What’s going on? Zoom (2020’s most popular communications platform) reported better-than-expected earnings, but investors seem to think it’s already an antique. What does this mean? As kids and adults are getting back to school and offices, investors are worried that Zoom’s once-strong growth is fading when comparing Zoom’s 54% yoy growth in Q2/2021 vs the 191% in Q1/2021….
Tag: netflix
Ep 155: Disney’s beautiful quarterly result and the streaming & outdoor services outlook
What’s going on? Disney announced stronger-than-expected 2Q/2021 earnings. What does this mean? Disney’s theme parks, experiences, and products segment speaks have been the main drivers that return profitability to Disney for the first time since the pandemic began. Most of the segment’s profit came from people buying merchandise. As Disneylands is getting busier again, it…
Ep 152: SoftBank’s sad quarter and the Chinese startup investment landscape
What’s going on? SoftBank (Japanese tech conglomerate) updated disappointing quarterly results, which was 40% lower yoy. What does this mean? This shrink is partially due to the large stakes of Chinese companies that Softbank owns. The Chinese government has taken severe measures against local firms with US-listed shares E.g: Didi’s share price have decreased by the same amount…
Ep 90: Awards Season
What’s Going On Here? Netflix reported better-than-expected fourth-quarter results. What Does This Mean? The streaming giant’s quarterly revenue was 31% higher, and a little more than investors expected – and its profit beat forecasts too. That was partly thanks to the added 8.8 million subscribers – a big jump from the promised 7.6 million. Netflix only…
Ep 72: Disney Takes The Mickey
What’s Going On Here? Media giant Disney reported better-than-expected quarterly revenue and profit growth late last week – and Enchanted investors sent its shares up 4%. What Does This Mean? Disney’s last quarter was definitely more Beauty than Beast. Revenue from its iconic theme parks and broadcast networks grew – but the real Aladdin’s cave was its movie studio….
with HT 