Episode 170: Q1 Earnings Data from Roku, Peacock, Amazon, Microsoft and AI Capex Spend; YouTube Custom Multiview; Amazon's Fire OS Confusion

This week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We also cover earnings from Comcast, the latest Peacock numbers, cord-cutting at Charter, and the massive capex spend in the quarter from Microsoft, Alphabet and Amazon, with AWS revenue growth at its fastest in 15 quarters.We detail YouTube's Q1 revenue, which was down from the previous quarter and highlight YouTube TV's launch of a fully customizable multiview, including some device and content limitations. Moving on to NFL news, we also mention a rumored deal between the NFL and YouTube for a long-form contract review of a five-game package, and Comcast dropping the NFL Network and RedZone Channel from its Xfinity service due to a carriage dispute.We share live sports viewership numbers from April, including the NCAA Men’s Basketball Championship game and NBA on Amazon Prime, and discuss a hardware failure that caused one of Prime's games to lose video for 20 seconds during gameplay. Finally, we discuss why Amazon’s newly announced Fire TV Stick HD, which runs its Vega operating system, is not good for customers, and how Fire TV's lack of explanation of its Fire OS strategy to the market is bad for developers and consumers.Podcast produced by Security Halt Media