Skip to content

ViralLoop

Your next post already worked.

←

Write from this board Add posts Share

AllXLinkedInInstagramTikTok

FilterOrderGridTableSelect

Loading the board

EARNZ — making an unglamorous business legible

Remix this board

22 posts · curated by Nam Nguyen

How an operating business earns attention without a product launch: explain the result with the thing that caused it, in one move, with the number first.

AllX LinkedIn Instagram TikTok

Yash Bhardwaj@ybhrdwj

Tailwind lays of 75% of their team. the reason is so ironic: > their css framework became extremely popular w AI coding agents, 75m downloads/mo > that meant nobody would visit their docs where they promoted paid offerings > resulting in 40% drop in traffic & 80% revenue loss

Opens with a number

15K likes460 repliesAIX8mo ago

Pavel Durov@durov

Telegram and xAI have agreed to a 1-year partnership to distribute Grok to Telegram’s billion+ users and integrate it into its apps. Telegram will receive $300M in cash and equity from xAI, plus 50% of revenue from xAI subscriptions sold via Telegram. Together, we win! ❤️📈🏆

Opens with an observation

3.3K likes377 repliesFounderX1y ago

Shay Boloor@StockSavvyShay

$PLTR U.S. commercial revenue growth hasn't posted a single sequential slowdown since AIP Bootcamps launched. Growth has surged from 23% to 137% as customers continue expanding Palantir deeper across their organizations.

Opens with an observation

526 likes35 repliesGrowthX1mo ago

Sheel Mohnot@pitdesi

Anthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for the Q. Compute is 56 cents per dollar of revenue, lower than I expected. Q2 projection: $10.9B revenue -$6.1B compute -$2.7B sales & marketing -$1.5B other costs =$559M operating income

Opens with a number

370 likes28 repliesRevenueX3mo ago

Sawyer Merritt@SawyerMerritt

NEWS: SpaceX is reportedly building a network of hundreds of spy satellites under a contract with a U.S. intelligence agency. The network is being built by SpaceX's Starshield business unit under a $1.8 billion contract signed in 2021. t.co

Opens with an observation

301 likes26 repliesRevenueX2y ago

Chetan Puttagunta@chetanp

JetBrains, a Prague based developer tools company behind IntelliJ, in 2018: $270M revenue/ 33% growth $100M net income/ $134M free cash flow 6M users/ 405k customers $0 raised since founding in 2000 The developer tools market is enormous and can enable impressive businesses.

Opens with an observation

5.8K likes83 repliesRevenueX6y ago

App Economy Insights@EconomyApp

$NVDA NVIDIA Q1 FY25 (ending in April). • Revenue +18% Q/Q to $26.0B ($1.5B beat). • Gross margin 78% (+2pp Q/Q). • Operating margin 65% (+3pp Q/Q). • Non-GAAP EPS $6.12 ($0.54 beat). • Dividend raised by 150%. Q2 FY25 guidance: • Revenue ~$28.0B ($1.2B beat).

Opens with a number

2K likes22 repliesRevenueX2y ago

Tom Warren@tomwarren

Apple Q2 2024 earnings are out: 📱 iPhone revenue down 10% 💻 Mac revenue up 3.9% 📑 iPad revenue down 17% ⌚ wearable revenue down 10% ☁️ services revenue up 14% $90.8 billion in revenue overall, down 4%

Opens with a number

1.9K likes67 repliesRevenueX2y ago

Tom Warren@tomwarren

Apple just had a massive iPhone holiday quarter: 📱 iPhone revenue up 23% 💻 Mac revenue down 7% 📑 iPad revenue up 6% ⌚ wearable revenue down 2% ☁️ services revenue up 14% $143.8 billion in revenue overall, up 16% YoY

Opens with an observation

1.8K likes40 repliesRevenueX7mo ago

Gergely Orosz@GergelyOrosz

Had to do a double take on this: Snap generates $6B of revenue, has 450M+ daily active users, and yet it’s valued at $9B (!!!) When you go down the rabbit hole to understand why this terribly low valuation, you learn very very interesting stuff about Snap+about the ads business

Opens with a number

1.6K likes49 repliesMarketingX4mo ago

App Economy Insights@EconomyApp

$ASML ASML Q4 FY24: • Net bookings €7.1B (€3.1B beat). • Net sales +28% Y/Y to €9.3B (€0.2B beat). • Gross margin 52% (flat Y/Y). • Operating margin 36% (+3pp Y/Y). • EPS €6.85 (€0.12 beat). Q1 FY25 Net sales guidance: • €7.5-8.0B (€7.2B expected).

Opens with a number

837 likes9 repliesRevenueX1y ago

Max Weinbach@mweinbach

Apple will be providing the map for Ford’s new EV platform! This is a big deal, historically Google and Here were the only players in this, Apple entering is big and also a good first step into B2B API services! Plus, the map should look way better t.co

Opens with an observation

552 likes21 repliesSaaSX1mo ago

Rihard Jarc@RihardJarc

$META earnings are out: - Revenue $48.39B (up 21% YoY) vs est. $46.98B - Net income $20.84B (up 49% YoY) - EPS $8.02 vs est $6.78 - DAUs 3.35B up 5% YoY - Guidance Q1 Rev $39.5-41.8B (est $41.67B) Operating margin up to 48% from 41% a year ago.

Opens with an observation

537 likes18 repliesRevenueX1y ago

Joseph Carlson@joecarlsonshow

The most important slide from Amazon's $AMZN earnings. Revenue growth: Third party seller services: 10% Advertising: 19% AWS: 19% The TTM of AWS is now 35.3% (it's increased every of the past 5 quarters)

Opens with an observation

471 likes13 repliesGrowthX1y ago

Gergely Orosz@GergelyOrosz

I'm v surprised to see DoorDash offer this b/c low-margin businesses (food delivery is low margin!) NEED to own the end-to-end customer relationship. That's how they eg sell ads (that makes them profitable) It's why these services eg never offer APIs for devs to build own apps!

Opens with an announcement

390 likes56 repliesRevenueX1mo ago

"It took us 20 months to get our first $100M in ARR, 10 months to get to $200M, and 5 months to get to $330M." After raising $500M at an $11B valuation, ElevenLabs co-founder @matiii breaks down the story behind their growth:

Opens with a number

279 likes5 repliesSaaSX7mo ago

Antonio García Martínez (agm.eth)@antoniogm

Hyperliquid makes just over $100M of annual revenue per employee, or about 50x Apple, Meta, or your typical FAANG company. It's effectively the benchmark price for oil on off hours when the Iran war is kicking off, plus increasingly other real-world assets. Incredible arc.

Opens with a number

274 likes10 repliesRevenueX5mo ago

Rihard Jarc@RihardJarc

$AMZN earnings are out. Massive quarter: -Net sales $143.3B up 13% YoY (est $142.59B) -3P seller revenue $34.6B up 16% YoY (est $34.63B) -AWS revenue $25.04B up 17% YoY (est $24.11B) -Operating income $15.31B vs $4.77B last year (est $10.95B)

Opens with an observation

268 likes3 repliesRevenueX2y ago

Kate Clark@KateClarkTweets

Scale AI generated $870M in revenue last year and projects $2B this year. Plus, Coatue, Founders Fund, and Greenoaks are participating in a tender offer expected to value the company at $25B. Scoop w/ @Katie_Roof t.co

Opens with a number

226 likes2 repliesAIX1y ago

Supreme Bagholder@SupBagholder

Meta’s AI story is fundamentally different from the hyperscalers. When growth inevitably slows, cloud players (already ~30% margin buisinesses) will compete aggressively on price to defend market share. AI will becomes a margin compression story. Meta is the opposite.

Opens with an observation

189 likes13 repliesRevenueX4mo ago

Juan Leon@singularity7x

$COIN Q3 2025 Highlights - Total Revenue: $1.9B (55% YoY) - Net Income: $433M (477% YoY) - Transaction Revenue: $1B (83% YoY) - Subscription/Services Revenue: $747M (34% YoY)

Opens with a number

156 likes9 repliesRevenueX10mo ago

Sam Altman@sama

o3-mini is out! smart, fast model. available in ChatGPT and API. it can search the web, and it shows its thinking. available to free-tier users! click the "reason" button. with ChatGPT plus, you can select "o3-mini-high", which thinks harder and gives better answers.

Opens with an observation

26K likes1.6K repliesAIX1y ago

Boards are how ViralLoop learns your taste — save posts you admire, and turn the collection into content that sounds like you.

Start your own board

EARNZ — making an unglamorous business legible · ViralLoop