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Joined July 2021
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Clean Your Finance retweeted
5.2 million in 4 days after launch and there’s an analyst forecasting 6 million LIFETIME sales 😂
Can’t make this up!
$NTDOY
[任天堂HP]ニュースリリース「Nintendo Switch 2 ソフト『ゼルダの伝説 時のオカリナ』の世界累計販売本数が発売後4日間で520万本を突破」を公開しました。
nintendo.co.jp/corporate/rel…
Clean Your Finance retweeted
Strong organic and maintenance growth from $TOI.V & $LMN.V
Results continue to demonstrate that the VMS bull case is playing out, with AI lowering dev costs and enabling deeply entrenched software providers to better understand, improve and extend existing customer workflows.
Clean Your Finance retweeted
Within Constellation Software $CSU.TO and Topicus $TOI.V, AI is already making the business units more productive. In September, AI agents at eight of these business units did the work of 41 full-time employees.
The figures come from Rich Swier Jr, founder of raia, the AI agent platform within Constellation that its business units use to build and deploy AI agents. Swier measures an agent's output in FTEE (Full Time Employee Equivalent), the number of full-time employees needed to do the same work.
His key insight is that customer support teams are not only the best place to start with AI, but also the core team to expand AI across the organization and to customers. Now that agents handle core customer support, these teams help roll out agents in other business functions. They are not being replaced. They are becoming more important.
"AI is a force. People + AI is the force multiplier."
Source: LinkedIn post by Rich Swier Jr
Clean Your Finance retweeted
41 M$ de chiffre d’affaires en 2023. 33 Md$ sur les neuf premiers mois de 2026.
Anthropic s’apprête à faire la plus grosse IPO de l’histoire. Faut-il y aller ?
Mon analyse complète sort dimanche. Pour la recevoir, abonnez-vous via le lien en bio 😉
Clean Your Finance retweeted
$GOOGL Waymo just tapped Toyota to build robotaxis for Japan starting in 2027 with the UK to follow by integrating its self-driving hardware directly into Toyota’s factories.
That could significantly lower cost per mile as Waymo scales globally while opening door to bringing its tech into personally owned Toyotas.
Clean Your Finance retweeted
🇳🇱 Adyen $ADYEN
Chiffre d'affaires : 738,1 M€ contre 734 M€ 🟡
Bénéfice par action : non publié (point d'activité trimestriel)
🚀 Volume traité de 451,1 Md€ (+30 %). Platforms +46 %, Unified Commerce +29 %, Digital +16 %
⚠️ Guidance de croissance 2026 confirmée (+21 à 23 % à changes constants), mais marge d'EBITDA 2026 ramenée à 50 % et objectif de marge moyen terme abandonné pour accélérer les investissements
Adyen continue de gagner des parts de portefeuille chez ses clients, mais sacrifie le levier opérationnel à court terme pour s'étendre à la fidélité et à la facturation (Talon, Orb) : la thèse tient si ces investissements montrent un retour d'ici 2027.
