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App Economy Insights
$PYPL PayPal Q3 FY25:
• Deal to embed digital wallet in ChatGPT.
• TPV +8% Y/Y to $458B.
• Active accounts +1% Y/Y to 438M.
• Transactions per active -6% Y/Y to 58.
• Revenue +7% Y/Y to $8.4B ($170M beat).
• Non-GAAP EPS $1.34 ($0.14 beat).
• FY25 EPS $5.37 ($0.10 raise). https://t.co/1YbJCIXEqj
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$PYPL PayPal Q3 FY25:
• Deal to embed digital wallet in ChatGPT.
• TPV +8% Y/Y to $458B.
• Active accounts +1% Y/Y to 438M.
• Transactions per active -6% Y/Y to 58.
• Revenue +7% Y/Y to $8.4B ($170M beat).
• Non-GAAP EPS $1.34 ($0.14 beat).
• FY25 EPS $5.37 ($0.10 raise). https://t.co/1YbJCIXEqj
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Investing visuals
Both $GOOGL and $MSFT report earnings tomorrow!
Here's what their fundamentals look like heading into earnings 👇 https://t.co/MzJMXqGC7L
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Both $GOOGL and $MSFT report earnings tomorrow!
Here's what their fundamentals look like heading into earnings 👇 https://t.co/MzJMXqGC7L
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App Economy Insights
$SOFI SoFi Q3 FY25:
• Members +35% to 12.6M.
• Revenue +38% Y/Y to $962M.
• Adj. revenue $950M ($55M beat).
• Adj. EBITDA +49% Y/Y to $277M.
• Non-GAAP EPS $0.11 ($0.03 beat).
• FY25 revenue growth 36% ($165M raise). https://t.co/Yk6AEgWBpi
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$SOFI SoFi Q3 FY25:
• Members +35% to 12.6M.
• Revenue +38% Y/Y to $962M.
• Adj. revenue $950M ($55M beat).
• Adj. EBITDA +49% Y/Y to $277M.
• Non-GAAP EPS $0.11 ($0.03 beat).
• FY25 revenue growth 36% ($165M raise). https://t.co/Yk6AEgWBpi
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Quiver Quantitative
UPDATE: Nancy Pelosi is now worth $278M, per our estimates.
Up about $8M in the last two weeks. https://t.co/cEjhFtciI7
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UPDATE: Nancy Pelosi is now worth $278M, per our estimates.
Up about $8M in the last two weeks. https://t.co/cEjhFtciI7
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Investing visuals
$AAPL market cap hits $4 trillion for the first time ever on positive iPhone 17 sales. https://t.co/YzBw9yVzkj
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$AAPL market cap hits $4 trillion for the first time ever on positive iPhone 17 sales. https://t.co/YzBw9yVzkj
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Investing visuals
$SOFI very impressive quarter:
• Revenue $962M vs Est. $891M
• EPS $0.11 vs Est. $0.09
• New Members +34% YoY
FY25 Guidance
• Revenue $3.54B vs Est. $3.45B
• EPS $0.37 vs Est. $0.32
Congrats shareholder! 💙 https://t.co/HKgumoXREQ
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$SOFI very impressive quarter:
• Revenue $962M vs Est. $891M
• EPS $0.11 vs Est. $0.09
• New Members +34% YoY
FY25 Guidance
• Revenue $3.54B vs Est. $3.45B
• EPS $0.37 vs Est. $0.32
Congrats shareholder! 💙 https://t.co/HKgumoXREQ
$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:
• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M
$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl tweet
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App Economy Insights
Microsoft + OpenAI just re-upped the deal.
It clears the way for OpenAI to become a for-profit public benefit corporation.
🔹 $MSFT gets 27% stake (~$135B).
🔹 Rights to OpenAI models through 2032.
🔹 No more right of first refusal for Azure.
🔹 $250B Azure spend locked in. https://t.co/KKRiWynsDT
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Microsoft + OpenAI just re-upped the deal.
It clears the way for OpenAI to become a for-profit public benefit corporation.
🔹 $MSFT gets 27% stake (~$135B).
🔹 Rights to OpenAI models through 2032.
🔹 No more right of first refusal for Azure.
🔹 $250B Azure spend locked in. https://t.co/KKRiWynsDT
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Clark Square Capital
Cat's out of the bag now
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Cat's out of the bag now
H/T @ClarkSquareCap for noting this shitco Vera Bradley $VRA is putting its HQ on the market for a sale-leaseback for $30MM, having started the day at <$55MM market cap - up 25% now https://t.co/GIhsSs5Lwk https://t.co/4aVrcVy3fe tweet