The hottest Revenue Substack posts right now

And their main takeaways
Category
Top Business Topics
Tiny Empires 73 implied HN points 13 Nov 24
  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.
More Than Moore 93 implied HN points 08 Nov 24
  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.
Big Technology 3878 implied HN points 02 Feb 24
  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.
SemiAnalysis 4849 implied HN points 30 Aug 23
  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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Genuine Impact - Charting Finance, Investing & Tech 982 implied HN points 08 Jan 24
  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.
How They Make Money 569 implied HN points 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.
The Swiss Ramble 648 implied HN points 12 Apr 23
  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.
The Swiss Ramble 334 implied HN points 29 Jan 24
  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.
Kyle Poyar’s Growth Unhinged 252 implied HN points 06 Mar 24
  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
Business Breakdowns 353 implied HN points 18 Apr 23
  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.
No-Code Exits 176 implied HN points 02 Feb 24
  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.
Business Breakdowns 334 implied HN points 25 Apr 23
  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.
Kyle Poyar’s Growth Unhinged 567 implied HN points 07 Jun 23
  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.
More Than Moore 186 implied HN points 19 Feb 24
  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.