App Economy Insights
@EconomyApp
• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 200K+ read my newsletter How They Make Money
📊 This Week in Visuals ☁️ SAP $SAP 🧑💻 ServiceNow $NOW 🛰️ Lockheed Martin $LMT 🧑💻 Intel $INTC 💳 Fiserv $FI 🌯 Chipotle $CMG 🚗 GM $GM 🍕 Domino’s $DPZ appeconomyinsights.com/p/pro-this-wee…
What are you watching this week? • Tuesday: $V $SBUX $SOFI $SPOT $PYPL $UNH $MRK $PG $BKNG • Wednesday: $MSFT $META $HOOD $ARM $QCOM $LRCX $KHC $ETSY $HSY $F • Thursday: $AAPL $AMZN $COIN $RDDT $NET $ROKU $RBLX $ABBV $MA All visualized in our newsletter.
$GOOG Google's core business is... thriving? 2B people use AI Overviews. 450M use Gemini. Cloud demand is outpacing supply. But regulators are circling. And AI startups are re-wiring the web. Are the bears early — or just wrong? appeconomyinsights.com/p/google-ai-pu…
⚡️ Tesla's story is all about autonomy. But at what point does brand erosion start to undermine even the most ambitious upside? appeconomyinsights.com/p/tesla-from-b…
$FIG Figma has kicked off its IPO roadshow. 💰 Aiming to raise $1B at a ~$16B valuation. 📈 Nearly 20x trailing revenue. That’s below Adobe’s $20B deal in 2022. But above its last tender offer of $12.5B. Don’t miss the KPIs buried in the S-1. 👇
🎨 Figma just filed for IPO. Here's how they make money. 👇
What are you watching this week? • Monday: $VZ $DPZ • Tuesday: $SAP $KO $TXN $ISRG $LMT $GM • Wednesday: $GOOG $TSLA $IBM $NOW $GEV $MCO $CMG $HLT $T $FI $TMUS • Thursday: $INTC $AAL $LUV All visualized in our newsletter.
📊 This Week in Visuals ⚙️ TSMC $TSM 🔬 ASML $ASML 💳 American Express $AXP 🥤 PepsiCo $PEP 📈 Blackrock $BLK 🏦 Charles Schwab $SCHW appeconomyinsights.com/p/pro-this-wee…
🍿 Has Netflix hit peak attention? Revenue is growing. Margins are expanding. Free cash flow is surging. But one thing isn’t moving: US engagement. Meanwhile, YouTube keeps gaining share. 👇 appeconomyinsights.com/p/netflix-peak…
