google earnings

Growth driven by AI will be the metric to watch this earnings cycle

With Alphabet and Microsoft reporting their quarterly results today, there's going to be a lot of scrutiny on the ability of their investments in new AI tech to drive growth.

Time for tech’s report card

We're embarking on another earnings cycle, which means we can study tech's largest companies' results to get some perspective on the state of the economy.

Is First Republic just a victim of SVB’s collapse?

Hello, and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This week Mary Ann, Natasha and Alex were especially chat

What is this, revenue growth for ants?

Growth matters, but given the macroeconomic climate, smaller numbers are apparently OK as long as there are clear factors driving future revenue and profit.

Big Tech falls short in the first salvos of the Q3 earnings cycle

Given the ever-changing state of the world's economy this year, the information that Big Tech earnings provide is even more important than usual.