A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
Spotify’s earnings point to a disturbing trend of the company needing to spend to acquire marginal customers; this makes sense because the company does not have power over supply
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Netflix’s earnings had both good news (subscribers) and bad news (spend); the latter might signal a positive shift in how the company acquires customers. Plus, how Netflix is integrating.
Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.
Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.
Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?
Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.