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This week on the GeekWire podcast, we’ll be playing highlights and offering our thoughts on the recent Amazon, Apple, Microsoft, Meta, and Alphabet earnings calls, looking to better understand what’s next for the tech economy.
After listening to all the calls last week, here are a few of my thoughts:
- “Certainty” is a sight word. Big tech companies from Capacity For a recession, with job cuts and other belt-tightening moves, we’re not generally seeing the extreme realities of a true recession.
- One exception is the advertising market, where the pullback in marketing spending has been seen at companies with slower-than-expected growth, including Microsoft and Alphabet. And for Facebook’s parent company Meta, which posted its first earnings cut for the quarter. In this regard, Amazon is better than most.
- Perhaps more than ever, many tech CEOs are in full “pitch” mode on these ostensibly stage-driven financial calls, touting their latest initiatives at product launch events and trying to convince investors with every risk. It’s really an opportunity for their business.
That last trend makes me wish more corporate leaders would apply a traditional “SWOT” analysis to these calls, carefully assessing their strengths, weaknesses, opportunities, and threats in the style they learned in business school.
But as my colleague John Cook points out in response, the mantra many CEOs follow is “always sell.”
In that spirit, we invite you to listen to this week’s episode in this post’s audio player, or subscribe wherever you listen, and if you so desire, review the GeekWire Podcast in your favorite podcast app.
Related topics and links:
Sound editing and production by Curt Milton.
Listen above or subscribe to GeekWire on Apple Podcasts, Google Podcasts, Spotify or wherever you listen.
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