Because of investors tightening the ropes of their money bags, consumer internet companies are tryi…

SpaceX needs to get through "a deep chasm of negative cash flow" over the next year to make Starlin…

Over the long run, we believe self-producing is less expensive (including cost of capital) than lic…

"We've mused that the current model is akin to a new restaurant serving the best filet mignon for $…

"The growth in our original content means we continue to plan to have around $2B in negative FCF th…

Without seeing Dropbox's actual financial statement, it's hard to make anything out of the two CEO'…

"Even as spending grows, unit economics continue to improve, with margins benefiting from scale and…

Last week, after reporting a profitable quarter - marking the first time it has achieved two conse…

While Netflix has turned in two profitable quarters this year, its content spend is expected to hit…

On the impact of the pandemic on its free cash flow, the agency estimates it could be a negative R…

To reorganize its business, General Electric announced a massive reorganization in June, saying it …

In a Twitter Spaces, Elon Musk also said advertisers asked "hard questions" about the return on inv…

Carnival's stock rallied on Monday after a US jobs report showed that US had added 2.5 million jobs…

"We disagree with the view that it's 'not that bad', and while 'cutting numbers, reiterating Buy' i…

There are lots of caveats. Apple says it will appeal the decision, and the proceedings could take y…

"Ford is undertaking this restructuring from a weak position as measures of cash flow and profit ma…

Terry believes the company has reached the "inflection" point - one that investors have been hangin…