Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
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.