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Run the Numbers
Profits vs. Growth: What X, Deel & Clay Are Teaching Us
Feb 8, 2025
Get ready to dive into the latest buzz in tech finance! Profits at X, previously known as Twitter, are soaring, but revenue growth seems to be lagging. Discover how Deel is shaking up the global employment scene with unmatched growth metrics and market strategies. Plus, there’s a deep dive into the valuation ups and downs in the data service sector, with Clay raising eyebrows as it navigates the challenges of product integration and customer loyalty. Tune in for a ringside view of the private tech market!
09:29
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Quick takeaways
- X (formerly Twitter) demonstrates strong profits due to political ad revenue, yet faces challenges in sustaining growth and revenue stability long-term.
- Deel's rapid revenue growth and innovative employment model position it well in the tech market, but its future valuation depends on maintaining healthy profit margins.
Deep dives
X's Profit Dynamics and Revenue Recovery Challenges
X, formerly known as Twitter, has reported significant profits of $1.25 billion in 2024, a notable increase from previous years. However, the revenue reveals a more concerning trend, sitting at approximately $3 billion, which is only half of its former peak. The resurgence in advertising dollars, particularly due to the influx of political advertisements during the election cycle, partially supports this profit increase, yet the long-term sustainability of these gains is questionable. The company has successfully shifted towards a subscription revenue model, generating $1 billion, but increasing profitability for the future may hinge on their ability to maintain revenue as cost-cutting measures reach their limits.
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Discover
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