Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon
Update: 2025-08-03
Description
This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 billion this year, driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN's deal with the NHL.
Podcast produced by Security Halt Media
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