8 min listen
Equity shot: Boo! It's the Halloween earnings special!
FromEquity
ratings:
Length:
20 minutes
Released:
Oct 31, 2020
Format:
Podcast episode
Description
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast (now on Twitter!), where we unpack the numbers behind the headlines.As promised, the whole gang is back, this time to chew on the biggest, baddest, worstest, and most troubling earnings reports from the current cycle. This week saw Amazon and Alphabet and Microsoft and Apple and Facebook report, along with a host of smaller companies.Spoiler alert: there were more tricks than treats.Danny, Natasha and Alex wanted to get to the bottom of the big tech results, asking what really mattered from each of them?Then it was time to dig into themes. We saw plan price increases coming from Netflix and Spotify, advertising getting a boo-st from politics and 2020's overall meltdown, and boo-ming billions of consumer interest in...desktops.After that, a dive into the results of smaller SaaS and cloud companies, picking out trends that might help us see around the corner a bit; is the tech boom slowing, or is corporate growth merely failing to keep up with inflated investor expectations?This week felt like a shudder ran through the spine of our economy. The earnings paint a neutral picture, which isn't exactly an exhale to rejoice over. The coronavirus continues to be a threat that poses a risk to public businesses. For startups, that could mean a less frothy exit market nad lower valuations. And for the public, it means that the uncertain is still ahead of us. So wear a mask.And with that, the show is back Monday morning. Have a good weekend, everyone.Equity drops every Monday at 7:00 a.m. PDT and Thursday afternoon as fast as we can get it out, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.
Released:
Oct 31, 2020
Format:
Podcast episode
Titles in the series (100)
Equity Monday 08/17: This morning we had a bit of a detour, wandering into the world of BigTech to wonder what is going on with those megacorps. Too big for their own good, or too big to be good, here's what's up with the incumbents: Germany is taking on Amazon at the very same time that Canada is taking on Amazon, meaning that the Seattle giant is taking shots from two key markets at the same time. Google is having a war of words with Australia, after a ruling in the country didn't go its way. Walled gardens are seeing their walls come under heavy fire, which means that Apple and Google are fighting both sides of their marketplaces (producers, consumers) at once at the moment, which isn't great. And Microsoft might buy TikTok. All told it seems that the biggest tech companies are busy defending their market position instead of re-earning it with great products. A good time for startups? I think so. When incumbents are busy fighting with governments, themselves, and each other, it's by Equity