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• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 300K+ read my newsletter How They Make Money
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Joined April 2020
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📊 This Week in Visuals
🛒 $COST Costco
🍪 $GIS General Mills
🫒 $DRI Darden
appeconomyinsights.com/p/pro…
$META Muse could reshape commerce.
📱 3.4M downloads in just over 2 weeks
💳 Meta wants a cut of transactions
📦 Amazon has already blocked it
The battle over the consumer AI interface is getting real.
appeconomyinsights.com/p/met…
$COST Costco Q4 FY26:
• Revenue +11% Y/Y to $95.7B ($0.8B beat).
• EPS $6.75 ($0.20 beat).
• 939 warehouses (+25 Y/Y, +8 Q/Q).
Comparable sales Y/Y (adjusted):
• US +7.2%.
• Company +6.7%.
• Digitally-Enabled +19.8%.
$META Meta’s Muse could reshape commerce and the agentic internet.
Our full breakdown lands tomorrow.
Get it free in your inbox:
appeconomyinsights.com/
🤖 OpenAI built a $1B ad business in ~200 days.
• Search monetized the query
• Social monetized attention
• Agents can monetize the decision itself
Plus: $META’s second business model, and $CRM goes headless.
appeconomyinsights.com/p/ope…
$OURA Oura is targeting a $15.6B valuation.
The updated S-1 reveals:
• Up to $2.2B offering
• 50M shares at $40–$44
• 73% are existing shareholders cashing out
Is Oura the next major health platform?
Or the next Fitbit, acquired 63% below its IPO price?
Jeff Bezos is buying into Liverpool FC.
He’s joining a wave of sports deals.
⚽️ Liverpool FC: >$7.0B
🏈 Seattle Seahawks: $9.6B
🏀 Los Angeles Lakers: $12.5B
Why are sports teams suddenly worth so much?
appeconomyinsights.com/p/why…
⚡ SB Energy is going public.
The company has $439B in backlog, mostly tied to data centers. The catch? It has no operating data centers yet.
This may be one of the most unusual bets on AI infrastructure yet.
Full S-1 breakdown 👇
appeconomyinsights.com/p/how…
📊 This Week in Visuals
🎨 $ADBE Adobe
🐶 $CHWY Chewy
📈 $WLTH Wealthfront
appeconomyinsights.com/p/pro…
☁️ Oracle's backlog is finally converting.
• OCI revenue +121%
• Backlog reached $664B
• 300,000+ GPUs deployed
• 850 MW added in one quarter
• FCF: Negative $29B over the past year
Full breakdown 👇
appeconomyinsights.com/p/ora…
$ORCL Oracle Q1 FY27 (August quarter)
• RPO +46% Y/Y & +4% Q/Q to $664B
• Cloud revenue +62% Y/Y to $11.6B
• Revenue +30% Y/Y to $19.4B ($0.2B beat)
• Non-GAAP EPS $1.92 ($0.18 beat)
• FY27 revenue guide > $90B
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Check out the latest earnings visualized.
appeconomyinsights.com/p/ear…
If you like this, you'll love our newsletter!
Join 300,000+ subscribers.
Check out the latest earnings visualized.
appeconomyinsights.com/p/ear…
💍 Oura is going public.
Is this the new Fitbit? Or something else?
• Revenue up 74% to $1.2B in the past 9M
• The ring recovers CAC upfront
• 5M paying members
📊 Full breakdown with visuals.
appeconomyinsights.com/p/how…
☁️ Software Strikes Back: Part Deux.
AI was supposed to eat software.
This week, $PANW and $SNOW showed the other side.
🔐 Palo Alto → More security spend.
❄️ Snowflake → More consumption.
In both cases, AI is accelerating growth.
Full breakdown 👇
appeconomyinsights.com/p/sno…
Broadcom’s transformation is wild.
$AVGO quarterly revenue:
2019 → ~$6B
Today → ~$30B
VMware added a new engine.
AI sent semiconductors soaring.
$AVGO Broadcom Q3 FY26 (July quarter):
• AI semi revenue +221% Y/Y to $16.7B
• Revenue +86% Y/Y to $29.6B ($0.2B beat)
• Non-GAAP EPS $3.32 ($0.08 beat)
Q4 FY26 guidance:
• AI semi revenue +236% Y/Y to $21.7B
• Revenue ~$34.8B ($0.1B beat)
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Check out $NVDA's quarter visualized.👇
appeconomyinsights.com/p/nvi…
