Bookings and Revenue - Q2 bookings are approximately €55 billion, exceeding expectations [1] - Q1 bookings were €39 billion [1] - Q2 bookings are expected to be similar to revenue, resulting in a book-to-bill ratio around 10% [1] - Q3 revenue consensus aims for around €8 billion, while the company guides for approximately €765 billion, slightly below consensus [2] - The company anticipates achieving growth in 2025 [2] Growth Outlook - The most important point is the growth outlook for 2026 or 2027 [3] - The company shipped the most advanced high-end EUV equipment fast in Q2 [3] - Maintaining growth momentum for high-end EUV tools is crucial for ASML's growth scenario [4] China Market - China revenue estimates and export restrictions are key factors to watch [4] - Monitoring Q2 numbers for China revenue is important [4] - Assessing the continued solid demand from China is a vital aspect [4]

Revenue meta https://t.co/VBbaqZznI2 ...

RT pibbles (@0xpibs)REV maxis love to call @arbitrum just a "HL bridge" but overlook the fact that the bridge accounts for almost 10% of USDC's supply - generating over $100m in annualised revenue for Circle on Arbitrum's "HL bridge".Say what you want about chain REV, or lack thereof, but if we're calling for a "revenue meta" and ignoring GDP then we're missing the point - TradFi certainly isn't.Just this week , Fidelity released a report using GDP in their blockchain valuation model. ...

I'd ascribe this to two things:1.) Durability of the revenue due, which is derived from the proven money printer that are perps2.) Last vestiges of "L1/infra premium" being applied to HYPE.(1) is the market being correct/rational while (2) is incorrect/irrational and will continue to transition to apps (which Hyperliquid/CORE is)karbon 🐺🦊 (@basedkarbon):CT likes hype at 65x revenue but doesn't like pump at 10x revenue?And also CT is feverishly bullish on shitco treasury stock trading 3-5x above navAm I read ...

Market Share & Revenue - BonkFun launchpad 过去一周平均占据 672% 的市场份额，并已连续 9 天保持领先地位 [1] - BonkFun 在过去一周持续占据 53% 到 75% 的市场份额 [1] - BonkFun 在同一时期平均每日费用收入为 120 万美元 [1] - 如果 BonkFun 保持当前势头，预计年化收入将达到 439 百万美元 [1] Tokenomics & Buy Pressure - BonkFun 费用的 50% 将用于购买和销毁 $BONK [1] - 另外 8% 的费用将用于为“战略 BONK 储备”和“BonkRewards”计划购买 BONK [1] - 预计每年将有 2546 百万美元用于购买 BONK，从而增加 BONK 的购买压力 [1] Market Dynamics & Potential - BONK 在所有主要中心化交易所 (CEX) 或零售交易平台上市，这将释放大量流动性 [2] - BONK 具有良好的单位偏见，一旦开始上涨，将显著提高其在零售中的传播速度 [2] - BONK 拥有 ETP 和 2 个 ETF 备案，预计很快获得批准，这将使机构和零售更容易以受监管的方式购买 [2] Mindshare & Market Cap - BONK 在过去 7 天和 30 天内拥有所有 memecoin 中最高的关注度 [3] - 行业分析师认为 BONK 达到 100 亿美元市值是保守估计 [3]

It has been nine years since Gianni Infantino became FIFA’s president. Independent estimates suggest that the organisation is on course to double its annual revenue. But his leadership is not without controversy https://t.co/giwxS2QtTE ...

ICYMI: @pumpdotfun has made $400m in revenue year-to-date. https://t.co/LfjUsFI006 ...

Valuation & Revenue Growth - Positive elements are converging to drive up valuations for the W, including patch on uniform, ad spots, and franchise valuation, all driven by revenue and a multiple of revenue [1] - The league experienced hypergrowth after raising capital in February 2022, leading to increased revenue for teams from gate receipts, corporate partnerships, and local media deals [2] - Team valuations have increased from an average of $5 million to $260-270 million over approximately five years [3] Media Deals & Market Dynamics - A significant national media deal, including with NBC, is set to begin next year, further contributing to the multiple and valuation [3] - The league is primarily located in major cities, with Connecticut being one of the smaller markets [4] - Some teams in smaller arenas are looking to upgrade to larger venues to increase revenue and gate attendance [4] Player Compensation - Collective bargaining is currently underway with the players association, with plans to return as much as possible to the players and implement transformational changes by the end of the year [6]

Raydium flipped Hyperliquid in 24h revenue$2.3M vs $800M annualized50%+ Solana DEX share for 4 days straightBonkFun driving 95% of protocol feesSDK revenue triggering major RAY buybacksPhantom perps just went live on HyperliquidDEX dominance shifting in real time ...

Welcome to week 5 of the “revenue” meta, how's everyone doing here??? ...