Hello and welcome back to Equity, TechCrunch's venture capital-focused podcast (now on Twitter!) Where we unpack the numbers behind the headlines.
As promised, the whole gang is back, this time to chew on the biggest, baddest, worst and most disturbing earnings reports of the current cycle. This week, Amazon and Alphabet as well as Microsoft and Apple and Facebook reported along with a number of smaller companies.
Spoiler alert: There were more tricks than goodies.
Danny, Natasha and Alex wanted to get to the bottom of the big technical results and ask what is really important about each of them.
Then it was time to deal with issues. We've seen planned price hikes from Netflix and Spotify, ads that got a boost from politics and the general collapse of 2020, and billions of consumer interests in … desktops.
Then, dive into the results of smaller SaaS and cloud companies and look for trends that could help us see a little around the corner. Is the tech boom slowing down, or is company growth just not meeting inflated investor expectations?
This week felt like a chill ran through the back of our economy. The income paints a neutral picture that one cannot be very happy about. The coronavirus continues to be a threat that poses a risk to public companies. For startups, this could mean a less frothy exit market and lower valuations. And for the public, it means that the unknown is still ahead of us. So wear a mask.
And with that, the show is back on Monday morning. Have a nice Weekend.
Equity They are posted every Monday at 7:00 a.m. PDT and as soon as possible on Thursday afternoon. So subscribe to us on Apple Podcasts, Overcast, Spotify and all casts.