Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?
Take-Two buys its way into mobile, and the New York Times re-bundles.
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Opendoor’s results suggest that the problem in the home-buying market was unique to Zillow’s lack of expertise, not the model
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.
Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.