Google Q1 2022
Another solid quarter for Google as they delivered revenue growth of 23% year over year (YoY) from $55.3b to $68b.
Let’s dive deeper into its two main revenue segments: …
The streaming giant reported a loss of 200,000 customers in Q1 and forecast -2m net adds for Q2.
Today, Meta released its Q4 2021 earnings and this is what happened:
Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely a …
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today, …
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations …
What’s common prosperity and why are China’s big tech rushing to “donate”?
Earnings Highlight (Italics are my comments)
Revenue increased 56% year-over-year (YOY) to $28.6 billion. Amazing how long of a runway they have on their advertising business alone, and they have many …
1. All Platforms Must Open Up!
The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in the …
Twilio has released its Q1 2021 earnings this week and here are some of the notable highlights.
Increased engagement due to shelter-in-place measures but some of this increased engagement will be lost once measures are relaxed in the future. Engagement increased by ~10% YOY across all measurements, …