Greetings from San Francisco! 👋

It’s that time of the month!

As a special perk for paid subscribers of How They Make Money, I share a monthly high-resolution PDF packed with visuals covering selected recent earnings and trends.

This report is PACKED with more than 50 charts.

You can download the file via the link below.

Here is a sneak peek for all members: 👀

So what’s on the menu this month?

• Big tech (Apple, Amazon, Google)

• Social platforms (Meta, Pinterest).

• Gaming platforms (Sony, Nintendo).

• Gaming publishers (Activision, Electronic Arts, Take Two, NetEase, Embracer).

• Online travel (Airbnb, Booking, Expedia, Tripadvisor).

• Cloud software (Alteryx, Atlassian, Datadog, Monday.com, Paycom, Twilio).

• Networks (Arista, Cisco, Palo Alto).

• Fintech (Adyen, PayPal, Block).

• Adtech (The Trade Desk, Roku).

• Healthcare (Align Technologies, Teladoc).

• E-commerce (Etsy, MercadoLibre, Shopify).

• Retail (Walmart, Alibaba).

• Entertainment (Disney, Warner Bros. Discovery, Paramount, Live Nation).

• And more!