Editor’s Morning Note: Welcome to the tail-end of earnings season.
Editor’s Morning Note: Twitter’s Q2 user growth exceeded investor expectations. Its financial performance did not.
Editor’s Morning Note: Microsoft will likely keep its promise to grow “commercial cloud” revenue to a $20 billion run rate by the middle of 2018.
tl;dr: LinkedIn posted strong earnings and solid forward guidance. Investors still value it far below its late 2015 heights.
tl;dr: Yahoo’s bets on mobile, video, native and social aren’t enough to plug the leaks in its traditional businesses.