Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.
Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
Teams OS and the Slack Social Network
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.
Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube
Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.
What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Microsoft Earnings, Teams Passes Slack, The Partner Advantage
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.
The New Dropbox, The Cloud OS, Connecting Versus File-Sharing
The New Dropbox is making a bid to be the Cloud OS, something only Microsoft has pursued. It took Dropbox a long time to realize the opportunity, but better late than never.