Facebook 2Q21: “Significant Deceleration?” Cmon.
We think Facebook was unfairly punished for its earnings last week...it "underperformed" Google's 2Q21 results because its "overperformed" in 2Q20....
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Spotify 2Q21: Podcasting Rolling Over?
Spotify missed on MAUs again and lowered 2021 guidance. Not great for a subscription business built on a distant 10 year DCF built on subscriber...
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Weekly Innovation Review (WIRE) #42
Headline Developments: Another bad week for Didi (DIDI) , with the stock plummeting a further 21% after Bloomberg reported that Chinese regulators...
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TMT Megacap Earnings Observations: Google & Microsoft
We were wildly impressed by Google's quarter. Microsoft continues to chug along...our takeaway from the two is Amazon is primed for a monster print...
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Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
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