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
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
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
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
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
Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough
Apple Earnings, Apple’s New Advertising Slots, Amazon Earnings
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s earnings, reason for optimism, and the company’s changing moats
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.
Snap Earnings, Instagram Versus the Kardashians
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.