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🤖 Meta's AI bet is getting expensive.
Free cash flow turned negative for the 1st time.
Zuck is betting billions that Muse can become the next big platform.
Shares are down 8% since earnings.
appeconomyinsights.com/p/pro…
🍿 Netflix has a YouTube problem.
Americans now spend nearly 2x more time watching YouTube than Netflix on their TVs. And the gap keeps widening.
Netflix is still printing cash.
But its share of our attention is slipping.
appeconomyinsights.com/p/net…
$META Meta Q3 FY26:
• Daily active people +3% Y/Y to 3.64B.
• Ad impressions +10% Y/Y.
• Revenue +26% Y/Y to $64.6B ($1.1B beat).
• EPS $3.83 ($3.83 miss).
• $10B youth-safety legal charge.
• FY26 CapEx $135B to 145B (narrower).
Stay tuned for our review of $META's earnings, delivered straight to your inbox!
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appeconomyinsights.com/p/spa…
$TSLA Tesla Q3 FY26:
• Revenue flat Y/Y at $28.0B ($0.2B miss)
• Gross margin 20% (+3pp Y/Y)
• Operating margin 3% (-3pp Y/Y)
• CapEx +110% Y/Y to $4.7B
• Free cash flow -62% Y/Y to $1.5B
• Non-GAAP EPS $0.48 ($0.03 beat)
Full breakdown of $TSLA's earnings will be in your inbox later this week. Join 300,000+ subscribers.
Check out SpaceX here. 👇
appeconomyinsights.com/p/spa…
🚀 SpaceX + Tesla: One Musk Empire?
$SPCX just reported:
• Revenue +161% to $14.6B
• AI revenue +830%
• Net profit $4.4B
• CapEx $19.6B
Full breakdown + visuals👇
appeconomyinsights.com/p/spa…
$SPCX SpaceX Q3 FY26:
• Revenue +161% Y/Y to $14.6B ($1.6B beat).
• Operating margin 19% (+17pp Y/Y).
• CapEx $19.6B (including $16.4B for SI).
• GAAP EPS $0.35 ($0.19 beat).
📊 Thousands of earnings visuals. One place.
Explore the collection 👇
appeconomyinsights.com/p/ear…
$NFLX Netflix Q3 FY26:
• Revenue +12% Y/Y to $12.9B (in-line)
• Operating margin 35% (+6pp Y/Y)
• EPS $0.87 ($0.05 beat)
FY26 Guidance:
• Ad revenue ~$2.7B (previously $3.0B)
• Revenue +13% Y/Y (previously +13%-14%)
• Operating margin 31.5% (unchanged)
Full review of $NFLX earnings later this week.
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appeconomyinsights.com/p/met…
⚡ TSMC just raised its 2026 growth forecast.
But CEO C.C. Wei said something even more interesting.
AI accelerator revenue was expected to grow 55% annually through 2029.
Now he thinks it could be HIGHER.
Let's break it down. 👇 $TSM
appeconomyinsights.com/p/tsm…
$TSM TSMC Q3 FY26:
C.C. Wei: "We have no intention to leave food on the table for others, and we want to capture every piece of business possible."
• Revenue +41% Y/Y to $46.7B ($1.0B beat).
• HPC 68% of revenue (+11pp Y/Y).
• EPADR $4.60 ($0.09 beat).
FY26 outlook:
• Capex ~$62B (unchanged).
• Revenue +44% Y/Y (+40% Y/Y prior).
If you like this, you'll love our newsletter!
Hundreds of visuals every earnings season.
We'll cover $TSM later this week.
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appeconomyinsights.com/p/met…
$ASML ASML Q3 FY26:
Supply-constrained through 2028.
• Net sales +55% Y/Y to €11.7B (€0.1B miss).
• Operating margin 44% (+12pp Y/Y).
• EPS €12.93 (€2.14 beat).
• FY26 Net sales ~€44.5B (€0.5B raise).
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Check out our SK Hynix breakdown ⬇️
appeconomyinsights.com/p/sk-…
