Sonos’ IPO, The De-Integration of Sonos, Spotify Earnings

Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).

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.