Martin Peers

Free TV Is a Rerun That Investors Should Watch

With the price of Walt Disney Co.’s Disney+ and Hulu streaming services rising sharply in the next few months, following Netflix’s price increases earlier this year, budget-conscious consumers may soon be culling the streaming outlets they pay for. As they do, services that should get more…

Disney Joins the Tough-Love Club for Streaming Viewers

Walt Disney Co.’s streaming strategy appears to be shifting ever so subtly away from subscriber growth toward profits, dealing another blow to customers who have become accustomed to low-price, ad-free viewing. While Wall Street showed its delight with the 14.4 million new Disney+ subscribers…

Alphabet Investors Shouldn’t Ignore the Warning Signs

For a market that has typically been seen as concentrating on the future, investors can sometimes take a surprisingly backward view. Consider their upbeat reaction to Alphabet Inc.’s earnings, reflected in the stock’s 5% jump in early trading last week. As encouraging as it might be that second…

Amazon’s Ad Business Is a Star. But Where Are the Details?

For the big internet companies that make their living from selling advertising, these are troubled times. As happens in any kind of economic slowdown, businesses cut ad spending quickly. For Amazon.com Inc., though, whose e-commerce business is getting hammered, advertising is proving to be a…

No, Musk Isn’t to Blame for Twitter’s Slowdown

In times like these, it’s easy to lose sight of the bigger picture. Take Twitter, which this morning blamed uncertainty related to Elon Musk’s acquisition as a factor in its second quarter slowdown, along with “industry headwinds associated with the macroenvironment.” That sounds a little as if…