What are we looking for in the upcoming technology revenue cycle
Much of the world has been busy digesting Twitter being renamed “X”, but something more serious is happening in the tech world: Worldcoin is here!
i want. What’s really important today is that we’re starting another earnings cycle, which means we can study the results of the biggest and richest tech companies to get some perspective on the state of the economy as it relates to technology goods and services. Hardware and software, in other words.
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Of course, we’re going to be looking at some familiar themes in this cycle, but there are enough new trends going on that I want to pause and go over some of the points that we should be paying attention to.
Note that earnings season affects the startup world in a number of ways. Most importantly, it provides a direction signal: When publicly traded technology companies report rapid growth in certain areas of their market, investors are gaining interest in younger companies that might benefit from a similar surge in demand.
And, of course, start-ups should care about these outcomes, as they can reassess the public companies that make up their comparable core cohort, which can make fundraising easier or more difficult and help determine exit value.
It’s a big deal, in other words.
As we noted this morning in Equity, this week we’ll be hearing from Microsoft, Alphabet, Spotify, Snap, Roku, and more. Given the breadth of companies reporting this week, we’re officially headed into breach.
Now, on to what we should all remember for this particular revenue cycle! It will be fun, I promise.
Five things to watch out for
Where the AI hype turns into dollars
By now, you’re probably pretty tired of almost everyone telling you how AI is going to change everything, folks. We feel you.