Waymo and Toyota announced a preliminary agreement that was very light on details but loaded with opportunity for private ownership of autonomous vehicles. This is a massive milestone and pivot in Waymo’s lengthy and leading path to autonomy. It’s also another example of how competition drives innovation. The Autonomy Market is heating up and the wins and…
Following Netflix’s Q1 2025 earnings last week, Puck News’ Matt Belloni interviewed LightShed’s Rich Greenfield. We discussed LightShed’s view that time spent is the most important factor in “winning” the streaming wars, where Netflix’s next 100 million subscribers will come from, upside in Netflix subscription and advertising ARPU, the challenge ESPN flagship faces in migrating…
Yesterday, Disney CEO Bob Iger was interviewed by ESPN CEO Jimmy Pitaro at the SBJ World Congress of Sports 2025 Conference in Nashville. The most interesting part was that Iger showed up to the event in the first place to talk about the future of ESPN. Iger’s boldest comment was that the fall 2025 launch…
As we approach the anticipated and pivotal June launch of Tesla’s Robotaxi service in Austin, Texas, several details have become clearer following tonight’s Tesla earnings call: Tesla’s vision for autonomy continues to challenge conventional assumptions around the necessity of detailed maps and Lidar. But Tesla isn’t alone. Much of what was shared tonight echoes the…
Here are our nine key questions for Netflix management on tomorrow’s Q1 2025 earnings discussion (our Q4 2024 questions can be found here). 1) Where Do Next 110 Million Subs Come From? The Wall Street Journal (link) reported leaked targets from your recent annual business review, including ~110 million net adds over the next five years.…
Welcome to the fifteenth edition of the LightShed Earnings Scorecard, our ongoing analysis of earnings call quality. This quarter, we tracked 77 companies, up two from last quarter, with the addition of Aurora Innovation and the return of MSG Sports. Next quarter we are contemplating awarding a Disgrace of the Quarter for the worst question…
Our thesis around President Trump keeping TikTok available in the US, despite the passage of the Protecting Americans from Foreign Adversary Controlled Applications Act (PAFACA), was his vocal commentary around how important the platform was to his reelection campaign, particularly in capturing the youth vote and a desire to prevent Meta from becoming even more…
On Saturday, Jack Dorsey tweeted “delete all IP Law” and the following day agreed with a response to his tweet that stated abolishing all IP laws/protections would enable “ruthless iteration, instantaneous remixing, the ability to build on anything without lawyers at your throat.” Dorsey is not alone in wanting IP laws abolished, with Elon Musk…
As Spotify advertising broke through the $1 billion barrier in 2021, growth exploded in 1H 2022 with advertising growing over 30% in the first half of that year. Since that time, the growth has underperformed our expectations (Spotify exited 2024 with Q4 growth at just 7%), even as Spotify’s advertising revenue should exceed $2 billion in 2025.…
We watched Disney’s entire SXSW 2025 presentation over the weekend (embedded to the right), led by the head of Disney Parks, Josh D’Amaro, and the co-head of Disney Entertainment, Alan Bergman. The powerful relationship between family-focused movie production (and to a far lesser extent television) and its theme parks is unique to The Walt Disney…
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