How They Make Money

How They Make Money is a weekly newsletter by a Silicon Valley senior finance executive, offering in-depth business analysis, focusing on company earnings, stock market insights, investment strategies, and the impact of technology on business models. It targets investors, visual thinkers, and data-driven professionals aiming at enhancing decision-making skills.

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The hottest Substack posts of How They Make Money

And their main takeaways
1552 implied HN points โ€ข 12 Jan 24
  1. The New York Times dominates in digital media and subscription race.
  2. The NYT shifted from ads to subscriptions, investing in digital content and various products.
  3. The lawsuit between The New York Times and OpenAI challenges AI training on copyrighted material, impacting AI and journalism.
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727 implied HN points โ€ข 09 Feb 24
  1. Meta (META) reported strong Q4 FY23 performance with a 5X return from November 2022 lows, focusing on Metaverse investments and cash returns to shareholders.
  2. Key points from Meta's 'Playbook' include massive compute investment, open-source strategy, future-focused research on AI, data utilization, and an experimentation culture.
  3. In Q4 FY23, Meta saw growth in user metrics and revenue, with an increase in average revenue per user, surpassing competitors like Snap and Pinterest in ARPU.
628 implied HN points โ€ข 26 Jan 24
  1. Elon Musk envisions Tesla becoming the most valuable company in the world, emphasizing the need for flawless execution.
  2. Elon Musk wants to increase his voting control at Tesla to focus on expanding AI and robotics initiatives.
  3. Tesla's recent earnings report highlights challenges such as missed expectations in Q4 FY23 and a slowdown in vehicle sales, along with key financial metrics like revenue growth and margin trends.
569 implied HN points โ€ข 24 Jan 24
  1. Netflix secures a $5 billion, 10-year deal with WWE for exclusive rights to 'Raw' and other shows, expanding its reach internationally.
  2. WWE's global appeal, available in 180 countries and reaching over one billion homes, makes it a strategic fit for Netflix.
  3. Moving WWE content to Netflix provides a win-win situation, giving WWE access to a larger platform and providing Netflix with exclusive content to retain and attract members.
707 implied HN points โ€ข 24 Mar 23
  1. Stock-Based Compensation (SBC) is a remuneration strategy where companies reward employees with equity interests.
  2. SBC affects investors through ownership dilution, alignment of interests, and impact on company performance.
  3. There are different types of SBC such as stock options, restricted stock units, and performance shares, each with unique characteristics and implications.
628 implied HN points โ€ข 21 Feb 23
  1. Payment processing involves authorization, clearing, and settlement to ensure secure and efficient transactions.
  2. Visa and Mastercard are key players in the payment processing world, providing infrastructure and facilitating fund flow.
  3. Companies like acquirers, payment networks, issuers, gateways, and ISOs play essential roles in the payment ecosystem.
609 implied HN points โ€ข 10 Feb 23
  1. Amazon focuses on seizing opportunities by targeting margins of others.
  2. Advertising is growing for Amazon, but AWS growth is slowing down.
  3. Subscription required to access full insights on Amazon's strategies.