As promised...

Just remember me when you want to exclusively share your revenues 😬

6, 19 and 22 are easily my favourites (I think American's will like the latter one).

docs.google.com/spreadsheets...

- 144 Enterprise customers generate $9M in ARR 🏦
- Full year rev of $376.8M (up 22%) 💰
- Customers paying >$10K annually grew 40% 📈
- Non-GAAP income from operations of $11.8M

They reported having "approximately 117,000 paying customers" which is the same as last quarter, but up 8% year over year.

Happy subscriber here!

Appreciate it, Saloni!

Appreciate it!

Half of what I write and think about is about how David can compete with Goliath so I love this.

Thanks Jason!

Alright, question time.

To share what I wrote on X & LinkedIn in *one* post requires four posts here, which feels excessive and spammy.

And I don't think I rambled at all - just a list of bullet points of highlights from their call.

Is that the norm? Any alternative workaround?

- Emerging verticals revenue of $34M, up 7% YoY 📈

Tim also said:

"In the very recent past financial institutions and some government websites are winning in some areas where they traditionally haven’t, which as I’ve alluded to in past calls is a bit of a head scratcher"

- "We've seen recovery in organic search traffic in most areas" 🔎
-- Exceptions to that are for credit cards & personal loans 💰
- Credit card revenue declined 16% to $176M 💳
- Insurance revenue increased 821% (!) YoY to $72M 🚗
- Loans revenue declined 26% to $18M 🏦

Thank you sir!

Yeah, one of the niches I avoid personally (along with adult, smoking / vaping sites, etc.).

Nothing against it, would just rather someone else was tracking that space if they wanted to.

Thank you sir!

This is v1 so please go easy on me. I've shared it with a few people already, but I'm sure there will be lots to add / fix / change in the coming days after getting more feedback.

Any shares on the above are much appreciated 🤝

Here's the link: gaps.com/research/

I know this answer is too long but thank you for asking (!), and I'm sure it's confusing to other people as well, hah.

We have a huge refresh coming soon which will hopefully make the direction of Gaps a lot clearer.

But generally Detailed = SEO. Gaps = startups, funding & revenue.

have really missed the financial side (funding, trends, opportunities, etc.).

I'm still optimistic about the future of search, but have to accept a *ton* is changing right now as well.

I really want to stay on top of where the $ is going, and how people are generating it :)

When I used to run a site called ViperChill (which is where my username is from) I basically wrote 50% of my content on startup & business ideas, and 50% was about SEO.

Realised I should focus on one, and Detailed won out for many years.

I got so into reporting on the SEO of big businesses that I

Yes! Thank you for checking in. Just been so crazy busy with Gaps, but already working on the next report :)