Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
2018
Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
Exponent Podcast: Amazon and Health Care
On Exponent, the weekly podcast I host with James Allworth, we discuss Amazon Health. Listen to it here.
Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
Facebook Earnings, Microsoft Earnings
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
Amazon Health
Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.
More on the Switch, Apple Music and the HomePod, Songwriter Royalties Increase
More on the Nintendo Switch, and how Apple Music is more strategic than I appreciated. Then, Spotify hits another obstacle — is the streaming service an acquisition target?
Exponent Podcast: A Moat Too Far
On Exponent, the weekly podcast I host with James Allworth, we discuss Amazon Go and the Future. Listen to it here.
HomePod Goes on Sale, The Smartphone and the End of History, The Success of the Nintendo Switch
The HomePod goes on sale tomorrow — finally — and it’s still not clear whether or not Apple is ready to move beyond the smartphone; the success of the Nintendo Switch suggests the world isn’t waiting.