Snap and Twitter’s earnings point to just how huge the digital advertising market is.
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’s exploits — and Apple’s vulnerabilities — are interesting in what they say about the nature of software
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
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 is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.
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.
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.