Am I reading this correctly.$140m in revenue in 2024 and they spend $130m on salaries?Steven (@Dogetoshi):These are pretty bad numbers coming out of Gemini.Unprofitable 2024 for a crypto exchange?How??? https://t.co/ED32LoOdYO ...

Market Dynamics - Hyperliquid surpasses Circle in 24-hour revenue [1]

Core Insights - Amcor reported $5.08 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 43.8% [1] - The EPS for the same period was $0.20, slightly down from $0.21 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of $5.17 billion, resulting in a surprise of -1.76% [1] - The company experienced an EPS surprise of -4.76%, with the consensus EPS estimate being $0.21 [1] Financial Performance Metrics - Net Sales for Flexible Packaging reached $3.21 billion, exceeding the two-analyst average estimate of $2.71 billion, representing a year-over-year change of +19.3% [4] - Net Sales for Rigid Packaging amounted to $1.88 billion, significantly surpassing the $765.86 million average estimate, with a year-over-year change of +121.1% [4] - Adjusted EBIT for Flexibles was reported at $450 million, compared to the average estimate of $410.01 million [4] - Adjusted EBIT for Rigid Packaging was $204 million, exceeding the average estimate of $68.86 million [4] - Corporate expenses showed an adjusted EBIT of -$43 million, compared to the average estimate of -$29.78 million [4] Stock Performance - Amcor's shares have returned +5.1% over the past month, outperforming the Zacks S&P 500 composite's +3.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

A growing number of blue cities and states across the country, from Washington state to Rhode Island, are looking at ways to wring more revenue from their richest taxpayers https://t.co/c0RsjHNyRI ...

Evolent Health (EVH) FY Conference Summary Company Overview - **Company**: Evolent Health (EVH) - **Date of Conference**: August 13, 2025 - **Key Speakers**: CFO John Johnson, Richard Close from Canaccord Key Points and Arguments Financial Performance - **EBITDA Outperformance**: Evolent Health reported a strong performance in EBITDA, achieving a second consecutive beat for the year, leading to an increase in the lower end of their EBITDA guidance [5][12] - **Revenue Decline**: Despite the positive EBITDA performance, revenue guidance was lowered due to timing issues with performance suites and risk-based contracts [12][14] - **Claims Development**: Favorable claims development was noted, with trends below the 12% forecast for oncology costs, which were projected at a 10.5% trend for the year [5][6][26] Revenue Guidance Changes - **Partnership with Aetna**: A significant new partnership with Aetna for their Medicare Advantage population in Florida was announced, with a delay in the go-live date to Q1 of the following year due to data exchange preparations [14][16] - **Regulatory Delays**: A performance suite contract was delayed due to regulatory issues but is now set to go live on September 1 [16][17] - **Guidance Philosophy Shift**: The company adjusted its guidance philosophy, moving the fully contracted revenue point to the midpoint of the range to allow for potential faster deterioration in exchange membership [17][18] Cost Trends and Oncology - **Oncology Cost Trends**: The company is forecasting a 12% trend in oncology costs but is currently experiencing a trend of about 10.5%. The stability in authorization data is noted as a positive sign compared to the previous year's volatility [23][25][26][27] - **Pandemic Impact**: The spikes in cancer cases last year were attributed to pandemic-related factors, with expectations of a return to normal trends moving forward [27] Market Dynamics and Partnerships - **Vendor Consolidation Trend**: Evolent Health aims to be the enterprise partner of choice for managed care organizations, capitalizing on a trend of vendor consolidation in the industry [29][30] - **Regulatory Pressures**: Increasing regulatory requirements are driving managed care organizations to seek external partners like Evolent to meet commitments on turnaround times and data integration [36][38] Future Outlook - **Revenue Projections**: Evolent Health anticipates generating approximately $2.5 billion in revenue for the next year, supported by a robust pipeline of over $1 billion [41][33] - **EBITDA Growth**: The company aims for a 20% year-over-year growth in adjusted EBITDA, driven by both organic growth and margin expansion initiatives [43][41] - **AI Integration**: Evolent is on track to achieve a $20 million net improvement in unit costs through AI initiatives, with a long-term goal of $50 million in net EBITDA benefits [45][46] Cash Flow and Capital Allocation - **Cash Flow Expectations**: The company expects to generate about $65 million in cash from operations for the remainder of the year, following a one-time cash usage of $85 million in the first half [49][50] - **Deleveraging Strategy**: Evolent plans to deleverage by approximately one turn per year, focusing on capital allocation priorities [50] Additional Important Insights - **Data Connectivity Investments**: Evolent is investing in data connectivity and interoperability, which is expected to become an industry standard by 2027, enhancing their competitive position [39][40] - **Engagement with Regulatory Bodies**: The company is actively involved in discussions with AHIP and HHS to influence value-based care directions [40]

President Donald Trump on Tuesday said his tariffs are taking in “trillions of dollars”—which matches estimates from some economists for revenue his levies could generate, but over the next decade, not so far this year. (Photo: Getty Images)https://t.co/C6UMjKhq0k https://t.co/oIa9ofa26w ...

Financial Performance - MultiBank Group's H1 revenue reached $209 million [1] - MultiBank Group experienced a 20% year-over-year (YoY) increase in H1 revenue [1] Company Overview - MultiBank Group is a global financial derivatives institution [1] - MultiBank Group has over 2 million clients [1]

Chainlink Reserve Growth - Chainlink Reserve 的增长由数百万美元的收入推动 [1] - 任何资产都可以通过 LINK 代币进入 Chainlink Reserve [2] Chainlink Functionality - Chainlink 旨在连接任何资产到 Chainlink Reserve [2]

Investment Strategy - Venture Capital firms are prioritizing infrastructure investments that generate tangible revenue over AI-related ventures with inflated valuations [1] - The industry believes sustainable competitive advantages (moats) are more valuable than short-term market momentum [1] Financial Focus - The industry is focusing on infrastructure deployments valued at $38 billion [1] - The industry is emphasizing investments that yield actual revenue [1]

Buyback Programs & Revenue - The crypto and equity world has a history of companies using revenue to buy back company tokens/assets [1] - This strategy aims to keep the community happy [1] - Raydium Protocol completed $57 million in buybacks of their token in July [2] Raydium Protocol Performance - Raydium Protocol experienced a 100% increase in weekly fees over the last month [2]