$Shopify(SHOP)$ is a monetizat

$Shopify(SHOP)$ is a monetization masterclass act. It successfully make money and becomes an e-commerce giant. First, it charges its customers monthly subscription fee to maintain their e-commerce website. Second, Shopify’s merchant solutions generate revenue from payment processing fees from Shopify Payments. It is incredibly diversified from its fees from subscription as a service product, interest from Shopify Capital product, transaction fees from its payment system, and revenue share from third-party apps and services. The Shopify AI will accelerate its e-commerce operations. Thanks @Tiger_comments @TigerStars

SaaS Misss: CoreWeave Faces More Correction?

Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.

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