2024-10-18
$NFLX streaming higher on a jump in ad-tier memberships! @karenfinerman @grassosteve @guyadami and @riskreversal on what went right this quarter, what could have been better and why the story continues to be unique: [video]
CNBC
Netflix reports Q3 revenue up 15% YoY to $9.83B, vs. $9.76B est., paid memberships up 14% to 282.72M, vs. 282.15M est., and net income of $2.4B; NFLX jumps 7%+
LOS ANGELES — Netflix reported earnings after the bell. Here are the results. — Earnings per share: $5.40.
2024-04-26
“This seems to be lining pretty well against the bear case on Google.” @deepwater's @genemunster lays out the ABCs of $GOOGL earnings and why he's feeling pretty good about the quarter. He also digs into the AI spend. $GOOGL $MSFT [video]
Alphabet
Alphabet Q1: revenue up 15% YoY to $80.5B, net income up 57% to $23.7B, Google Cloud revenue up 28% to $9.6B, and headcount down 5%; GOOG jumps 10%+
Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2024.
2024-02-13
Shop like a billionaire? $PDD's Temu making a splash with multiple Super Bowl ads, but can the Chinese retail giant really make a sizable dent in the U.S. market? @FonrougeGab takes a closer look at potential obstacles and the company's long-term outlook: [video]
Bloomberg
Temu bought six Super Bowl ad slots, likely for tens of millions, to win back US shoppers; US observed sales fell 12.5% MoM in December 2023 and 4.8% in January
the results of running the same commercial 5 times Gabrielle Fonrouge / CNBC : Temu returns to Super Bowl ad slate as lawmaker ire swells X: @tayredacted : Temu used y'all's credit...
2020-06-02
Facebook update: $FB shares climbed 3% today despite a virtual employee walkout. Here's what that could mean for the stock, per @timseymour. https://twitter.com/...
New York Times
In a rare public protest at Facebook, hundreds of staff staged a virtual walkout, pushing back on Zuckerberg's choice to let Trump's inflammatory posts stand
Since macOS 10.12 there's … Theodore Schleifer / Vox : Change will be harder for Silicon Valley than just donating money Wall Street Journal : Social Media Becomes Battleground Ove...
Facebook update: $FB shares climbed 3% today despite a virtual employee walkout. Here's what that could mean for the stock, per @timseymour. https://twitter.com/...
The Verge
In leaked audio from an internal meeting, Mark Zuckerberg says they will re-examine policies around politicians discussing the use of state force on Facebook
The company is treating a moral issue as if it's a legal one — I. The CEO — On Friday afternoon, Facebook …