Microsoft’s Monopoly Hangover

There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.

Google’s Earnings, Google Cloud Growth?, Microsoft’s Milestone

Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.

Music Versus Publishing, Spotify’s Increasing Power

News publishers may want to emulate the music industry, but the only similarities that matter work in favor of the aggregators, not suppliers. Spotify is the perfect example.