Pando

The Earnings Desk

  1. October has brought an autumn of discontent for tech

    With two days to go in the month, the Nasdaq Composite has fallen 13%. Apple is down 7%, Facebook down 12%, Alphabet down 15%, Amazon down 23%, and Netflix down 25%.

    By Kevin Kelleher , written on

    From the Earnings desk

  2. Tesla shareholders are waging a culture war of their own

    If the stock market has a correlate of the culture wars that have divided political discourse into two irreconcilable camps, it's Tesla.

    By Kevin Kelleher , written on

    From the Earnings desk

  3. Who had Twitter as the safe haven of choice during a tech selloff?

    Lost in the Twitter stock rally is that the company's core market is weak to deteriorating.

    By Kevin Kelleher , written on

    From the Earnings desk

  4. Turns out no dancing hot dogs were necessary. All that Snap needed was to act like a grown-up

    The narrative on the company has gone from discouragingly dark to blindingly bright in the space of less than a day.

    By Kevin Kelleher , written on

    From the Earnings desk

  5. Netflix grows faster, spends more: A case study of tech optimism and unease

    From a financial perspective, the prospects for big tech look as bright as ever. And yet, there is this nagging undercurrent that something, sometime has got to give.

    By Kevin Kelleher , written on

    From the Earnings desk

  6. Apple Earnings: Tim Cook has saved Christmas after all

    The iPhone company would like you to know it's about more than just the iPhone.

    By Kevin Kelleher , written on

    From the Earnings desk

  7. Snap's unhappy honeymoon

    The first thing I thought when Snap unveiled its magic eraser this week was that a company losing as much money as Snap is should think twice about using that name.

    By Kevin Kelleher , written on

    From the Earnings desk

  8. Facebook's earnings: Old hat, tailored for a bigger head

    In the mixed up world of 2016, it's a little reassuring, if not terribly exciting, to have earnings as usual.

    By Kevin Kelleher , written on

    From the Earnings desk

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