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X @mert | helius.dev
mert | helius.dev· 2025-09-01 08:03
this is my favorite stat for a blockchainfundamentally, what matters for a platform is the success of builders on top of itand the teams who build on Solana make the most moneythis is doubly impressive when you note that fewer ppl build on SVM than EVM; for nowSolanaFloor (@SolanaFloor):🚨BREAKING: In August, @Solana DApps generated over $200 million in revenue, surpassing all L1 and L2 DApps in 30-day revenue. https://t.co/MzIp501ZEv ...
Sam Altman's advice to founders: Don't try to rebuild ChatGPT
Garry Tan· 2025-06-24 15:01
One of the classic questions is how do I uh start a startup that doesn't get run over by open AI. That's sort of the number one question that's in our chat. We don't want to run you over.Um look, we're going to do our thing hopefully very well. We are going to try to make the best superent out of chatbt that we can. We're going to add the things that we think we need to add to that.Um, but that is like one small part of the opportunity in front of us. And it makes us sad when people are like, I'm gonna star ...
Autodesk Set to Report Q1 Earnings: Here's What You Should Know
ZACKS· 2025-05-20 13:00
Core Viewpoint - Autodesk is set to report its first-quarter fiscal 2026 results on May 22, following a strong fourth-quarter performance where revenues grew 12% to $1.64 billion and non-GAAP operating margin reached 37.1% [1][2]. Financial Performance - The company expects first-quarter fiscal 2026 revenues to be between $1.60 billion and $1.61 billion, with non-GAAP EPS projected in the range of $2.14 to $2.17, indicating modest sequential growth [2]. - The Zacks Consensus Estimate for revenues is $1.61 billion, reflecting a year-over-year growth of 13.39% [2]. - The Zacks Consensus Estimate for EPS is $2.14, unchanged over the past 60 days, indicating a year-over-year increase of 14.44% [3]. Recent Developments - Autodesk's fourth-quarter results exceeded expectations, with an earnings surprise of 7.51%, and the company has beaten the Zacks Consensus Estimate in each of the last four quarters, averaging a surprise of 5.73% [3]. - The company is undergoing a restructuring that involves approximately 9% of its workforce (about 1,350 employees), which may cause short-term disruptions despite potential long-term benefits [2]. Market Factors - Several factors may influence the upcoming fiscal first-quarter results, including the optimization of Autodesk's go-to-market approach, macroeconomic uncertainty affecting customer spending, and a transition in the company's Chief Revenue Officer [5]. - Autodesk is experiencing strong momentum in its Construction business, adding nearly 400 new logos last quarter, and reallocating resources to focus on cloud, platform, and AI initiatives [6]. Margin Outlook - The underlying non-GAAP operating margin is expected to reach 39-40% for fiscal 2026, although this should be weighed against moderating top-line growth [7]. - Management plans to provide more details about future margin expansion during an analyst day scheduled for the third quarter [7]. Investment Considerations - Given the mixed signals, it may be prudent for investors to maintain current positions while awaiting clarity on how effectively Autodesk navigates its organizational changes and executes its optimization strategy [8]. - According to the Zacks model, Autodesk currently has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating that the odds of an earnings beat are not favorable at this time [9].