<Intro>
Please before diving in, read this disclaimer.
Welcome to the FCC Weekly Data Wrap Up
Every Sunday, we track what actually changed across our portfolio and what it does to each company’s Future Cognitive Capital score. One real signal can move a thesis. Most “news” is noise. Our job is to separate the two, then update the scoreboard.
Eight For Eight
— Presented by Crystal.
Q1 earnings season is now complete for every company in the FCC portfolio. Let us say the quiet part out loud.
Eight companies have reported so far this cycle. Eight beats. Not one miss. The last two report next, and if the pattern holds, the portfolio goes ten for ten.
If you want to understand why Axon’s 700% AI revenue growth is the most important number in public safety, what Uber’s 50 million Uber One members reveal about data density, and what to expect on Tuesday, read on.
The rest of this edition is for paid subscribers.