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App Economy Insights Profile picture
@EconomyApp
May 4 β€’ 4 tweets β€’ 2 min read Twitter logo Read on Twitter
$AAPL Apple Q2 FY23:

β€’ Revenue -3% Y/Y to $94.8B ($2B beat).
πŸ’³ Services +5% Y/Y to $73.9B.
πŸ“± Products -5% Y/Y to $20.9B.
β€’ Operating margin 30% (-1pp Y/Y).
β€’ EPS $1.52 ($0.09 beat).
β€’ Stock buyback plan authorized up to $90B. twitter.com/i/web/status/1… Image
$AAPL Apple revenue breakdown. Image
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Speaking of $AAPL, check out our YouTube video where we break down Apple's Income Statement. πŸ“Š

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More from @EconomyApp

App Economy Insights Profile picture
Mar 24
πŸ’° How does stock-based compensation work?

Learn how it impacts:

🏒 companies,
πŸ’ employees,
πŸ’΅ & investors.

Discover all you need to know in our guide. πŸ‘‡πŸ“š
πŸ’‘ β€œShow me the incentive and I will show you the outcome.”

Charlie Munger's famous quote underscores the importance of stock-based compensation (SBC) in today's corporate finance landscape.
πŸ“– SBC is a widely used way to reward employees with ownership stakes.

In fact, over 50% of S&P 500 companies utilize SBC.

It has sparked heated debates among investors.

So what makes this financial instrument so polarizing?
Read 14 tweets
App Economy Insights Profile picture
Mar 21
$NVDA NVIDIA announced a LOT of stuff today.

The company's keynote was centered on AI.

Here is what we've learned ⬇️ Image
1) NVIDIA DGX Cloud.

They call it "an AI Factory in the Cloud."

It's the world’s first AI supercomputer in the cloud, a multi-node AI-training-as-a-service solution optimized for the unique demands of enterprise AI. Image
2) NVIDIA AI Foundations.

New cloud services for language, biology, and visual media. They enable businesses like $ADBE to build, refine, and operate custom generative AI and large language models.

Includes NVIDIA NeMoβ„’ (language) and NVIDIA Picasso (image, video, and 3D). Image
Read 7 tweets
App Economy Insights Profile picture
Mar 14
Google just released an article on Generative AI.

This technology has the potential to revolutionize various industries, from art to medicine.

Here is what we've learned. $GOOG
Google Cloud will launch generative AI products to empower developers with enterprise-level safety, security, and privacy.

This includes:

β€’ Generative AI support in Vertex AI.
β€’ Generative AI App Builder for easily building custom apps.
Google Cloud's Vertex AI platform is getting its biggest upgrade yet with generative AI support.

It allows data science teams to access and customize foundation models like PaLM for content generation and chat with flexibility and control.
Read 7 tweets
App Economy Insights Profile picture
Mar 14
Meta just provided an update on its "year of efficiency." $META

β€’ Flatter is faster.
β€’ Leaner is better.
β€’ Keep technology the main thing.
β€’ Invest in tools to get more efficient.
β€’ In-person time helps build relationships. Image
$META's restructurings are expected by May.

They will include flattening the org, canceling lower-priority projects, and reducing hiring rates.

β€’ 10,000 existing roles impacted.
β€’ 5,000 open roles reduction.

For context, Meta had 86,482 employees as of the end of 2022.
$META is also planning a complete analysis of hybrid work, its challenges, and its benefits.

The company targets:
β€’ Optimal ratio of engineers to other roles.
β€’ Workload automation.

β€œWe don’t build services to make money; we make money to build better services.”
Read 5 tweets
App Economy Insights Profile picture
Mar 7
$CRWD CrowdStrike Q4 FY23:

πŸ“Š ARR +48% Y/Y to $2.56B.
πŸ“ˆ Net new ARR $222M (+9% Q/Q).
πŸ”’ Net Retention rate > 125%.
πŸ§‘β€πŸ€β€πŸ§‘ Sub. customers +41% Y/Y to 23K.

β€’ Revenue +48% to $637M ($11M beat).
β€’ Non-GAAP EPS $0.47 ($0.04 beat).
$CRWD Q4 FY23 margins:

β€’ GAAP operating margin -10% (-4pp Y/Y).
β€’ Non-GAAP operating margin 15% (-4pp Y/Y).
β€’ Free cash flow margin 33% (+3pp Y/Y).

SBC 24% of revenue (+2pp Y/Y).
$CRWD Multi-module adoption:

% of subscription customers with:

β€’ 5+ modules: 62% (+5pp Y/Y).
β€’ 6+ modules: 39% (+5pp Y/Y).
β€’ 7+ modules: 22%.
Read 5 tweets
App Economy Insights Profile picture
Feb 1
App Economy Portfolio update 1/2023:

Returns from 1/2015 to 1/2023: +238%.

(vs. +96% for $SPY).

Portfolio > 50% off its peak.

Some long-term winners:

πŸ“± $AAPL
↗️ $AMD
☁️ $AMZN
πŸ” $GOOG
πŸ“’ $HUBS
🌿 $MDB
πŸ’• $MTCH
🍿 $NFLX
πŸ’΅ $PAYC
πŸ›οΈ $SHOP
πŸ–₯️ $TTD
App Economy Portfolio allocation 1/2023:

β€’ Top 10 Holdings: 45% of the portfolio.
β€’ Median Market Cap: $15B.
β€’ Average Market Cap: $231B.
β€’ Average Insider Ownership: 6%.
β€’ Average CEO score on Glassdoor: 91%.

29 stocks in the portfolio are rated 'BUY.'
These entry points (stock-split adjusted) still look good, even in this bear market.

$TTD $6
$MTCH $11
$AMD $10
$SHOP $10
$MDB $58
$AAPL $27
$AMZN $31
$SQ $35
$HUBS $81

Looking at your cost basis is a great way to keep a cool head when the entire market turns bearish.
Read 4 tweets

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