The business model is a way to capture value in the long-term for any organization. The business model it is also about monetization, but that is also about the other parties involved. A successful business model has to unlock value for the stakeholders (users, customers, suppliers, and employees) and not just for shareholders.
Last refreshed 11 October 2026 · by Gennaro Cuofano · How we source · What changed: answer-first definition, new diagram with 2025 filings data, a gallery of 12 business model types, video explainers, one FAQ. Definition · in short A business model is the logic of how a company creates value for a customer, delivers […]
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How we source: figures on this page come from the company’s own filings (SEC 10-K, 10-Q and earnings releases, or its annual report), with the period stated next to each number. Last refreshed October 2026. Our methodology. Nike at a glance · latest figures Fiscal 2026 (year to 31 May 2026) unless noted $46.4B Revenue,
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Last refreshed 11 October 2026 · by Gennaro Cuofano · How we source · What changed: mission wording re-checked against the FY2026 10-K; new mission-to-revenue graphic, then-vs-now chart, history timeline, segment map, Sankey and videos. FIGURE 1Microsoft’s mission, split into its three parts and wired to FY2026 revenue, drawn to scale. Source: Microsoft Form 10-K
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Last Updated: 7 October 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 How AI Is Reshaping This Business Model Etsy’s business model rests on discovery — buyers stumbling onto handmade or vintage items they didn’t know they wanted. AI is
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Amazon's mission statement is "to be Earth's Most Customer-Centric Company, where customers can find and discover anything they might want to buy online, and endeavors to offer its customers the lowest possible prices. " Amazon's vision focuses on being the world's most customer-centric company across all business segments. Last Updated: April 2026 Correction (11 Oct
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Last Updated: 6 October 2026 Correction (11 Oct 2026): an earlier section on this page, “Airbnb Business Model in the AI Era”, made unsourced claims and predictions; it has been removed. AI Map →Free Newsletter → How Airbnb makes money, 2025: the full income statement as a flow, to scale. Fees on every stay; Europe
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Uber Eats is a three-sided marketplace connecting a driver, a restaurant owner, and a customer with the Uber Eats platform at the center. The three-sided marketplace moves around three players: Restaurants pay commission on the orders to Uber Eats; Customers pay small delivery charges and, at times, cancellation fees; Drivers earn through making reliable deliveries
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Last Updated: 6 October 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 — Enhanced with AI business impact analysis How Shopify makes money, 2025: the full income statement as a flow, to scale. Merchant solutions bring the scale; subscriptions bring the margin. Source: Shopify Form 10-K for 2025 (filed 11 Feb
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Last Updated: 6 October 2026 Correction (11 Oct 2026): an older data card on this page showed outdated figures; current figures are in the charts below. How Nike makes money, FY2026: the full income statement as a flow, to scale. NIKE Brand is the business; Converse keeps shrinking. Source: NIKE Form 10-K for fiscal 2026
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Last Updated: 6 October 2026 Correction (11 Oct 2026): an earlier section on this page, “Netflix Revenue Model in the AI Era”, made unsourced claims and predictions; it has been removed. AI Map →Free Crash Course → How Netflix makes money, 2025: the full income statement as a flow, to scale. Content is the cost:
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Last Updated: 6 October 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 How AI Is Reshaping This Business Model Alibaba’s pivot toward AI infrastructure is reshaping the economics of every segment on its P&L. Cloud Intelligence, long the underperforming cousin
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How we source: figures on this page come from the company’s own filings (SEC 10-K, 10-Q and earnings releases, or its annual report), with the period stated next to each number. Last refreshed October 2026. Our methodology. Tesla at a glance · latest figures Calendar 2025 unless noted $94.8B Revenue, 2025 (-3%) $3.8B Net income,
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In short McDonald’s is a franchisor and landlord: franchisees ran 95% of its 45,356 restaurants in 2025 and paid it $10.4B of rent and $6.0B of royalties. Total revenue of $26.9B became $12.4B of operating income, a 46% margin. Sources: McDonald’s Form 10-K for 2025 and Q2 2026 release. Analysis by The Business Engineer. How
McDonald’s Business Model 2026: How 95% Franchising Turns $26.9B into $12.4B Read More »
Get Claude OS — The AI Strategy Skill · The Business Engineer Last Updated: April 2026 Business Model at a Glance Business Strategy Total Revenue: Strategy drives trillion-dollar outcomes Revenue Breakdown 25% 25% 25% 25% Cost Leadership (25%) Differentiation (25%) Platform / Ecosystem (25%) Disruption / Innovation (25%) Business Model Patterns ViVertical IntegrationBuBundlingLeLand & Expand
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Last Updated: April 2026 — Enhanced with AI business impact analysis Last Updated: April 2026 How AI Is Reshaping This Business Model Yahoo’s integration of artificial intelligence is fundamentally reshaping its advertising-driven revenue model and search capabilities. The company has deployed AI-powered algorithms to enhance its search engine’s relevance and compete more effectively against Google,
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How we source: figures on this page come from the company’s own filings (SEC 10-K, 10-Q and earnings releases, or its annual report), with the period stated next to each number. Last refreshed October 2026. Our methodology. Starbucks at a glance · latest figures Fiscal 2025 (to 28 Sep 2025) unless noted $37.2B Revenue, fiscal
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FourWeekMBABusiness EngineerAt a glance Therefore, customers purchasing what you make will be your investors. In short, you want to look at being the best in the world for that vertical, which requires a lot of mastery. If you’re bootstrapping your way up, you need to understand you are the most critical salesman of the company.
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Correction (10 Oct 2026): an earlier section on this page showed unsourced figures; it has been removed. Correction (11 Oct 2026): an earlier section on this page, “Mozilla Business Model in the AI Era”, made unsourced claims and predictions; it has been removed. AI Map →Free Newsletter → Mozilla's revenue grew to approximately $593 million
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Last Updated: April 2026 LATEST ANALYSIS The Business Engineer — May 2026 Apple’s business model faces its biggest strategic tension in the AI era: the edge moat is the distribution and the margin, but the frontier model is the floor. Without the floor, the moat is meaningless. In May 2026, Apple shipped Phase 1 of
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FourWeekMBABusiness EngineerAt a glance Therefore, Equity and Debt are the two ways to finance your business. For instance, Amazon carries less marketable securities, more inventories, and more accounts payable. Layout refreshed 6 October 2026. The article text below is unchanged. Why it mattersFrom the article As you can imagine, too much debt can be dangerous.
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