Articles by Daniel Marsh
GE Vernova's Investor Conference: Key Test for 125 GW Gas Target
GE Vernova CEO Scott Strazik addresses investors Wednesday, with the company's 125 GW gas equipment goal under scrutiny. Conversion rates, cash flow, and wind losses are key watch points.
Wolverine PS5 Launch Tests Sony's Software Momentum
Sony's Wolverine launches Sept. 15 on PS5. With 93.7M consoles sold, the title must revive software revenue, but mixed reviews could cap its momentum.
EchoStar's Sling TV Faces NASCAR Test as Subscriber Losses Persist
NASCAR's Gateway race offers Sling TV a chance to attract subscribers, but EchoStar's ongoing losses and revenue decline cast doubt on a turnaround.
Disney+ to Integrate Hulu Live TV by 2026, but Streaming Margin Excludes It
Disney will add Hulu + Live TV to Disney+ by end of 2026 to boost engagement, but the 13% streaming margin excludes that business. Investors should watch Fubo's subscriber trends.
Sky Go Upgrade Aims to Bolster Retention Ahead of Comcast Spin-Off
Sky's rebuilt Sky Go app adds full-HD streaming and remote recording for Glass and Stream customers, a retention play ahead of Comcast's planned spin-off of NBCUniversal and Sky.
DAZN Unveils $120 Timberwolves Season Pass in Test of Local Sports Streaming
DAZN sets $119.99 season pass for Timberwolves local games, a key test of its U.S. streaming strategy. The deal also gives TKO Group a stake in DAZN.
Fox's Crunchyroll Bundle: A Strategic Test for Streaming Growth
Fox's Crunchyroll bundle on Amazon Prime Video is a key test for FOX One's growth, with 97% of new subscribers coming from non-pay-TV households.
Waymo's Robotaxi Gun Incident Raises Cabin Surveillance Questions
Waymo's recent firearm incident raises key questions about how its robotaxis detect weapons, amid growing privacy concerns as the service expands.
JLR's 4,000 Job Cuts Target 300K Break-Even, Testing TMPV Investors
Jaguar Land Rover's restructuring aims to lower its break-even to 300,000 vehicles, a level close to current sales, while the market remains skeptical of near-term gains.
Apple's iPhone Duo: $800 Premium for a Foldable Future
Apple's iPhone Duo starts at $1,999, $800 more than the iPhone 18 Pro, and ships five weeks later. The foldable offers a larger display but lacks the Pro's camera system.
FC 27 Early Access Debuts Under New Private Ownership
EA SPORTS FC 27 launches early access on September 18, marking the first major release since EA went private. The game's Ultimate Team mode faces a critical test of player spending.