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VOICE ARCHIVE

@richlightshed

@richlightshed
273 posts
2026-02-10
Spotify co-CEO @GustavS comes out swinging on @Spotify Q4 2025 earnings call confident that Spotify will be an AI winner vs. market fears of an AI loser. $SPOT
2026-02-10 View on X
Bloomberg

Spotify reports Q4 revenue up 13% YoY to €4.5B, MAUs up 11% to 751M, above estimates, and Premium users up 10% to 290M; SPOT closes up 14.75%

Spotify Technology SA, the Swedish music streaming giant, signed up significantly more users than analysts expected …

2026-02-07
The irony of articles about market share and industry power all ignore that Paramount+Warner Bros Discovery would be far larger than Netflix in TV market share and even surpass YouTube and Disney to make Paramount the #1 player in all of TV (remember Netflix is only buying HBO, while Paramount is trying to buy all of WBD's TV assets).
2026-02-07 View on X
Wall Street Journal

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD

As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly

Will be fascinating to see how the DoJ could possibly conclude that Netflix has 50% or more market share of subscription streaming, let the actual competitive category of streaming TV and linear TV.  Remember, Netflix+HBO is still smaller market share than Disney and YouTube. ..
2026-02-07 View on X
Wall Street Journal

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD

As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly

2026-02-06
@jtoonkel ... Will be fascinating to see how the DoJ could possibly conclude that Netflix has 50% or more market share of subscription streaming, let the actual competitive category of streaming TV and linear TV. Remember, Netflix+HBO is still smaller market share than Disney and YouTube.
2026-02-06 View on X
Wall Street Journal

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD

As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly

@jtoonkel ... The irony of articles about market share and industry power all ignore that Paramount+Warner Bros Discovery would be far larger than Netflix in TV market share and even surpass YouTube and Disney to make Paramount the #1 player in all of TV (remember Netflix is only buying HBO,
2026-02-06 View on X
Wall Street Journal

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD

As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly

2026-02-05
“Snap is uniquely positioned to lead the next wave of spatial computing” $SNAP co-founder @evanspiegel confident he can out innovate Google, Meta and OpenAI in the next wave of computing. Specs launch in 2026
2026-02-05 View on X
CNBC

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., forecasts Q1 revenue below est., and announces a $500M buyback

Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales.

2026-02-04
“Snap is uniquely positioned to lead the next wave of spatial computing” $SNAP co-founder @evanspiegel confident he can out innovate Google, Meta and OpenAI in the next wave of computing. Specs launch in 2026
2026-02-04 View on X
CNBC

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours

2026-01-30
So the #1 app in iOS @AppStore is spewing antisemitic hate towards Israel and Jews around the world If you try to set location for your post as Israel, it only brings up “Occupied Territories of Palestine” @tim_cook please remove this “hate” app called UpScrolled [image]
2026-01-30 View on X
Forbes

Social media app UpScrolled hits #1 on Apple's US app store following allegations that TikTok suppresses anti-ICE videos; its founder says it crossed 1M users

2026-01-29
So the #1 app in iOS @AppStore is spewing antisemitic hate towards Israel and Jews around the world If you try to set location for your post as Israel, it only brings up “Occupied Territories of Palestine” @tim_cook please remove this “hate” app called UpScrolled [image]
2026-01-29 View on X
Forbes

Social media app UpScrolled hits #1 on Apple's US app store following allegations that TikTok suppresses anti-ICE videos; its founder says it crossed 1M users

Topline  —  Social media app UpScrolled ranks No. 1 on Apple's U.S. app store as of Thursday as it capitalizes on user discontent with TikTok …

$META revenue growth accelerating into 2026 - company guide suggests they could hit 30% growth excluding currency tailwinds in Q1 2026 Would be first time Meta hit 30%+ revenue growth since Q3 2021 🤯🤯🤯 Reminder revenue basis is now over $200 billion annually [image]
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

2026-01-28
$META revenue growth accelerating into 2026 - company guide suggests they could hit 30% growth excluding currency tailwinds in Q1 2026 Would be first time Meta hit 30%+ revenue growth since Q3 2021 🤯🤯🤯 Reminder revenue basis is now over $200 billion annually [image]
2026-01-28 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

$META revenue growth accelerating into 2026 - company guide suggests they could hit 30% growth excluding currency tailwinds in Q1 2026 Would be first time Meta hit 30%+ revenue growth since Q3 2021 🤯🤯🤯 Reminder revenue basis is now over $200 billion annually [image]
2026-01-28 View on X
Bloomberg

Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs

Riley Griffin /Bloomberg:

2026-01-23
This is very interesting, especially when you think about what defines TV and how regulators will define the “market” for TV competition in Netflix / Warner Bros
2026-01-23 View on X
On Substack

Substack launches its Substack TV app for Apple TV and Google TV in beta for free and paid subscribers, with access matched to their current subscription levels

Today we're launching the Substack TV app for Apple TV and Google TV.  Substack is the home for the best longform …

2026-01-22
This is very interesting, especially when you think about what defines TV and how regulators will define the “market” for TV competition in Netflix / Warner Bros
2026-01-22 View on X
On Substack

Substack launches its Substack TV app for Apple TV and Google TV in beta for free and paid subscribers, with access matched to their current subscription levels

Taking subscriber video to the bigger screen  —  Today we're launching the Substack TV app for Apple TV and Google TV.

2025-12-06
@sherman4949 history says that is an inaccurate take - from Q3 2016 @netflix $NFLX shareholder letter: “Competition We face immense competition for consumer screen time. Despite video gaming getting better, video messaging and sharing improving, MVPD UI enhancements, YouTube growth, more
2025-12-06 View on X
New York Times

Netflix's WBD bid marks a striking strategy shift for a company long known for pivots, especially after years of avoiding full commitment to theatrical releases

Netflix has spent years saying Netflix was playing a different game from YouTube (professional content vs UG), but Netflix is about to argue that YouTube is a streaming behemoth an...

2025-10-30
Yet another reminder that YouTube is becoming TV While linear TV advertising continues to collapse, @YouTube advertising accelerated to 15% growth, its fastest growth rate since Q1 '24 $GOOGL [image]
2025-10-30 View on X
Variety

Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's ad revenue reached $74.18B, up from $65.85B in Q3 2024

Todd Spangler / Variety :

Instagram Reels advertising on track to be larger than the entire US television ad industry Zuck just said Reels revenues is now over $50 billion annually $META US TV advertising ~$65 billion and shrinking. [image]
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

This feels like a very big deal for the ENTIRE content creation industry @YouTube $GOOGL
2025-10-30 View on X
Sources

Sources: YouTube reorganizes its leadership team, with three product teams reporting to CEO Neal Mohan, and announces a “voluntary exit program” for US staff

Sora's rise likely has YouTube scrambling, and announcing this the same week as Amazon adds another nail in the coffin for tech job markets See also Mediagazer

Yet another reminder that YouTube is becoming TV While linear TV advertising continues to collapse, @YouTube advertising accelerated to 15% growth, its fastest growth rate since Q1 '24 $GOOGL [image]
2025-10-30 View on X
Alphabet

Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+

Alphabet Announces Third Quarter 2025 Results

2025-10-22
K-Pop Demon Hunters worked because it was NOT in movie theaters. I worked because it started on Netflix and you could watch over and over again. — Ted Sarandos, @netflix $NFLX
2025-10-22 View on X
CNBC

Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., and an operating margin below est. due to Brazilian tax dispute expense; NFLX drops 8%+

Shares of Netflix plummeted as much as 7% after the company posted a third-quarter earnings miss after the closing bell Tuesday.