Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.
Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
The NSO Group, BlastDoor and Software Bugs, Apple’s Response
The NSO Group’s exploits — and Apple’s vulnerabilities — are interesting in what they say about the nature of software
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
Google is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.
Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.