This week we breakdown earnings from Amazon, Meta and Alphabet including Amazon's disclosure of revenue from its fast-growing advertising business, AWS revenue growth of 40% and Amazon raising their Prime membership fee. We also cover Apple’s negative impact on Meta’s business, estimated to be in the order of $10 billion in 2022, and YouTube's ad revenue of $8.6 billion, up 25%. We also cover Brightcove's acquisition of audience insight platform Wicket Labs and Dolby’s acquisition of ultra-low-latency video platform Millicast.
Companies and services mentioned: Amazon, Meta, Alphabet, YouTube, Discovery, HBO Max, Starz, Brightcove, Millicast, Lionsgate, Apple, Wicket Labs, Dolby, AWS, Instagram, BT Group, WarnerMedia, Comcast.
Questions or feedback? Contact us at dan@danrayburn.com
Podcast produced by Security Halt Media