Welcome to the Fifth Edition of the LightShed Earnings Scorecard – our attempt to hold companies and analysts accountable for the quality of earnings calls. Now tracking 69 companies We listened to 69 quarterly earnings calls this quarter. That accounted for 63 total listening hours. We added Starry, which was not public a year ago, and…
TikTok’s Chief Operating Officer, Vanessa Pappas, was interviewed by Kara Swisher on her new podcast, On With Kara Swisher (link to listen on Spotify and full podcast embedded below). We have pulled out key portions of the interview with associated minute markers highlighted below. The podcast episode was called “So…Should We Ban TikTok?” While the…
Disney CEO Bob Chapek’s modus operandi appears to be driving price, knowing Disney (super) fans cannot live without Disney experiences and content. Chapek has used park reservations and new pricing schemes to meaningfully raise guest spending across Disney’s theme parks, even as international visitation to Disney parks remains anemic (with international guests historically spending far…
Investors are obsessed with TikTok’s growing cannibalization of Instagram, YouTube, Facebook and Snapchat time spent. While Meta has copied TikTok’s mechanic with Reels, YouTube with Shorts and Snap with Spotlight, none of them have recreated the magic of TikTok that occurs through hashtag challenges, viral sounds, duets, etc. TikTok is simply more fun. The slowing…
Spectrum is the lifeblood of a wireless network and T-Mobile has a ton of it, in large part due to its acquisition of Sprint. But there is even more spectrum available for purchase that would enable T-Mobile to both complete its spectrum puzzle and prevent competitors from adding this important asset. More spectrum could also…
Virtually everyone we talk to in Hollywood, outside of Netflix employees, is taking great pleasure in Netflix’s stock price collapse over the past nine months, as well as Netflix’s loss of religion around advertising (which many see as a desperate attempt to “save” Netflix). With subscribers declining, revenue growth slowing and meaningful cost cutting in-process,…
Roblox hosted its first investor day as a public company just ten months ago. That represented the peak of fervor around RBLX. Roblox reached its all-time high the next week of $141.59. Today the stock is ~70% lower. While the company dramatically outperformed its initial 2021 estimates and Roblox has been able to age up…
With summer 2022 now in the rearview mirror, we thought it would be useful to lay out the 11 topics/issues we are thinking about. From the collapse of linear TV to why Comcast is so desperate to buy something, is Disney+ pricing aggressive or a bundling ploy, how Netflix and Disney’s advertising plans differ, Zuckerberg’s…
There was a lot of news yesterday from Apple, T-Mobile, Cogent and Kabletown. Here’s an attempt at some quick takes. iPhone promotions eSIM only First Band 70 Device Satellite Connectivity As expected, Apple added satellite connectivity to the iPhone. Its functionality is more limited than we thought as an emergency only service. This is different…
With media attention that only Elon Musk can attract, T-Mobile and SpaceX announced “a plan” to deploy a sliver of T-Mobile’s spectrum on future launches of Generation 2 Starlink satellites. If approved by the FCC, it might initially “provide near complete coverage in most places in the US” every 30 minutes. We discuss some implications.…
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