Reading List

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

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 …

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)

Annie Palmer / CNBC:
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est.  —  Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon)

Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025