Takeaways from Amazon, Apple, Microsoft, Meta, and Alphabet – GeekWire

This week on the GeekWire Podcast, we play highlights and offer our thoughts on recent earnings calls from Amazon, Apple, Microsoft, Meta and Alphabet, seeking to better understand what’s next for the tech economy.

A few of my thoughts after listening to all the calls over the past week:

  • “Uncertainty” is the watchword. Big tech companies are adapting to the potential for a recession, with job cuts and other belt-tightening moves, but generally don’t see the extreme realities of a real downturn.
  • One exception is the advertising market, where a decline in marketing spend was evident for companies such as Microsoft and Alphabet, which grew slower than expected; and for Facebook’s parent company, Meta, which saw its first-ever revenue drop for the quarter. Amazon does better than most in this regard.
  • Perhaps more than ever, many big tech CEOs are in pitch mode on these ostensibly balanced financial calls, touting their latest initiatives as if speaking at a product launch event and trying to persuade investors that every threat to their business is actually an opportunity.

This latest trend made me wish they would apply traditional “SWOT” analysis to these calls, soberly assessing their strengths, weaknesses, opportunities and threats in the style that many business leaders learned in business school. .

But as my colleague John Cook points out in response, the mantra followed by many CEOs is ABS: “Always Be Selling”.

With that in mind, we invite you to listen to this week’s episode through this article’s audio player, or subscribe wherever you listen, and rate and review the GeekWire podcast in your favorite podcast app if you like. wish.

Titles and associated links:

Editing and audio production by Curt Milton.

Listen above or subscribe to GeekWire in Apple podcast, Google Podcasts, Spotify or wherever you listen.

About Ethel Nester

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