Disney’s Bundle, Huawei’s HarmonyOS, Uber’s Earnings

Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.

Google’s Earnings, Amazon’s Earnings

Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.

Facebook’s FTC Settlement, Assigning Blame, Facebook’s Earnings

The FTC has released its complaint against Facebook, leading me to change my mind and put more blame on the company. Complaints about the FTC are still misplaced, though: the real problem is Congress. Meanwhile, Facebook continues growing undeterred.

Snap Earnings, Notes and Concerns, DoorDash and Tipping

Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.

Microsoft’s Earnings, Teams Passes Slack, The Partner Advantage

Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.