Recent articles
The Appetite for Streaming Video Is Still Growing
Streaming's share of TV time doubled in the last two years.
Twitter's Making 2020 a Big Investment Year
Management is focused on growing users and engagement, not profit.
Can Snap Close the ARPU Gap?
Snap's user monetization is still well below that of its closest competitors.
Spotify's More Confident Than Ever in Its Podcast Strategy
2020 will be a year of investment, starting with The Ringer.
Disney+'s Launch Was Even Better Than Anyone Expected
The service is a massive hit already.
Square's Getting Serious About E-Commerce
A partnership with UPS rounds out its suite of online services.
YouTube's Smaller and Growing Slower Than Instagram
YouTube is looking to take on the Facebook app in new direct-response advertising opportunities.
How Netflix Will Improve Free Cash Flow by $800 Million in 2020
It's not only about content spending.
Amazon's Grocery Deliveries Doubled Last Quarter, and It's Just Getting Started
Prime members are starting to notice the value of Amazon's grocery business.
HBO Max Has Already Cost AT&T $1.2 Billion
Forgone licensing revenue hit WarnerMedia's top line in the fourth quarter.
Amazon's One-Day Shipping Could Improve Margins in the Long Run
Faster shipping will boost higher-margin businesses and create more efficiency.
Roku's Fox Blackout Threat Is a Sign of Strength
Roku's path forward may put more pressure on streaming media companies.
Verizon's Adding Subscribers, but Not Profits
Verizon's pricing and promotions are weighing on the bottom line.
Facebook's Super-App Strategy Is Paying Off
Facebook keeps adding new features, and engagement on its main app keeps growing.
AT&T Ended 2019 With Fewer Video Subscribers Than Comcast
And that could have a big impact on the profitability of its video business going forward.
Facebook Users Are Seeing Fewer Ads and Clicking More
And it points to the competitive advantage of the social network over smaller competitors.
3 Factors That Could Lead to Sustained Netflix Subscriber Growth in the U.S. and Canada
Subscriber growth is slowing, but there's still plenty of room for Netflix expansion in the U.S. and Canada.
There's Still a Big Opportunity for Roku and Amazon in North America
More than one-third of Americans and Canadians don't stream video on their TVs.
The Big Reason Amazon's Focused on One-Day Delivery and Grocery
Amazon's massive investments are hurting the bottom line, but it's worth it.
Investors in Wireless Can't Ignore Comcast
It's both a threat and opportunity.