Earnings

Nvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds

Wednesday, November 30, 2022

Understanding Nvidia’s earnings, including its exploding inventory, China prospects, and public cloud partnerships

Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings

Wednesday, November 2, 2022

Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.

Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing

Tuesday, November 1, 2022

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Does AI spend build a moat, or is it a commodity? Then, Microsoft and Amazon deliver on the promise of cloud computing, even if it is costly.

Google Earnings, Gaming’s Warning Light, Google’s Costs

Wednesday, October 26, 2022

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Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.

Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset

Monday, October 24, 2022

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Snap’s earnings were bad, and even worse when you dig into the details. It appears the company is back to the basics of ad selling (and that’s not great for Elon Musk).

Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier

Wednesday, October 19, 2022

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Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.

Roblox Ads, Walmart Land, Internal Economies

Tuesday, September 27, 2022

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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, The Data Center and AI, Nvidia and the Enterprise

Wednesday, August 31, 2022

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Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.

AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot

Wednesday, August 10, 2022

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More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.

Political Chips Follow-Up, Intel Earnings, SMIC at 7nm

Thursday, August 4, 2022

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Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Nvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds

Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing

Google Earnings, Gaming’s Warning Light, Google’s Costs

Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier

Roblox Ads, Walmart Land, Internal Economies

Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise

AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot

Political Chips Follow-Up, Intel Earnings, SMIC at 7nm

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips