Reading List

The most recent articles from a list of feeds I subscribe to.

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters)

Zaheer Kachwala / Reuters:
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours  —  Roblox (RBLX.N) forecast fiscal 2026 bookings above Wall Street expectations on Thursday, signaling another year of strong growth …

Nintendo's February Partner Direct was a value proposition for the Switch 2

The Switch 2's lineup of games in 2026 includes some of the most anticipated third-party releases, making it a strong rival for the PS5 and Xbox.

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)

Todd Spangler / Variety:
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B  —  Advertising revenue jumps 23% to $21.32 billion … But the company's shares fell in after-hours trading Thursday after Amazon said it expected …

Republicans attack ‘woke’ Netflix — and ignore YouTube

When Netflix co-CEO Ted Sarandos entered the Senate office building on Tuesday, he got thrown a curveball. What started as a standard antitrust hearing relating to the Warner Bros. merger quickly devolved into a performative Republican attack about the spread of "woke" ideology on the streaming service. At the same time, arguably a much more […]

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

Jonathan Vanian / CNBC:
Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback  —  Reddit shares rose 5% in after-hours trading Thursday after the company reported fourth-quarter earnings that beat on the top …