Tricia Duryee in Commerce on January 30 at 5:00 pm PT
Amazon is expected to report a giant fourth quarter tomorrow, but the results couldn’t be more different from Apple’s monstrous fourth-quarter results reported last week.
Peter Kafka in Media on January 21, 2011 at 9:08 am PT
Last night, Wall Street yawned at the Eric Schmidt-Larry Page swap at the top of Google. Today, it seems a little more confused about what the change really means.
Peter Kafka in Media on January 21, 2011 at 4:00 am PT
Growth is good! But we still don’t have any real sense of how much money YouTube generates. And don’t even think about asking about profits.
Peter Kafka in Media on October 27, 2010 at 5:00 am PT
“Digital” doesn’t equal “cheap” for Reed Hastings’s company. The online move has cost Netflix $1.2 billion in streaming rights so far, and that number will probably get much bigger in 2011.
John Paczkowski in News on September 29, 2010 at 1:32 pm PT
Since the Kindle’s launch in November of 2007, Amazon hasn’t been particularly forthcoming with the device’s sales figures. Trumpeting the latest iteration of the Kindle as “the fastest-selling ever” is about as specific as it’s gotten. So coming up with a yearly sales forecast for the Kindle is no easy task. But that doesn’t stop analysts from trying.
Peter Kafka in Media on May 14, 2010 at 6:23 am PT
Keep lowering those expectations, okay? Ad sales are coming back across the Web, but AOL says its efforts are still a work in progress. But do keep an eye on that expiring search deal…
Peter Kafka in Media on April 7, 2010 at 4:50 am PT
Netflix may have the iPad’s buzziest app. But that may not mean much for the video rental company’s subscriber count.
Peter Kafka in Media on March 31, 2010 at 5:25 am PT
Sure, Apple and Google have gone from pals to frenemies to outright rivals. But would Steve Jobs and company really dump the search giant in favor of Microsoft’s Bing? We’ll get our first real clue on Saturday, when the iPad arrives.
Peter Kafka in Media on January 20, 2010 at 8:29 am PT
Google’s launch of the Nexus One may end up being a crucial point in the company’s history, but it’s not going to have much impact on its financials for quite a while.
To its credit, Google has never said otherwise. But Citigroup’s Mark Mahaney takes a stab at guesstimating exactly how many new phones the search giant will sell and what that means for its earnings. Answers: Not a lot and not much.
