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Menswear
V-necks are back
...“The hegemony of crewnecks has been going on for so long that the younger generations think the V-neck is a recent invention,” says menswear designer Oliver Spencer....
April 8, 2024
Sony Corp
Sony accuses Microsoft of misleading claims over ‘Call of Duty’ game
...“I hadn’t intended to comment on what I understood to be a private business discussion, but I feel the need to set the record straight because Phil Spencer brought this into the public forum,” Ryan said...
September 7, 2022
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
LexNetflix Inc
Streaming wars are over and Netflix won Premium content
...Not only has the operating margin recovered but chief financial officer Spencer Neumann is predicting a margin of up to 24 per cent this year — a new high for the company....
January 26, 2024
Banks
Mike Mayo ❤️ Citi
...But, of course, there’s a reason why it’s widely called Shitibank; the sprawling, gormless Citi has for a v v v very long time proven adept at blithely ambling onto various rakes around the world....
January 2, 2024
Netflix Inc
Netflix’s subscriber sign-ups blow past Wall Street expectations
...“Our historical bias is to build and not buy,” said Spencer Neumann, chief financial officer, in a video call with analysts....
January 24, 2024
Apple Inc
Apple rivals lobby EU over App Store dominance
...that Apple has put forward are very prohibitive to us actually creating a meaningful alternative to the one store that’s available on the world’s largest gaming platforms, which are mobile phones,” Phil Spencer...
February 21, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Workplace diversity & equality
UK boards prioritised experience over diversity last year, says headhunter
...Boards prioritised candidates with experience running publicly listed companies as they contended with destabilising events such as the Russia-Ukraine war and high inflation, according to headhunter Spencer...
October 17, 2023
Unhedged
Everyone calm down about CPI Premium content
...Spencer Hill of Goldman Sachs (who forecasted yesterday’s core CPI reading almost exactly) spots this “January effect” in labour-intensive price categories such as medical services, personal care and daycare...
February 14, 2024
LexCorporate governance
Corporate governance: shareholder votes stop directors from going over-board Premium content
...Spencer Stuart estimates board time requirements for many directors at around 240 hours a year. If a company is in trouble this will rise....
August 28, 2023
News in-depthStreaming services
Hollywood braced for new age of austerity after streaming splurge
...Spencer Neumann, Netflix chief financial officer, said the company would be “pulling back” on spending growth over the next two years, as it seeks to maintain its operating profit margin at about 20 per...
May 19, 2022
Due Diligence
M&A giants debate Elon Musk’s war on Delaware Premium content
...company....
March 8, 2024
Microsoft Corp
UK regulator provisionally approves Microsoft’s $75bn Activision deal
...“It will be an ongoing question how Brad Smith and Phil Spencer [Microsoft’s gaming chief] read the UK market and regulator so wrong and whether they will be held accountable — it has cost months and hundreds...
September 22, 2023
HM Revenue & Customs
Walkers’ Sensations Poppadoms vs HMRC: Crunch time
...the crisp company....
January 19, 2024
Aldi
Aldi heads down new aisle with US supermarket shopping spree
...In 1988, Marks and Spencer bought Kings, a US supermarket chain, which was later sold for a fraction of its purchase price....
September 3, 2023
Microsoft Corp
Microsoft and Activision exploring changes to $75bn deal, says UK regulator
...However, Spencer said it needed Activision’s mobile titles to fill its portfolio of games....
July 12, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Activision Blizzard Inc
Microsoft-Sony agreement opens way to seal $75bn Activision deal
...Phil Spencer, head of Microsoft’s Xbox gaming division, said on Twitter that the companies had signed “a binding agreement to keep Call of Duty on PlayStation following the acquisition”....
July 16, 2023
UnhedgedRobert Armstrong
Nvidia circa 2023, Cisco circa 2000 Premium content
...The reason the chart is scary is not simply because of the dizzying ascent of the two tech companies....
August 14, 2023
Lithium
Australian lithium producer Allkem strikes merger deal with US rival Livent
...’s SQM, the two companies estimate....
May 10, 2023
Fashion
Five designers who traded fashion for art careers
...When her company was sold to Opengate Capital in 2010, her dream to spend more time in her studio became a reality....
October 16, 2023
Netflix Inc
Netflix delays account sharing crackdown after ‘cancel reaction’
...Spencer Neumann, Netflix chief financial officer, said new ad-supported services were still in “start-up mode”....
April 19, 2023
News in-depthNikkei Asia
Uniqlo owner joins clothiers exiting Myanmar
...Marks and Spencer announced last year it would exit by March, saying the company does not “tolerate any human rights abuses within any part of our supply chain”....
April 5, 2023
UnhedgedRobert Armstrong
Why goods spending isn’t falling Premium content
...It’s now been three years since lockdowns began and any trend-reversion is hard to spot: In a note to clients published on Sunday, Spencer Hill of Goldman Sachs argues that something has changed....
April 25, 2023
Q&AInvestments
How can investors ride the EV boom?
...Spencer of Canaccord Genuity argues otherwise: materials shortages mean that mining companies hold the pricing power....
February 2, 2023
ETF Hub
Volatile markets increase appeal of ETFs with a buffer
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
April 24, 2023
Microsoft Corp
Microsoft signs 10-year ‘Call of Duty’ deal with Nintendo
...companies” from its return....
December 7, 2022

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