𖣂📈 The next evolution: Building a podcast, Let’s revisit the movies (VGL), early signs of XEN turnaround

HOMODEUS RESEARCH WEEKLY BRIEF · 9 May 2026 Build me a Podcast This week I spent much of the week back in build mode building out podcast functionality on my website. You can find the new portal here . I’m still working with Spotify and Apple to get it on their platforms, but if you have your own podcaster catcher, you can add the rss feed here . NEWS THIS WEEK Life360 (ASX:360) Record Q1 2026 Results . disclosed Advertising Revenue separately for the first time this quarter, which reached $20m ++329% y-y. Source: ASX HD view: Ad revs will be the key incremental revenue driver for Life360 this year. Execution looks on track. Megaport (MP1) Secures Major Compute, Network & Storage Contracts. Source ASX | LinkedIn HD view: A$91m ofARR added is ~27% increase from existing. Gotta love Michael Reid’s photo with SF2 in the background! Vista Group International (ASX:VGL|NZX:VGL) — Cineworld UK signs to Digital Enablement. Source ASX HD view: VGL’s share price has taken a beating over the last year as management strategy pivoted back to cash burn in order to accelerate pipeline conversion. VGL looks attractive at half of last year’s valuation, and proof points such as Cineworld…