Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.
Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.