Andrew Freedman, CFA 🦅 on Revenue

Andrew Freedman, CFA 🦅@HedgeyeComm

I’m sorry but Capex and Opex guide should be an after thought on this type of revenue growth… $META They guided total expenses $12-19B higher than consensus… And quick math on implied 2026 assuming 32% Q1 revenue YoY… That is $17B of revenue higher than consensus…

207 likes13 repliesPosted Jan 28, 2026

Remix this post

Your note

Private to you, and used when you remix this post.

Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Follows a clear Hook → Context → Context → Landing shape, so the reader always knows where they are.
Ends on a short line that is easy to quote and repeat.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Context → Context → Landing
Style: Conversational paragraphs at a steady pace.
Tone: personal, punchy
Mechanisms: Specificity
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue Growth

Post by Andrew Freedman, CFA 🦅 on X