33 min listen
Episode 29: Earnings Recap; Key Takeaways from Roku, Amazon, Apple, Charter, YouTube, Microsoft and Comcast
Episode 29: Earnings Recap; Key Takeaways from Roku, Amazon, Apple, Charter, YouTube, Microsoft and Comcast
ratings:
Length:
38 minutes
Released:
Jul 31, 2022
Format:
Podcast episode
Description
This week we breakdown the key numbers you need to know from Q2 earnings at Apple, Amazon, Alphabet, Comcast, Roku, Charter, Meta, Microsoft and Samsung. We cover the "significant slowdown in TV advertising” seen by Roku and others; Meta's price per ad falling by 14%; Peacock TV subs being flat quarter-over-quarter; cord cutting from Charter (lost 240,000 pay TV subs) and Comcast (lost 521,000 pay TV subs); and YouTube's slowest ad revenue growth in over two years.Companies, and services mentioned: YouTube, Netflix, Apple, Meta, Comcast, Charter, Peacock TV, Alphabet, Microsoft, Panopto, Kaltura, Shofify, Google Cloud, Quest 2, Samsung, AWS, Roku, Amazon, Apple TV+, NFL, Amazon Prime Video.Questions or feedback? Contact: dan@danrayburn.com
Released:
Jul 31, 2022
Format:
Podcast episode
Titles in the series (100)
Episode 6: New Numbers From Peacock, HBO Max and Latest Pay TV Losses (Earnings Recap Apple, Comcast, AT&T, Verizon) by The Dan Rayburn Podcast