RT Milk Road (@MilkRoadDaily)Aave went from bear market survivor → revenue machine.Average quarterly revenue over the years:- 2022: $5M- 2023: $4.6M- 2024: $21M- 2025: $24.6MThat’s a 5x jump in just two years.It’s a reminder that real businesses take time to build. https://t.co/KtFtVcyGet ...

Turkey’s Vice President Cevdet Yilmaz said the government will seek to raise revenue without further increasing taxes to avoid stoking inflation https://t.co/QDxJKfRQqq ...

Tariff Revenue & Collection - The US collected over $159 billion in tariff revenue by early September, a 148% increase year-over-year, equating to $642 million per day [3][4] - Projections estimate the government will collect approximately $29 trillion in tariff revenue over the next 10 years, starting next year [5] - Importers typically have 10 to 30 days to pay tariffs after their goods arrive in the US [10] - Collected tariff money is sent to the US Treasury's General Fund, and Congress decides how to allocate it [11] Impact on Trade & Importers - Increased tariffs on Chinese goods to 145% in April led to a plunge in imports at the Port of Los Angeles [7] - Reducing tariffs to 30% in May resulted in a surge of cargo, with the port complex handling over 1 million containers in July [8] - Importers are responding to higher tariffs by negotiating with suppliers, asking them to share the increased tariff rate, and raising prices for consumers [10] Policy & Future Implications - A federal appeals court struck down Trump's tariffs, but the Supreme Court agreed to hear his appeal [15] - The motivation behind using tariffs as a revenue generator is to address the unsustainable debt path of the US [14] - The US government may use tariff revenue to pay down debt, issue rebate checks, or replace the federal income tax [12][13] - Domestic firms have organized around existing tariffs, making them difficult to remove, as they have made investments and increased prices [15]

Core Insights - Hain Celestial Group, Inc. is facing intensified competition in the organic and natural products sector, with a significant decline in expected earnings and revenue for Q4 fiscal 2025 [1][2][3] Financial Performance - Wall Street estimates Hain's earnings per share (EPS) to be $0.04, representing a 69.2% drop from the previous year's quarter [2][3][6] - Projected revenue for Q4 is approximately $371.6 million, indicating a 10.4% decrease year-over-year [2][6] - For the entire fiscal year 2025, the revenue estimate stands at $1.57 billion, reflecting a 9.5% decline [4] Market Position - Hain Celestial has a history of negative earnings surprises, averaging 28.1% over the past four quarters [4] - Despite challenges, the company is experiencing growth in its international categories, which may help mitigate domestic struggles [3] Valuation Metrics - The company has a negative price-to-earnings (P/E) ratio of approximately -0.73, indicating current losses [5][6] - The price-to-sales ratio is 0.12, suggesting the stock is undervalued compared to its sales [5] - The debt-to-equity ratio is 1.11, indicating a moderate level of debt, while the current ratio of 1.81 suggests good liquidity [5]

RT Simon (@simononchain)following up with some relative valuation work on rev/buyback multiples - it's actually crazy where parity with Hyperliquid would place pump mc/fdv wiseif pump were to trade at $HYPE's:ann. mc/rev of 11.9x → $PUMP at $0.02219 (7.83B mkt cap, 22.25B FDV)ann. fdv/rev of 44x → PUMP at $0.02886 (10.17B mkt cap, 28.93B FDV)ann. buyback yield of 8.4% → PUMP at $0.02176 (7.67B mkt cap, 21.82B FDV)all scenarios put pump at 4-5x current prices assuming revenue stays constant@notthreadguy??? ...

Core Insights - Adobe's stock increased by approximately 6% following the release of its earnings report, indicating positive market reaction [1] - The company reported an adjusted EPS of $5.31, surpassing the expected EPS of $5.34 [1][3] - Revenue for the quarter was reported at $5.99 billion, exceeding the anticipated $5.91 billion [2] Financial Performance - The Q3 Annual Recurring Revenue (ARR) for Adobe's digital media business, which includes Creative Cloud subscriptions, reached $18.59 billion, slightly above the consensus estimate of $18.56 billion [2] - Guidance for Q4 EPS is projected to be between $5.35 and $5.40, compared to the expected $5.34 [3] - Q4 revenue guidance is also above estimates, ranging from $6.08 billion to $6.13 billion [3] Future Outlook - The full-year 2025 ARR guidance is set at $11.3 billion, which is slightly above the previous outlook of $11 billion [3] - A conference call is scheduled for 5 PM, where further insights from CEO Shantun Orion are anticipated [3]

Financial Performance - The Lovesac Company reported an Earnings Per Share (EPS) of -$0.45, surpassing the anticipated EPS of -$0.72, indicating better-than-expected performance despite the negative EPS [2][5] - The company unveiled a revenue of approximately $160.53 million, slightly exceeding the projected revenue of $160.42 million, demonstrating alignment with market expectations [2][5] Valuation Metrics - The Price-to-Sales ratio is about 0.44, suggesting favorable market valuation of the company's revenue [2] - The Enterprise Value to Sales ratio is around 0.68, indicating a reasonable valuation in relation to its sales [3] - The Enterprise Value to Operating Cash Flow ratio is notably high at approximately 101.13, suggesting a potentially high valuation relative to cash flow from operations [3] Financial Health - The company's Debt-to-Equity ratio is approximately 0.95, showcasing a balanced level of leverage [4] - With a Current Ratio of around 1.60, the company demonstrates a strong capability to cover its short-term liabilities with its short-term assets, indicating robust financial health [4]

Group 1 - The article discusses the recent financial performance of a specific company, highlighting a revenue increase of 15% year-over-year, reaching $2.5 billion [1] - It notes that the company's net income rose to $300 million, representing a 20% increase compared to the previous year [1] - The report emphasizes the growth in the company's market share, which expanded by 5% in the last quarter [1] Group 2 - The article outlines the strategic initiatives the company has undertaken, including the launch of new products that contributed to the revenue growth [1] - It mentions the company's investment in technology, which is expected to enhance operational efficiency and drive future growth [1] - The article also highlights the competitive landscape, indicating that the company is well-positioned against its main rivals [1]

Enterprise adoption → RevenueRevenue → LINKLINK → Chainlink Reserve https://t.co/DKRpFSy1qr ...

if a protocol hits $155m arr with 70% cost savings to enterprises, it's a sign either that the market hasn't caught up, or that traders are sleeping on actual revenue ...