Sunday Insights

Page 2
Chart by Shane Burke.
Sunday Insights

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

By Martin Peers · Nov 2, 2025 8:00am PST · 1 comment
Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a... Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to...
Chart by Mike Sullivan.
Sunday Insights

Why Netflix Is Still Outrunning Rivals

By Martin Peers and Catherine Perloff · Oct 26, 2025 8:00am PDT
Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a must-watch for investors and reporters. For the past eight quarters, the video streamer has routinely posted quarterly revenue growth averaging around 15%—hardly hypergrowth but a big improvement on the 2% to 4% growth rate it recorded between... Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a...