Amazon Earnings, AWS Concerns, Google Earnings

Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft Earnings

Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.

Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube

Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.

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