App Economy Insights

@EconomyApp on X

Writes about Revenue. 90% of posts open with a number. A typical post reaches 405 likes.

Remix their style

Posts: 31
Likes: 20K
Typical: 405
Best: 2K

What they write about

Revenue: 97%

How they open

number: 90%
observation: 10%

Every post of theirs in the library

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).

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App Economy Insights@EconomyApp

$NVDA NVIDIA Q2 FY27 (July quarter). • Revenue +106% Y/Y to $96.2B ($4.1B beat). • Operating margin 66% (+5pp Y/Y). • Non-GAAP EPS $2.46 ($0.37 beat). Q3 FY27 guidance: • Revenue $108.0B ($3.4B beat).

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App Economy Insights@EconomyApp

$NVDA NVIDIA Q4 FY25 (January quarter). • Revenue +12% Q/Q to $39.3B ($1.2B beat). • Gross margin 73% (-2pp Q/Q). • Operating margin 61% (-1pp Q/Q). • Non-GAAP EPS $0.89 ($0.04 beat). Q1 FY26 guidance: • Revenue $43.0B ($1.0B beat).

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App Economy Insights@EconomyApp

$MU Micron Q3 FY26 (May quarter). • Revenue +346% Y/Y to $41.5B ($6.2B beat). ☁️ Cloud Memory +307% Y/Y. ⚙️ Core Data Center +653% Y/Y. 📱 Mobile & Client +254% Y/Y. 🛞 Auto & Embedded +311% Y/Y. • Non-GAAP EPS $25.11 ($4.83 beat).

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App Economy Insights@EconomyApp

$NVDA NVIDIA Q3 FY26 (October quarter). • Revenue +62% Y/Y to $57B ($1.9B beat). • Operating margin 63% (+1pp Y/Y). • Non-GAAP EPS $1.30 ($0.04 beat). Q4 FY26 guidance: • Revenue $65B ($3.2B beat).

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App Economy Insights@EconomyApp

$PLTR Palantir Q2 FY26: • Net dollar retention 157% (+29pp Y/Y). • Revenue +93% Y/Y to $1.9B ($0.1B beat). • Non-GAAP EPS $0.41 ($0.06 beat). FY26 guidance: • Revenue +82% Y/Y to ~$8.15B ($0.4B raise). • Adjusted margin 62% (4pp raise).

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App Economy Insights@EconomyApp

$NVDA NVIDIA Q4 FY26 (January quarter). • Revenue +73% Y/Y to $68.1B ($1.9B beat). • Operating margin 65% (+4pp Y/Y). • Non-GAAP EPS $1.62 ($0.08 beat). Q1 FY27 guidance: • Revenue $78.0B ($6.0B beat).

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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).

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App Economy Insights@EconomyApp

$AMZN Amazon Q1 FY25: • Revenue +9% Y/Y to $155.7B ($0.6B beat). • Operating margin 12% (+1pp Y/Y). • EPS $1.59 ($0.23 beat). • Q2 Guidance: ~$161.5B ($0.4B beat). ☁️ AWS: • Revenue +17% Y/Y to $29.3B. • Operating margin 39% (+2pp Y/Y).

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App Economy Insights@EconomyApp

$MSFT Microsoft Q1 FY26 (Sept. quarter): ☁️ Azure +39% fx neutral. • Revenue +18% Y/Y to $77.7B ($2.3B beat). • Gross margin 69% (flat Y/Y) • Operating margin 49% (+2pp Y/Y). • EPS $4.13 ($0.47 beat).

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App Economy Insights@EconomyApp

Advertising revenue in Q3'23: 🔴 Google Search: $44.0B (+11% Y/Y). 🔵 Meta: $33.6B (+24% Y/Y). 🟠 Amazon: $12.1B (+26% Y/Y). Amazon is still a distant third but is catching up. $GOOG $META $AMZN

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App Economy Insights@EconomyApp

$TSM TSMC Q1 FY24: • Revenue +17% Y/Y $18.9B ($0.3B beat). • Gross margin 53% (-3pp Y/Y). • Operating margin 42% (-3pp Y/Y). • Capex $5.8B. • EPADR $1.38 ($0.06 beat). 3nm & 5nm were 9% & 37% of revenue.

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App Economy Insights@EconomyApp

$TSM TSMC Q1 FY25: • Revenue +35% Y/Y $25.5B. • Gross margin 59% (+6pp Y/Y). • Operating margin 49% (+6pp Y/Y). • Capex $10.1B (vs. $11.2B in Q4 FY24). • EPADR $2.12 ($0.06 beat). 3nm & 5nm were 22% & 36% of revenue.

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App Economy Insights@EconomyApp

$ASML ASML Q1 FY24: • Net bookings €3.6B (including EUV €0.7B). • Net sales -22% Y/Y to €5.3B. • Gross margin 51% (flat Y/Y). • Operating margin 26% (-6pp Y/Y). Guidance: • FY24: Revenue similar to FY23 (unchanged). • FY25: Significant growth.

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App Economy Insights@EconomyApp

$TSM TSMC Q3 FY25: CEO C.C. Wei: "Conviction in the AI megatrend is strengthening." • Revenue +41% Y/Y $33.1B ($1.5B beat). • Capex $9.7B (vs. $9.6B in Q2 FY25). • EPADR $2.92 ($0.32 beat). • FY25 raised from ~30% to mid-30%.

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App Economy Insights@EconomyApp

$ABNB Airbnb Q1 FY24: 💵 GBV +12% Y/Y to $22.9B. 🛌 Nights booked +9.5% Y/Y to 133M. • Revenue +18% Y/Y to $2.1B ($80M beat). • Operating margin 5% (+5pp Y/Y). • EPS $0.41 ($0.18 beat). • FCF +21% Y/Y to $1.9B. Q2 Guidance: • Revenue $2.71B ($2.74B expected).

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App Economy Insights@EconomyApp

$INTC Intel Q1 FY26: • Revenue +7% Y/Y to $13.6B ($1.2B beat). • Non-GAAP EPS $0.29 ($0.28 beat). Q2 FY26 Guidance: • Revenue ~$14.3B ($1.2B beat). • Non-GAAP EPS $0.20 ($0.12 beat).

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App Economy Insights@EconomyApp

$UBER Uber Q1 FY25: • Gross bookings +18% Y/Y fxn to $42.8B. • Revenue +14% Y/Y to $11.5B ($0.1B miss). • Adj. EBITDA +35% Y/Y to $1.9B. Q2 FY25 guidance: • Gross bookings ~$46.5B ($0.6B beat). • Adjusted EBITDA up 29% to 35% Y/Y.

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App Economy Insights@EconomyApp

$INTC Intel Q3 FY25: • Revenue +3% Y/Y to $13.7B ($0.6B beat). • Non-GAAP EPS $0.23 ($0.22 beat). • Intel received $5.2B from the Altera transaction and stake sale of Mobileye. Q4 FY25 Guidance: • Revenue ~$13.3B ($0.1B miss). • Non-GAAP EPS $0.08 (in-line).

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App Economy Insights@EconomyApp

$ADBE Adobe Q4 FY24: • RPO +16% to $20.0B. • Creative ARR +10% to $13.9B. • Document Cloud ARR +23% to $3.5B. • Revenue +11% to $5.6B ($70M beat). • Non-GAAP EPS $4.81 ($0.14 beat). FY25 revenue ~$23.4B ($23.8B expected).

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App Economy Insights@EconomyApp

$AMD AMD Q4 FY25: • Revenue +34% Y/Y to $10.3B ($0.6B beat). • Operating margin 17% (+6pp Y/Y). • Non-GAAP EPS $1.53 ($0.21 beat). • Q1 FY26 rev guide ~$9.8B ($0.4B beat).

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App Economy Insights@EconomyApp

$TSM TSMC Q4 FY25: • Revenue +25% Y/Y to $33.7B ($1.0B beat). • 3nm 28% of wafer revenue (+2pp Y/Y). • Capex $11.5B (vs. $9.7B in Q3 FY25). • EPADR $3.14 ($0.16 beat).

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App Economy Insights@EconomyApp

$SNOW Snowflake Q1 FY25 (ending in April): • Customers +21% Y/Y to 9,822. • Customers > $1M +30% Y/Y to 485. • NRR 128% (-3pp Q/Q). • Revenue +33% Y/Y to $829M ($43M beat). • Non-GAAP EPS $0.35 ($0.03 miss). • FY25 Product revenue $3.30B ($50M raise).

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App Economy Insights@EconomyApp

$TCEHY Tencent Q3 FY24: Revenue +8% Y/Y to RMB167B ($23B). 🎮 Gaming +13% 💬 Social Networks +4% 📢 Marketing Services +17% 💳 Business +2% Weixin/WeChat: 1.38M MAU (+3% Y/Y).

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App Economy Insights@EconomyApp

$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.

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App Economy Insights@EconomyApp

$AMZN AWS and OpenAI just inked a $38B deal. OpenAI gets access to hundreds of thousands of $NVDA GPUs, with the option to scale to tens of millions of CPUs for agentic workloads. The 7-year agreement implies ~$5B/year of additional AWS revenue. 📊 AWS Trailing-12-months. 👇

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App Economy Insights@EconomyApp

$SKHY SK Hynix is coming to Nasdaq. The planned listing targets over $28 billion, edging past Alibaba’s New York debut in 2014. SK Hynix is the world’s #1 HBM maker at ~57% share, and HBM is sold out through 2028. Did AI break the memory cycle?

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App Economy Insights@EconomyApp

$CRM Salesforce acquires $INFA Informatica. Price: $25/share or ~$8B. Joining a long list (Slack, Tableau, MuleSoft...). CEO Marc Benioff wants to "create the most complete, agent-ready data platform in the industry." Expected to close early next year.

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App Economy Insights@EconomyApp

$TCEHY Tencent Q3 FY25: Revenue +15% Y/Y to RMB193B ($27.2B). 🎮 Gaming +23% 💬 Social Networks +5% 📢 Marketing Services +21% 💳 Fintech & Business +10% Weixin/WeChat: 1.4B MAU (+2% Y/Y). Capex -24% to RMB13B.

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App Economy Insights@EconomyApp

$GOOG Alphabet eyes HubSpot acquisition. 💰 $HUBS has a $35B market cap. 👀 Could be Google's largest deal ever. 🔎 Reuters reported talks with advisers. ☁️ Deal could boost CRM on Google Cloud. Here's a look at their latest quarter.

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App Economy Insights@EconomyApp

$NVDA to invest $2B in xAI. Another “back the customer” move, turning cash into demand visibility. NVIDIA faces a Berkshire-style challenge: surging cash ($57B as of July 2025) and too few needle-movers.

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