Title: Earnings Visuals (8/2026) Show: App Economy Insights (How They Make Money) Date: 2026-09-01 URL: https://www.appeconomyinsights.com/p/earnings-visuals-82026 Note: written Substack post — monthly PDF report teaser; body is a table-of-contents company list + disclosure; no per-company stance. The recurring monthly "How They Make Money Earnings Visuals" post — a ~94.6MB PDF visualizing 100+ businesses this season. 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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📊 Earnings Visuals (8/2026) Get the quick insights on your favorite companies
APP ECONOMY INSIGHTS — SEP 01, 2026 — PAID
Welcome to the Premium edition of How They Make Money. Over 300,000 subscribers turn to us for business and investment insights.
🔥 The August report is here, with over 100 businesses visualized! All the key earnings from the past month in one report. ✔️ Cut through the noise with clear, concise financial snapshots. ✔️ See revenue trends, profit margins, and key takeaways instantly.
Download the full report below or log in to your account.
Here's a sneak peek. 👀 What to expect in our monthly report?
🤖 Big Tech & AI New IPOs: SpaceX, Cerebras Hardware: Sandisk, HP, Lenovo Chip Design: NVIDIA, AMD, ARM Infrastructure: Arista, Cisco, CoreWeave, Nebius
💳 Fintech & Commerce Gig Economy: Uber, DoorDash, Grab, Instacart Digital Banking & Lending: Nu, Klarna, Affirm, Chime Merchant Software & Payments: Intuit, PayPal, Block, Toast Global Commerce: MercadoLibre, Alibaba, PDD, Sea, Shopify
🧠 Enterprise & Data Intelligence Data & AI: Palantir, Datadog, Elastic Productivity: HubSpot, Veeva, Zoom, Monday Software Stack: Salesforce, Workday, Atlassian, Figma Cybersecurity: CrowdStrike, Cloudflare, SentinelOne, Rubrik
🍿 Media & Entertainment Streaming: Disney, Warner Bros., Paramount, FOX, Spotify Social & Ads: Reddit, Snap, Pinterest, Match, AppLovin Gaming: Tencent, NetEase, Nintendo, Sony, Take-Two Sports betting: DraftKings, Flutter
🛍️ Consumer Brands Retail: Walmart, Target, Best Buy, Home Depot, Lowe's Big Pharma: Lilly, Novo Nordisk, Pfizer, Merck, Amgen Travel: Booking, Airbnb, Expedia, Marriott, Tripadvisor Restaurants: McDonald's, RBI
Download the full report 👇 How They Make Money Earnings Visuals (8/2026). 94.6MB ∙ PDF file. High resolution report of selected earnings.
Enjoy, and please reach out if you have questions or suggestions. That's it for today! Stay healthy and invest on!
Disclosure: I own ABNB, AMD, APP, ANET, CRLC, CRM, CPNG, DDOG, DUOL, FLUT, GLBE, GRAB, HIMS, HUBS, INTU, MELI, MNDY, NTES, NU, NVDA, PAYC, PCOR, PINS, PLTR, PTON, RBLX, SHOP, TEAM, TEM, TOST, TTD, TWLO, UBER, XYZ, Z, and ZM in App Economy Portfolio, my investing group on Seeking Alpha, where I share my portfolio holdings and trades in real time.