Streaming's share of TV time doubled in the last two years.
Management is focused on growing users and engagement, not profit.
Snap's user monetization is still well below that of its closest competitors.
2020 will be a year of investment, starting with The Ringer.
The service is a massive hit already.
A partnership with UPS rounds out its suite of online services.
YouTube is looking to take on the Facebook app in new direct-response advertising opportunities.
It's not only about content spending.
Prime members are starting to notice the value of Amazon's grocery business.
Forgone licensing revenue hit WarnerMedia's top line in the fourth quarter.
Faster shipping will boost higher-margin businesses and create more efficiency.
Roku's path forward may put more pressure on streaming media companies.
Verizon's pricing and promotions are weighing on the bottom line.
Facebook keeps adding new features, and engagement on its main app keeps growing.
And that could have a big impact on the profitability of its video business going forward.
And it points to the competitive advantage of the social network over smaller competitors.
Subscriber growth is slowing, but there's still plenty of room for Netflix expansion in the U.S. and Canada.
More than one-third of Americans and Canadians don't stream video on their TVs.
Amazon's massive investments are hurting the bottom line, but it's worth it.
It's both a threat and opportunity.