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Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon
Manage episode 498102739 series 3293405
This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 billion this year, driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN's deal with the NHL.
Podcast produced by Security Halt Media
158 에피소드
Manage episode 498102739 series 3293405
This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 billion this year, driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN's deal with the NHL.
Podcast produced by Security Halt Media
158 에피소드
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