interest and market share gains [5] - Reddit's advertising revenue surged by 84% year-over-year, leading to a higher valuation in communication services [6] - AppLovin's shares doubled due to strong earnings and optimism around its e-commerce business, expected to launch in Q4 [7] - L3Harris Technologies benefited from increased defense spending, while Comfort Systems saw steady demand from AI data center projects [8] Challenges and Detractors - Consumer discretionary and financials sectors faced headwinds, with MercadoLibre's stock declining due to competitive pressures and profit-taking [9] - Shift4 Payments experienced a negative reaction to disappointing Q2 results but raised its full-year guidance [10] - Concerns over generative AI impacting application software companies like ServiceNow and Fortinet led to losses, despite strong quarterly results [11] Portfolio Positioning - The company initiated eight new positions, including Regeneron Pharmaceuticals and Vertex Pharmaceuticals, while exiting five others [12][13] - Vistra, a major power generator, is well-positioned to benefit from tightening market conditions and potential federal subsidies [14] - Participation in the IPOs of Firefly Aerospace and Figma reflects confidence in growth prospects [15] Outlook - The market's rally is supported by improving trade sentiment, with expectations for gradual normalization of interest rates and clarity on tariffs [19] - The Russell 2000 Index showed significant outperformance, indicating a broadening of market leadership [20] - The macro backdrop is expected to remain volatile, but the portfolio is positioned for various market scenarios [24] Portfolio Highlights - The ClearBridge Select Strategy outperformed the Russell 3000 Index, with contributions from eight of the eleven sectors [25] - Stock selection in consumer staples and communication services, along with an overweight in IT, drove positive results [26] - Key contributors included AppLovin, Reddit, and L3Harris Technologies, while MercadoLibre and ServiceNow were notable detractors [27]

Core Insights - The S&P 500 index experienced its strongest September in 15 years, gaining 3.5%, with technology stocks leading the surge, some achieving over 50% gains [1] Group 1: Warner Bros. Discovery - Warner Bros. Discovery shares surged 67.8% in September due to takeover speculation, particularly a reported "majority cash bid" from Paramount Skydance [2] - The stock reached a 52-week high of $20.24 on September 25, with management planning to split into two companies by mid-2026, separating its streaming and studios from its global TV networks business [3] Group 2: AppLovin - AppLovin joined the S&P 500 index on September 22, with its stock rising 50.1% in September following the announcement of its addition on September 5 and analysts raising price targets [4] - The company provides a platform for mobile app developers to monetize their apps primarily through advertising, but faces scrutiny from the SEC regarding its data collection practices [5] Group 3: Western Digital - Western Digital shares increased by 49.4% in September, reaching a 52-week high of $137.40 on October 2, driven by rising demand for AI and cloud computing, which require extensive data storage [6] - Analysts, including those from Morgan Stanley, raised Western Digital's price target from $99 to $171 per share, highlighting the stock's low valuation amid increasing cloud spending [7]

Core Insights - Life360 has launched a new weekly giveaway campaign called "Life360 Pays For…" aimed at assisting families with everyday expenses amidst a projected 22% decrease in monthly disposable income for households this year [2][8] - The campaign will award cash prizes to members in the US and UK to help cover costs related to family expenses such as housing, gas, or utilities [3] - The initiative aligns with Life360's mission to enhance family connections and alleviate financial burdens, especially as over half (54%) of surveyed individuals plan to reduce spending on entertainment, dining, and travel [4] Company Overview - Life360 is a leading family connection and safety company with approximately 88 million monthly active users as of June 30, 2025, operating in over 180 countries [6] - The company offers a mobile app and tracking devices that provide services like location sharing, safe driver reports, and crash detection with emergency dispatch [6] - Life360 aims to improve everyday family life and foster connections among loved ones [6]

Core Insights - Life360, Inc. is recognized as one of the best-performing IPOs in the last two years, with a significant stock price increase of 277.63% since its IPO [1][4] - The company reported strong earnings for the quarter ending June 2025, with revenue of $115.38 million, up from $84.86 million year-over-year, and an EPS of $0.08, exceeding forecasts [2] - Following the strong earnings report, analysts have raised their price targets for Life360, with UBS increasing its target from $71 to $85 [2] Financial Performance - Life360's revenue for the quarter was $115.38 million, a 36% increase from $84.86 million in the same quarter last year [2] - The company's EPS of $0.08 surpassed the expected EPS of $0.02 by a significant margin [2] Executive Activity - There have been notable stock sales by top executives, including a recent sale of 17,764 shares by CEO Lauren Antonoff, valued at $1,614,747 [3] - These executive sales occurred alongside the announcement of a new partnership with AccuWeather, which aims to integrate real-time location technology with weather alerts [3] Market Outlook - The company's substantial growth and recent performance have led to a positive market outlook, with analysts becoming bullish on the stock [2][4] - Life360's mobile app offers features such as real-time location sharing, driving safety reports, and emergency assistance, contributing to its popularity [4]

Core Viewpoint - Life360 has launched a new feature called No Show Alerts, aimed at providing parents with peace of mind by notifying them if a loved one does not arrive at a designated location on time, thereby reducing the need for constant check-ins [1][3][6] Group 1: Product Features - No Show Alerts is designed to help parents manage the complexities of family schedules, particularly during the back-to-school season, where parents spend an average of 10 hours per week on family logistics [2][3] - The feature acts as a digital alert system, notifying parents when plans go awry, such as when a child misses school or a partner forgets pickup duties [2][3] - This feature is part of a broader suite of tools offered by Life360, which includes Place Alerts, Safe Driving Notifications, Crash Detection, and SOS Alerts [6] Group 2: Market Context - A survey indicated that 53% of parents find managing family schedules to be a significant source of stress, with 67% feeling distracted at work due to these challenges [1][3] - Over two-thirds (69%) of parents reported mixing up their children's after-school activities, highlighting the need for better coordination tools [3] - Life360's app downloads peak during the weeks leading up to the school year, indicating a heightened demand for family coordination solutions [3] Group 3: User Engagement - Life360 serves approximately 88 million monthly active users across more than 180 countries as of June 30, 2025, showcasing its extensive reach and user base [7] - The No Show Alerts feature is currently available for free to US members and will be rolled out globally in the coming weeks [6]

Summary of AppLovin Corp 2Q25 Earnings Call Company Overview - **Company**: AppLovin Corp - **Industry**: Digital Advertising and Gaming Key Points Financial Performance - **2Q25 Advertising Revenue**: $1,259 million, representing a **77% YoY increase**, exceeding expectations of $1,231 million and $1,225 million [2][10] - **EBITDA Estimate for FY26**: Increased to **$6.18 billion** from $5.65 billion, driven by better-than-expected gaming trends and the rollout of a self-serve web-based ad platform [1][11] - **Projected Revenue Growth**: Expected to reach **$7.576 billion** in FY26, with a **41% YoY growth** [13] Strategic Initiatives - **Self-Serve Ad Platform**: The rollout is set to begin in October 2025, starting with referrals from existing advertisers, aiming for a broader public launch in 1H26 [1][2] - **International Expansion**: The company plans to expand inventory access to international markets, which may reduce advertiser churn risk [1] Upside and Downside Scenarios - **Upside Case**: A target price of **$660** reflects a **69% upside**, with anticipated revenue growth of **74%** in FY25 and **44%** in FY26 [2][13] - **Downside Case**: A target price of **$260** indicates a **33% downside**, with potential challenges in web-based ad contributions and international expansion logistics [3][13] Valuation Metrics - **Current Price**: $390.57 as of August 6, 2025 [5] - **Price Target**: Maintained at **$540**, based on a **30x multiple on FY26 EBITDA** [8][11] - **Market Capitalization**: Approximately **$143 billion** with **366 million shares outstanding** [5] Profitability and Margins - **EBITDA Margin**: Expected to be **81.6%** in FY26, indicating strong profitability [9][13] - **Free Cash Flow**: Projected to be **$4.838 billion** in FY26, with a free cash flow margin of **63.9%** [9] Risks and Considerations - **Execution Risks**: Uncertainties regarding the pace of the referral model and visibility into web-based ad contributions could impact quarterly performance [3] - **International Challenges**: Expansion may require significant investment to localize services for international markets [3] Additional Insights - **Gaming Revenue**: Expected to grow to **$5.876 billion** by FY26, with a **28.5% YoY growth** [9][13] - **Debt Position**: Net debt projected to decrease significantly, moving from **$2.619 billion** in FY23 to **$303 million** by FY26 [4] This summary encapsulates the key financial metrics, strategic initiatives, and potential risks associated with AppLovin Corp as discussed in the 2Q25 earnings call.