App Economy Insights

• App Economy investor
• French in Silicon Valley
• Gaming industry veteran
• Previously @PwC & @BandaiNamcoUS
• 300K+ read my newsletter How They Make Money

[App Economy Insights @EconomyApp]

@NRiskNFun We visualize 200+ market leaders every quarter.
https://t.co/ElT6qFtqjU

[App Economy Insights @EconomyApp]

$SE Sea Q3 FY26:

Three growth engines, all profitable.

Revenue +43% Y/Y to $8.6B ($0.5B beat).
🟠 Shopee: +41% Y/Y to $6.1B
🔵 Monee: +64% Y/Y to $1.6B
🔴 Garena: +29% Y/Y to $0.8B

EPS +32% Y/Y to $0.78.

[App Economy Insights @EconomyApp]

📊 More earnings visualized here.
https://t.co/s7jg59DaFE

[App Economy Insights @EconomyApp]

🥡 DoorDash is betting $17B on Instacart.

It's buying a $1.3B annualized advertising business and deep retailer relationships.

But will the economics justify the price?

Let's visualize the deal. $DASH $CART
https://t.co/VBbFeSoZlh

[App Economy Insights @EconomyApp]

🗓️ What are you watching this week?

• Monday: $TTWO $MNDY $HIMS $TTD
• Tuesday: $CRWV $ONON $SE
• Thursday: $CSCO $AMAT $NU $NBIS $CBRS

All visualized in our newsletter

[App Economy Insights @EconomyApp]

📊 Check out 50 key earnings from the past week, visualized here. 👇
https://t.co/blU7V2vRDg

[App Economy Insights @EconomyApp]

$BRK Berkshire Hathaway Q3 FY26.

• $9.6B in buybacks (vs. $4.5B in Q2)
• Cash & short-term securities: ~$357B
• Net seller of stocks again (~$0.4B)
• Operating earnings down 6%

[App Economy Insights @EconomyApp]

📊 This Week in Visuals

📱 $AAPL Apple
🛍️ $SHOP Shopify
📈 $APP AppLovin
🌐 $ANET Arista
🦾 $ARM Arm
📲 $QCOM Qualcomm
🎮 $SONY Sony
and more!
https://t.co/blU7V2vRDg

[App Economy Insights @EconomyApp]

↗️ $AMD expects 80%+ growth in 2027.

Data Center sales nearly doubled in Q3 and now represent 64% of revenue.

AI accelerators are about to overtake server CPUs.

Let's visualize the transformation. 📊
https://t.co/s7jg59DaFE

[App Economy Insights @EconomyApp]

If you like this, you'll love our newsletter!

Hundreds of visuals every earnings season.

Join 300,000+ subscribers. 👇
https://t.co/rRvhXeF6RJ

[App Economy Insights @EconomyApp]

$MELI MercadoLibre Q3 FY26:

• GMV +38% Y/Y
• TPV +53% Y/Y
• Revenue +45% Y/Y to $10.8B ($40M beat)
📦 Commerce +47% Y/Y to $6.1B
💳 Fintech +42% Y/Y to $4.6B
• EPS $8.83 ($0.44 beat)

[App Economy Insights @EconomyApp]

Check out Amazon and other hyperscalers visualized.
https://t.co/rRvhXeF6RJ

[App Economy Insights @EconomyApp]

$AMD AMD Q3 FY26:

• Revenue +45% Y/Y to $13.4B ($0.3B beat).
• Operating margin 21% (+7pp Y/Y).
• Non-GAAP EPS $2.09 ($0.15 beat).
• Q4 FY26 rev guide ~$17B ($0.9B beat).

[App Economy Insights @EconomyApp]

☁️ Amazon wants a $1T AWS.

Jassy expects growth above 40% in both 2027 and 2028.

But free cash flow fell to -$42.4B as CapEx keeps surging.

Let's visualize the quarter. 📊
https://t.co/rRvhXeF6RJ

[App Economy Insights @EconomyApp]

If you like this, you'll love our newsletter!

Hundreds of visuals every earnings season.

Join 300,000+ subscribers. ⬇️
https://t.co/ElT6qFtqjU

[App Economy Insights @EconomyApp]

$PLTR Palantir Q3 FY26:

• Net dollar retention 165% (+8pp Q/Q).
• Revenue +96% Y/Y to $2.3B ($0.1B beat).
• Non-GAAP EPS $0.44 ($0.03 beat).

FY26 guidance:
• Revenue +82% Y/Y to ~$8.15B ($0.4B raise).

[App Economy Insights @EconomyApp]

Did you check our coverage of Google's earnings?
https://t.co/9NLWcPTllb

[App Economy Insights @EconomyApp]

$AAPL Apple Q4 FY26 (Sep. quarter):

📱 Products +12% Y/Y to $82.9B
💳 Services +10% Y/Y to $31.6B

• Revenue +12% Y/Y to $114.5B ($1.1B beat)
• Operating margin 31% (-1pp Y/Y)
• EPS $2.10 ($0.11 beat)

[App Economy Insights @EconomyApp]

If you like this, you'll love our newsletter!

Hundreds of visuals every earnings season.

Join 300,000+ subscribers. ⬇️
https://t.co/ElT6qFtqjU

[App Economy Insights @EconomyApp]

📊 All our October earnings visuals in one place.

100+ visuals, from Big Tech to healthcare, fintech, and beyond.

Explore the full collection 👇
https://t.co/ElT6qFtqjU

[App Economy Insights @EconomyApp]

Choose your fighter.

$SPCX $GOOG $AMZN $META