Offshore
Photo
memenodes
I won’t tell anyone if I’m rich from crypto
But there will be signs https://t.co/lKPEPKWcXH
tweet
I won’t tell anyone if I’m rich from crypto
But there will be signs https://t.co/lKPEPKWcXH
tweet
Offshore
Video
memenodes
when bro said it's just a friend's reunion, don't flex too much
me: https://t.co/qEMztQGxiA
tweet
when bro said it's just a friend's reunion, don't flex too much
me: https://t.co/qEMztQGxiA
tweet
Offshore
Video
memenodes
Bro’s calculating how much it would cost him in taxes if he started talking https://t.co/8bLqYCGNBH
tweet
Bro’s calculating how much it would cost him in taxes if he started talking https://t.co/8bLqYCGNBH
tweet
Offshore
Video
memenodes
bro calculating how much he will pay for every bounce of the egg https://t.co/6hcSdHyC5i
tweet
bro calculating how much he will pay for every bounce of the egg https://t.co/6hcSdHyC5i
tweet
Offshore
Photo
memenodes
The dev explaining to me about utility when the coin is down -80% https://t.co/QqJ0xTo43b
tweet
The dev explaining to me about utility when the coin is down -80% https://t.co/QqJ0xTo43b
tweet
Offshore
Video
memenodes
Michael Burry right now. https://t.co/k21b8hqahZ
tweet
Michael Burry right now. https://t.co/k21b8hqahZ
Own Nvidia, Don't Trade It! tweet
EndGame Macro
RT @GeorgeGammon: New Housing Data Suggest 2026 Will Be The Year It Happens https://t.co/5NFSLnPaZa
tweet
RT @GeorgeGammon: New Housing Data Suggest 2026 Will Be The Year It Happens https://t.co/5NFSLnPaZa
tweet
X (formerly Twitter)
George Gammon
New Housing Data Suggest 2026 Will Be The Year It Happens
AkhenOsiris
$APP CEO on new customers in e-commerce
At today's Nasdaq Investor Conference in London with Morgan Stanley:
"And what we saw when we put this into pilot in October is that the results were universally phenomenal. You had customers where they were getting, as an example, 40% new customers, 60% retargeting. Click a button in our dashboard, instantly go to 80% new customer rate. So if you end up doing industry checks and talking to a customer that's buying on our platform in this method, they'll say the results are great. They do measure up really well against the market leader. Why that's exciting for us is that if you take that disclosure that we made with the 600 advertisers, billion-dollar spend, and understand the biggest customers in that cohort were not maximized in spend potential, and that this prospecting tool will maximize their spend on our platform as we go forward, it really makes our ability to extract dollars from customer base even larger than what we put out there. Which then, as you say, we have an opportunity in front of us to go acquire hundreds of thousands of customers, makes the potential future opportunity even bigger than it was before."
tweet
$APP CEO on new customers in e-commerce
At today's Nasdaq Investor Conference in London with Morgan Stanley:
"And what we saw when we put this into pilot in October is that the results were universally phenomenal. You had customers where they were getting, as an example, 40% new customers, 60% retargeting. Click a button in our dashboard, instantly go to 80% new customer rate. So if you end up doing industry checks and talking to a customer that's buying on our platform in this method, they'll say the results are great. They do measure up really well against the market leader. Why that's exciting for us is that if you take that disclosure that we made with the 600 advertisers, billion-dollar spend, and understand the biggest customers in that cohort were not maximized in spend potential, and that this prospecting tool will maximize their spend on our platform as we go forward, it really makes our ability to extract dollars from customer base even larger than what we put out there. Which then, as you say, we have an opportunity in front of us to go acquire hundreds of thousands of customers, makes the potential future opportunity even bigger than it was before."
tweet
AkhenOsiris
$APP CEO on full launch of self-serve in 2026:
"Yeah. So the web model is starting earlier. So as you've already seen with prospecting coming out, we're making really big innovations quickly. The underlying model has improved over the last year as well. And if you talk to the customers, you get a sense that their performance keeps improving. We're also starting at a point of data penetration that's really low relative to where we are in gaming. So as we get more data that comes from more customers, that model is going to keep improving. So what really excites us is that we're already really good, yet we know that the model and the data position is going to get only much stronger over time. On the former, we're building tools really fast. The dashboard, the Axon Ads Manager, is very effective for the customer. They're having a good experience. Customers can sign up today. I mentioned on the earnings call that since we went to referral state at point of earnings, we were seeing 50% roughly a week, week-over-week growth on that business line. Now it's starting small, but I've started multiple businesses. If you're ever going through a period of 50% week-over-week growth, you get ecstatic about a business opportunity like that.
VCs would be lining up with a lot of money to fund something like that. So we're seeing that the opportunity is going to be really large. Now, what gets us to open is that we're able to execute on marketing the brand, being able to tell small businesses around the world that this Axon Ads Manager and this Axon opportunity could be a game changer for them and their business. Of course, this brand didn't even exist a couple of months ago. So we have to nail the marketing side. The way I think about it, and this has been helpful for investors to understand, is that I talk to our team that's doing this growth marketing testing right now and say, look, a great outcome next year would be if we could spend $1 million a day in advertising, and we'll do sponsorships, we'll do advertising, we'll do more media, we'll do podcasts, but if you combine it all and we spend $1 million a day, and it costs us $2,000 to sign up a new customer that goes live on our platform, you'd spend $365 million over the year, and you would get 182,500 new customers in one year.
Now, recall that we've disclosed we only have thousands of customers. If the number can ramp up that quickly with a number that's very immaterial against a revenue base, so you wouldn't even expect much of a margin impact, this business is going to be off to the races. We think it's doable. The second we're ready to do it, we'll open up the platform. We'll be talking about it with investors. And certainly, the small businesses in the world will start seeing that opportunity out there for them."
$APP CEO on new customers in e-commerce
At today's Nasdaq Investor Conference in London with Morgan Stanley:
"And what we saw when we put this into pilot in October is that the results were universally phenomenal. You had customers where they were getting, as an example, 40% new customers, 60% retargeting. Click a button in our dashboard, instantly go to 80% new customer rate. So if you end up doing industry checks and talking to a customer that's buying on our platform in this method, they'll say the results are great. They do measure up really well against the market leader. Why that's exciting for us is that if you take that disclosure that we made with the 600 advertisers, billion-dollar spend, and understand the biggest customers in that cohort were not maximized in spend potential, and that this prospecting tool will maximize their spend on our platform as we go forward, it really makes our ability to extract dollars from customer base even larger than what we put out there. Which then, as you say, we have an opportunity in front of us to go acquire hundreds of thousands of customers, makes the potential future opportunity even bigger than it was before." - AkhenOsiris tweet
$APP CEO on full launch of self-serve in 2026:
"Yeah. So the web model is starting earlier. So as you've already seen with prospecting coming out, we're making really big innovations quickly. The underlying model has improved over the last year as well. And if you talk to the customers, you get a sense that their performance keeps improving. We're also starting at a point of data penetration that's really low relative to where we are in gaming. So as we get more data that comes from more customers, that model is going to keep improving. So what really excites us is that we're already really good, yet we know that the model and the data position is going to get only much stronger over time. On the former, we're building tools really fast. The dashboard, the Axon Ads Manager, is very effective for the customer. They're having a good experience. Customers can sign up today. I mentioned on the earnings call that since we went to referral state at point of earnings, we were seeing 50% roughly a week, week-over-week growth on that business line. Now it's starting small, but I've started multiple businesses. If you're ever going through a period of 50% week-over-week growth, you get ecstatic about a business opportunity like that.
VCs would be lining up with a lot of money to fund something like that. So we're seeing that the opportunity is going to be really large. Now, what gets us to open is that we're able to execute on marketing the brand, being able to tell small businesses around the world that this Axon Ads Manager and this Axon opportunity could be a game changer for them and their business. Of course, this brand didn't even exist a couple of months ago. So we have to nail the marketing side. The way I think about it, and this has been helpful for investors to understand, is that I talk to our team that's doing this growth marketing testing right now and say, look, a great outcome next year would be if we could spend $1 million a day in advertising, and we'll do sponsorships, we'll do advertising, we'll do more media, we'll do podcasts, but if you combine it all and we spend $1 million a day, and it costs us $2,000 to sign up a new customer that goes live on our platform, you'd spend $365 million over the year, and you would get 182,500 new customers in one year.
Now, recall that we've disclosed we only have thousands of customers. If the number can ramp up that quickly with a number that's very immaterial against a revenue base, so you wouldn't even expect much of a margin impact, this business is going to be off to the races. We think it's doable. The second we're ready to do it, we'll open up the platform. We'll be talking about it with investors. And certainly, the small businesses in the world will start seeing that opportunity out there for them."
$APP CEO on new customers in e-commerce
At today's Nasdaq Investor Conference in London with Morgan Stanley:
"And what we saw when we put this into pilot in October is that the results were universally phenomenal. You had customers where they were getting, as an example, 40% new customers, 60% retargeting. Click a button in our dashboard, instantly go to 80% new customer rate. So if you end up doing industry checks and talking to a customer that's buying on our platform in this method, they'll say the results are great. They do measure up really well against the market leader. Why that's exciting for us is that if you take that disclosure that we made with the 600 advertisers, billion-dollar spend, and understand the biggest customers in that cohort were not maximized in spend potential, and that this prospecting tool will maximize their spend on our platform as we go forward, it really makes our ability to extract dollars from customer base even larger than what we put out there. Which then, as you say, we have an opportunity in front of us to go acquire hundreds of thousands of customers, makes the potential future opportunity even bigger than it was before." - AkhenOsiris tweet