Episode 29: Earnings Recap; Key Takeaways from Roku, Amazon, Apple, Charter, YouTube, Microsoft and Comcast

from The Dan Rayburn Podcast · host Dan Rayburn

This week, we break down 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, Shopify, Google Cloud, Quest 2, Samsung, AWS, Roku, Amazon, Apple TV+, NFL, Amazon Prime Video.Podcast produced by Security Halt Media

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This episode is 37 minutes long.

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This episode was published on August 1, 2022.

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