Episode 170: Q1 Earnings Data from Roku/Peacock/Amazon/Microsoft and AI Capex Spend; YouTube Custom Multiview; Amazon's Fire OS Confusion

This week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We also cover earnings from Comcast, the latest Peacock numbers, cord-cutting at Charter, and the massive capex spend in the quarter from Microsoft, Alphabet and Amazon, with AWS revenue growth at its fastest in 15 quarters. We detail YouTube's Q1 revenue, which was down from the previous quarter and highlight YouTube TV...