🗓️ What are you watching this week?
• Tuesday: $ZS
• Wednesday: $PDD $CRM $SNOW $SNPS
• Thursday: $COST $DELL $PATH $MDB $ESTC $S $OKTA $ADSK $BBY
All visualized in our newsletter.
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App Economy Insights
6.8K posts
App Economy Insights
@EconomyApp
• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 300K+ read my newsletter How They Make Money
My newsletter → Katılım Nisan 2020
390 Takip Edilen236.8K Takipçiler
📊 This Week in Visuals:
🛒 $WMT: Fuel Pressures the Flywheel
⚙️ $ADI: Cyclical Becomes Secular
✅ $INTU: Tax Season Stumble
🎯 $TGT: Turnaround Finds Traction
🎮 $TTWO: GTA VI Date Locked
👔 $WDAY: Flex Credits Take Root
and more!
appeconomyinsights.com/p/pro-this-wee…
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$NVDA NVIDIA’s Q1 FY27 visualized.
Let’s break down the quarter:
🧠 Agentic AI fuels the token economy.
⚙️ Data Center is now 92% of revenue.
🤖 Jensen says demand went parabolic.
🏭 AI factories broaden beyond hyperscalers.
appeconomyinsights.com/p/nvidia-gone-…
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📊 More earnings visualized on our website.
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$WMT Walmart Q1 FY27 (April quarter):
• Revenue +7% Y/Y to $177.8B ($2.9B beat).
• Non-GAAP EPS $0.66 (in-line).
• Walmart US comp sales +4.1%.
• E-commerce +26% Y/Y.
• Advertising +37% Y/Y.
FY27 Net sales guide unchanged (+4% Y/Y).
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Stay tuned for our review of $NVDA's earnings!
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$NVDA NVIDIA Q1 FY27 (April quarter).
• Revenue +85% Y/Y to $81.6B ($2.6B beat).
• Operating margin 66% (+16pp Y/Y).
• Non-GAAP EPS $1.87 ($0.10 beat).
Q2 FY27 guidance:
• Revenue $91.0B ($3.0B beat).
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If you like this, you'll love our newsletter!
Stay tuned for our review of $NVDA's earnings!
Join 300,000+ subscribers.👇
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💰 13F filings just dropped!
What was Wall Street buying in Q1?
🧱 AI moved down the stack.
☁️ Software was still on probation.
⚡ Physical infrastructure stood out.
🏎️ Formula 1 wasn't on our bingo card.
Full breakdown 👇
appeconomyinsights.com/p/wall-streets…
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🗓️ What are you watching this week?
• Tuesday: $HD $AS
• Wednesday: $NVDA $INTU $ADI $TGT
• Thursday: $WMT $WDAY $ZM $TTWO $NTES $NIO
All visualized in our newsletter.
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📊 This Week in Visuals:
🌐 $CSCO: AI Orders Nearly Double
⚙️ $AMAT: AI Tailwind Accelerates
🏦 $NU: Credit Costs Bite
🚚 $JD Food Delivery Losses Narrow
🪙 $CRCL: Arc Steals the Show
🎨 $FIG: AI Monetization Land
💊 $HIMS: GLP-1 Comedown
and many more!
appeconomyinsights.com/p/pro-this-wee…
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$BABA Alibaba’s Q4 visualized.
The AI trade-off is here.
☁️ Cloud revenue jumped +38% Y/Y
🤖 AI product revenue grew triple digits again
🏗️ AI investment plan of ~$52B over 3 years
💰 Adjusted EBITA plunged -84%
appeconomyinsights.com/p/alibaba-the-…
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📊More earnings visualized here.
appeconomyinsights.com/p/the-ai-tax-o…
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$NU Nubank Q1 FY26:
• Customers +14% Y/Y to 135M
• Deposits +22% Y/Y to $42.4B
• Revenue +53% Y/Y to $5.0B ($0.1B miss)
• Net income +56% Y/Y to $0.9B
• EPS $0.18 ($0.01 miss).
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Excited to speak at Media Summit in SF on June 8th.
Come say hi if you'll be there!
J.J. Colao@JJColao
OK, I promise this is *probably* the last @mediasummitlive speaker announcement I'll make. But it's a doozy. Psyched to welcome nearly a dozen new speakers, including: • Reuters' @chernandburn, The Information's @anissagardizy8, and The New York Times' @trippmickle for a panel on AI infrastructure reporting • @Kantrowitz who will moderate said panel • Bertrand Seguin, aka @EconomyApp, who will join our Substack panel • @zamosta, moderating our Big Tech Reporting panel • Bain's @allisonbraley, Affirm's @SG, and Lyft's Terra Carmichael for a panel on the role of LLMs in brand perception • @5blocks CEO @SamMichelson, who will moderate the above panel • @scrunch CEO @chriswandrew, who will moderate our AI Reporting panel They join another 20 of the smartest people in tech media speaking on stage. Wanna see em? You can still request an invitation below: mediasummit.live/events/media-s… See ya in June!
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📊 Make your own charts and grab Fiscal's paid plans at a 25% discount. The offer ends tomorrow.
fiscal.ai/?via=appeconom…
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$BABA Alibaba Cloud visualized.
CFO Eddie Wu:
"Cloud Intelligence Group’s external revenue growth accelerated to 40%, with AI-related products accounting for 30% of this revenue."
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📊 More earnings visualized here. 👇
appeconomyinsights.com
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$BABA Alibaba Q4 FY26 (ending March)
☁️ Cloud revenue +38% Y/Y to $6.0B
• Revenue +3% Y/Y to $35.3B ($1.1B miss)
• Operating margin 0% (-12pp Y/Y)
• Free cash flow was an outflow of $6.8B
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