revenue

Nike's U.S. stock fell over 8% in pre-market trading, as the company predicts a decline in annual revenue, with first-quarter sales for fiscal year 2027 falling short of expectations.

Arbitrum released data indicating that the overall network revenue in September exceeded 5 million dollars, reaching 5.45 million dollars, setting a historical record.Data shows that most of its revenue comes from Orbit authorization fees, amounting to 4.75 million dollars, which may be related to the booming trading on the Robinhood chain during that month.

According to Gate market data, Accenture (ACN.N) rose 7.1% in pre-market trading, as the company expects annual revenue growth to exceed expectations.

Micron Technology (MU.O) Chief Financial Officer Mark Murphy stated during the earnings call that revenue for the first quarter of fiscal year 2027 will reach $61.5 billion, with earnings per share of $38.15, continuing to rise quarter-over-quarter, and clearly pointed out that this quarter will be the low point for gross margin for the entire fiscal year 2027, after which gross margins are expected to gradually recover in subsequent quarters.Micron has currently signed 26 long-term agreements, locking in approximately $150 billion in long-term orders. The supply and demand in the storage market for 2027 and 2028 will be tighter than in 2026, and "there is no end in sight for the restoration of supply and demand balance."Micron Technology (MU.O) expects capital expenditures for the first half of fiscal year 2027 to be around $25 billion, with higher spending in the second half, and most of the incremental spending will be for new wafer fabrication plants (construction expenditures) rather than purely for equipment procurement. Micron Technology CFO Mark Murphy explained that this is entirely because long-term contracts provide sufficient demand visibility, and new greenfield factories require a very long lead time.Additionally, Micron Technology Chief Financial Officer Mark Murphy also mentioned during the earnings call that in the fourth quarter of fiscal year 2026, Micron Technology generated an impressive $44 billion in operating cash flow and $33.2 billion in free cash flow.As time goes on, we expect to return 100% of excess cash to shareholders. We plan to begin increasing capital returns starting December 9, 2026 (the second anniversary of our signing of the final agreement for the CHIPS Act), primarily through stock buybacks.

Micron Technology expects its adjusted revenue for Q1 of the next fiscal year to be between 60 billion and 63 billion dollars, higher than the market expectation of 56.77 billion dollars.

According to informed sources, OpenAI's enterprise sales have more than doubled since July, with an annualized revenue run rate increasing by over 70% since the beginning of the third quarter, and is currently approaching $70 billion.Its business revenue aimed at enterprise clients has grown by over 100%.

Anthropic disclosed in its IPO prospectus that its revenue for the fiscal year 2025 is expected to be $4.59 billion, a year-on-year increase of 1,088%, but it is facing an operating loss of over $8 billion. The company warned that many large clients have not signed long-term contracts and may cut spending in the future. As of the end of 2025, it holds a total of $20.28 billion in cash and short-term investments, planning to invest $518 billion in areas such as cloud computing over the next year.

According to SolanaFloor data, Solana's application revenue reached 49.9 million dollars last week, the highest weekly revenue since mid-2025, which is 2.6 times that of Hyperliquid and 3.9 times that of Ethereum.

According to Blockworks data, the cross-chain liquidity protocol THORChain achieved approximately $381,700 in revenue on September 25, setting a new high since April 25.The day's exchange trading volume reached $211 million, marking the second highest since April 23, only behind approximately $280 million on September 10.

According to data from Defillama, Pump.fun's revenue in the past 24 hours reached 1.96 million dollars, surpassing Hyperliquid's revenue of 1.86 million dollars in the past 24 hours, only behind Tether (17.55 million dollars) and Circle (7.35 million dollars).

According to a report released by Spartan Capital, Robinhood Chain will launch its mainnet on July 1, 2026. By the end of August, the on-chain DEX trading volume had risen to $1.5 billion, with a TVL increasing to $711 million, and on-chain gas revenue in August reached $6.6 million.The report shows that most of the trading volume in August came from Uniswap, with a single-day on-chain fee reaching $2.1 million on August 31. Robinhood is responsible for running the sequencer and receives about 90% of the on-chain fees. After deducting Ethereum settlement costs and the 10% licensing fee paid to Arbitrum DAO, the net income for August was approximately $6 million. Regarding Robinhood Earn, users deposit USDG and borrow through Morpho, with the deposit scale increasing from $9.5 million on July 1 to $456 million on August 31, accounting for 68% of Robinhood Chain's TVL at the end of the month. Users can earn an estimated annualized yield of about 7%, while the yield on the loan side was approximately 3.7% at the end of August, with the difference subsidized by reward funds provided by Morpho and its lending partners.Meanwhile, the Meme ecosystem of Robinhood Chain is growing rapidly. By the end of August, over 340,000 tokens had been issued on-chain, with application layer transaction fees reaching $114 million in August. The report states that the trading volume of Meme and tokenized stock trading pairs is also growing rapidly, with the trading volume of Meme tokens paired with Robinhood Stock Tokens reaching $518 million in August. The report points out that the current trading activity on Robinhood Chain is still mainly driven by crypto-native users, and Robinhood's own 27 million funded accounts have not yet been migrated to the chain on a large scale. The gas subsidies in the Robinhood wallet will continue until September 29, and the Earn yield is also planned to be gradually reduced.

Aerodrome's Slipstream V3 has been launched, introducing protocol-level internal MEV auctions in concentrated liquidity AMMs, distributing the value captured by sandwich bots and arbitrageurs to active liquidity providers and sAERO token holders. The protocol expects related revenue to reach tens of millions of dollars.This version also introduces dynamic fees, automatically increasing fees during market volatility, and continues the concentrated liquidity design of Uniswap V3, achieving capital efficiency up to 4000 times that of traditional AMMs.Aero plans to integrate Aerodrome on Base with Velodrome on Optimism into a single AERO token, set to launch on the Ethereum mainnet in the second quarter of 2026; Aero Lite has launched the Slipstream pool on Circle's Arc, and Dromos Labs is developing pool-level fee rebates and KYC options for institutional clients.

On-chain derivatives protocol Derive announced on X that a new governance proposal has been launched on the Derive forum, aiming to increase the proportion of protocol revenue allocated to DRV buybacks to 50%.Derive stated that community members can review the proposal and share their opinions, and the relevant discussion is now open. DRV is the protocol token of Derive, and this proposal involves the allocation ratio of protocol revenue used for token buybacks.

According to CoinDesk, digital asset investment firm RockawayX announced an investment of $150 million to launch the Catapult program, aimed at bringing more private credit and other yield-generating real-world assets on-chain, betting that lending linked to the real economy will become one of the largest markets in the crypto space.The investment firm, which manages approximately $2 billion, stated that Catapult will provide venture capital, product structuring, liquidity, market making, and distribution support for tokenized credit products. RockawayX currently operates early-stage venture funds, market-neutral funds providing liquidity to DeFi protocols, and a vault business deploying about $300 million, and acquired the crypto hedge fund Relayer in August.According to RWA.xyz data, the scale of tokenized real-world assets such as bonds, stocks, and funds has rapidly grown to approximately $38 billion, but more than half of this is tokenized money market funds. RockawayX expects this market to reach $10 trillion to $20 trillion by 2030, a target higher than the $5.5 trillion benchmark forecast provided by Citigroup analysts. Catapult will focus on areas such as trade and supply chain finance, asset-backed securities, CLOs, and real estate-related credit.RockawayX CEO Viktor Fischer stated that following transactions, yields will become the largest application scenario on-chain, requiring new yield sources of over 12% that are uncorrelated with the crypto market. He pointed out that the appeal of bringing low-liquidity assets on-chain lies in the fact that even if the underlying investments have long redemption periods, market makers can create exit channels.

Recently, BNB Chain and the leading AI project in the 0G ecosystem, NeoSoul, announced the latest business data. As of now, the number of Agents on BNB Chain has exceeded 120,000, with over 3.5 million interactions completed; the subscription revenue for the first month of the NeoTrade product has surpassed $300,000.NeoSoul stated that in the future, it will continue to expand its product line around the real economic activities of Agents, enabling Agents to autonomously participate in the market economy and continuously iterate through verifiable results.

According to a report by The Information cited by Dongcha, two individuals with direct knowledge stated that the artificial intelligence company DeepSeek has an annual revenue of approximately $1 billion, up from less than $500 million a few months ago. The revenue primarily comes from model APIs, and the free chat application currently has no advertising or subscription revenue.The report indicated that part of the revenue growth is due to price increases, with some API prices raised by about 2.3 to 4.5 times. Liang Wenfeng recently told investors that the number of customers did not decline after the price increase, and demand remains strong. Previously disclosed financial data showed that the gross margin for the API business in the first seven months of this year was 82.9%.DeepSeek's second round of financing plans to raise approximately 50 billion yuan, with a valuation of about 500 billion. The company hopes to complete this by the end of October and is also preparing for an IPO on the Shanghai Stock Exchange's Sci-Tech Innovation Board. Liang Wenfeng stated that over 70% of the computing power is used for training new models, leaving less than 30% for inference; the company is trying to run more small models directly on gaming graphics cards, reserving high-end chips for training.