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Martin Peers

Martin Peers

Managing Editor at The Information

Contact this person
Email address
m*****@*******.comGet email address
Influence score
48
Location
United States
Languages
  • English
Covering topics
  • Computers & Technology
  • Finance & Banking Services

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Recent Articles

theinformation.com

Disney’s Streaming Profit Hopes Rest on More Price Increases

We got some good news from the poor old entertainment companies this earnings season. Video streaming is finally becoming a money-making business! Disney, for instance, reported today that its Disney+, Hulu and ESPN+ streaming operations made a profit of $321 million in the September quarter, ...
theinformation.com

Why TV Mergers Aren’t the Solution to Streaming’s Flaws

That didn’t take long. Within a day of Donald Trump’s election as president, TV executives were signaling optimism that the new administration would make life easier for them by allowing the industry to consolidate. Warner Bros. Discovery CEO David Zaslav made the most articulate case on ...
theinformation.com

Media Executives Say Trump May Help Speed Mergers

Warner Bros. Discovery CEO David Zaslav said the incoming Trump administration may help speed up much-needed consolidation in the entertainment industry, noting that “if the best content is going to win, there needs to be some consolidation…in order to have these businesses be stronger and to have a better consumer experience.” Zaslav was the second media executive to signal hope for a more
theinformation.com

Reddit Passes Snap

You’re likely distracted right now by election results, which have surely started rolling in as you’re reading. Rather than add to all the premature speculation on the topic, we think creating an election-free zone would be more useful. Below we recommend some things you can do tonight other ...
theinformation.com

Apple’s Weak Forecast, AWS’ Profit Rockets

Nothing particularly frightening emerged from the two big tech goliaths that reported September quarterly results tonight, Apple and Amazon. But they offered nothing particularly cheery, either.For both companies, the updates had a mix of good and bad news. Apple, for instance, reported 6% ...
theinformation.com

The Hitchhiker’s Guide to MicroStrategy’s Bitcoin Bet

You could be forgiven for missing, amid the onslaught of tech company earnings news lately, what may be the most startling business story of the week. That would be the plan by enterprise software and bitcoin investment firm MicroStrategy to raise a massive $42 billion over the next three years ...
theinformation.com

Peloton Names Former Apple Executive Peter Stern as CEO

Peloton Interactive has appointed a former Apple and Time Warner Cable executive, Peter Stern, as its new CEO, effective Jan. 1. Stern succeeds Barry McCarthy, who stepped down in May after two year stint at the fitness firm. Stern has long experience in subscription businesses, which is now Peloton’s focus. He worked for Apple from 2016 through early 2023, building up its bundled subscription
theinformation.com

Google Cloud’s Surge

Google may have calmed some nerves on Wall Street on Tuesday. It delivered a third-quarter result showing a sharp acceleration in Google Cloud’s growth rate, to a bumper 35%, from 29% in the second quarter. CEO Sundar Pichai credited that performance in part to the company’s AI portfolio, which ...
theinformation.com

Musk, Putin and CEO Telephone Calls

We’ve learned a lot lately about who CEOs like to telephone. We reported a couple of weeks ago that Microsoft CEO Satya Nadella likes to make two calls a day to CEOs of other companies, including startup chiefs, to ensure he stays up to date on the latest developments in tech. And Morgan Stanley ...
theinformation.com

Musk’s Tesla Turnaround

Today Elon Musk had some good news to report about Tesla for a change. The electric vehicle maker’s third-quarter results on Wednesday were the strongest in 12 months, with a return to growth in auto revenues after two quarters of decline and the revelation that the Cybertruck had turned ...
theinformation.com

Netflix Pulls Back on Gaming Expansion

Netflix has shut down one of its videogaming studios and laid off staff associated with it, a sign that at least part of its much-heralded effort to expand into gaming has run into problems. The blog Game File reported that Netflix had shut down a studio known as team Blue, laying off several big name gaming veterans it had hired in the past couple of years to build the studio. In the