Archive
All writing, page 13
Netflix added 4.4 million memberships in Q3 2021
Netflix added 4.4 million memberships in the third quarter of 2021, beating its own forecast as revenue and profit rose.
San Francisco's delivery cap moved the cost question
San Francisco's delivery-fee cap protected restaurant margins in 2021. The unresolved tradeoff was where platforms moved the cost.
DoorDash and Uber Eats are gaining on Grubhub
DoorDash and Uber Eats gained share from Grubhub in 2021. Share estimates showed who won orders, not who earned them profit.
Netflix is reopening a movie theater in SoCal
Netflix's Bay Theatre plan looked less like a cinema chain and more like control over premieres, events, and theatrical presentation.
Uber completes Drizly acquisition
Uber's $1.1 billion Drizly purchase promised more delivery demand; the operating test was whether those orders paid for their own complexity.
What I watched in October 2021 earnings
My October 2021 earnings watchlist focused on Netflix retention, Tesla's factory ramp, and Intel's response to AMD.
And there's a new MacBook Pro
Apple's 2021 MacBook Pro made its in-house chips the main event; MagSafe and the smaller bezel were welcome practical fixes.
macOS Monterey will release on October 25
Monterey's 2021 release offered practical collaboration improvements, but Mac and app compatibility mattered more than launch day.
The wealthiest 10% of Americans own a record 89% of all U.S. stocks
The wealthiest tenth held nearly nine-tenths of U.S. stocks and mutual funds in 2021; market gains reached households unevenly.
Singapore's 2021 travel lanes made the flight number matter
Singapore's 2021 travel lanes made specific flight numbers matter. This dated post is not current entry guidance.