Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
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.