LMND: 1Q26 Results; Pet Scale, Car Optionality, AI Leverage
1Q results underscored accelerating growth, higher retention, and improving underwriting. Revenue grew 71% to $258MM, IFP rose 32% to $1.33B, and...
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LMND: 4Q25 Report; AI-Driven "Flywheel" Keeps Turning
4Q25 beat. 4Q25 revenue of $228MM topped FactSet consensus of $218MM, while EPS of ($0.29) handily beat the Street's ($0.39).
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LMND: Initiating Coverage; From Code to Coverage
Lemonade, Inc. (NYSE: LMND) is a full-stack digital insurance carrier that has built its entire operation—from underwriting to claims—on artificial...
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Primer: Lemonade Inc (LMND US) - Dec 2025
Disruptive Growth Trajectory: Lemonade is a high-growth insurtech company rapidly scaling its customer base and in-force premium by leveraging...
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AI Flow Newsletter : Monitoring The "Currents" Of AI - 3 March 2026
We remain highly bullish on AI capability and adoption, but job displacement is real and gains are concentrating, not spreading.
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