Nikhs
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 224 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
nikhs.substack.comLatest Issues
Sandisk 4QFY26: The Earnings That Stay
TL; DR
- The quarter was exceptional, but the thesis has moved: Sandisk reported an 84.6% gross margin and $39.25 of adjusted EPS, yet the more important development was $93.9 billion of minimum contracted revenue at floor prices....
DoorDash 2Q26 Earnings: Unpriced Lever
TL; DR
- The margin arrived from an unexpected direction: adjusted gross margin rose 200 basis points to an all-time high even though net revenue margin was unchanged. DoorDash did not charge more; the fulfillment system became more e...
MercadoLibre's Q2'26: The Flywheel Has a Price
TL; DR
-
The flywheel is working: Brazil items sold rose 56%, ecosystemic users grew 37%, credit quality improved, and operating expenses gained 260 basis points of sequential leverage.
-
Shareholders still cannot see the payoff: m...
Uber 2Q26: Proved the AV Thesis. Now Comes the Bill.
TL; DR
-
The operating thesis strengthened: bookings grew 22% in constant currency, profit grew faster, AV utilization is improving, and Uber’s market position remains resilient in mature autonomous-vehicle cities.
-
The valuation...
Spotify 2Q26: The Moat Learns to Monetise
TL; DR:
· The proof: Premium subscribers reached 300 million, ARPU rose 7.4% in constant currency, and gross margin hit a record 33.4%, challenging the view that royalty costs permanently cap Spotify’s economics.
· The bet: Management...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Nikhs.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Portfolio Manager
Frequently Asked Questions
How can I access the email archive for Nikhs?
You can find recent issues that have been published by Nikhs on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Nikhs have?
To see how many people subscribe to Nikhs, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Nikhs?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Nikhs as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Nikhs?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Nikhs using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Nikhs?
Scroll up to where it says Related Newsletters to see other publications like Nikhs. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Nikhs?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.