Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
Personio reached profitability.
Flink reported EBITDA positive results.
Finn reached unicorn status on 300 million euros in annual recurring revenue.
Meanwhile, the KDS IPO, perhaps the most politically significant capital markets transaction in German defense, was postponed because investors resisted
devaluation.
Why structurally?
Why do a newly profitable scale-up and a postponed sovereign hardware IPO reveal about the new market?
Two things.
First, proof of economics is being rewarded.
The market is no longer paying for narrative at the top end.
It is paying for evidence.
N26, Personia, Flink, these companies were not rewarded for surviving.
They were forced to prove that their business model could function after capital became scarce.
I'm calling this group the profitability cohort.
Companies substantially funded during the 2019 to 2021 boom that survived the 2022 to 2024 capital reset and reached meaningful profitability by H1.
2026.
And would I want to be precise here?
N26 reports net income.
Flink reports EBITDA.
Pezzoni's public reporting does not specify the metrics.
Showing 721–740 of 1,749 · page 37 of 88
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