On the business, strategy, and impact of technology.
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Today’s Daily Update is all about the media:
– ESPN will not renew Bill Simmons’ contract, which leads into a discussion of the value of individual brands, particular writers, and how that value can best be captured
– Not all content is created equally, which helps explain Spotify’s surprising decision to diversify
– Periscope presents a unique challenge to sports in particular
In today’s Daily Update:
– Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why
– Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming…
– An update on the HERE Maps bidding
Good morning, The promised update to Stratechery is imminent — if all goes well, it will happen in the next 24 hours. I will include more details in tomorrow update, but the primary impact on subscribers is minimal. Specifically: Your Stratechery login will be your email address, not your old username The first time youSubscribe […]
Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth. From the Wall Street Journal: Twitter Inc. delivered its weakest quarterly revenue growth as a publicly traded company, casting a shadow on its fledgling advertising business, which until now has been a consistent bright spot. Investors, who sent the company’s […]
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closingSubscribe […]
In a week where much of the Internet was all atwitter about Mobilegeddon, Google’s pre-announced algorithm change that will favor mobile-friendly sites in mobile search results, a potentially far more impactful announcement was much more of a surprise: Facebook is tweaking the News Feed algorithm. This is a big deal for publishers in particular: according […]
Good morning, The French Senate approved a measure (it won’t be law, at least not yet) that would force Google to disclose its algorithm to a French regulator. If you have strong views on this (particularly if you are in favor), I’d love to hear from you as to why — with the condition youSubscribe […]
Twitter’s blog is generally a cheery place, with one big exception from 2012: the innocuously named Changes Coming in Version 1.1 of the Twitter API, and in particular, the section called “Changes to the Developer Rules of the Road” that attempted to put the kibosh on 3rd-party Twitter clients:1 If you are building a Twitter […]
Good morning, Late last night was Apple Watch ordering mania. A few observations: Within minutes the Apple Watch Edition quickly moved from May to June and some models to August. In China, meanwhile, they completely sold out It seemed to take about six minutes for ship dates to start slipping from 4/24-5/8 to something laterSubscribe […]
