Things aren’t all that bad for Big Tech: Sustaining pandemic-era revenues was likely never realistic. But major tech companies are still raking in enormous profits, despite Wall Street investors’ outcry.

AI’s ‘Napster’ moment, but much bigger: The frenzy around generative AI’s abilities has triggered the first lawsuit claiming copyright infringement by Microsoft and OpenAI. The outcome could have global ramifications.

Following a turbulent third quarter in advertising, our updated forecast shows it’s not all bad news.

Do Windows PCs need ad disruption? Abysmal Windows 11 adoption and expiring support for Windows 10 mean Microsoft needs new strategies. Ad-based subscriptions could bring prices down but alienate customers.

Apple sets a revenue record: After a bleak week for Big Tech, Apple shows strength in Q3 earnings. Backed by Mac, wearables, and a consumer spending uptick—it’s doing something right.

Alphabet earnings disappoint, except in the cloud: Google Cloud surpassed Q3 expectations as Alphabet’s topline revenue dashes investor hopes. Expect more pressure on employees, which could harm workplace culture.

Widespread layoffs at Microsoft: The job cuts affect less than 1,000 but stretch across the organization in the latest example of Big Tech bracing for a recession.

One year later, a new headset—and , a whole set of challenges: Nearly one year and $15 billion later, Meta’s vision for the metaverse remains optimistic even if a focus on business and productivity apps seems premature and risky.

Major streaming services like Netflix and Disney+ dive into advertising while more viewers cut the pay TV cord.

Learning is the new retention perk: A survey shows that learning opportunities incentivize younger workers to stay at their jobs. It shows how Big Tech could close the skills deficit.

It’s not the fastest-growing channel, but paid search is still a vital component of the digital advertising ecosystem, especially as privacy changes and a potential recession put ad budgets in jeopardy.

Sony expands its empire into mobile: Its latest acquisition will be a testing ground for in-game ads and mobile service games.

Data center scrutiny rises in Europe: Data centers’ energy intensity and water use are running up against Europe’s energy crisis. Ireland’s data center moratorium puts facilities’ sustainability measures in focus.

Apple’s return to office could kickstart industry mandates: Companies are heading into their busiest quarter, requiring all hands on deck. Job uncertainty could complicate employees’ shift from remote to office work.

Can’t afford a picnic: Microsoft cut contractors, laid off an entire division, and tightened its expense belt. Between gloomy cloud forecasts and regulations, things could get tougher for Big Tech.

On today's episode, we discuss Netflix choosing Microsoft to help with the streaming service's upcoming ad-supported tier, the need for a chief media officer, what to make of inflation still not slowing down, whether YouTube is the future of cable, whether customers will buy into in-car subscription services, an unpopular opinion about the term "influencer," what exactly a "black box" really is, and more. Tune in to the discussion with our analysts Dave Frankland, Evelyn Mitchell, and Max Willens.

Netflix losses deepen as it bets on an ad-supported future: An early 2023 ad launch is good news for marketers, but may not be enough to reverse churn.

AI to help train drones: Microsoft’s Project AirSim combines its expertise in AI, flight simulators, cloud computing, and military-grade security to develop the next generation of drones.

Netflix is the perfect testing ground for Microsoft’s adtech: The tech giant lacked a high-demand, growing catalog of content to flesh out its ad offerings.

Netflix announces its long-awaited ad partner: The streamer’s partnership with Microsoft will ease anxiety about its rushed ad-supported tier.