More subscribers equal more revenue, which leads to more content investments, which lead to more engagement, which leads to ...

“The virtuous cycle continues (invest to earn engagement -> lower churn -> better cash flow -> investment -> engagement …),” is how Jason Kilar, an early Amazon executive who went on to run ...

A virtuous investment cycle sparked by AI is set to drive S&P ... are coming from the mega-cap hyperscalers like Microsoft, Amazon, Alphabet, and Meta. As a whole, these four companies are ...