Alex (TSOH Investment Research)
@tsohinvesting
YouTube's incremental share of U.S. TV time over the past three years, at +5.3 points, is nearly equal to the cumulative share of HBO Max, Paramount+, and Peacock (~5.6 points). Not the incremental engagement share for those three services, their total share of U.S. TV time (as of May 2026).
Microsoft Cloud Run Rate Revenues Trailing 10-Year CAGR of +35% p.a.
Ally update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any investment decisions
T-Mobile Q2 FY26 call: "It wasn't long ago that some competitors were calling 5G broadband 'cellphone Internet'... It has consistently produced industry-leading growth and we have so much more runway left."
Google Cloud revenues up ~82% YoY to ~$99 billion run rate Highest growth rate since they broke out the segment results
Netflix (NFLX) update tomorrow morning at TSOH Investment Research As always, includes full transparency and prior disclosure of portfolio changes
Comcast update tomorrow morning at TSOH Investment Research As always, it will include prior disclosure of any portfolio changes
Charter CEO Chris Winfrey, November 2024: "With ACP fully behind us, and with cellphone internet (FWA) net adds slowing down slightly, we expect to return to a healthy rate of growth for broadband." youtu.be/OY5dl5fqD1w?...
Nike China annual revenues declined ~30% over the past five years
Ollie’s update tomorrow morning at TSOH Investment Research As always, will include prior disclosure of any portfolio changes
Tractor Supply update tomorrow morning at TSOH Investment Research
TSOH Weekly Roundup (06/12/26) thescienceofhitting.com/p/tsoh-weekl...
Today's TSOH Investment Research Markel: "Building To Win" $MKL thescienceofhitting....