The hottest Revenue Substack posts right now

And their main takeaways
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Top Business Topics

Arm's 2025 Q3 Financial Results

More Than Moore • 46 implied HN points • 06 Feb 25
💼 Business Finance Revenue Licensing Growth Market Trends
  1. Arm's recent financial results show a big increase in revenue, largely thanks to the growing demand for AI and new technology. They set records in both total and royalty revenues this quarter.
  2. The company is heavily investing in research and development, increasing their spending and hiring more engineers to stay competitive. This is helping them innovate and improve their products.
  3. Arm faces competition from other chip designers and ecosystems like RISC-V, so they must navigate these challenges carefully to maintain their market share and continue growing.

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.

Moving beyond founder-led sales

Kyle Poyar’s Growth Unhinged • 425 implied HN points • 22 Jan 25
💼 Business Sales Marketing Startups Growth Revenue
  1. Warmly grew from zero to $700k ARR in 2023 by using a founder-led sales approach, where the co-founder took a hands-on role in closing sales.
  2. By shifting to a more structured and scalable sales process, Warmly was able to triple their revenue plan for 2024 and build a diverse sales team with various roles.
  3. They experimented with different marketing channels, including partnerships and paid ads, which helped them expand their customer base while learning which strategies were most effective.
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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.

Autos deepdive 🚗

Genuine Impact - Charting Finance, Investing & Tech • 982 implied HN points • 08 Jan 24
💼 Business Automotive Financial reports 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.

🍿 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.

4 key metrics to track for solofounders

Tiny Empires • 85 implied HN points • 13 Nov 24
💼 Business Entrepreneurship Metrics Revenue Marketing Strategy Finance
  1. Track your monthly net profit to see if your business is healthy. If profits drop for too long, figure out why.
  2. Know your Monthly Recurring Revenue (MRR) to understand how stable your income is. This helps you plan for the future.
  3. Focus on a few key metrics for marketing and sales, like the cost per lead and conversion rates, to make better decisions. Don't get lost in too much data.

Oxford Nanopore JPM Presentation Thoughts

ASeq Newsletter • 21 implied HN points • 14 Jan 25
💼 Business Finance Revenue Customers Growth Analysis
  1. Oxford Nanopore is showing 31% revenue growth, but this excludes some major projects like the Emirati Genome Project and COVID-related work. This might not give a full picture of their earnings.
  2. The company seems to rely heavily on a single new large customer for much of its revenue growth. This could be a risk if that customer changes or goes away.
  3. Historically, large customers can disappear when their projects finish, meaning Oxford Nanopore needs a steady influx of new clients to maintain growth.

Q&A with IBM CEO Arvind Krishna

More Than Moore • 93 implied HN points • 08 Nov 24
💼 Business Consulting Technology AI Revenue Innovation Partnerships
  1. IBM is focusing on consulting, cloud services, AI, and research, as it no longer has a consumer division. Companies turn to IBM for help in improving efficiency and upgrading their technology.
  2. The launch of new AI models, like Granite, shows IBM's commitment to innovation in AI. They believe smaller, more efficient models are the future, making AI cheaper and easier to use.
  3. IBM is changing its approach to partnerships, focusing on collaboration with other companies instead of competing. This strategy helps enhance their offerings and build stronger business relationships.

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.

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.

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.

🚪 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.

Alphabet

Business Breakdowns • 334 implied HN points • 25 Apr 23
💼 Business Technology Finance AI Revenue Investment
  1. Alphabet, parent company of Google, mainly focuses on search advertising revenue.
  2. Google's search business maintains high margins despite paying a significant amount to ensure default search engine status.
  3. AI advancements, like Microsoft's ChatGPT, pose a potential threat to Google's dominance in search.

Datadog, Inc. Investment Thesis

The Wolf of Harcourt Street • 459 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.