Daily Update: Bandcamp, Tencent’s Earnings, Twitter’s Analyst Day, plus a Stratechery Announcement

Good morning, A few quick bits of housekeeping: First off, I’ve heard from enough people that they really don’t want to get articles in their email. I’m going to have a think about the best way to proceed Secondly, I’m going to put a brief note up on Stratechery later today announcing some of the […]

To read this daily update you must be a subscriber (Current members login here.)


Stratechery.com is supported by subscriptions to the Daily Update.

Update: The Daily Update will increase to $12/month and $120/year in 2020.

The Daily Update consists of substantial analysis of the news of the day (~2000 words) delivered via three daily emails, in addition to the free Weekly Article (four total articles per week). These updates are always timely, but also timeless in their investigation of “Why” and “What’s next.” You can see what topics have been covered in recent Daily Updates here.

If you love Stratechery’s Weekly Articles, you’ll love the Daily Update.

Daily Updates are also available via RSS or on this site. Please see the Daily Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time; there are no refunds). To give Stratechery as a gift click here.

If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

FAQ

Can you create a custom invoice that meets my government/company requirements?

I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription.

Do you offer a student discount?

Stratechery is purposely kept at a low price — thousands of dollars less than other analyst reports or newsletters — to ensure it is accessible to everyone, including students.

I can’t purchase/login.

Check the security setting of your browser: if you have disabled 3rd-party cookies then Stratechery’s membership software won’t work. Either use another browser or change your setting; after you register/login you can change the setting back for a good long while.

Can I switch to an annual plan?

Yep! Just go to your account panel and select the alternate plan. You will be charged immediately, but your annual subscription won’t start until your current monthly subscription expires (i.e. if you change to an annual plan on December 15, but your monthly plan doesn’t expire until December 31, you will be charged for an annual plan on December 15, but that annual plan won’t begin until December 31, and will run through December 31 of the following year).

Can I give a subscription as a gift?

Yes! Please visit this page.