Ryan M Craver

Retail junkie for @lego_group, @newbalance, @fruitoftheloom, @3doodler, @phadestraws, @mooseknuckles, @filausa at @PodeanMTrack

[Ryan M Craver @ryanmcraver]

More of the Same: AWS & Advertising Power Profit Growth Despite Rising Retail Inventories $AMZN

https://t.co/0wRTh4yIAv

[Ryan M Craver @ryanmcraver]

https://t.co/VrnqZV8qQQ

We will keep seeing this accelerate as creators continue to move to mass vs quality to drive TikTok Shop sales

[Ryan M Craver @ryanmcraver]

🤔
https://t.co/tCEeUA1Scc

[Ryan M Craver @ryanmcraver]

We need 3rd party app developers to adopt iOS 27 pronto. So many goodies in this update.

[Ryan M Craver @ryanmcraver]

Why is no one talking about OpenAI and their planned $100 billion in annual advertising sales by 2030? Will they make it with their 1 billion weekly active users with less than 5% paying and seeing ads? Keep in mind Amazon is at just over $70 billion yet going at this for some time now. Is the OpenAI platform a mature enough product yet? #snapchat #openai #chatgpt #advertising #googleads

[Ryan M Craver @ryanmcraver]

Well played by Verizon, might this be the start of a turnaround? Transparent, simple, self depricating pricing presented by Dr Evil? $VZ

https://t.co/yJDMfJ7tVL

[Similarweb @Similarweb]

Following up on last week's research with @randfish and @sparktoro, this time with a comparative view highlighting the differences in zero-click searches across six countries.

>>

[Ryan M Craver @ryanmcraver]

@gstellato25 @Seanfrank Thank you @gstellato25! @Seanfrank I run the Sales Team and coincidently have a Ridge on desk in front me! Will shoot you a DM.

[Tanay Jaipuria @tanayj]

YouTube has overtaken Netflix in average daily viewing globally.

YouTube is at 99.1 min per account vs Netflix 93.4

[Ryan M Craver @ryanmcraver]

Quite the rollercoaster $META
https://t.co/oiQBSRALfW

[Jamin Ball @jaminball]

Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years

[Ryan M Craver @ryanmcraver]

Apple's AI Announcement: Wall Street found the announcement underwhelming. AI leaders found the announcement behind. The masses will find the new Siri as compelling. Our echo chamber requires agentic and cutting edge but 99% of users don't and arguably won't.

[Ryan M Craver @ryanmcraver]

China eCommerce declines $PDD $BABA

https://t.co/YHWuhD80KY

[Matt Harney @SaaSletter]

👀 Bending Spoons $BSP files for IPO:

- roll-up w/ Eventbrite, Evernote, Vimeo, Brightcove, Streamyard, AOL, WeTransfer + more
- $1.3b revenue
- adj operating margin = 47%

F-1 filing = https://t.co/anRSVHFwzU

[Ryan M Craver @ryanmcraver]

Billions of users, multiple apps to force adoption and glasses/devices requiring adoption. It will be figured out. $META

[Deedy @deedydas]

Meta AI has shockingly grown 2.5x in the last 2mos and is poised to be the #3 AI consumer app in the world behind Gemini and ChatGPT.

Sadly, this growth is very likely inorganic given it has by far the worst retention by a mile: only 4.5% users stay in 30 days.

[Ryan M Craver @ryanmcraver]

Robinhood starting migration from Kalshi to their Rothera holding $HOOD

https://t.co/oewx6wQOp8

[Stock Trader Network @stocktradernet]

- Money is flowing from $WMT / $COST types → into $KSS / $M types
- Advertising / Tech Names $RDDT $APP $META
- $UBER vs. $LYFT

Ryan Craver, Retail Expert & Founder of Commerce Canal joined us on PreMarket Prep this morning, to talk this and more, check it out.

@ryanmcraver @TripleDTrader

[Ryan M Craver @ryanmcraver]

Excited to join PreMarketPrep Monday at 8:35 AM ET to discuss my latest market outlook. Tune in live and bring your questions! https://t.co/HShMSVo8Td

[Ryan M Craver @ryanmcraver]

Deja vu every finance platform from PayPal to crypto

https://t.co/OHNijBzlcZ

[Ryan M Craver @ryanmcraver]

Complement vs Replace

https://t.co/zljztUWzOZ

[Ryan M Craver @ryanmcraver]

In Facebook’s latest assault, Forum app (Reddit competitor) was placed in Social Networking and not News like Reddit