This week’s episode is entirely devoted to Q3 2017 earnings reports which were released this week from four big companies: Amazon, Alphabet, Twitter, and Microsoft. We talk through the highlights of each company’s earnings, the strengths and weaknesses (and warning signs) and the broader competitive landscape around these companies. We’ll likely do a deep dive on Apple earnings among other things in our next episode.
As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.
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Show notes:
Here are some useful links relating to this week’s episode (Tech Narratives links unless otherwise stated):
- Amazon earnings release:
http://phx.corporate-ir.net/phoenix.zhtml?c=97664&p=irol-newsArticle&ID=2311817 - Alphabet earnings release:
https://abc.xyz/investor/pdf/2017Q3_alphabet_earnings_release.pdf - Twitter earnings release:
http://files.shareholder.com/downloads/AMDA-2F526X/3731695548x0x961121/3D6E4631-9478-453F-A813-8DAB496307A1/Q3_17_Shareholder_Letter.pdf - Microsoft earnings release:
https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q1/press-release-webcast.
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