StackRanksFinance 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
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
Earnings Estimates (Gross MRR)
Subscriber Composition
Revenue Estimates (Gross MRR)
$4.1KRange $3.1K – $6.2K
Free Subscribers
20KPaid Subscribers (est.)
134Post Activity
2 posts/moMedian Engagement per Post
Reactions
28
over 38 posts
Comments
2
over 38 posts
Restacks
1
over 38 posts
Paid Plans
Included in all plans
Recent Posts
The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is clearly over, as each is trying to commoditize the layer the other serves.
For more than a year, the number one pushback I hear from investors on big tech is that the CapEx is out of control, and the returns won’t be there. This was the first earnings season where all four companies directly and, in my view, successfully answered that worry.
I covered the cloud hyperscalers and what I see from aggregating multiple alt providers, and share some of my views on the upcoming earnings. In this report, I also share some data on the ad tech and software sector.
The shift away from always-buy-the-best-model is, on its surface, bearish for the AI labs and looks like it should compress the whole stack. But it is quietly one of the most bullish structural setups for the three hyperscalers — Microsoft, Amazon, and Google.