Finance newsletter earnings, ranked by estimated MRR
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|

Tracked Publication
SaaS PM AI infrastructure research
Data centers, memory, networking. Tracking the supply chain.
Earnings Estimates (Gross MRR)
Subscriber Composition
Revenue Estimates (Gross MRR)
$141.6Range $70.8 – $212.4
Free Subscribers
1KPaid Subscribers (est.)
30Post Activity
7 posts/moMedian Engagement per Post
Reactions
10
over 44 posts
Comments
0
over 44 posts
Restacks
1
over 44 posts
Paid Plans
Recent Posts

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The landlord business wearing a technology company's ticker.

Another impressive earnings. Market expected higher backlog. Earnings call provided a lot of details for the thesis. Here’s my summary of what happened.