Whatever the causes, the Semi delay was a setback in a first quarter that was otherwise upbeat for Tesla. It continued a streak of year-over-year surges in revenue ($5.98 billion) and profit ($1.23 billion). Deliveries didn’t reach the record high from the fall, but the 88,496 cars that reached customers were a distinct improvement over the 63,019 that reached buyers a year earlier. Most of those, 76,266 of them, were either the Model 3 or the surprisingly early Model Y.

Not that Tesla is about to cheer too loudly. Apart from some setbacks in China, the full weight of COVID-19 hadn’t hit the company’s business in the first quarter. The automaker’s Fremont factory will have been closed for several weeks or more during the second quarter, and it’s unclear how sales have been hurt by customers who have to stay at home and might be facing economic hardship. Tesla might not be in dire straits after the second quarter, but it could easily be facing a rough patch.

And Spotify’s big-budget gamble on podcasts and podcasting appears to be paying dividends in the new normal we find ourselves in. Almost a fifth of Spotify’s users engage with podcasts on the platform, of which there are now more than 1 million shows on the service. And, most importantly, more than 60 percent of them are powered by Anchor, the “make your own podcast” platform Spotify bought in early 2019. 

It looks like plenty of people are taking their lockdown / shelter-in-place orders as justification to start a new podcast of their own, too. According to Spotify, “Anchor-powered shows accounted for more than 70 percent of new podcasts launched on our service.” But naturally, COVID-19 has caused a shock to the advertising market, with Spotify recording a 20-plus-percent dent in ad revenue towards the end of March.

Spotify is clearly providing some measure of comfort to folks in these stressful times, and saw a spike in searches for “chill” and “instrumental” playlists. It also reported an “uptick in consumption of podcasts related to wellness and meditation over the last few weeks.” The company expects to see growth slow, a little, over the coming months, but thinks that it’ll break the 300 million user milestone in short order.

The effect of the coronavirus pandemic and stay-at-home orders meant to slow its spread have impacted businesses differently, but for Netflix it means more people are streaming than ever. In its Q1 2020 earnings report (PDF), the company said membership growth spiked as lockdowns spread, but also predicted that as the orders are lifted it could negatively impact growth through the rest of the year. It added 16 million subscribers in the period, way above the seven million originally projected.

Predictably, it had big numbers — using a new standard for viewing stats — to report for content released over the last few weeks, with a projected 64 million Tiger King: Murder, Mayhem and Madness over its first four weeks, along with 29 million on Ozark season three, 65 million for Money Heist (aka Casa de Papel) and 85 million for its Spenser Confidential flick.

Many suspected PC shipments would take a hit from the COVID-19 pandemic, but now it’s clearer as to what the damage was. Canalys estimates that computer shipments fell a steep 8 percent year-over-year in the first quarter of 2020 as Chinese factories stayed shut for a while after the Lunar New Year. Intel chip shortages from a rough transition to 10-nanometer manufacturing didn’t help, either. The decline was the steepest since the start of 2016, when Canalys recorded a 12 percent plunge.

Apple was the hardest hit among the top five, with shipments tumbling 21 percent compared to the start of 2019. However, everyone but Dell (which saw a 1.1 percent growth) was suffering, with HP and Acer seeing drop over 10 percent. Even frontrunner Lenovo saw shipments drop 4.4 percent.