☝️ SHOW STARTS AT 1 MIN 18 SECONDS.
Happy Thursday Peaceniks. Thanks to all of you like & Monetization Architect™ and Jo Redfern who tuned in for our Earnings Season Livestream earlier!
In case you missed it, Marion Ranchet and I debated 4Q 2025 results from Amazon…
We discussed what 4Q gaming sales at Sony, Roblox, Nintendo, and Microsoft mean for the state of gaming today.
And we dove into the long-term financial arc of Spotify, including their churn-proof platform, their recent pivot to profitability, their inability to sell ads, and their recent landmark deal with Netflix.
We had a great crowd live on Substack this morning. Thank you all!
We will back again, LIVE, next Thursday, February 19, at 8A PT / 11A ET / 4P GMT - analyzing earnings from Roku, Pinterest, and (from Marion’s native land!) TF1.
I hope to see you there. Enjoy your weekend!
ESHAP
