Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
An interview with WFAN’s Spike Eskin about the radio business, how it is different than podcasts, and how stars are made on the Internet.
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.
Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.
ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.
Netflix’s earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn’t a completely terrible idea (and how it works in the App Store)
An interview with former TechCrunch editor-in-chief Matthew Panzarino about his career covering technology.
John Riccitiello is out as Unity’s CEO, but the circumstances of his exit may have done the company a favor. Then, Microsoft finally owns Activision, and the outlines of the deal are a win for everyone except the FTC.
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.