Equity shot: Boo! It's the Halloween earnings special!

Equity

TechCrunch

Entrepreneurship, Business News, News, Business, Technology

4.2 • 372 Ratings

🗓️ 31 October 2020

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Spoiler alert: there were more tricks than treats. Danny, Natasha and Alex wanted to get to the bottom of the big tech results, asking what really mattered from each of them? Then it was time to dig into themes. We saw plan price increases coming from Netflix and Spotify, advertising getting a boo-st from politics and 2020's overall meltdown, and boo-ming billions of consumer interest in...desktops. After that, a dive into the results of smaller SaaS and cloud companies, picking out trends that might help us see around the corner a bit; is the tech boom slowing, or is corporate growth merely failing to keep up with inflated investor expectations? This week felt like a shudder ran through the spine of our economy. The earnings paint a neutral picture, which isn't exactly an exhale to rejoice over. The coronavirus continues to be a threat that poses a risk to public businesses. For startups, that could mean a less frothy exit market nad lower valuations. And for the public, it means that the uncertain is still ahead of us. So wear a mask.

Transcript

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0:00.0	Spooky season more like stocks season.
0:12.0	Hello and welcome to Equity.
0:15.0	My name is Alex Wilhelm.
0:16.2	This is the show where we unpack the numbers behind the headlines.
0:18.6	I am joined as always by my two favorite people in the entire world.
0:22.4	We have Danny Crichton here.
0:23.7	Danny, how are you doing?
0:25.0	Overwhelmed by dozens and dozens of stock earnings
0:27.9	it all decided that Thursday at 4 p.m.
0:30.0	was precisely the time to talk about their numbers.
0:33.0	Yeah, I had to work late yesterday and by the time I finished working I literally thought the entire world was one big
0:37.7	Excel spreadsheet. It was very, very sad.
0:40.0	We also have Natasha Moscurenas here.
0:41.4	Natasha, you were part of the big earnings group yesterday.
0:43.5	How are you feeling today?
0:45.9	I feel like I always black out during breaking news sections and so same old, same old for me. That's what the gray goose will do to you.
0:54.0	The gray goose will often help actually.
0:56.0	I wish I could afford gray goose.
0:58.0	People, I'm drinking white claw.
1:00.0	Yeah.
1:01.0	It has to be a startup backable drinking beverage that is appropriate to Tech Crunch's audience.
1:07.0	But so many, so many earnings this week, Alex, what are we, what are we even doing on this show?
	...

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