💡 Insights You Might Have Missed
From WWE on Netflix to robots folding T-shirts
Greetings from San Francisco! 👋🏼
Thank you for being a part of the App Economy Insights community.
Our mission is to help you understand the business world by simplifying complex topics into engaging visuals and actionable insights.
As we step into a new earnings season, January has been a busy month.
Here's a recap of the most recent insights to keep you up to speed:
🏎️ Lewis Hamilton Shifts Gears to Ferrari
Ferrari stock (RACE) surged 13% on Thursday when the company reported its FY23 performance. The main reason? Lewis Hamilton announced his plan to leave Mercedes to fulfill his ‘childhood dream’ of joining Ferrari's F1 team next season.
While F1 represents just a fraction of Ferrari’s revenue, it plays a pivotal role in its global marketing strategy. Here's a look at how they make money.
📊 Earnings Visuals (1/2024)
This monthly report is now a staple in the investing community. If an image is worth a thousand words, this report is an entire book!
Get up to speed on January earnings from Intel to Starbucks.
Follow along with quarterly updates on hundreds of visuals.
Most of these visuals haven’t been shared anywhere else.
🎮 TOP 10 Gaming Companies
Microsoft’s acquisition of Activision Blizzard will shake things up in the gaming world in 2024. So, we made a video about the top 10 companies by gaming revenue globally.
How big is the gaming market, and why should you care?
Where is most of the revenue coming from?
How significant is gaming for big tech?
Also, someone had an important question in the comment section:
We were wondering the same thing, David!
People seem to love our content on YouTube, but our channel is still tiny!
Help the algorithm discover us by subscribing! It can make a big difference.
🍿 Netflix Steps into the WWE Ring
Netflix shocked the world by landing a 10-year deal worth over $5 billion, securing exclusive rights to WWE’s flagship program ‘Raw.’
How big is WWE, and how do they make money?
What are subscriber trends with the ad-supported tier?
How big is Netflix Games following the success of the GTA Trilogy?
🔬 ASML: Advanced Chip Monopoly
ASML is one of the largest European companies and a crucial cog in the global semiconductor machine.
What is EUV, and why does it matter?
ASML’s gigantic backlog and market outlook.
Why is ASML facing critical geopolitical risks?
🤖 7 AI Trends That Will Dominate 2024
Uncover 7 critical AI trends and our major predictions for 2024.
The commoditization of LLMs.
Open vs. closed source models.
How RAG will make AI more powerful.
🚗 Tesla: AI & Robotics
Elon Musk explained in the latest earnings call:
“People think of Tesla as a car company when they should be thinking of Tesla as an AI robotics company.”
Why does Musk want 25% voting control of Tesla?
What to know about the next generation vehicle, “Redwood”?
Is the humanoid robot Optimus going to fold our laundry soon?
Join us on social media for a daily dose of company earnings snippets, and stay tuned for our continued coverage of earnings season in the coming weeks.
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That’s it for today.
Stay healthy and invest on!
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Author's Note (Bertrand here 👋🏼): The views and opinions expressed in this newsletter are solely my own and should not be considered financial advice or any other organization's views.
Disclosure: I am long AAPL, ASML, GOOG, NFLX, and TSLA in the App Economy Portfolio. I share my ratings (BUY, SELL, or HOLD) with App Economy Portfolio members.