App Economy Insights

Why is Palantir up 250% in 2024? 🤖 AIP bootcamps 🇺🇸 US business surge 📊 Financials visualized 🕵️ Palantir's differentiation 📈 Closer look at the valuation Get the full breakdown 👇 https://lnkd.in/gV4j8Xsf

📊 This Week in Visuals: Get up to speed with the latest earnings👇 https://lnkd.in/gQqtaB-E 🦎 Berkshire 🇩🇰 Novo Nordisk ⛽️ Chevron 📲 Qualcomm ⚙️ AMR Holdings 🌐 Arista Networks 🖥️ Sony 🤝 MercadoLibre 🕵️ Palantir 🛖 Airbnb 🏎️ Ferrari 🏨 Marriott 🔒 Fortinet 📺 The Trade Desk 🇰🇷 Coupang 🔲 Block 🌮 YUM Brands 🍫 Hershey ☁️ Cloudflare 📢 HubSpot 🎮 Take-Two 🍔 RBI 📌 Pinterest ✈️ Expedia 🎬 Warner Bros 🍞 Toast 👑 DraftKings ☁️ Dynatrace 🌈 Affirm 🦉 Duolingo 🏠 Zillow 🏗️ Procore 🔥 Match Group 🚘 Lyft 💊 Hims & Hers 🌊 Digital Ocean 🍽️ Tripadvisor 🎓 Docebo

Meta's earnings in visuals: 📈 User trends. 📊 Margin expansion. 👓 Orion and the future of AR. 🤖 Why AI will kill the video star. Dive deeper! 👇 https://lnkd.in/gQTTS7ei

💊 Novo Nordisk Q3 FY24: Revenue +23% to DKK 71.3M or $10.2B. • Ozempic +26% to $4.3B ($0.2B miss). • Wegovy +81% to $2.5B ($0.2B beat). Outlook: • FY24 narrowed at 23% to 27%. • FY25 in the high teens (20% expected). If you like this, you'll love our newsletter! Hundreds of visuals every earnings season. Join 160,000+ subscribers. ⬇️ https://lnkd.in/gANHJBa7

Amazon's quarter: ☁️ AWS market share update. 📊 Ads and Prime momentum. 🤖 AI revenue growing triple-digit. Dive deeper with all the insights! 👇 https://lnkd.in/gNMihAcv

Here’s a sneak peek at our October 2024 report! 👀 📊 Over 100 visuals covering the latest earnings. Download the full report here. 👇 https://lnkd.in/guUpTdUa

📊 Earnings season visualized. Grab the latest report with 100+ visuals👇 https://lnkd.in/guUpTdUa What surprised you this month?

📊 This Week in Visuals: Get up to speed with the latest earnings👇 https://lnkd.in/e39sfAYv 🔎 Google 💻 Microsoft 📱Apple ☁️ Amazon ♾️ Meta 💊 Eli Lilly 💳 Visa 💳 Mastercard 💊 Abbvie ⚙️ AMD 🍟 McDonal 🧬 Amgen 🚖 Uber 🦚 Comcast 💉 Pfizer 🏝️ Booking 🧑💻 Intel 💳 Paypal 🌯 Chipotle 💡 Cadence 💊 Merck 📈 Coinbase ☁️ Atlassian 🚙 Ford 🌭 Kraft Heinz 🎮 Electronic Arts 👾 Roblox 🌎 Global Payments 🪶 Robinhood 👻 Snap 👽 Reddit 🏦 SoFi 💬 Twilio 📺 Roku 💻 Paycom 📦 Etsy 🚲 Peloton 🧑⚕️ Teladoc

Apple Q4 FY24 earnings (September quarter): 💳 Services +12% Y/Y to $25B. 📱 Products +4% Y/Y to $70B. Services were 42% of Apple's gross profit (+3pp Y/Y). CFO Luca Maestri: "Our record business performance during the September quarter drove nearly $27 billion in operating cash flow, allowing us to return over $29 billion to our shareholders. We are very pleased that our active installed base of devices reached a new all-time high across all products and all geographic segments, thanks to our high levels of customer satisfaction and loyalty." • Revenue +6% Y/Y to $94.9B ($0.5B beat). • Operating margin 31% (+1pp Y/Y). • EPS $1.64 ($0.04 beat). Stay tuned for the full review of Apple's earnings. Join 160,000+ subscribers to receive it in your inbox.👇 https://lnkd.in/gANHJBa7

Amazon Q3 FY24 earnings: • Revenue +11% Y/Y to $159B ($1.6B beat). • Operating margin 11% (+3pp Y/Y). • FCF $48B TTM. • Q4 Guidance: ~$185B ($1.3B miss). CEO Andy Jassy: "We’re continuing to make progress on a number of dimensions, but perhaps none more so than the continued reacceleration in AWS growth." ☁️ AWS: • Revenue +19% Y/Y to $27.5B (no slowdown from Q2). • Operating margin 38% (+8pp Y/Y). Stay tuned for the full review of Amazon's earnings. Join 160,000+ subscribers to receive it in your inbox.👇 https://lnkd.in/gANHJBa7