Title: Earnings Visuals (5/2026)
Show: App Economy Insights (How They Make Money)
Author: Bertrand Hartman
Date: 2026-06-02
URL: https://www.appeconomyinsights.com/p/earnings-visuals-52026
Note: Monthly "How They Make Money Earnings Visuals" post — a 105MB PDF report visualizing 100+ businesses. The post body is only the table of contents (no per-company stance or analysis), reproduced verbatim for personal study. No (mm:ss) timestamps. The author-disclosure App Economy Portfolio holdings set is intentionally not tabulated.

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Monthly "How They Make Money Earnings Visuals (5/2026)" — a 105MB PDF with 100+ businesses visualized. The post body is only this table of contents (no per-company analysis):

Big Tech & AI:
- New IPO: SpaceX
- Chip Design: NVIDIA, AMD, ARM
- Infrastructure: Arista, Cisco, CoreWeave, Dell
- Hardware: HP, Lenovo

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

Enterprise & Data Intelligence:
- Data & AI: Palantir, Snowflake, Datadog, Elastic
- Cybersecurity: Cloudflare, Zscaler, Fortinet
- Productivity: HubSpot, Zoom, Monday
- Software Stack: Salesforce, Workday, Atlassian, Figma

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

Consumer Brands:
- Retail & Apparel: Walmart, Target, Best Buy, Amer Sports, On
- Travel: Airbnb, Expedia, Marriott, Tripadvisor
- Restaurants: McDonald's, RBI
- FMCG: Hershey, Kraft

(Author disclosure lists a large App Economy Portfolio holdings set — not reproduced here.)