App Economy Insights
6,800 posts
App Economy Insights
@EconomyApp
• App Economy investor
• French in Silicon Valley
• Gaming industry veteran
• Previously @PwC & @BandaiNamcoUS
• 300K+ read my newsletter How They Make Money
- Financial statements are intimidating. So I built visuals to help you digest them. There are 3 main statements to know: 💡 Income Statement ⚖️ Balance Sheet 💵 Cash flow Statement I use Apple $AAPL as an example.
- $NVDA NVIDIA Q4 FY24. “Accelerated computing and generative AI have hit the tipping point.” ~ Jensen Huang. • Revenue +22% Q/Q to $22.1B ($1.6B beat). • Gross margin 76% (+2pp Q/Q). • Operating margin 62% (+4pp Q/Q). • Non-GAAP EPS $5.16 ($0.52 beat). Q1 FY25 guidance: •
- $GOOG Alphabet Q3 FY25: • Revenue +16% Y/Y to $102.3B ($2.2B beat). • Operating margin 31% (-2pp Y/Y). • EPS $2.87 ($0.61 beat). ☁️ Google Cloud: • Revenue +34% Y/Y to $15.2B. • Operating margin 24% (+7pp Y/Y). ▶️ YouTube ads +15% to $10.3B.
- $NVDA NVIDIA Q1 FY25 (ending in April). • Revenue +18% Q/Q to $26.0B ($1.5B beat). • Gross margin 78% (+2pp Q/Q). • Operating margin 65% (+3pp Q/Q). • Non-GAAP EPS $6.12 ($0.54 beat). • Dividend raised by 150%. Q2 FY25 guidance: • Revenue ~$28.0B ($1.2B beat).
- $NVDA NVIDIA Q4 FY25 (January quarter). • Revenue +12% Q/Q to $39.3B ($1.2B beat). • Gross margin 73% (-2pp Q/Q). • Operating margin 61% (-1pp Q/Q). • Non-GAAP EPS $0.89 ($0.04 beat). Q1 FY26 guidance: • Revenue $43.0B ($1.0B beat).
- $TSLA Tesla Q3 FY24: • Revenue +8% Y/Y to $25.2B ($0.5B miss). • Gross margin 20% (+2pp Y/Y). • Operating margin 11% (+3pp Y/Y). • Capex +43% Y/Y to $3.5B. • Free cash flow +223% Y/Y to $2.7B. • Non-GAAP EPS $0.72 ($0.12 beat).
- $NVDA NVIDIA Q2 FY25 (ending in July). • Revenue +15% Q/Q to $30.0B ($1.3B beat). • Gross margin 75% (-3pp Q/Q). • Operating margin 62% (-3pp Q/Q). • Non-GAAP EPS $0.68 ($0.04 beat). Q3 FY25 guidance: • Revenue ~$32.5B ($0.8B beat).
