App Economy Insights — Earnings Visuals (5/2026)
The monthly "How They Make Money" Earnings Visuals PDF — 100+ 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 ~105MB PDF that visualizes how 100+ businesses make money, organized by theme. 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. So this page deliberately has no securities table: tabling ~100 stanceless tickers would corrupt the cross-source index. Below is the thematic line-up (as prose), for reference only.
Themes & line-up
Big Tech & AI
- New IPO: SpaceX. Chip Design: NVIDIA, AMD, ARM. Infrastructure: Arista, Cisco, CoreWeave, Dell. Hardware: HP, Lenovo. The AI-buildout stack from silicon to servers, with SpaceX added as the marquee new listing.
Fintech & Commerce
- Crypto: Circle, Coinbase. Gig Economy: Uber, DoorDash, Airbnb, Grab, Instacart. Payments: Intuit, PayPal, Block, Nu, Klarna, Affirm, Toast. Global Commerce: MercadoLibre, Alibaba, PDD, Sea, Shopify. The money-movement and marketplace layer, spanning crypto rails, on-demand platforms, BNPL/payments, and the global e-commerce giants.
Enterprise & Data Intelligence
- Data & AI: Palantir, Snowflake, Datadog, Elastic. Cybersecurity: Cloudflare, Zscaler, Fortinet. Productivity: HubSpot, Zoom, Monday. Software Stack: Salesforce, Workday, Atlassian, Figma. The enterprise-software cohort — data platforms, security, collaboration, and the application stack.
Media & Entertainment
- Gaming: Tencent, NetEase, Nintendo, Sony, Take-Two. Social & Ads: Reddit, Snap, The Trade Desk, Applovin. Streaming: Disney, Warner, Paramount. Sports betting: DraftKings, Flutter. The attention economy — games, ad platforms, streaming, and the betting names.
Consumer Brands
- Retail & Apparel: Walmart, Target, Best Buy, Amer Sports, On. Travel: Airbnb, Expedia, Marriott, Tripadvisor. Restaurants: McDonald's, RBI. FMCG: Hershey, Kraft. The consumer block — big-box and apparel retail, travel/lodging, restaurants, and packaged goods.
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.