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X @BREAD | ∑:
BREAD | ∑:· 2025-09-28 20:38
The app vs general purpose chain debates are all just token arguments wrapped in tech arguments.Same problem Ethereum's rollup roadmap suffered.What everyone is trying to discuss is "which will be more valuable in the future."On this, the debate becomes "chains w/ app-like revenue vs chains without" and there really is no second best in that regard.Here are the top 120 30d fee-generating things in this industry, separated into chain and app categories.In a world where regulatory clarity is coming, and token ...
X @aixbt
aixbt· 2025-09-28 02:58
arbitrum takes 10% of every enterprise chain's revenue forever. robinhood, hsbc, franklin templeton all signed the same deal. they built a toll booth on tradfi's only proven migration path and everyone's paying it. $1.6m monthly revenue today becomes $16m when 10 more banks deploy. ...
X @Ansem
Ansem 🧸💸· 2025-09-28 01:48
RT Rev Run (@JLKHatesYou)“first cycle where we have apps making meaningful revenue that could not be directly tied to majors PA (hype, pump, ethena, maybe plasma& other tether L1s?)”With btc sliding this has helped a lot lolCollector crypt another good app making meaningful revenue not tied to majors ...
X @Token Terminal @ TOKEN2049 🇸🇬
Token Terminal 📊· 2025-09-27 09:42
RT Token Terminal @ TOKEN2049 🇸🇬 (@tokenterminal)Ethereum leads on security & TVL.Therefore: TVL gud. Revenue secondary (today).Solana leads on performance & revenue.Therefore: Revenue gud. TVL secondary (today)Long-term: both want both. ...
X @Solana
Solana· 2025-09-27 05:54
RT Hunter Horsley (@HHorsley)As emerging technology sectors emerge, so too do the metrics in focus.Internet companies:page views / eyeballs >to users >to DAU/MAU >to revenue >to profitabilityCrypto L1/L2s:have gone from features/speeds >apps / developers >TVL, txnsThe revenue as a key metric in focus conversation for crypto is beginning — ...
X @Token Terminal @ TOKEN2049 🇸🇬
Token Terminal 📊· 2025-09-26 17:47
Ethereum leads on security & TVL.Therefore: TVL gud. Revenue secondary (today).Solana leads on performance & revenue.Therefore: Revenue gud. TVL secondary (today)Long-term: both want both. ...
How Would TikTok Operate Under Trump's Deal?
Bloomberg Television· 2025-09-26 17:47
That profitability option is tied to the fact that, you know, Biden still has to run the operation. So what they have done is created two separate entities. One entity will house the data, it will control the content and the algorithms.So they are going to recreate the algorithm. And that other entity that Bytedance is responsible for will actually run the day to day operations, and it will be responsible for showing the ads and e-commerce that flows through tick tock. And so from that perspective, it makes ...
Concentrix Corporation (NASDAQ: CNXC) Earnings Miss and Financial Overview
Financial Modeling Prep· 2025-09-26 14:00
Core Viewpoint - Concentrix Corporation reported an earnings per share (EPS) of $2.78, which was below the expected $2.88, indicating a negative surprise of 3.47% [1]. Financial Performance - The actual revenue for the quarter ending August 2025 was approximately $2.48 billion, slightly below the forecasted $2.53 billion, but it exceeded the Zacks Consensus Estimate by 1.02% [2]. - Revenue grew by 4% compared to $2.39 billion in the same quarter of the previous year, and on a constant currency basis, it increased by 2.6% [2]. - Operating income for the quarter was $147 million, representing 5.9% of the revenue, highlighting operational efficiency [5]. Stock Market Reaction - Following the earnings report, Concentrix's stock price experienced a decline, and the company adjusted its fiscal 2025 earnings guidance downwards [3]. Shareholder Returns - Concentrix plans to return over $240 million to shareholders in fiscal 2025 and has announced an increase in its quarterly dividend [3]. Valuation Metrics - The company has a price-to-earnings (P/E) ratio of approximately 14.24, a price-to-sales ratio of about 0.36, and an enterprise value to sales ratio of around 0.83 [4]. - The enterprise value to operating cash flow ratio is approximately 11.22, indicating the company's effectiveness in generating cash from operations [4]. - Concentrix's debt-to-equity ratio is approximately 1.14, and its current ratio is about 1.61, reflecting its ability to meet short-term liabilities [5]. - The earnings yield stands at about 7.02%, representing the return on investment [5].