• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 300K+ read my newsletter How They Make Money
My newsletter →
Joined April 2020
- Tweets7K
- Following392
- Followers244K
- Likes2.1K
$META Meta Q3 FY26:
• Daily active people +3% Y/Y to 3.64B.
• Ad impressions +10% Y/Y.
• Revenue +26% Y/Y to $64.6B ($1.1B beat).
• EPS $3.83 ($3.83 miss).
• $10B youth-safety legal charge.
• FY26 CapEx $135B to 145B (narrower).
Stay tuned for our review of $META's earnings, delivered straight to your inbox!
Join 300,000+ subscribers ⬇️
appeconomyinsights.com/p/spa…
$TSLA Tesla Q3 FY26:
• Revenue flat Y/Y at $28.0B ($0.2B miss)
• Gross margin 20% (+3pp Y/Y)
• Operating margin 3% (-3pp Y/Y)
• CapEx +110% Y/Y to $4.7B
• Free cash flow -62% Y/Y to $1.5B
• Non-GAAP EPS $0.48 ($0.03 beat)
Full breakdown of $TSLA's earnings will be in your inbox later this week. Join 300,000+ subscribers.
Check out SpaceX here. 👇
appeconomyinsights.com/p/spa…
🚀 SpaceX + Tesla: One Musk Empire?
$SPCX just reported:
• Revenue +161% to $14.6B
• AI revenue +830%
• Net profit $4.4B
• CapEx $19.6B
Full breakdown + visuals👇
appeconomyinsights.com/p/spa…
$SPCX SpaceX Q3 FY26:
• Revenue +161% Y/Y to $14.6B ($1.6B beat).
• Operating margin 19% (+17pp Y/Y).
• CapEx $19.6B (including $16.4B for SI).
• GAAP EPS $0.35 ($0.19 beat).
📊 Thousands of earnings visuals. One place.
Explore the collection 👇
appeconomyinsights.com/p/ear…
$NFLX Netflix Q3 FY26:
• Revenue +12% Y/Y to $12.9B (in-line)
• Operating margin 35% (+6pp Y/Y)
• EPS $0.87 ($0.05 beat)
FY26 Guidance:
• Ad revenue ~$2.7B (previously $3.0B)
• Revenue +13% Y/Y (previously +13%-14%)
• Operating margin 31.5% (unchanged)
Full review of $NFLX earnings later this week.
Join 300,000 subscribers receiving in their inbox.
appeconomyinsights.com/p/met…
⚡ TSMC just raised its 2026 growth forecast.
But CEO C.C. Wei said something even more interesting.
AI accelerator revenue was expected to grow 55% annually through 2029.
Now he thinks it could be HIGHER.
Let's break it down. 👇 $TSM
appeconomyinsights.com/p/tsm…
$TSM TSMC Q3 FY26:
C.C. Wei: "We have no intention to leave food on the table for others, and we want to capture every piece of business possible."
• Revenue +41% Y/Y to $46.7B ($1.0B beat).
• HPC 68% of revenue (+11pp Y/Y).
• EPADR $4.60 ($0.09 beat).
FY26 outlook:
• Capex ~$62B (unchanged).
• Revenue +44% Y/Y (+40% Y/Y prior).
If you like this, you'll love our newsletter!
Hundreds of visuals every earnings season.
We'll cover $TSM later this week.
Join 300,000+ subscribers. ⬇️
appeconomyinsights.com/p/met…
$ASML ASML Q3 FY26:
Supply-constrained through 2028.
• Net sales +55% Y/Y to €11.7B (€0.1B miss).
• Operating margin 44% (+12pp Y/Y).
• EPS €12.93 (€2.14 beat).
• FY26 Net sales ~€44.5B (€0.5B raise).
If you like this, you'll love our newsletter!
Hundreds of visuals every earnings season.
Join 300,000+ subscribers.
Check out our SK Hynix breakdown ⬇️
appeconomyinsights.com/p/sk-…
🏦 Jamie Dimon has a warning about AI agents.
And the implications go beyond banking.
$JPM, $GS, $C, and $WFC just reported earnings.
Full breakdown with visuals 👇
appeconomyinsights.com/p/big…
$JPM JPMorganChase Q3 FY26.
• Net revenue +8% Y/Y to $50.9B ($0.3B miss)
• Net income +6% Y/Y to $15.3B
• Equities trading +49% vs. fixed income -4%
• Asset & Wealth AUM +13% Y/Y to $5.2T
• FY26 NII guide raised by $0.7B to ~$106.2B
📊 Don't miss earnings season visualized!
This week: US banks, $TSM, $ASML, and more.
Get timely visuals and insights in your inbox.
Join 300,000+ subscribers.
appeconomyinsights.com/
