Google’s results were even better than the rest of the industry, thanks to YouTube.
Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.