Filing: Trump Media reports 2024 revenue down 12% YoY to $3.6M and a $400M net loss, up from $58.2M in 2023; the company has a $6.6B market cap
PART I Item 1. Business Unless the context otherwise requires … Sean Burch / The Wrap : Trump Media Files Intent to Find ‘Mergers & Acquisitions Across Multiple Industries’ Dan Primack / Axios : Trum...
Microsoft reports Q4 Intelligent Cloud revenue up 19% YoY to $28.52B, vs. $28.68B est., including Azure and other cloud services up 29% YoY
but there's a rare miss for Azure cloud results Kamya Pandey / MEDIANAMA : Microsoft Reports $64.7 Billion Revenue in Q4 FY24, Marking 15% Increase Yuvraj Malik / Reuters : Microsoft beats quarterly r...
a16z invests in Adam Neumann's residential real estate management startup Flow, sources say ~$350M at a $1B+ valuation, the firm's largest-ever individual check
Our nation has a housing crisis. — The demographic trends driving … Ryan Deffenbaugh / Protocol : Can proptech go with Adam Neumann's Flow? Edward Ongweso Jr / VICE : NIMBY Marc Andreessen Gives WeW...
Apple will reduce its App Store cut to 15% from any developer who earns less than $1M in revenue per year from all their apps, starting January 1
but there's a catch Firstpost Tech : Apple to cut App Store commission from 30 to 15 percent for developers with up to $1 million annual revenue Stephen Warwick / iMore : Fury as Tim Sweeney compares ...
Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow much slower in cloud infrastructure from a much lower base
Charles Fitzgerald / Platformonomics : Tweets: @jonathansorum , @timsneath , @charlesfitz , @jaypipes , @timoreilly , and @marypcbuk Tweets: Jonathan Sorum / @jonathansorum : CAPEX is a leading indic...
Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow much slower in cloud infrastructure from a much lower base
In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we've looked at the capital expenditures behind … Tweets: @jonathansorum , @timsneath , @charlesfitz , @jaypipes...