The hottest Revenue Substack posts right now

And their main takeaways
Category
Top Business Topics

Big Tech Myths And Facts: Vision Pro, Google Culture, Digital Ad Market Edition

Big Technology • 3878 implied HN points • 02 Feb 24
🕹 Technology Big Tech AI Digital Advertising Company Culture Revenue
  1. Big Tech companies are experiencing a mix of record revenue and deep layoffs as they navigate the costs of developing new technologies like AI and mixed reality.
  2. Apple may face challenges with the Vision Pro as it might not reach mass-market success until 2030 or beyond, despite initial hype.
  3. Google is acknowledging the need to address its slow-moving culture by simplifying its organizational structure and removing layers to improve efficiency.

Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration

SemiAnalysis • 4849 implied HN points • 30 Aug 23
💼 Business Tech Acquisitions Networking Software Revenue
  1. Broadcom is the second largest AI chip company in the world behind NVIDIA, driven by Google's TPU ramp.
  2. Broadcom's strategy involves acquiring companies with strong products, cutting costs, and focusing on core products.
  3. Broadcom has diversified segments including wireless, networking, and custom silicon, with a focus on efficiency and stable growth.
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Autos deepdive 🚗

Genuine Impact - Charting Finance, Investing & Tech • 982 implied HN points • 08 Jan 24
💼 Business Automotive Electric Vehicles Revenue
  1. 2022 saw a significant rise in the electric vehicle market, with companies like Tesla and BYD achieving impressive results.
  2. Tesla's revenue in 2022 hit $81.5 billion, showing a 51% increase from the year before, with net income growing by 128%.
  3. BYD, a Chinese company, reported a remarkable 319% year-on-year increase in net profit in 2022 due to the expansion of the new energy vehicle industry.

The inside story of Amplitude’s new self-service plan

Kyle Poyar’s Growth Unhinged • 252 implied HN points • 06 Mar 24
💼 Business Marketing Growth Product Development Sales Revenue
  1. Launching a self-service plan can lead to significant improvements in conversion rates, even if initial numbers are low
  2. It's important to involve the sales team in the self-serve journey to avoid cannibalization and maintain a healthy balance between self-service and enterprise sales
  3. Revisiting pricing and packaging is crucial for the success of a self-service model, including conducting user interviews, analyzing features, and monitoring competitors

🍿 Netflix Steps into the WWE Ring

How They Make Money • 569 implied HN points • 24 Jan 24
💼 Business Streaming Revenue Entertainment Gaming Subscription
  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.

Money League 2022/23

The Swiss Ramble • 334 implied HN points • 29 Jan 24
🎾 Sports Football Revenue Performance Rankings
  1. The top 20 revenue-generating football clubs reported record earnings for the 2022/23 season.
  2. Commercial revenue surpassed broadcasting revenue as the most significant income stream for the clubs.
  3. English clubs saw a decrease in rankings within the Money League, with only one club in the top four places.

AMD Q4 and FY 2023 Results

More Than Moore • 186 implied HN points • 19 Feb 24
💰 Finance Earnings Market Analysis Revenue
  1. AMD had a strong Q4 in 2023 with record-breaking revenue, driven by its Data Center Business Unit.
  2. The Client computing sector saw improvement in Q4 2023 after facing challenges in the first half of the year due to market shifts and inventory digestion.
  3. AMD's Gaming unit experienced a decline in Q4 revenue, mainly due to semi-custom sales, but overall yearly numbers were up with increased Radeon sales.

Newcastle United Finances 2022/23

The Swiss Ramble • 373 implied HN points • 15 Jan 24
🎾 Sports Finance Ownership Revenue Expenses
  1. Newcastle United's financial performance improved with new ownership, benefiting from significant investment.
  2. Despite impressive revenue growth, the club still ended up with a substantial pre-tax loss of £73m.
  3. Major revenue growth was seen in all streams, establishing new club records in commercial, match day, and broadcasting.

🚪 A snail-mail platform with $200MRR in just 2 months

No-Code Exits • 176 implied HN points • 02 Feb 24
💼 Business Startups Entrepreneurship Marketing Technology Revenue
  1. Nick Freiling created a successful snail-mail platform called StampFans that generated $200 MRR in just 2 months.
  2. He started by testing the idea with a simple landing page and manual operations, then used tools like Softr for further development.
  3. Nick focused on keeping things lean, leveraged LinkedIn for user acquisition, and reached $200 MRR in less than 2 months.

Your guide to SaaS metrics 2.0

Kyle Poyar’s Growth Unhinged • 567 implied HN points • 07 Jun 23
💼 Business KPIs Revenue
  1. Traditional SaaS metrics are not always reliable for product-led growth businesses.
  2. Modern software businesses should focus on the user's journey and product usage as key indicators of success.
  3. Executive and investor KPIs should consider factors like growth efficiency and revenue generation per employee.

Chelsea Finances 2021/22

The Swiss Ramble • 648 implied HN points • 12 Apr 23
💰 Finance Economics Sports Ownership Revenue Expenses
  1. Chelsea's 2021/22 season saw highs and lows, including finishing 3rd in the Premier League and winning UEFA Super Cup and FIFA Club World Cup.
  2. New ownership led by Todd Boehly saw a record £481m revenue for Chelsea, with a reduced pre-tax loss of £122m.
  3. Revenue increase was boosted by fans returning to the stadium, resulting in higher match day and commercial revenues, although broadcasting revenue fell due to specific reasons.

Datadog, Inc. Investment Thesis

The Wolf of Harcourt Street • 452 implied HN points • 14 Apr 23
💰 Finance Investment Revenue Management Risks Opportunities
  1. Datadog is a leading company in cloud-based monitoring, with a diverse customer base and a focus on R&D for innovation and growth.
  2. The cloud monitoring industry is dynamic, with risks like disruption from new technologies and increased competition, but Datadog's market leadership positions it well to benefit from industry growth.
  3. Datadog utilizes a 'Land and Expand' strategy, showing potential for growth as businesses continue to adopt cloud computing technology, offering opportunities for revenue expansion and market share increase.

Adobe

Business Breakdowns • 353 implied HN points • 18 Apr 23
💼 Business Software Sales Revenue Acquisition
  1. Adobe sells software for designers and marketers, known for products like Photoshop.
  2. Adobe's business is divided into three segments: Digital Media, Digital Experience, and Publishing.
  3. Adobe transitioned from product sales to subscription revenue model, leading to significant growth and challenges.