Earnings
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Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings
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.
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Netflix Earnings, Microsoft and Netflix’s Ad Deal
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
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Disney Earnings, Disney and Linear TV, Disney+ Ads
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.
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Shopify Follow-up, Shopify Audiences, Unity Earnings
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
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Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
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AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.
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Amazon Earnings, Amazon’s Costs, Amazon Closes Stores
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.