App Economy Insights — Earnings Visuals (6/2026)
The monthly "How They Make Money" Earnings Visuals PDF — 200+ businesses visualized in one report. This issue is a download teaser, so there's no per-company analysis to index.
What this is: the recurring monthly Earnings Visuals report — a ~22.8MB PDF that visualizes how 200+ businesses make money, organized by theme (the biggest season yet). Unlike the weekly "This Week in Visuals" recaps, this post's body is only a table of contents (a list of the companies covered) plus the author's portfolio disclosure — there is no stance or per-company analysis (the analysis lives inside the downloadable PDF, which is charts/images). So this page deliberately has no securities table: tabling ~30 stanceless tickers would corrupt the cross-source index. Below is the thematic line-up (as prose), for reference only. The author also discloses holding ADBE, AVGO, CRWD, DOCU, GTLB, HQY, IOT, MDB, PANW, RBRK in his Seeking Alpha "App Economy Portfolio" — a disclosure, not a stance on any of these.
Themes & line-up
Semis
- Broadcom, Micron. The memory/AI-silicon names driving the buildout's supply side.
Retail
- Home Depot, Lowe's. The home-improvement big-box duo — a read on the housing/discretionary consumer.
Tourism
- Carnival, Vail Resorts. Cruise and mountain-resort operators — the experiential-spend gauge.
AI infrastructure
- Oracle, Cerebras. Cloud capacity and non-Nvidia inference silicon — the compute-supply layer of the AI story.
Consumer brands
- Nike, Lululemon. The athletic-apparel bellwethers — brand strength vs discretionary softness.
Workflow
- Adobe, DocuSign, GitLab, UiPath. The productivity/automation software cohort navigating the pivot to credit- and outcome-based, agent-era pricing.
Data
- C3.ai, HPE, MongoDB, Rubrik, Samsara. The data-platform, infrastructure and IoT/observability names — governed data as the layer agents depend on.
Cybersecurity
- CrowdStrike, Palo Alto Networks, SentinelOne. The security-platform cohort consolidating identity + endpoint + AI-detection.
And more
- Accenture, Darden, Didi, Meituan, FedEx, Fox, GameStop. A grab-bag across IT services, restaurants, Chinese platforms, logistics, media and retail.
How to use the report
- This is the reference companion to the weekly recaps: when a name shows up in a "This Week in Visuals" post, the monthly PDF holds the full how-they-make-money breakdown. Treat it as a library, not a call — none of these names carries a stance here.
Table of contents extracted from the public App Economy Insights monthly Earnings Visuals post (in transcript.txt) for personal study. No per-company stance — this is a PDF-report teaser. Not investment advice. © App Economy Insights for source material.