Dolby’s licensing, products and services revenue continues to be affected by COVID-19 and implications on future operations results “remain uncertain,” said the company’s Thursday fiscal Q3 2021 earnings release. “The volume of shipments, aggregated across various end markets and devices, continues to be impacted and difficult to predict because of economic uncertainty due to COVID-19.”

Amazon shares fell 6.7% in morning trading Friday on lower-than-expected Q2 revenue and a tempered Q3 outlook. The company’s results for the quarter ended June 30 were “softer than expected” at $113 billion, the midpoint of guidance and 1.8% below consensus, Cowen analyst John Blackledge wrote investors Friday. “Higher consumer mobility” affected e-commerce demand, he said.

CEDIA Expo is among 86 trade events Emerald Holding plans to stage in second half 2021, the most in its history, as the show producer looks to salvage a year clobbered by COVID-19 postponements, said CEO Herve Sedky on the company’s Q2 earnings call Friday. The company canceled all Q1 live events except Surf Expo in Orlando, which had 50% attendance, and nearly all live events in Q2. It held two smaller shows in Florida, Sedky said.

Qualcomm continues to be “positively impacted” by the growth in 5G and the “changing OEM landscape, resulting in the expansion of our addressable handset opportunity,” said CEO Cristiano Amon on a fiscal Q3 earnings call Wednesday, his first as chief executive. “We see the shifts in OEM market share create an incredible opportunity for us,” he said: “This quarter, Xiaomi is now the No. 2 OEM.”

User experience will be increasingly important as competition heats up in the streaming video market, Parks Associates’ virtual Future of Video conference was told Wednesday. “Eventually there’s going to be user fatigue from being subscribed to so many services,” said Parks analyst Paul Erickson.

Comcast's Peacock, with 54 million signups, is rolling out to Europe later this year to Sky's 20 million customers, and the next aim is global availability of the streaming service, said the company Thursday. Comcast executives waved off the need for more mergers and acquisitions as a prerequisite to become a viable international streaming power, during a call with analysts. "I love the company we have," and more organic growth is ahead without further acquisitions, said CEO Brian Roberts. "I think we do have the scale. We don't need M&A."

The prospect of an FTC privacy rulemaking is facing a partisan divide in the agency and on Capitol Hill. House Commerce Committee ranking member Cathy McMorris Rodgers, R-Wash., and House Consumer Protection Subcommittee ranking member Gus Bilirakis, R-Fla., told us the agency shouldn’t issue a rule because it’s a legislative issue Congress needs to fix.

Spotify fell short of its monthly average user guidance for Q2 on “ongoing COVID-19 headwinds” and a “temporary issue” with sign-ups on a third-party platform, said CEO Daniel Ek on a Wednesday earnings call. MAUs grew 22% year on year, 3% sequentially, to 365 million.

Electronics purchases are a main driver of back-to-school and back-to-college spending this season, led by laptops, with customer purchase intent “the highest we’ve ever seen,” said Katherine Cullen, National Retail Federation senior director-industry and consumer insights, on a Wednesday webcast. Findings were based on an early July survey on BTS spending trends.

Apple recorded double-digit revenue growth, despite supply constraints, across all product and service categories for fiscal Q3, the company reported Tuesday for the quarter ended June 26. It set a June quarter revenue record, rising 36% to $81.4 billion.