This is a company that is roughly one sixth the size it was from a market cap standpoint, less than two years ago. They are still small enough in capturing this sort of nascent market opportunity that they're still growing. And I think what 2023 looks like will be even more interesting. But we have to wait for Wednesday to see what happens.
For the second time in five months, Twilio announces a round of layoffs.
(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57
(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.
Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL
Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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