App Economy Insights

In today's issue: ☁️ Micron: Demand Goes Vertical 🤖 Meta: More Chips Fewer Humans 📱 Tencent: Agents Meet Distribution appeconomyinsights.com/p/micron-deman…

More earnings visualized here. 👇 appeconomyinsights.com

$BABA Alibaba Q3 FY26 (ending December). • Revenue +2% Y/Y to $40.7B ($1.4B miss). • Operating margin 4% (-11pp Y/Y). • Free cash flow -71% Y/Y to $1.6B. • Non-GAAP EPADS of $1.01 ($0.58 miss).

📊 Make your own charts here. 👇 fiscal.ai/?via=appeconom…

$MU Micron's revenue growth has gone vertical.

If you like this, you'll love our newsletter! Hundreds of visuals every earnings season. Join 300,000+ subscribers. Check out $NVDA's quarter visualized.👇 appeconomyinsights.com/p/nvidias-toke…

$MU Micron Q2 FY26 (Feb. quarter). • Revenue +196% Y/Y to $23.9B ($4.6B beat). ☁️ Cloud Memory +163% Y/Y. ⚙️ Core Data Center +211% Y/Y. 📱 Mobile & Client +245% Y/Y. 🛞 Auto & Embedded +162% Y/Y. • Non-GAAP EPS $12.20 ($3.54 beat).

$TCEHY Tencent Q4 FY25: • Revenue +13% Y/Y to RMB 194B (~$28B). • Net profit +15% Y/Y to RMB 59B. 🎮 Gaming +21% 💬 Social Networks +3% 📢 Marketing Services +17% 💳 FinTech & Business +8% • Weixin/WeChat: 1,418M MAU (+2% Y/Y).

Everything you need to know from NVIDIA’s GTC in under 5 minutes • A trillion-dollar outlook with a catch • Inference is the new battlefield • The moat moves up the stack • Who benefits beyond $NVDA appeconomyinsights.com/p/nvidias-1-tr…

More on Meta's latest quarter here. 👇 appeconomyinsights.com/p/pro-this-wee…

$META's workforce could shrink by 20% (Reuters). More chips. Fewer humans.

Full earnings calendar. 👇 fiscal.ai/?via=appeconom…

🗓️ What are you watching this week? • Tuesday: $LULU $DOCU $DIDI $HQY • Wednesday: $TCEHY $MU $DLO $GIS • Thursday: $BABA $PDD $ACN $FDX $DRI All visualized in our newsletter!

📊 This Week in Visuals $ARAMCO $HPE $NIO $RBRK $PATH $MTN $S appeconomyinsights.com/p/pro-this-wee…

In today's issue: 🎨 Adobe CEO steps down 🎟 Live Nation keeps Ticketmaster 🤖 Meta goes deeper into AI chips appeconomyinsights.com/p/adobe-ai-sca…

More software companies visualized here. 👇 appeconomyinsights.com/p/pro-this-wee…

$ADBE Adobe Q1 FY26 (Feb. quarter): • CEO Shantanu Narayen to step down after 18 years. • RPO +13% to $22.2B. • ARR +11% to $26.1B. • Revenue +12% to $6.4B ($120M beat). • Non-GAAP EPS $6.06 ($0.19 beat). • Q2 FY26 revenue ~$6.46B ($30M beat).

$ORCL Oracle's earnings visualized: 📈 $553B backlog ☁️ OCI growth accelerates 💸 Free cash flow deep in the red appeconomyinsights.com/p/oracle-the-a…

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$ORCL Oracle Q3 FY26 (Feb. quarter). • RPO +325% Y/Y & +6% Q/Q to $553B. • Cloud revenue +44% Y/Y to $8.9B. • Revenue +22% Y/Y to $17.2B ($0.3B beat). • Non-GAAP EPS $1.79 ($0.10 beat). • FY27 rev. guide raised by $4B to $90B.