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MutuaValue
Uber crosses a strategic threshold toward sustainable profitability
Uber Technologies kicked off 2025 with its strongest quarter yet: revenue of $11.5 billion (+14 % YoY) and net income of $1.8 billion,...
Jun 5, 2025
Pinduoduo: Anatomy of Engineered Hypergrowth
In less than a decade, Pinduoduo (PDD) has evolved from an unknown startup to a global e-commerce giant, surpassing $100 billion in...
Jun 4, 2025
Platform Monetization: How ARPU Shapes the Winners in Social Media, Video, and Streaming
Average revenue per active user (ARPU) has become a key metric for judging how well digital platforms monetise their audiences. Using...
Jun 3, 2025
JD.com: Vertical Integration and New Growth Drivers
A Fully Integrated End-to-End Retailer Founded in 1998 by Liu Qiangdong and listed on the Nasdaq since 2014, JD.com has become China’s...
May 29, 2025
Alibaba: Re-igniting Growth Between Domestic Saturation and Global Expansion
Founded in 1999 as a simple B2B website, Alibaba has morphed into a digital empire spanning online commerce, cloud computing, logistics,...
May 27, 2025
Baidu 2025: reigniting growth through AI and the cloud
Founded in 2000 by Robin Li, Baidu long served as China’s main gateway to the internet. Its search engine—often dubbed “China’s...
May 26, 2025
Tencent: Can the Chinese Digital Colossus Still Accelerate Its Profitability?
With 1.4 billion active users on WeChat/Weixin, a record quarterly revenue of RMB 180 billion (+13 % in Q1 2025) and a 14 % rise in net...
May 24, 2025
Bilibili: Gen-Z video hub on the road to profitability
Bilibili has established itself as the cultural crossroads of China’s Generation Z: more than 340 million monthly active users, roughly...
May 24, 2025
PDD Holdings: From Pinduoduo to Temu, the Rise of an E-Commerce Giant
PDD Holdings Inc. is a digital commerce group. Its two flagship platforms dominate the business model: Pinduoduo, created in China in...
May 23, 2025
Tencent Music Entertainment (TME) 2019–2024: Chronicle of an Accelerated Transformation
Between 2019 and 2024, Tencent Music fundamentally reshaped its business model. The period began dominated by social karaoke and virtual...
May 20, 2025
Meituan, the Chinese super-app for local services
Meituan is a Chinese “super-app” for local services, founded in Beijing in 2010 by Wang Xing. The company merged in 2015 with the review...
May 18, 2025
Kuaishou Technology: From Breakneck Growth to Sustainable Profitability
Strategy and Market Position Kuaishou is a Chinese short‑video and livestreaming platform built as a community‑centric social network....
May 15, 2025
Weibo at a Regulatory and Competitive Crossroads: Record Discount Despite Strategic Assets
1. Company Overview Weibo Corporation (tickers: NASDAQ WB, HKEX 9898) runs one of China’s largest social‑media platforms—a micro‑blogging...
May 14, 2025
Deezer: Financial recovery in progress, but an uncertain stock market outlook
Steady revenue growth Since its IPO in July 2022, Deezer has experienced consistent revenue growth. Turnover rose from €451 million in...
May 10, 2025
Duolingo: Profitability, growth, and AI-related challenges
2024 profitability and financial results. In 2024, Duolingo reached a major milestone by becoming profitable. Annual revenue hit $748.0...
May 9, 2025
Analysis of Pinterest's 2024 Performance: User Growth and Profitability
Pinterest is a visual discovery platform that allows users to find inspiration for projects related to home décor, fashion, recipes, and...
Feb 23, 2025
Cloud and AI: How US Tech Giants are Accelerating Growth and Enhancing Margins
Over the past few years, the Cloud activity of major American tech players has experienced rapid growth, driven by the digital...
Feb 23, 2025
Amazon in 2024: Strong Growth and AWS’s Key Role in the Group’s Profitability
Amazon delivered strong financial performance in 2024, reinforcing its leadership across its various business segments. The company...
Feb 23, 2025
Kuaishou: Sustained Growth and Strategic Diversification
Founded in 2011, Kuaishou Technology has become one of China's leading short-video sharing platforms, offering live streaming and...
Dec 1, 2024
Duolingo: Profitability Confirmed and Challenges in Digital Education Innovation
Founded in 2011, Duolingo has established itself as a global leader in online language learning. Offering over 40 languages through a...
Dec 1, 2024
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