Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Daily Update
Archive of Daily Emails for Stratechery Members
Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
Apple had a great quarter, and a great forecast that suggests there is more to come. Plus, the company is shifting to making money from its best customers.
Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
Google Earnings, TAC and Apple, Google’s Growing Network
Google’s crushed earnings even more than usual, and Network growth may be a big reason why. Plus, why Google continues to pay TAC, plus notes on Google coverage and “innovation” in ads.
The Kinect and Face ID, Face ID Production Problems, The iPhone X Timeline
The Kinect is to Face ID as Windows Mobile was to the iPhone: new technologies often need new paradigms. Then, when it come to reported Face ID production delays there is a lot of smoke for there not to be fire.
More Spectacles Mea Culpas; The Athletic in the New York Times; Google, Facebook, Apple, and Subscriptions
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.
Antitrust Philosophy, Two More Follow-Ups, Spectacles Inventory — and Mea Culpas
A discussion of the differences between antitrust and more general regulation, and why acquisitions are the most problematic issue. Then, Spectacles inventory is building up, which calls for a mea culpa by me.
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.