Quarterly Earnings

Netflix Q4 earnings: ARPU down, with no signs of an advertising recession

Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst…

January 25, 2023

Alphabet Q3 2022 earnings: YouTube’s ad revenue declined for the first time

Alphabet reported earnings yesterday: the company's entire advertising business shrank sequentially, from $56BN in Q2 2022 to $54BN in Q3…

October 26, 2022

Apple to developers: social media post “boosts” must be IAPs, subject to platform fees

Apple released iOS 16.1 to the public yesterday, and as part of that release, the company published eleven updates to…

October 25, 2022

Snap misses on Q3 revenue, and its problem may not be the economy

Snap released its Q3 2022 earnings yesterday: the company generated $1.13BN in revenue in the quarter, which represents 6% growth…

October 21, 2022

Does Netflix’s Q3 earnings beat undermine tech’s macro narrative?

Netflix reported its Q3 earnings yesterday: the company beat expected revenue and subscriber growth, with its global subscriber base jumping…

October 19, 2022