The Dan Rayburn Podcast

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

July 31, 2022 Dan Rayburn Episode 29
The Dan Rayburn Podcast
Episode 29: Earnings Recap; Key Takeaways from Roku, Amazon, Apple, Charter, YouTube, Microsoft and Comcast
Show Notes

This week we breakdown 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, Shofify, Google Cloud, Quest 2, Samsung, AWS, Roku, Amazon, Apple TV+, NFL, Amazon Prime Video.

Questions or feedback? Contact: dan@danrayburn.com